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
150 Episodes
1 – 20

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

Global stock picking opportunities have broadened in a new tariff world: Amit Parmer

In Q2, there was a wider dispersion between the winners and the losers, says Amit Parmar investment specialist in J.P. Morgan Asset Management’s International Equity Group, which co-manages the STANLIB Global Select Fund’s strategy. In this podcast, he discusses the performance and adjustments made to the stocks within the global…
6 Aug 20 min

Why is corporate South Africa sitting on R1.5 trillion in cash?

Corporate SA’s debt levels have plunged to a 19-year low, leaving balance sheets flush with nearly R1.5 trillion in largely undeployed cash reserves. What’s driving this cautious capital positioning, and where is all that money going? In this episode, Charlene Klöhn, Head of Corporate Cash Solutions at STANLIB is joined…
5 Aug 16 min

Can SA achieve 3% inflation; and tariffs start to hit US labour market

The SA Reserve Bank has cut the repo rate by 25 bps to 7% and said it would focus on achieving 3% inflation. In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the benefits and timing of the new goal. He also unravels the emerging slowdown in US job creation,…
4 Aug 13 min

SA’s inflationary trends; implications of US trade deals

With SA’s inflation rate lifting to 3% in June, STANLIB’s Chief Economist Kevin Lings looks at the main categories driving inflation upwards and the likelihood of the economy achieving the Reserve Bank’s 3% target. He also examines some of the recent tariff agreements announced between the US and various trading…
28 Jul 12 min

US inflation ticks up as higher tariffs start to push prices

In this podcast, STANLIB’s Chief Economist, Kevin Lings, touches on China’s sustained economic growth, largely on the back of strong exports as it is selling to other markets and using them as a conduit to the US. He also discusses the 2.7% y/y inflation rate in the US in June,…
21 Jul 10 min

US tariff threats raise fresh uncertainty in global markets

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses President Trump’s extension of the deadline to 1 August to 20 countries to negotiate trade deals with the US or face tariffs of 30-40%. The threat raises various uncertainties: around the limited time to negotiate, what the final tariffs will be,…
14 Jul 11 min

US jobs grow but underlying trends raise some concerns

In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses latest US jobs data, which showed 147 000 jobs were created in May, above market expectations, while the unemployment rate fell to 4.1%. However, the private sector contributed about half the normal number of jobs and other surveys showed a similar…
7 Jul 8 min

US economy shows signs of slowdown while SA remains weak

In this podcast, STANLIB’s Chief Economist, Kevin Lings, examines various indicators of a slowdown in the US economy, whether it is experiencing inflationary pressures and the possibility of the US Federal Reserve cutting rates. He also analyses positive and negative data releases in SA last week, including a fall in…
30 Jun 9 min

SA’s inflation pressures increase; US Fed revises economic forecasts

In this podcast, STANLIB’s Chief Economist, Kevin Lings, points out that SA’s May CPI rate, at 2.8%, shows inflation remains well under control, although there is likely to be pressure in coming months from higher food and oil prices. He discusses what this means for the SARB’s plans to launch…
23 Jun 9 min
1 – 20