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ECONOMICS & 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.
Chief economist, Kevin Lings reviews the exonomic impact of Tito Mboweni’s second budget speech that was delivered on Wednesday, 26 February 2020.
Research has shown that investors, being humans, are driven primarily by the emotions of greed and fear and the regular updates on COVID-19 have certainly driven a feeling of fear.
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
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.
Shoprite’s recent proposed transaction to shareholders sparked an interesting debate among investors. Share on linkedin Share on facebook Share on twitter Visit STANLIB’s News & Insights
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