If you’re investing for the long term, remember to keep your long term in focus.
Continue readingThe resilience of balanced funds in volatile times [PODCAST]
In this podcast, Herman van Velze, Head of STANLIB Equity and Balanced, expands on the outlook for various asset classes, with focus on the resilience of balanced funds.
Continue readingEconomies around the world: how will they fare in 2021?
In 2021, the global economy is expected to expand by around 4%, assuming that the current vaccine rollout becomes much more widespread throughout the year.
Continue readingA lens on financial markets in 2021
Most investment professionals expect, and are trained to deal with, economic uncertainty. However, in many respects, the Covid-19 pandemic of 2020 completely overshadows previous crises.
Continue readingQuantamental investing enhances investment outcomes
Quantamental investing, is being employed by an increasing number of investment managers to enhance the quality of their decision-making and deliver more consistent returns.
Continue readingVaccine Modelling Thought Leadership
The logistics, the costs and the availability of the Covid-19 vaccine bring significant challenges and complexity to a simple solution aimed at leading societies and economies back to health.
Continue readingKouga Wind Farm generates multiple benefits for investors, community
An investment by STANLIB in a renewable energy developer in 2010, even before SA’s renewable energy independent power procurement programme (REIPPP) was launched, has delivered benefits to the country, the local community and investors.
Continue readingCredit markets attract yield-hungry global investors
Central bank stimulus aimed at countering the effects of COVID-19 has sent global capital hunting for yield, as investors in developed markets contemplate near-zero or negative interest rates
Continue readingESG moves to the centre of investment decision-making
Nicholas Naidoo, head of credit at STANLIB Credit Alternatives, and Zeyn Ismail, head of STANLIB Credit Alternatives’ investment team, recently presented their views at the Alternatives Investment Forum 2020 on how Environmental, Social and Governance (ESG). Here’s a summary of their presentation.
Continue readingWhy SA should avoid a sovereign debt default
We have been positive in the short- to medium-term on bond returns given valuations, however we recognise the inherent risks of a potential fiscal cliff.
Continue readingAbsolute Returns – Q1 2021 – Tactical Asset Allocation
In this article, Marius Oberholzer, Head of STANLIB’s Absolute Returns team, provides a breakdown of their 2021 tactical asset allocation and thinking.
Continue readingUpdating tactical views on SA Government Bonds
In February 2020, we assessed nominal South African Government Bonds (SAGBs) through our six-lens Tactical Asset Allocation (TAA) framework.
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