In episode six of our “The More You Know” vodcast series, Peter van der Ross, Deputy Head of STANLIB Multi-Asset, talks to Jeremy Maggs about the concerns about global bonds and why SA bonds are attracting interest, including from global investors. He also pinpoints which market areas are most appealing to the team now.
SA’s economy feels sluggish, yet the JSE has been notching up record highs. Many investors are baffled by the fact that share prices are climbing while growth remains weak.
In the latest episode of The More You Know, the podcast from STANLIB Asset Management, two of the firm’s senior multi-asset specialists, Warren Buhai and Peter van der Ross, explained why markets and economies so often disconnect, and what investors should do to respond.