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
207 Episodes
1 – 20

FLAC notes explained: What corporate treasurers need to know about SA's Banking reforms

Financial Loss-Absorbing Capacity (FLAC) notes are set to transform South Africa's fixed income market as banks gradually replace senior unsecured debt issuance. But what does this mean for corporate treasurers, cash management strategies, and investment portfolios? In this episode of the Corporate Conversation podcast, I chat to Eulali Gouws, Head…
21 Jul 7 min

How private capital can accelerate South Africa's infrastructure roll-out

South Africa has no shortage of infrastructure needs, yet many projects remain stuck in the planning, concept, or procurement stages, preventing them from attracting the capital needed to drive economic growth. In this episode of The More You Know, Jeremy Maggs speaks with Tracy Spence, Head of Institutional Distribution at…
20 Jul 17 min

US Interest rate hike risks rise as oil spikes

Is cooling US inflation a sign of easing monetary policy, or will rising oil prices trigger another interest rate hike? In this episode of the STANLIB Economic Outlook, Chief Economist Kevin Lings breaks down the latest global macro shifts shaping investment markets. We analyze the sharp drop in US Consumer…
20 Jul 13 min

SA’s manufacturing industry: challenges, risks and opportunities

South Africa's manufacturing sector recorded modest growth of 1.1% month-on-month in May, but the longer-term picture remains concerning. Since the Covid-19 pandemic, the sector has contracted by 13.4%, raising important questions about the future of industrial production, employment and economic growth. In this episode, we explore the factors contributing to…
13 Jul 6 min

US employment growth vs SA's job losses explained

In this podcast, STANLIB Asset Management’s Chief Economist, Kevin Lings, examines the latest US and South African employment data, exploring why the US economy continues to create jobs while South Africa's formal sector employment remains under pressure. In June, the US added 57,000 non-farm jobs, supporting steady economic growth despite…
6 Jul 10 min

Why process matters when markets test your patience

Markets are constantly evolving, testing investor conviction through volatility, changing sentiment and short-term uncertainty. In these moments, a disciplined and systematic investment approach can help investors remain objective and focused on their long-term goals. In this episode, Rademeyer Vermaak, Head of Systematic Solutions at STANLIB Asset Management, talks to Jeremy…
25 Jun 22 min

New US Fed chair shakes up monetary policy

In this podcast, STANLIB’s chief economist, Kevin Lings, discusses South Africa’s May inflation rate, which increased by 4.5% year-on-year, mainly due to the fuel price. He notes, however, that there are few signs of secondary inflation effects in key categories. Kevin also unpacks some of the important changes to US…
22 Jun 16 min

New US Fed chair shakes up monetary policy

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the 4.5% y/y increase in SA’s May inflation rate, mainly due to the fuel price. However, he notes few signs of secondary effects in key categories. He also unpacks some of the important changes to US monetary policy, including its communication…
22 Jun 16 min

SA GDP growth surprises a little on the upside, but needs much more impetus

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses SA’s GDP numbers for Q1, which surprised a little to the upside, and expectations of what economic growth could look like for the rest of the year. He looks at sectoral contributions and notes that manufacturing remains a weak spot in…
15 Jun 11 min

US labour market strengthens, Fitch rerates SA credit

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses US labour market data, where the US created 172 000 jobs in May, way more jobs than anticipated, with the previous two months also revised higher. He also looks at Fitch’s decision to upgrade SA’s credit rating one notch to BB,…
8 Jun 11 min

SARB aims to check rising inflation with 25 bps interest rate hike

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the SARB’s decision to hike interest rates by 25 bps and the risk of more hikes if the US/Iran conflict continues. The SARB indicated it was concerned about second-round effects from the higher oil price and remains determined to achieve its…
1 Jun 14 min

Retail sales tempered as inflation bites into consumer pockets

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses Moody’s encouraging review of SA from stable to positive, although GDP growth is necessary to get a full upgrade. April inflation, which is up at 4%, reflects a sizeable increase in food prices and an adjustment to medical aid inflation, while…
25 May 12 min

Sustained high oil price puts pressure on US and SA monetary authorities

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the upcoming SA Reserve Bank Monetary Policy Committee meeting, when a 25 bps interest rate hike is expected, as well as latest US inflation data. US CPI in April rose 3.8% y/y – and this does not yet fully reflect the…
18 May 10 min

US economy adds 300 000 jobs in two months

In this podcast, STANLIB’s Chief Economist, Kevin Lings, focuses on recent US labour market data, which is key to the performance of the economy. Labour market conditions appear to have improved in the last two months, with the economy adding an impressive number of jobs, despite the Middle East conflict…
11 May 4 min

US economic growth relies on AI investment

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the below-forecast 2% q/q growth in US GDP in the first quarter, which indicates the economy is being largely sustained by AI investment. He also discusses recent global central banks’ decisions to hold interest rates, and how this is likely to…
4 May 10 min

US not yet suffering inflationary effects of higher oil price

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the factors that influenced the surprisingly low increase in US PPI data for March, which is showing no second-round effects from tariffs and the higher oil price. However, he cautions it is still early to predict the direction of US interest…
20 Apr 14 min

Middle East war will keep US inflation above 3% for some time

In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the increase in US inflation in March to 3.3% from 2.4%, largely due to oil price pressure – gasoline prices rose 21% in the month. Inflation is likely to stay above 3% for some time, above the US Federal Reserve 2%…
13 Apr 11 min

SARB considers short- and long-lasting Middle East War scenarios

In this podcast, STANLIB’s Chief Economist, Kevin Lings, unpacks the SA Reserve Bank’s three scenarios for inflation and interest rates, depending on the duration of the Middle East war. He also discusses SA’s April hikes in petrol and diesel prices – the biggest increases that SA has ever seen in…
30 Mar 15 min
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