The STANLIB Absolute Returns team will be renamed the Multi-Strategy investment team.
Continue readingIndex Investments: Can value relive its glory days?
In this live-recorded webinar, STANLIB Index Investment’s Chief Operating Officer, Wehmeyer Ferreira and Portfolio Manager, Ann Sebastian, unpack the short and long term drivers behind this investment style.
Continue readingFundamentals of value remain elusive
Value has underperformed growth for many years post the GFC. The recent COVID-19 recovery has fuelled a rotation into value from growth and has sparked investor debate.
Continue readingFixed Income: An update from our portfolio managers
In this webinar, STANLIB’s Head of Fixed Income, Victor Mphaphuli and Senior Portfolio Manager, Sylvester Kobo, share insights on markets and fixed income assets in 2021 and what they expect from the year ahead.
Continue readingNavigating through fundamental shifts in the financial markets during the pandemic
In this webinar, STANLIB’s Senior Portfolio Manager in the Balanced and Equity team, Henk Viljoen, explores how balanced funds can provide both relevance and resilience in this economic climate.
Continue readingSTANLIB delivers robust performance; on track to embark on the next phase of our growth journey
Today, STANLIB’s parent company, Liberty Holdings, announced its financial results for the year ended December 2020.
Continue readingBudget 2021: Setting the economy on the road to recovery
In this article, STANLIB’s Chief Economist Kevin Lings and Head of Fixed Income Victor Mphaphuli discuss the positives, negatives and outcomes in SA’s Budget for the year ahead.
Continue readingBalanced fund investing: Finding return opportunities in a new normal world
Looking forward, the flexibility of a balanced fund means managers can take advantage of the opportunities presented by the constantly changing macro-economic environment.
Continue readingThe relevance of equity in a balanced fund
The asset allocation decision within a balanced fund, largely based on the well-known and not always appreciated, concept of understanding the relationship between risk and reward
Continue readingFrom the Dark Days of Spring… to the Brighter Days of Winter
When we look back on 2020’s headline market return in years
to come, it will tell us very little about this extraordinary year.
The Structure of Market Drawdowns: Part II
The structure of market drawdowns is an interesting concept to inform
investment decisions. This is particularly relevant as we continue to grapple with the ongoing temporary slowdowns in economic activity worldwide and protracted market uncertainty.
Green shoots for South Africa’s growth
The South African economy has gone through a difficult time in the last couple of years. It has experienced rising unemployment, persistently low economic growth, rampant corruption, a systematically weakening fiscal position, and a clear lack of policy direction.
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