Pick your bond ballast carefully

Loading player...
Traditionally, bonds make for steady portfolios when equities falter and vice versa. But recently, South African bonds have surged at the same time as a resource-driven lift in the JSE All-Share Index, while global bonds have weakened.

In the sixth episode of our “The More You Know” vodcast series, Peter van der Ross, Deputy Head of STANLIB Multi-Asset, discusses the factors that have alarmed investors about global bonds and attracted investors, including global investors, to South African bonds this year. He also pinpoints the specific areas of the market that are most attractive to the team at present.

STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA.

Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice.
29 Oct 2025 English South Africa Investing · Business News

Other recent episodes

US growth disappoints; SA’s inflation generally under control

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses disappointing US Q4 2025 GDP growth of 1.4% q/q, which was largely due to the 43-day government shutdown. Underlying growth, at 2.2% y/y, is below long-term averages. However, latest US core PCE inflation was above expectations, at 3% y/y, exceeding the…
23 Feb 16 min

Africa isn’t a side bet, it’s a distinct global market opportunity

In this episode of The More You Know, Jeremy Maggs interviews STANLIB Asset Management CEO, Derrick Msibi, who argues that Africa has the potential to attract capital more broadly than only to the Johannesburg Stock Exchange (JSE), which many investors mistakenly treat as a proxy for the entire continent. He…
18 Feb 22 min

US inflation stays low; SA’s mining, manufacturing output disappoints

In this podcast, STANLIB’s Chief Economist, Kevin Lings, looks at US headline consumer inflation, which was below market expectations, at 2.4% y/y in January, with little evidence of a build-up of pressure. At the same time, job creation was above expectations. This should help the US achieve 2% GDP growth…
16 Feb 12 min

Latest US manufacturing, jobs data tell different stories

In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses latest US ISM manufacturing and labour data. The manufacturing index increased significantly to above 50, normally indicating expansion in the sector, but Kevin believes this reflects shorter-term factors, including anticipation of greater consumer spending ahead of tax cuts. US labour data…
9 Feb 7 min

SARB focuses on lowering inflation expectations

In this podcast, STANLIB’s Chief Economist, Kevin Lings, focuses on the latest decisions by the US and SA central banks to hold interest rates unchanged. In SA the decision reflects the SARB’s determination to lower inflation expectations, as well as risks to inflation from food and energy. In the US,…
2 Feb 9 min