2022 was the worst year in memory for bond markets. In 2023, despite short-term macro headwinds at both a global and local level, the recent large local cash bonds sell-off is making valuations attractive over the tactical horizon. SAGBs are priced for stormy waters but Minister Godongwana has a strong hand on the tiller

During a ‘flight to quality,’ a quality strategy typically performs well: Rademeyer Vermaak – STANLIB.

In this podcast, STANLIB's Senior Portfolio Manager in the Fixed Income team, Sylvester Kobo, share insights on markets and fixed income assets in 2021, and what he expects from the year ahead.