While further interest rate hikes are expected in 2022, inflation is likely to drop next year and then rate-cuts may be on the cards: Stanlib chief economist Kevin Lings.
'We're looking for that combination of value creative growth, but also the ability for the shares to roughly double over a five-year time horizon' – portfolio manager Alex Stanic.
In the SA market ‘we've gone underweight commodities and basically have allocated that position towards the financial sector and specifically banks’: Henk Viljoen, Stanlib Balanced and Equity portfolio manager.