In Q1, positive news on domestic inflation and progress on Treasury’s fiscal consolidation plans were countered by disagreements around the South African Budget and tariff announcements from the US, says STANLIB’s Deputy Head of Fixed Income, Sylvester Kobo. As a result, bond yields drifted higher through the quarter. Sylvester analyses the positioning of the Flexible Income Fund amid the heightened uncertainty and whether domestic interest rate cuts are likely.<br />
<br />
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com).

In Q1, positive news on domestic inflation and progress on Treasury’s fiscal consolidation plans were countered by disagreements around the South African Budget and tariff announcements from the US, says STANLIB’s Deputy Head of Fixed Income, Sylvester Kobo. As a result, bond yields drifted higher through the quarter. Sylvester analyses the positioning of the Flexible Income Fund amid the heightened uncertainty and whether domestic interest rate cuts are likely. Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com).

In Q1, positive news on domestic inflation and progress on Treasury’s fiscal consolidation plans were countered by disagreements around the South African Budget and tariff announcements from the US, says STANLIB’s Deputy Head of Fixed Income, Sylvester Kobo. As a result, bond yields drifted higher through the quarter. Sylvester analyses the positioning of the Flexible Income Fund amid the heightened uncertainty and whether domestic interest rate cuts are likely.<br>
<br>
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com).

STANLIB’s Fixed Income team positions defensively amid turbulence

STANLIB is a specialist investment manager, administering over R600 billion in assets under management.

Whether you need to preserve your capital or create wealth in the long term, our teams of investment specialists can help you achieve your goals. We offer a depth of expertise across investment disciplines – from absolute return and fixed income to listed property, balanced, equity and alternatives; spanning active and passive management, single and multi-manager offerings. 

Through this wide range of investment capabilities we offer our clients both pooled and segregated investment solutions across a broad choice of traditional and alternative asset classes.

With our clients at the centre, our investment teams are developed to deliver outstanding outcomes through the skill, passion and dedication of each team member. Their unique blend of skills, areas of specialisation and perspectives enables us to make better-informed decisions so we can help our clients, both individuals and institutions, achieve their financial goals. 

Combined with our teams’ range of specialist skills, their focus on in-depth research and risk mitigation strategies, examining markets from diverse perspectives culminates in consistent long-term investment performance. 

We are proud of our South African heritage and the legacies of our founders. The size of our organisation allows for the acquisition of advanced systems, databases and research facilities and provides unique investment opportunities while our specialist team structure enables distinct focus on their areas of expertise.

STANLIB Asset Management is an authorised financial services provider.

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STANLIB is a specialist investment manager, administering over R600 billion in assets under management. Whether you need to preserve your capital or create wealth in the long term, our teams of investment specialists can help you achieve your goals. We offer a depth of expertise across investment disciplines – from absolute return and fixed income to listed property, balanced, equity and alternatives; spanning active and passive management, single and multi-manager offerings. Through this wide range of investment capabilities we offer our clients both pooled and segregated investment solutions across a broad choice of traditional and alternative asset classes. With our clients at the centre, our investment teams are developed to deliver outstanding outcomes through the skill, passion and dedication of each team member. Their unique blend of skills, areas of specialisation and perspectives enables us to make better-informed decisions so we can help our clients, both individuals and institutions, achieve their financial goals. Combined with our teams’ range of specialist skills, their focus on in-depth research and risk mitigation strategies, examining markets from diverse perspectives culminates in consistent long-term investment performance. We are proud of our South African heritage and the legacies of our founders. The size of our organisation allows for the acquisition of advanced systems, databases and research facilities and provides unique investment opportunities while our specialist team structure enables distinct focus on their areas of expertise. STANLIB Asset Management is an authorised financial services provider.

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STANLIB’s Fixed Income team positions defensively amid turbulence

STANLIB’s Fixed Income team positions defensively amid turbulence

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