Asset managers navigated a tough environment over the last two years as the pandemic led to worldwide economic shutdowns and the market grappled with inflationary pressure which prompted interest rate hikes in a few regions, including SA.
Continue readingInvesting for income in 2022
In this webinar, STANLIB’s Head of Fixed Income, Victor Mphaphuli, explores the benefits of investing in SA’s listed property market with Nesi Chetty, Head of STANLIB Listed Property.
Continue readingClouds loom over Emerging Markets in 2022 [PODCAST]
In this podcast, Peter van der Ross, portfolio manager in the STANLIB Multi-Strategy team, argues that Emerging Markets (EMs) may struggle to outperform Developed Markets in 2022
Continue readingFinding return opportunities beyond the pandemic
In this webinar, John Bilton, Head of Global Multi-Asset Strategy at J.P. Morgan, discusses the macro drivers and investment themes which underpin their Long-term Capital Market Assumptions (LTCMAs).
Continue readingQ&A: Where to from here with Cryptoassets?
As the crypto industry reaches almost US$3 trillion (at 31 October 2021) and there are more than 6 000 different cryptocurrencies available, should these assets form part of a long-term diversified portfolio?
Continue readingCan fast-growing markets deliver investors more?
Fast-growing regions should in theory offer investors superior growth opportunities compared to developed markets.
Continue readingChina’s poised for slower economic growth, but it’s not all bad news
Strong economic growth momentum in China during the first half of 2021 has dissipated due to a number of short term headwinds.
Continue readingEnergy reform brings winds of change and some sunshine to SA’s energy market
SA is blessed with an abundance of sunshine and wind. But does this mean that renewable energy is the most efficient solution to load-shedding?
Continue readingWhere to from here? [Charticle]
What could economic growth look like in 2022? This question arises as we potentially head into a postcrisis
era where the COVID pandemic becomes “the flu” and we adapt to living with it.
MTBPS 2021: A balancing act
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 readingSTANLIB and New GX combine to accelerate township fibre roll-out through a R4.4bn investment platform
STANLIB has invested over R2.4 billion in the Pitje-family-controlled company, New GX, to accelerate the roll-out of digital access across the country.
Continue readingInvesting with more certainty: An update on STANLIB’s Fixed Income Funds
In this webinar, STANLIB’s Head of Fixed Income, Victor Mphaphuli, and Head of Credit, Tarryn Sankar, shared insights on the environment, fund positioning and the value of carefully selected credit in fixed income portfolios.
Continue reading