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STANLIB Podcasts

STANLIB Podcasts
Author: STANLIB
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Description
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.
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.
156 Episodes
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In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the reasons for and impacts of the US government shutdown, including on economic activity and business confidence. He suggests that, given current political tensions in the US, it is likely to drag on for a while. He also looks at SA’s government revenue collection in August, which was better than expected. To listen to the podcast, click here.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.
In the fourth episode of our Corporate Conversations series, Eulali Gouws, Head of Money Market at STANLIB Asset Management, talks briefly about how bond and money market participants should be adjusting benchmark rates from JIBAR to ZARONIA, for both legacy and future contracts. She also explains the steps that regulators are taking to facilitate the transition.
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA.
In this episode, STANLIB Asset Management Multi-Asset portfolio managers Warren Buhai and Peter van der Ross talk to Jeremy Maggs about the paradox of equity markets in the US and SA scaling new highs while global and local economic growth stutters. They explain how the STANLIB Asset Management Multi-Asset team’s structured process and forward-looking scenarios are helping to anticipate and manage risk in this environment.
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.
In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the South African Reserve Bank (SARB) decision to keep interest rates on hold, despite a surprising slowing of inflation in August to 3.3% y/y from 3.5%. He considers underlying trends in inflation and the dilemma facing the SARB. He also discusses the rationale for the 25 bps cut in the US and the future trajectory for US rates.
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.
In this episode of The More You Know, Chetan Ramlall explores how exponential data growth is transforming investment strategy.
With global data volumes nearing 200 zettabytes, the challenge is no longer access, but interpretation. Learn how systematic investing blends fundamentals, sentiment, and macro context to build smarter portfolios.
The future isn’t man versus machine. It’s man and machine.
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.
In this podcast, STANLIB’s Chief Economist, Kevin Lings, explores the factors that drove the 0.8% q/q growth in SA’s GDP in Q2 2025, which was above expectations and better than the Q1 performance. He also looks at the underlying drivers of the rising trend in US inflation – which are not at present high import tariffs – and the US Federal Reserve’s changing approach towards interest rate cuts.
Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.
In this podcast, STANLIB’s Chief Economist, Kevin Lings, explores a wide range of data on the US labour market. The statistics show that, as a result of President Trump’s tariff policies, jobs are being lost and the economy is under pressure. In response, the US Federal Reserve is expected to cut interest rates twice this year and again in 2026. Kevin also discusses whether these higher tariffs are likely to stimulate US manufacturing.
Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.
In episode 2 of The More You Know, Rademeyer Vermaak explains how STANLIB Asset Management’s systematic investing approach blends data, discipline and human insight to build resilient portfolios. Watch now to rethink how equity portfolios are built.
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.
In this podcast, STANLIB’s Chief Economist, Kevin Lings, talks about revenue and expenditure data for July, with revenue holding up well and expenditure slightly behind budget. He also discusses concerns that the US’s 30% tariff could hurt SA’s export performance.
Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.
South Africa’s money market industry is well-developed and globally competitive, with active trading in instruments like floating rate notes linked to local benchmarks such as JIBAR. Although floating rate notes are common in markets such as the US and UK, South Africa’s market exhibits distinct structural features and investor preferences.
In this episode of STANLIB Corporate Conversations, Charlene Klöhn, Head: Corporate Cash Solutions engages with Eulali Gouws, Head of Money Market, to unpack the fundamentals of money market instruments, and how they serve as essential tools in meeting the diverse requirements of managing a money market fund, from liquidity management and capital preservation to yield optimisation and regulatory compliance.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.
In this podcast, STANLIB Chief Economist, Kevin Lings, talks about Federal Reserve Chair Jerome Powell’s recent address at the Jackson Hole Symposium, where he indicates a notable shift in the Fed’s policy emphasis from managing inflation risks to addressing emerging weaknesses in the US labour market. This could signal the beginning of a new interest rate cutting cycle, with markets now pricing in a high probability of a rate reduction at the upcoming Federal Open Market Committee (FOMC) meeting. Kevin also discusses SA’s July Consumer Price Index (CPI) data, noting a significant month-on-month increase driven by electricity, water, fuel, and food prices. While core inflation remains contained, the upward trend in headline inflation raises concerns about sustained price pressures in the months ahead.
Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.
Head of STANLIB Multi Asset, Marius Oberholzer, chats to Jeremy Maggs about the prevailing highly charged sentiment in markets. A once-in-a-generation structural shift is occurring, says Marius, and it is not the time to stay out of the market. He discusses how STANLIB responds to risk, and touches on key themes such as US tariffs, China’s economic outlook and commodities price surges.
In this podcast, STANLIB’s Chief Economist, Kevin Lings, looks closely at underlying US inflation and labour trends. Inflation shows a clear drift upwards as a result of tariffs, while labour market signals are uncertain, presenting a dilemma for the US Federal Reserve in determining interest rates. Kevin also examines SA’s surprising uplift in economic performance in Q2 2025.
Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.
In this podcast, STANLIB’s Chief Economist, Kevin Lings, explores some of the outstanding issues in US tariff implementation. He also discusses the early signs of how the effective tariff into the US of 18.6%, against below 3% a year ago, will affect consumer spending, inflation, economic growth and interest rates.
Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.
Marius Oberholzer, Head of STANLIB Multi-Asset, says chaotic announcements on US tariffs caused wild swings in markets at the start of Q2, but by July asset prices were heading for new highs. The Multi-Asset team has become more cautious in its equity exposure since December, given policy uncertainty, and its bottom-up strategy in this environment. He also discusses the continued attractiveness of the US market and the potential in other regions. Click here to listen to the podcast.
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.
In this podcast, Sylvester Kobo, Deputy Head of STANLIB Fixed Income, describes how the team’s views evolved through Q2 2025. After the US Liberation Day announcements, duration in the STANLIB Flexible Income Fund was reduced from three to about 1.5 years. With continuing uncertainty over tariffs, the fund maintains a defensive position, but its allocation to cash and inflation-linked bonds helped it to outperform its benchmark in the quarter. Sylvester also touches on offshore investor flows into and out of SA bonds and the SARB’s new, lower inflation target. You can access the podcast here.
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.
In Q2 2025, the SA equity market was largely driven by an irrational surge in positive sentiment towards gold and platinum group metals stocks, which was not justified by company fundamentals. In this podcast, Rademeyer Vermaak, Head of STANLIB Systematic Solutions, analyses the impact on the short-term performance of the STANLIB Enhanced Multi Style Equity Fund in Q2 2025. Rademeyer says the team remains confident of its process and believes that either sentiment will switch, or fundamentals will catch up in the next quarter.
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.
In Q2, there was a wider dispersion between the winners and the losers, says Amit Parmar investment specialist in J.P. Morgan Asset Management’s International Equity Group, which co-manages the STANLIB Global Select Fund’s strategy. In this podcast, he discusses the performance and adjustments made to the stocks within the global select portfolio, the team’s views on how these stocks will perform in the next quarter and how the fund has been positioned to take advantage in the current market environment. You can listen to the podcast here.
STANLIB is an authorized Financial Services Provider in terms of the FAIS Act and a registered representative Manager in terms of CISCA.J.P. Morgan Asset Management (UK) Limited is an offshore strategic partner to STANLIB Asset Management (Pty) Ltd and is authorised and regulated by the UK’s Financial Conduct Authority.
This content should not be construed as advice.
Corporate SA’s debt levels have plunged to a 19-year low, leaving balance sheets flush with nearly R1.5 trillion in largely undeployed cash reserves. What’s driving this cautious capital positioning, and where is all that money going?
In this episode, Charlene Klöhn, Head of Corporate Cash Solutions at STANLIB is joined by Kevin Lings, STANLIB Chief Economist, to unpack the shifting dynamics in the money market and enhanced yield space. They explore the strategic thinking behind corporate cash hoarding, the macroeconomic signals influencing these decisions, and the investment avenues currently gaining momentum.
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com).
STANLIB is an authorised Financial Services Provider in terms of FAIS and a registered representative manager in terms of CISCA.
The SA Reserve Bank has cut the repo rate by 25 bps to 7% and said it would focus on achieving 3% inflation. In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the benefits and timing of the new goal. He also unravels the emerging slowdown in US job creation, which has raised concerns and changed the outlook for US interest rates.
Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorized Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.