
STANLIB Insights: When sitting on the sidelines is not an option
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Head of STANLIB Multi Asset, Marius Oberholzer, chats to Jeremy Maggs about the prevailing highly charged sentiment in markets. A once-in-a-generation structural shift is occurring, says Marius, and it is not the time to stay out of the market. He discusses how STANLIB responds to risk, and touches on key themes such as US tariffs, China’s economic outlook and commodities price surges.