STANLIB STANLIB Podcasts

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

Loading player...
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 of economic improvement in China should underpin demand for commodities and benefit emerging markets in general. Marius also discusses how the Multi-Asset team works closely with the J.P. Morgan Asset Management team to bring different insights and in-depth research to its decision-making. This podcast lays out the fund’s positioning in more detail.
1 May 2024 English South Africa Investing · Business News

Other recent episodes

Cryptocurrency – a payment system immune to political manipulation

In the eighth episode of The More You Know, Rademeyer Vermaak, Head of Systematic Solutions, discusses why cryptocurrency is important and how it is evolving in response to the needs of the global financial system. STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a…
21 Jan 19 min

No concerns for the Fed in US inflation; Chinese 2026 GDP growth hits 5%

In this podcast, STANLIB’s Chief Economist, Kevin Lings, focuses on latest US inflation and Chinese GDP data. US December headline inflation was unchanged at 2.7% y/y as shelter costs are moderating but food prices are rising. Inflation is less of a concern for the Fed than the labour market. In…
19 Jan 13 min

Markets shrug off geopolitical dramas in early 2026

In this podcast, STANLIB’s Chief Economist, Kevin Lings, unpacks recent geopolitical events, including the US intervention in Venezuela and its threatened moves into Greenland and Iran. Surprisingly, this has had little effect on financial markets. He also explores latest US employment data and why SA’s manufacturing output continues to struggle…
12 Jan 13 min

SA economy grows, but not fast enough; US small businesses struggle

In this podcast, STANLIB’s Chief Economist, Kevin Lings, unpacks SA’s GDP growth and the latest US ADP report on US private sector employment. The local economy grew by an encouraging 2.1% year on year, largely because historical data was revised higher, but he warned this is not a sustainable growth…
8 Dec 2025 10 min
All episodes