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
117 Episodes
100 – 117

Resilient consumer spending buoys US Q3 GDP growth

The US economy grew by 4.9% q/q in Q3, beating expectations of 4.5% growth, with strong consumer spending recorded across all segments. This level of economic resilience is unlikely to be sustained – we forecast annual GDP will grow by 2% in 2023 and 1-1.2% in 2024 - but it…
30 Oct 2023 9 min

How macro-economic themes are shaping investment decisions

Join our Chief Economist, Kevin Lings, and Head of Multi-Asset, Marius Oberholzer, in a Q&A session where they explore the impact of big macro-economic themes on global financial markets. In this podcast, Kevin and Marius delve deep into how key developments such as interest rates, geopolitics, and potentially a better…
23 Oct 2023 13 min

Economic data in SA and the US remain unfavourable for interest rate cuts

SA’s September headline inflation rose to 5.4%, largely due to a large increase in the fuel price and a slowdown in the moderation of food inflation. With another fuel price increase expected in October, STANLIB forecasts domestic inflation will rise to 5.5-5.6%. In the US, key areas of the economy…
23 Oct 2023 8 min

The trend in US inflation is still in the right direction

Despite slight improvement in month-on-month US inflation data for September, the annual rate of inflation remains unchanged and US Federal Reserve officials have given no indication of an early cut in interest rates this year. For more context and details, listen to this week’s Weekly Focus podcast with Kevin Lings,…
16 Oct 2023 6 min

Is the US labour market too strong for a rate cut?

In the past week, the US has released a range of data showing an extremely strong labour market, including a surge in job creation in September, which does not imply a cut in interest rates in the near future. However, data on average hourly earnings is moderating, which is more…
9 Oct 2023 5 min

SA's government revenue shortfall raises red flags

In this podcast, STANLIB's Chief Economist, Kevin Lings, discusses the R65 billion estimated shortfall in government revenue streams to end-August, based on latest tax collections. The Minister of Finance is expected to explain how government intends to make up the shortfall in his upcoming Medium-Term Budget. Kevin also discusses meaningful…
2 Oct 2023 8 min

STANLIB Weekly Economic Focus Podcast – 18 September 2023

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…
18 Sep 2023 12 min

STANLIB Weekly Economic Focus Podcast – 11 September 2023

To provide you with more in-depth analysis on key issues, our Chief Economist, Kevin Lings delves into more detail in the new podcast. Listen to his discussion on SA’s GDP data, the impact of local fuel increases and US ISM non-manufacturing index, which gives an insight into the US economy’s…
11 Sep 2023 9 min

Weekly Focus Podcast – 4 September 2023

To provide you with more in-depth analysis on key economic issues, we’re introducing a new weekly podcast by our Chief Economist, Kevin Lings. In this week’s podcast, he delves into detail regarding US Employment data, SA’s PPI numbers, and the South African government finance data from July, which suggest that…
4 Sep 2023 11 min

In conversation with Rademeyer Vermaak: A masterclass on multi-style investing

Since 2016, STANLIB’s Enhanced Multi Style Equity Fund has combined human ingenuity and world-class data analytics to deliver consistent, market-beating returns at low cost. Citywire rates Rademeyer Vermaak, the Head of STANLIB Systematic Solutions, as one of the top equity portfolio managers in SA. We find out how he and…
20 Jul 2023 15 min

Five reasons why sustainability matters even more in 2023

Welcome to the second year of the era of chaos, where interest rates are no longer negative and inflation is no longer a textbook concept. In this brave new world, there continues to be a growing appetite for investing in a more sustainable future. However, sustainable investing has – for…
20 Jul 2023 10 min

Food price inflation is easing in the rest of the world – but not in SA

South African mobsters seem to want to get their hands on a new category of valuables: cooking oil. Willowton Group, the maker of Sunfoil cooking oil, suffered several robberies in October 2022. Gunmen stormed a facility in Durban and three loaded trucks were stolen from a warehouse in Kempton Park.
20 Jul 2023 7 min
100 – 117