2022 was the worst year in memory for bond markets. In 2023, despite short-term macro headwinds at both a global and local level, the recent large local cash bonds sell-off is making valuations attractive over
the tactical horizon.
STANLIB Income Fund: Investing through the cycles, and staying nimble
Income funds offer good risk-adjusted returns with lower volatility than other asset classes, especially in times of macroeconomic uncertainty. In a world of sticky inflation, rising interest rates and slowing growth, the STANLIB Fixed Income team has the experience and the tactical agility to protect and grow investors’ capital.
Continue readingSouth African government bonds: cheap now on improving fundamentals
A 2022 bond market investor surveying the wreckage of their portfolio has a lot in common with Dorothy, the heroine of The Wizard of Oz. Like her, they have suffered a perfect storm and awoken to find themselves in a strange new country.
Continue readingMore access to offshore investment opportunities
In this webinar, STANLIB and J.P. Morgan’s investment experts shared insights on the strategic partnership and the two new offshore funds, which have been uniquely crafted to meet our South African clients’ needs.
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 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 readingFinding income, growth and protection of capital during unusual times
In a world of uncertainty, rising inflation, low interest rates, high liquidity and rising government debt – how do we generate income growth and capital protection from our multi-asset income fund?
Continue readingFlexible Income Fund: Finding income growth and capital protection during a challenging cycle
In this webinar, STANLIB’s Head of Fixed Income, Victor Mphaphuli and Senior Portfolio Manager, Sylvester Kobo, provide an update on the STANLIB Flexible Income Fund.
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 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 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 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.
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