Generating sustainable investment returns requires a wide lens

Kholofelo Molewa, a portfolio manager in STANLIB Credit Alternatives managing the Khanyisa Impact Investment Fund, says the team’s basic investment thesis is that adherence to ESG principles usually correlates to higher returns over the long term. An example is affordable housing, for which there is a huge need in SA’s…

In this podcast, Derrick Msibi, CEO of STANLIB, discusses some of the welcome changes that have occurred in the South African investment landscape in the 20 years since STANLIB was formed. These include greater opportunities for investors to diversify internationally, to invest for impact without compromising returns, and technological advances…

In this MoneywebNOW podcast, STANLIB’s Chief Economist, Kevin Lings, explains that base effects (year on year comparisons) are likely to kick in later this year, most critically in fuel prices, which should result in a moderating inflation rate in 2023. By the middle of 2023, if high interest rates have…

Marisa Bester, portfolio manager in STANLIB Infrastructure Investments, says there is a great need for responsible private sector investment in maintaining and upgrading SA’s power, communications and water infrastructure. An estimated R300-400 billion of additional investment is needed every year to lift SA to the benchmark for this size of…

Rademeyer Vermaak, Head of Index Investments at STANLIB, says multi-style equity funds offer investors balanced exposure to the main drivers of returns in the stock market, which are quality, value and growth. The STANLIB Enhanced Multi Style Equity Fund delivers persistent alpha and will continue to do so, at lower…