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Asset Allocation views: Dead cat bounce or V for victory?

In this live-recorded webinar, STANLIB’s Head of Absolute Returns, Marius Oberholzer, and Senior Portfolio Manager, Peter van der Ross, give an update on their asset allocation views heading into the third quarter. The team also provide insights into what has driven their asset preferences and explaine the shift in their long-held SA bond view. They also expand on their scenario evaluation, which is key to their tactical process, and evaluate if this bounce is a “dead cat” or if their “V for victory” scenario is in play.

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Marius Oberholzer

Marius Oberholzer

STANLIB Head of Absolute Returns

Peter van der Ross

Peter van der Ross

Senior Portfolio Manager

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