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ECONOMICS & MARKETS
In this webinar Chief Economist Kevin Lings provides an update on the COVID-19 pandemic and its unfolding impact on the global and local economy, and financial markets.
On 27 March 2020, Moody’s Investors Service decided to downgrade SA’s international long-term credit rating one notch to Ba1, from Baa3. They kept the country on a negative outlook.
Our Listed Property, Fixed Income and Equity and Balanced teams provide an update on how they are managing current market uncertainty in their portfolios. Chief Economist Kevin Lings also provides a useful update on the virus with some views on the economic outlook.
Chief Economist, Kevin Lings unpacks the economic impact of COVID-19 into three areas of concern: supply-side, demand-side and global market shock.
We have entered unchartered territory in financial markets as governments, companies and individuals grapple with the impact of the coronavirus (COVID-19) pandemic on a humanitarian level and how this will shift the global economy.
Our investment experts, Victor Mphaphuli, Keillen Ndlovu, Herman van Velze and Marius Oberholzer discuss the impact of the Budget on the markets.
January is typically a month when portfolio managers and advisers have their heads down completing year-end reviews and providing thoughts for the year ahead.
As we head into a new decade, the potential and increasing application of artificial intelligence (AI) to assist with investment decision-making and improve the accuracy of our investment choices continues to receive a lot of attention.
Concerns around coronavirus have been felt in global equity markets for more than a month now. However, things escalated last week, with the steep sell-off in oil further compounding fear around the recessionary impact of the virus.
The downturn in industrial output is bottoming out and corporate earnings – powered by rate cuts in the US and Europe – are about to accelerate.
The US REIT industry, represented by NAREIT, is a beacon for other countries looking to benefit from an investment regime that provides investors with attractive long-term
Despite the close to 50% international exposure in the JSE’s all-share index, South African investors continue to favour direct offshore assets, seeking even greater diversification than
The market environment remains uncertain. Liquidity and solvency risks are investors’ main concerns, as money is withdrawn from riskier assets and geographies.
Traditionally, government bonds are referred to as ‘risk-free’ assets. Much of modern financial theory, and indeed, the practical day-to-day workings of financial markets, depend on such a concept.
South African investors have enjoyed phenomenal returns over the last 2-3 decades, as local equity returns outpaced those of most equity markets around the world.
In 2007, Amazon released an e-reader called the Kindle. In 2010, Apple launched the highly successful iPad. These, and similar technological innovations, reduced demand for printing.
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In this edition of STANDPOINT, CEO Derrick Msibi reflects on STANLIB’s business journey since taking the helm, while Head of Investments Mark Lovett reviews asset class trends, arguing for the need for greater asset class diversification to lessen the volatility of returns and Vaughan Henkel from our Absolute Return team introduces us to the concept of machine learning for fundamental investment analysis. The increasing use of robots and automation is also discussed by Chief Economist Kevin Lings in his piece on the five key trends of the next decade and our global equity manager, Neil Robson of Columbia Threadneedle, adds his comments for 2020.
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