STANLIB STANLIB Podcasts

STANLIB Podcasts

STANLIB is a specialist investment manager, administering over R600 billion in assets under management.

Whether you need to preserve your capital or create wealth in the long term, our teams of investment specialists can help you achieve your goals. We offer a depth of expertise across investment disciplines – from absolute return and fixed income to listed property, balanced, equity and alternatives; spanning active and passive management, single and multi-manager offerings.

Through this wide range of investment capabilities we offer our clients both pooled and segregated investment solutions across a broad choice of traditional and alternative asset classes.

With our clients at the centre, our investment teams are developed to deliver outstanding outcomes through the skill, passion and dedication of each team member. Their unique blend of skills, areas of specialisation and perspectives enables us to make better-informed decisions so we can help our clients, both individuals and institutions, achieve their financial goals.

Combined with our teams’ range of specialist skills, their focus on in-depth research and risk mitigation strategies, examining markets from diverse perspectives culminates in consistent long-term investment performance.

We are proud of our South African heritage and the legacies of our founders. The size of our organisation allows for the acquisition of advanced systems, databases and research facilities and provides unique investment opportunities while our specialist team structure enables distinct focus on their areas of expertise.

STANLIB Asset Management is an authorised financial services provider.
Occasionally English South Africa Investing · Business News
159 Episodes
1 – 20

No resolution to US government shutdown; SA’s retail sales slow

In this podcast, STANLIB’s Chief Economist, Kevin Lings, looks at the economic disruption as the US government shutdown enters its third week, with no resolution in sight. He also considers the slowdown in SA’s retail sales in August, which appears to be largely due to the tapering off of two-pot…
20 Oct 10 min

Trust your manager to navigate through volatile fixed income markets

In the latest episode of our The More You Know vodcast series, Sylvester Kobo, Deputy Head of Fixed Income at STANLIB Asset Management, counsels investors to “get comfortable with discomfort” for the foreseeable future and avoid focusing on short term ups and downs. He also discusses the factors that have…
16 Oct 18 min

Markets soften on US government shutdown, escalating trade war with China

In this podcast, STANLIB’s Chief Economist, Kevin Lings, considers the likely implications if the US government shutdown continues for an extended period. He also touches on export restrictions announced by China on certain rare earth minerals and the US response to threaten higher tariffs on China, which suggest the trade…
13 Oct 6 min

US government shutdown likely to drag on; SA collects more tax than expected

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the reasons for and impacts of the US government shutdown, including on economic activity and business confidence. He suggests that, given current political tensions in the US, it is likely to drag on for a while. He also looks at SA’s…
6 Oct 13 min

Countdown to ZARONIA | Steps to take now to preserve economic value

In the fourth episode of our Corporate Conversations series, Eulali Gouws, Head of Money Market at STANLIB Asset Management, talks briefly about how bond and money market participants should be adjusting benchmark rates from JIBAR to ZARONIA, for both legacy and future contracts. She also explains the steps that regulators…
3 Oct 8 min

Structured processes are key to managing assets in choppy markets

In this episode, STANLIB Asset Management Multi-Asset portfolio managers Warren Buhai and Peter van der Ross talk to Jeremy Maggs about the paradox of equity markets in the US and SA scaling new highs while global and local economic growth stutters. They explain how the STANLIB Asset Management Multi-Asset team’s…
2 Oct 26 min

SARB and Fed weigh different factors in making interest rate decisions

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the South African Reserve Bank (SARB) decision to keep interest rates on hold, despite a surprising slowing of inflation in August to 3.3% y/y from 3.5%. He considers underlying trends in inflation and the dilemma facing the SARB. He also discusses…
22 Sep 15 min

How Data and Technology Are Reshaping Modern Investing

In this episode of The More You Know, Chetan Ramlall explores how exponential data growth is transforming investment strategy. With global data volumes nearing 200 zettabytes, the challenge is no longer access, but interpretation. Learn how systematic investing blends fundamentals, sentiment, and macro context to build smarter portfolios. The future isn’t…
17 Sep 24 min

US jobs data shows an economy under pressure

In this podcast, STANLIB’s Chief Economist, Kevin Lings, explores a wide range of data on the US labour market. The statistics show that, as a result of President Trump’s tariff policies, jobs are being lost and the economy is under pressure. In response, the US Federal Reserve is expected to…
8 Sep 8 min

Positive SA government revenue and expenditure data

In this podcast, STANLIB’s Chief Economist, Kevin Lings, talks about revenue and expenditure data for July, with revenue holding up well and expenditure slightly behind budget. He also discusses concerns that the US’s 30% tariff could hurt SA’s export performance. Click here to listen to the podcast. STANLIB Asset Management…
1 Sep 11 min

Corporate Conversations: The power of money market instruments

South Africa’s money market industry is well-developed and globally competitive, with active trading in instruments like floating rate notes linked to local benchmarks such as JIBAR. Although floating rate notes are common in markets such as the US and UK, South Africa’s market exhibits distinct structural features and investor preferences…
28 Aug 9 min

US signals change in emphasis on interest rate policy

In this podcast, STANLIB Chief Economist, Kevin Lings, talks about Federal Reserve Chair Jerome Powell’s recent address at the Jackson Hole Symposium, where he indicates a notable shift in the Fed’s policy emphasis from managing inflation risks to addressing emerging weaknesses in the US labour market. This could signal the…
25 Aug 13 min

STANLIB Insights: When sitting on the sidelines is not an option

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…
19 Aug 23 min

US inflation starts to show effect of tariffs; SA’s economic growth picks up

In this podcast, STANLIB’s Chief Economist, Kevin Lings, looks closely at underlying US inflation and labour trends. Inflation shows a clear drift upwards as a result of tariffs, while labour market signals are uncertain, presenting a dilemma for the US Federal Reserve in determining interest rates. Kevin also examines SA’s…
18 Aug 13 min

US Fed faces rate cut dilemma on tariff-related pressures

In this podcast, STANLIB’s Chief Economist, Kevin Lings, explores some of the outstanding issues in US tariff implementation. He also discusses the early signs of how the effective tariff into the US of 18.6%, against below 3% a year ago, will affect consumer spending, inflation, economic growth and interest rates…
11 Aug 7 min

US equities continue to be attractive, says STANLIB Multi-Asset

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…
6 Aug 31 min

STANLIB Flexible Income Fund reduces risk in volatile Q2

In this podcast, Sylvester Kobo, Deputy Head of STANLIB Fixed Income, describes how the team’s views evolved through Q2 2025. After the US Liberation Day announcements, duration in the STANLIB Flexible Income Fund was reduced from three to about 1.5 years. With continuing uncertainty over tariffs, the fund maintains a…
6 Aug 18 min
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