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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.

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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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South African Equities: value or value trap

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.

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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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Spotlight on Shoprite Governance

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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SA listed property facing challenges

South Africa’s listed property sector has been a consistent top performing asset class over many years. Share on linkedin Share on facebook Share on twitter Visit

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SA property soft-pedals

Large-scale investment to develop and redevelop SA’s ageing property stock into modern premises for today’s high-tech businesses will only occur once economic growth is on a

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Teamwork to tackle SA’s troubles

South Africans are suffering in this tough economic climate. The savings rate, as well as the return on those savings, is depressed. Something is needed to

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Opportunity knocks in bond markets

In a mere matter of days in mid-June, Ramaphoria was wiped off the face of the rand. Between end-February and mid-June, the rand lost 20% against

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The outlook for listed property remains positive

Rising US 10-year bond yields and a higher interest rate saw global listed property lose 6% in US dollars in the first quarter of 2018. With the Federal Reserve expected to hike rates at least three more times this year, what will this mean for the global property market? Is the cycle nearing its end or is there still value to be found?