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
43 Episodes
1 – 20

Higher US inflation and Middle East conflict changes global interest rate outlook

US inflation data for March was higher than markets anticipated, the third successive month of upside surprise, says STANLIB’s Chief Economist, Kevin Lings. US core inflation is nowhere near the US Fed’s 2% target. The main culprits were increases in shelter and motor vehicle insurance costs, but inflationary pressure appears…
15 Apr 6 min

Benefits of an all weather core global equity fund

In this second podcast of our series, our chief economist, Kevin Lings and Amit Parmar, Investment Specialist at J.P. Morgan Asset Management, delve into the investment philosophy behind the STANLIB Global Select Fund.
18 Mar 13 min

Budget 2024: stronger measures needed to stimulate economic growth

In this podcast, STANLIB’s Chief Economist, Kevin Lings, emphasises the most important points of Budget 2024, focusing on the government's choice to access R150 billion from the R500 billion surplus in the Gold and Foreign Exchange Currency Reserve Account (GFECRA) to decrease debt. Although this move has pleased bond market…
21 Feb 11 min

Minister of Finance delivers a positive Budget 2024 for bond investors

STANLIB’s Head of Fixed Income, Victor Mphaphuli, remarked that Budget 2024 turned out to be more positive than what bond markets had anticipated. Despite concerns that the 2023/4 main Budget deficit might spike to 5% due to lower-than-expected revenue and increased spending, it will remain unchanged at 4.7%. The market…
21 Feb 3 min

Budget 2024: ratings agencies will welcome moves to stabilise SA’s debt

STANLIB’s Head of Credit, Tarryn Sankar, and Chief Economist, Kevin Lings, discuss how rating agencies will view the government’s careful measures to tap R150 billion from the Gold and Foreign Exchange Currency Reserve Account. They also note the Minister’s firm stance on bailing out state-owned entities such as Transnet.
21 Feb 8 min

US consumers in a strong position while South African consumers struggle

Recent US consumer data is compellingly strong, as reflected in December retail sales and weekly jobless claims, making it likely that the US is heading for a “soft landing”. While inflation remains above target, the Fed is likely to remain cautious in the short term about cutting interest rates. In…
22 Jan 9 min

US labour market still strong and SA’s Q3 2023 GDP declines

A broad range of US labour market data released last week was compellingly strong, with the unemployment rate moving down to 3.7%. However, those sectors that are more sensitive to interest rates, e.g. retail, manufacturing and technology, are adding fewer jobs, showing the economy is slowing. In SA, Q3 GDP…
11 Dec 2023 11 min

US PCE inflation heads towards 2% target

In this podcast, STANLIB Chief Economist Kevin Lings discusses US PCE inflation for October and SA’s private sector demand for credit. Although US PCE inflation, at 3%, remains above the target of 2%, the data is moving in the right direction. However, shelter inflation needs to fall further. In SA,…
4 Dec 2023 7 min
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