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
54 Episodes
1 – 20

Markets remain weary as SA election results bring surprises and uncertainty

In the podcast, Kevin Lings discusses SARB’s decision to keep interest rates unchanged at 8.25%, with the MPC indicating that the risks to SA inflation are now “balanced”. Fittingly, he also focuses on the recent SA elections. The rand lost a significant 4% of its value against the US dollar…
3 Jun 17 min

SA’s latest CPI print holds out hopes of a second-half rate cut

SA’s April inflation data surprised on the downside: it was up 0.3% for the month vs market expectations for 0.4%. As a result, the annual inflation rate has moderated to 5.2%, with core inflation at 4.6%. Food inflation has slowed over the past three months and is now at 4.4%…
27 May 6 min

Hold or sell? The STANLIB Global Select Fund constantly evaluates its positions

The Global Select Fund has done exceptionally well over a long period of time. Amit Parmar, JPMAM International Equity Group vice president and investment specialist, explains to STANLIB’s Chief Economist, Kevin Lings, that the fund’s recent performance has been driven by stock selection, especially of semiconductor and media companies. Parmar…
22 May 9 min

US inflation slows and investors look more favourably on SA

US economic data shows inflation slowing in April, with core inflation now at 3.6% y/y. The main drivers are shelter inflation, which continues to rise above the long-term average, and a 22.4% y/y increase in motor insurance costs. Both categories are expected to slow down over the coming months. If…
20 May 10 min

SA manufacturing declines sharply in March but electricity stabilises

SA’s manufacturing production data for March was shocking, down 2.2% m/m from -1% m/m in February, and down -6.4% y/y. This, together with weak mining and consumer data, is likely to translate into a very disappointing Q1 GDP outcome. However, the absence of load shedding in April could stimulate manufacturing…
13 May 4 min

Positive US labour market trends and SA’s energy supply stabilises

A range of recent US labour market data, including jobs created, the unemployment rate and wage growth, are encouraging signs of declining inflation and may lead to interest rate cuts. Equity and bond markets rallied after the data was released. If these trends continue, we expect that a US interest…
6 May 10 min

STANLIB Enhanced Multi Style Equity Fund takes benchmark-beating positions in Q1 2024

The STANLIB Enhanced Multi Style Equity Fund, an active SA equity fund, outperforms its benchmark, the JSE’s Capped Swix Index, by taking rational decisions, says Rademeyer Vermaak, Head of STANLIB’s Systematic Solutions business. Rademeyer says the fund may underperform when the market is irrational, but ultimately investors will always prefer…
1 May 11 min

STANLIB Multi-Asset aims for smoothed returns as equities set for bumpy gains in 2024

Marius Oberholzer, STANLIB’s Head of Multi-Asset, says trends are positive for equities in 2024, but the team is managing expected market volatility. Once interest rate cutting begins, corporate activity should accelerate and earnings growth should start to materialise. In SA, there are still risks, including the looming elections, but signs…
1 May 15 min

US Q1 GDP below expectations and Ipsos poll in SA shows new voting trends

Internationally, the focus of the past week was on US GDP growth in Q1 and personal consumption expenditure (PCE) inflation data for March. US GDP growth, at 1.6% q/q annualized, was below consensus forecasts of 2.5% and below Q4 growth of 3.4%, largely reflecting an increase in imports and a…
29 Apr 13 min

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
1 – 20