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
109 Episodes
1 – 20

Budget 2025: Focus on enhancing the quality and quantity of SA’s infrastructure

Tarryn Sankar, STANLIB Fixed Income Head of Credit and Investment Research, highlights three welcome measures in the Budget. First, there will be no new support for SOEs; instead, the focus is on direct support for infrastructure projects. Secondly, innovative funding mechanisms for infrastructure are prioritised and, encouragingly, consolidation of functions…
12 Mar 4 min

Budget 2025: Bonds, rand welcome careful revenue and spending proposals

Sylvester Kobo, STANLIB Deputy Head of Fixed Income, explains the VAT hikes of 0.5 percentage points proposed over each of the next two years will yield government about R43 billion in additional revenue, falling short of government needs. Other revenue measures will not cover the shortfall, but the government plans…
12 Mar 3 min

Budget 2025: Urgent action required to boost growth rate

STANLIB Chief Economist Kevin Lings says that although the Minister proposes a smaller-than-expected VAT increase, he has sought additional revenue elsewhere by removing an adjustment for fiscal drag and implementing smaller increases in social grants. Hopefully, opposition to the VAT increase from the DA will be resolved by 2 April…
12 Mar 10 min

Retail sales impress in Q4 2024, but growth is set to slow

South African retail sales reflected a phenomenal last quarter of 2024 as consumer spending was boosted by two pot pension withdrawals. Sales in the last quarter increased by 5.4% year-on-year in real terms, indicating spending as if there was a 5% to 6% increase in the economy. These sales numbers…
24 Feb 11 min

Kevin Lings: Update on SA’s 2025 Budget Delay

Last week, South Africa's 2025 Budget Day was postponed, prompting significant discussions across the financial landscape. Our Chief Economist, Kevin Lings, has released a podcast that explores the current situation and outlines various scenarios for how the budget might be adapted as we approach the new budget day on 12…
24 Feb 10 min

Implications of US inflation data and planned tariffs

In January 2025, US inflation data surprised with a 0.5% m/m increase, pushing up annual inflation to 3%, which is above the 2% target. The details showed some broadening out of price pressures. This makes it likely the US Federal Reserve will hold rates for the next couple of months,…
17 Feb 13 min

Equities offer promise in 2025 after an eventful close to 2024

The fourth quarter of 2024 was interesting, Marius Oberholzer, Head of STANLIB’s Multi-Asset team, says. The stand-out event was the sweeping Republican victory in the US presidential election, which is likely to be followed by higher tariffs, corporate tax cuts and deregulation of many industries in the US. Marius believes…
3 Feb 28 min

Trump’s import tariffs will have global and local consequences

Duties imposed by US President Donald Trump on imports from Canada, Mexico and China have already triggered retaliatory measures which could easily escalate into a global trade war. These tariff hikes will have negative consequences for global inflation, interest rates and growth and it is difficult to see that the…
3 Feb 11 min

Greater clarity on US inflation anticipated after presidential inauguration

US headline inflation data for December was in line with expectations but core inflation surprised on the downside, as it rose by 3.2% y/y from 3.3%. This pushed up US bond and equity markets. Core inflation benefited from a moderation in the rate of increase in rentals. However, this does…
20 Jan 5 min

Key markets soften ahead of Trump taking office while rand weakens on various factors

Uncertainty about how aggressive incoming US president Donald Trump will be in implementing policy has hung over global markets in recent weeks. Continued US economic strength, as reflected in labour market and other data, is also creating nervousness about underlying inflationary pressures and future interest rate cuts. This is negative…
13 Jan 11 min

SA’s GDP declines in Q3 2024; US employment data remains strong

In Q3 2024, SA’s GDP fell by a surprising 0.3% quarter on quarter, while the market expected a small increase. This mainly reflected a massive decline in agricultural production, which fell 28.8% q/q, largely reflecting a four million tonne drop in the maize crop (which was actually an annual, not…
9 Dec 2024 11 min

How indebted is South Africa within a global context?

The Global Debt Monitor for Q2 2024, which includes data for developed and emerging economies, was released on 25 November 2024, while the Frontier Markets Debt Monitor for Q2 204 was released on 4 November 2024. This provides a good opportunity to examine South Africa’s total level of debt, both…
3 Dec 2024 9 min

US inflation data and interest rate trends; SA’s PPI moves into deflation

US core personal consumption inflation for October remained elevated at 2.8% y/y, despite relatively high interest rates, suggesting that the US Federal Reserve (Fed) does not have to be in a hurry to take interest rates significantly lower. We expect that the extent of further US interest rate cuts will…
2 Dec 2024 6 min
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