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[TOP STORY] Multi-style funds and how they are constructed

1 Jun 2022 /  Simon Brown
'We really think of it as the back-to-basics of active investing’ – Rademeyer Vermaak – STANLIB Asset Management.

Famous Brands cheap, but for a reason …

1 Jun 2022 /  Simon Brown
A look at the market's reaction to the Gold Fields acquisition and how to maximise offshore exposure.

STANLIB: We’re deliberately diversified across long-term growth drivers

28 Feb 2022 /  Simon Brown
'We're looking for that combination of value creative growth, but also the ability for the shares to roughly double over a five-year time horizon' – portfolio manager Alex Stanic.

Performance and drivers of emerging markets vs developed markets

30 Nov 2021 /  Simon Brown
‘There are all sorts of reasons why we can't see emerging markets starting to outperform next year’: Peter van der Ross – Stanlib Multi-Strategy.

Aspen’s vaccine manufacturing could be blue sky

30 Nov 2021 /  Simon Brown
Alex Duys of Umthombo Wealth on Implats's followup offer for RBPlats. Andrew Skudder, RIB CCS CEO, on how the construction industry can benefit SA. Stanlib's Peter van der Ross talks emerging markets and why they haven't structurally outperformed developed markets.

Shareholder activist gets 30% voting pool in Ascendis Health

29 Oct 2021 /  Simon Brown
Sasfin's Nasen Nair talks markets and Anheuser-Busch InBev Q3 results. Giles Heeger of Stanlib on their JP Morgan Asset Management strategic partnership. Thoughts on the Ascendis share holder activists who now control 30% of the vote.s

Positioning for moderating inflation

17 Sep 2021 /  Simon Brown
In the SA market ‘we've gone underweight commodities and basically have allocated that position towards the financial sector and specifically banks’: Henk Viljoen, Stanlib Balanced and Equity portfolio manager.

Sibanye-Stillwater moving into lithium mining

17 Sep 2021 /  Simon Brown
Alex Duys of Umthombo Wealth on Sibanye-Stillwater's lithium mine investment and FirstRand results. Absa's Justin Schmidt unpacks the latest manufacturing survey. Stanlib's Henk Viljoen talks where to invest as local and global growth moderates.

Is Chinese corporate debt a risk?

10 Sep 2021 /  Simon Brown
Rand Swiss's Viv Govender talks markets amid a sea of red and China Evergrande Group concerns. Johan Marnewick from Stanlib on the company's Pan Africa Debt Fund offering US$ yield. Revix’s Sean Sanders and Ciaran Ryan on buying Solana.

KAP Industrial’s diversification pays off

23 Aug 2021 /  Simon Brown
Petri Redelinghuys of Herenya Capital Advisors on the US dollar index breaking higher as the rand traded above 15 for the first time since March. KAP Industrial CEO Gary Chaplin on year-end results as it benefits from sector diversity. Stanlib's Tarryn Sankar unpacks the dynamics of managing credit risk through a recovery.

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