Global trade represents approximately 30% of global GDP. The world’s economic performance, especially global industrial production, is closely linked to the performance of global trade.
Continue readingAdapting to new dynamics in managing credit risk as we move through a recovery
The gradual lifting of Covid-19-related restrictions has shifted the focus to economic recovery in all its forms.
Continue readingOptimism, growth and good policy
This year, “inflation” is one of the words most bandied about in markets. For some investors it is a concern, and for others it represents an opportunity.
Continue readingSA’s tech and health care businesses play pivotal role in driving growth
STANLIB’s Chief Economist, Kevin Lings, highlights the need to multiply public-private partnerships to accelerate SA’s economic growth and generate employment and income.
Continue readingWill lower systemic growth and inflation become the norm once again?
This year, “inflation” is one of the words most bandied about in markets. For some investors it is a concern, and for others it represents an opportunity.
Continue readingSTANLIB Perspectives on South African Listed Property
In this webinar, STANLIB’s Head of Listed Property, Keillen Ndlovu and Senior Portfolio Manager, Nesi Chetty, provide insightful views and answer some hard questions covering dynamics across the retail property sector.
Continue readingThe rise of the virtual office: what does this mean for SA property?
Demand for office space has fallen as people embrace the cost-efficient and time-saving benefits of a flexible work model.
Continue readingBalanced and Equity: An update from our portfolio managers
In this webinar, STANLIB’s Head of Research, Andrew Cuffe, Senior Portfolio Manager, Kobus Nell and Analyst, Fred Teeling-Smith, provide an update on a shifting environment and relevance of investing in SA’s quality businesses
Continue readingMake the most of global property in an environment of rising inflation
History proves that an environment of gradually rising prices (inflation), along with measured interest rate increases, supports global property returns.
Continue readingInvesting in South Africa: Exploring current opportunities and risks
In this webinar, STANLIB’s Chief Economist, Kevin Lings, shares his views on various factors impacting South Africa’s economic health, including risks and opportunities for growth.
Continue readingNot your grandfather’s Fed…
The US Fed has made a major change in policy by moving to an average inflation target and reinforcing inclusive employment goals, STANLIB’s Multi-Strategy team explores the impact of this policy change.
Continue readingSTANLIB Global Balanced Fund: An update from our portfolio managers
In this webinar, STANLIB’s Global Balanced fund managers from Columbia Threadneedle, Alex Lyle, Adrian Hilton and Felicity Long, provide insightful views on the key factors influencing markets.
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