Marius Oberholzer, Head of STANLIB Multi-Asset, says chaotic announcements on US tariffs caused wild swings in markets at the start of Q2, but by July asset prices were heading for new highs. The Multi-Asset team has become more cautious in its equity exposure since December, given policy uncertainty, and its bottom-up strategy in this environment. He also discusses the continued attractiveness of the US market and the potential in other regions. Click here to listen to the podcast.
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA. Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice.

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