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ECONOMICS & MARKETS

Economics & Markets

COVID-19 Economic & Market overview 23 March 2020

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.

Investing perspectives

Investing through a market crisis
Investing perspectives

Investing in uncertain times

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.

Investing perspectives

Machine learning is another tool, not The Tool

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.

Global equities market volatility update
Offshore Assets

Global equities: market volatility update

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.

Offshore Assets

Improving outlook for risk assets

The downturn in industrial output is bottoming out and corporate earnings – powered by rate cuts in the US and Europe – are about to accelerate.

Offshore Assets

US real estate: a strong foundation

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

Offshore Assets

Global REITs stretch investor horizons

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

Local assets

On lending to the SA Government

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.

Local assets

Forestry companies branch out of paper

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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Our standpoint

Our quarterly investment publication, which aims to simplify and demystify.

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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