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ECONOMICS & MARKETS

SARB rate cut
Economics & Markets

SARB rate cut – unexpected timing

The South African Reserve Bank cut the repo rate by a further 100 basis points to 4.25% by unanimous decision at its unexpected Monetary Policy Committee on 14 April 2020.

Investing perspectives

A Different Perspective on Asset Class and Style Tilting
Investing perspectives

A Different Perspective on Asset Class and Style Tilting

In this live-recorded webinar, Ann Sebastian, Portfolio Manager – STANLIB Index Investments, explains how a quantitative rules-based approach can identify optimal styles which may be applicable in various economic recovery scenarios.

Local assets

South African Equities – What lies beneath

In this webinar STANLIB’s Head of Absolute Returns, Marius Oberholzer, and Senior Portfolio Manager, Warren Buhai, shared their SA equity thesis, while considering the market shifts in 2020.

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.

Our Publications

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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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