STANLIB Asset Management's Head of Investments Mark Lovett speaks to Helge Skibeli, Portfolio Manager at J.P. Morgan Asset Management International Equity Group and one of the managers of the STANLIB Global Select Fund, about the key drivers behind the fund’s performance and drawdowns in 2025, the lessons learned and what was implemented in the portfolio. They explore the reasons the team is excited for the outlook and opportunity in 2026 and beyond.

STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered representative Manager in terms of CISCA. J.P. Morgan Asset Management (UK) Limited is an offshore strategic partner to STANLIB Asset Management (Pty) Ltd and is authorised and regulated by the UK’s Financial Conduct Authority. This content should not be construed as advice.