Viewpoints Autumn Edition – April 2024
Continue readingAt a glance – our asset class views
Future Focus March 2024
Welcome to the Autumn Edition of Future Focus – insights on building wealth for your clients
Continue readingRecord high for stock markets, amid rate cut hopes
Market Commentary
Q1 2024
Fact vs Fiction … and how to think about the value of companies
Having researched asset managers over many years, and studied markets, I have a good appreciation for the many different approaches that investors take when valuing companies
Continue readingFuture Focus December 2023
Welcome to the Summer Edition of Future Focus – insights on building wealth for your clients
Continue readingSTANLIB Multi-Manager Shari’ah Balanced Fund of Funds – new underlying global manager
At STANLIB Multi-Manager we constantly assess managers and our portfolios construction to ensure that we have an optimised blend in our funds.
Continue readingSTANLIB Multi-Manager Real Return Fund – new underlying manager
Keeping you updated with business news and the rationale behind changes to the STANLIB Multi-Manager solutions
Continue readingFees alone cannot be the driver of improved performance
Is the cheapest really the best? If so, why do all of us not just buy the cheapest smart phone or car? Sometimes the cheapest
represents poor quality or value for money. Other times it may just include less features. Why should investments be any
different?
The Gender Agenda in South African Asset Management
Women having the same rights in the work place as men does not translate into gender equality when many women face unequal opportunities and biases that limit equal access to skills, development, growth and great career opportunities. This means that many industries are still generations away from reaching gender parity in their workforce.
Continue readingBenchmarks: ‘Keeping up with the Joneses’
As an investor you probably come across the word ‘benchmark’ on a regular basis. You may have noticed this word on a fund factsheet or it may have come up during discussions with a financial adviser. While many clients are familiar with it, the concept can be quite puzzling at times
Continue readingGenNext (Generation Next)
It does not feel like it was so long ago when the South African asset management industry was starting to experience a substantial rise in boutique asset managers. Now in their late teens, with some going into adulthood, we – over a three-part series – look back at the journey of the pioneers who left large investment houses to manage money within a boutique setting.
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