Morning Market Commentary
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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

Offshore assets

Local assets

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.

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Our standpoint

FINDING OPPORTUNITY AMIDST MARKET CHALLENGES

In our first edition of STANDPOINT in 2020, we were cautious about the prospects for our local economy while being cautiously optimistic about the outlook for global growth. What we didn’t foresee was that, within a few short weeks, the words ‘lockdown’ and ‘social distancing’ would become part of our daily vocabulary. Our focus since then has been adapting to the significant impact the coronavirus pandemic has had on our lives, as countries responded to a tragic humanitarian crisis and economies came to a standstill.

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