How AI is shaping the future of portfolio management

In this podcast, STANLIB’s Chief Economist, Kevin Lings, examines latest US retail sales data, including Black Friday. Black Friday sales, both in-store and online, were up 4% y/y, which is not particularly buoyant. He also looks at how corporate credit is driving the recent acceleration in SA’s growth in private…

In this podcast, STANLIB’s Chief Economist, Kevin Lings, considers the factors that are restraining SA’s inflation rate and have influenced the Reserve Bank in cutting the benchmark interest rate by 25 bps at its latest meeting. He also analyses latest US jobs data, which showed an increase in unemployment to…

In the seventh episode of our “The More You Know” series, Mark Lovett, STANLIB Head of Investments, shares his experience of other market bubbles to help put the current AI hype into context. He emphasises the need for investors to identify the winners and losers in this new technology wave…

In this podcast, STANLIB’s Chief Economist, Kevin Lings, examines the reasons why S&P decided to revise SA’s credit rating from BB- to BB, while Fitch kept its rating unchanged. SA’s weak GDP growth rate remains a concern for all credit rating agencies but while S&P took a more positive view,…

In this podcast, STANLIB Asset Management Chief Economist, Kevin Lings, explores seven key positive aspects of the Medium-Term Budget Policy Statement (MTBPS) that indicate government finances are moving into a better position. These points will encourage both investors and credit rating agencies. He also discusses the implications of SA moving…