2020 has been a year of extreme volatility, both emotionally and for financial markets.
Continue readingA systematic approach to active management
Growth or value? The debate over which of these investment styles is superior has regained energy over the last year, especially in equity markets.
Continue readingLow interest rates and high government debt have become the norm
Apart from the human tragedy
associated with the spread of COVID-19, these measures forced the world economy into an unprecedented economic recession.
Investment opportunities in a changing world
Long-term thematic investments are those that benefit from structural changes to the world in which we live. These themes tend to be long-lived and provide significant performance advantages over time, if correctly identified.
Continue readingThe retail sector perspectives on global trends
The pandemic-led global economic slowdown has had a significant and unforeseen impact on the retail sector worldwide.
Continue readingMarket insights and investment perspectives in a year of change
In this webinar STANLIB Absolute Returns’ senior portfolio managers, Warren Buhai and David McNay, share insightful views on markets and investing as we head towards the end of a year marked by unforeseen change.
Continue readingFinding alpha: Exploring equity investment styles and systematic investing
In this webinar, STANLIB Index Investments’ Chief Operating Officer, Wehmeyer Ferreira and Head of Portfolio Management, Rademeyer Vermaak, share their views on equity sector behaviours through changing markets
Continue readingSTANLIB Income Fund: An update from our portfolio managers
In this webinar, STANLIB’s Head of Fixed Income, Victor Mphaphuli and Credit Analyst, Stephan Pienaar, provide an update on the STANLIB Income Fund.
Continue readingESG moves to the centre of investment decision-making
Environmental, social and governance (ESG) considerations are increasingly being integrated into asset managers’ decision-making processes in SA, as well as internationally.
Continue readingWhat will it take to become the 46th US President of the USA? [INFOGRAPHIC]
The outcome of the US election will impact markets around the world. But the process is not well understood outside of the US. So, what does it take to win?
Continue readingMTBPS 2020 – a realistic look at South Africa’s fiscal position
In this podcast, STANLIB’s Chief Economist, Kevin Lings highlights the most important aspects of the 2020 Medium term budget policy statement
Continue readingSA Listed Property – Apocalypse or Opportunity?
In this webinar, STANLIB’s Head of Listed Property, Keillen Ndlovu & Senior Portfolio Manager, Nesi Chetty, discuss the shifting sector dynamics and how property companies could be reshaping to grow.
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