Tag: STANLIB

Absolute Return Funds: A rare balance of growth and risk

An article published on Citywire noted that in recent times the ‘Absolute Return’ funds available to South African institutional investors have largely failed to achieve their CPI-related performance targets.

Global macro update with J.P. Morgan Asset Management

As we enter the second quarter, we expect China’s economy to continue to be supported by its Covid reopening, but we see more downside risks in developed economies.

Global JP Morgan Mark Lovett Mike Bell STANLIB

Silicon Valley Bank and global banking uncertainty

Fifteen years after the Global Financial Crisis banks may be better capitalised but they are clearly still a source of risk for the world.

2023 global banking global banking uncertainty global banking uncertainty strong investors news silicon valley bank STANLIB update

STANLIB Flexible Income Fund: Abundant opportunities in 2023

“The party will be in fixed income this year.” That’s how Sylvester Kobo, our Deputy Head of Fixed Income, sums up the opportunities that await investors in this asset class in 2023.

Economic Eskom Flexible Income STANLIB Sylvester Kobo

STANLIB selects BlackRock’s Aladdin enterprise to drive growth investment

South African Asset Manager STANLIB selects BlackRock’s Aladdin enterprise investment management technology to drive transformational growth.

2023 BlackRock BlackRock Aladdin investors news STANLIB update

What does SA’s grey listing by the FATF mean for investors?

The Financial Action Task Force announcement that SA will be subject to increased monitoring is likely to have serious repercussions for the country’s links to global financial systems.

2022 Greylist investors news STANLIB update

InPerspective 2023 Roadshow

The recent STANLIB 2023 InPerspective roadshow aimed to give you actionable insights to bring focus in a blurry world. The key question we asked is: ‘where to invest for the best outcomes?’.

2022 InPerspective Roadshow STANLIB

Budget 2023 – Minister of Finance strikes a balance between generosity and prudence

SA’s National Budget recognises the need to help households and Eskom while maintaining fiscal discipline.

Budget2023 BudgetSpeech Economic Enoch Godongwana Eskom Kevin Lings STANLIB

2023 InPerspective | Webinar

In this webinar, Kevin Lings and Warren Buhai, share their views on what investors can expect in 2023 and beyond. They provide fresh ideas and unpack key macro themes and what these mean for markets and investors.

Global Economy Inflation Inflation rate Kevin Lings Local Economy Outlook2023 STANLIB Webinar

New Year, Many Futures

In STANLIB’s Multi-Strategy team we recognise that the future is best understood as a range of outcomes and is constantly evolving.

2022 Insights Michael Streatfield Multi-strategy STANLIB

J.P. Morgan Asset Management’s 2023 Long-Term Capital Market Assumptions

J.P. Morgan Asset Management’s 27th annual edition of their Long-Term Capital Market Assumptions report explores how lower valuations and higher yields mean that markets today offer the best potential long-term returns since 2010.

2022 JP Morgan Standpoint STANLIB

South African government bonds: cheap now on improving fundamentals

A 2022 bond market investor surveying the wreckage of their portfolio has a lot in common with Dorothy, the heroine of The Wizard of Oz. Like her, they have suffered a perfect storm and awoken to find themselves in a strange new country.

2022 Standpoint STANLIB Victor Mphaphuli