Global macro update with J.P. Morgan Asset Management
Stanlib Collective Investments
Q2 of 2023 | 1 year ago
The recent events in the banking sector are likely to lead to a further tightening of bank lending standards, which could further slow growth in developed economies, possibly leading to a moderate recession over the course of the year. However, with little evidence of extreme excess in the real economy and with better capitalised banks, we see a repeat of 2008 as unlikely.
With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.
Absa's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
Global macro update with J.P. Morgan Asset Management
Stanlib Collective Investments
Q2 of 2023 | 1 year ago
The recent events in the banking sector are likely to lead to a further tightening of bank lending standards, which could further slow growth in developed economies, possibly leading to a moderate recession over the course of the year. However, with little evidence of extreme excess in the real economy and with better capitalised banks, we see a repeat of 2008 as unlikely.
