STANLIB Podcasts

By STANLIB

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Category: Investing

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Episodes: 150

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.

Episode Date
US economic growth relies on AI investment
May 04, 2026
US not yet suffering inflationary effects of higher oil price
Apr 20, 2026
Middle East war will keep US inflation above 3% for some time
Apr 13, 2026
SARB considers short- and long-lasting Middle East War scenarios
Mar 30, 2026
Retirement funds are key players in helping to tackle SA’s ailing infrastructure
Mar 25, 2026
Fuel price shock in April likely to feed into inflation and interest rates
Mar 23, 2026
Oil price implications for inflation, and SA’s poor growth performance
Mar 16, 2026
Oil price shocks could see dramatic increase in SA’s fuel prices
Mar 09, 2026
Escalating Middle East war raises unknowns for markets
Mar 02, 2026
SA’s bond market rallies on prudent government debt issuance
Feb 25, 2026
Markets welcome a “no surprises” Budget 2026
Feb 25, 2026
US growth disappoints; SA’s inflation generally under control
Feb 23, 2026
Africa isn’t a side bet, it’s a distinct global market opportunity
Feb 18, 2026
US inflation stays low; SA’s mining, manufacturing output disappoints
Feb 16, 2026
Latest US manufacturing, jobs data tell different stories
Feb 09, 2026
SARB focuses on lowering inflation expectations
Feb 02, 2026
Modest SA inflation should encourage confidence and investment
Jan 26, 2026
Cryptocurrency – a payment system immune to political manipulation
Jan 21, 2026
No concerns for the Fed in US inflation; Chinese 2026 GDP growth hits 5%
Jan 19, 2026
Markets shrug off geopolitical dramas in early 2026
Jan 12, 2026
SA economy grows, but not fast enough; US small businesses struggle
Dec 08, 2025
US retail sales growth “lacklustre”; companies, not consumers, driving SA credit demand
Dec 01, 2025
SARB makes cautious 25 bps rate cut but next US rate cut is uncertain
Nov 24, 2025
Will AI boom become AI bust?
Nov 18, 2025
S&P surprises with positive outlook for SA
Nov 17, 2025
Seven positive aspects of the MTBPS that will encourage investors
Nov 12, 2025
MTBPS delivers positive news for SA’s fixed income markets
Nov 12, 2025
US government shutdown reduces economic visibility
Nov 10, 2025
What’s next for US interest rates; SA’s tax collection ahead of budget
Nov 03, 2025
Pick your bond ballast carefully
Oct 29, 2025
Good news on US and SA inflation trends
Oct 27, 2025
SA’s removal from the grey list could contribute to 2026 growth
Oct 24, 2025
No resolution to US government shutdown; SA’s retail sales slow
Oct 20, 2025
Trust your manager to navigate through volatile fixed income markets
Oct 16, 2025
Markets soften on US government shutdown, escalating trade war with China
Oct 13, 2025
US government shutdown likely to drag on; SA collects more tax than expected
Oct 06, 2025
Countdown to ZARONIA | Steps to take now to preserve economic value
Oct 03, 2025
Structured processes are key to managing assets in choppy markets
Oct 02, 2025
SARB and Fed weigh different factors in making interest rate decisions
Sep 22, 2025
How Data and Technology Are Reshaping Modern Investing
Sep 17, 2025
Encouraging SA Q2 GDP growth; rising US inflation will not defer an interest rate cut
Sep 15, 2025
US jobs data shows an economy under pressure
Sep 08, 2025
Building resilient investment portfolios that deliver consistent performance | The More You Know
Sep 03, 2025
Positive SA government revenue and expenditure data
Sep 01, 2025
Corporate Conversations: The power of money market instruments
Aug 28, 2025
US signals change in emphasis on interest rate policy
Aug 25, 2025
STANLIB Insights: When sitting on the sidelines is not an option
Aug 19, 2025
US inflation starts to show effect of tariffs; SA’s economic growth picks up
Aug 18, 2025
US Fed faces rate cut dilemma on tariff-related pressures
Aug 11, 2025
US equities continue to be attractive, says STANLIB Multi-Asset
Aug 06, 2025
STANLIB Flexible Income Fund reduces risk in volatile Q2
Aug 06, 2025
STANLIB Enhanced Multi-Style Equity Fund sticks to fundamentals amid SA equity turbulence in Q2
Aug 06, 2025
Global stock picking opportunities have broadened in a new tariff world: Amit Parmer
Aug 06, 2025
Why is corporate South Africa sitting on R1.5 trillion in cash?
Aug 05, 2025
Can SA achieve 3% inflation; and tariffs start to hit US labour market
Aug 04, 2025
SA’s inflationary trends; implications of US trade deals
Jul 28, 2025
US inflation ticks up as higher tariffs start to push prices
Jul 21, 2025
US tariff threats raise fresh uncertainty in global markets
Jul 14, 2025
US jobs grow but underlying trends raise some concerns
Jul 07, 2025
US economy shows signs of slowdown while SA remains weak
Jun 30, 2025
SA’s inflation pressures increase; US Fed revises economic forecasts
Jun 23, 2025
System readiness is key to a successful JIBAR to ZARONIA transition
Jun 12, 2025
SA economy stays sluggish; US still adding jobs
Jun 09, 2025
SARB expects lower SA inflation, while US tariff uncertainty persists
Jun 02, 2025
SA’s April inflation remains subdued; US tax bill will push debt higher
May 26, 2025
Impact of SA's 2025 Budget on fixed income markets
May 21, 2025
Budget 3.0: SA’s slow growth rate keeps the pressure on government finances
May 21, 2025
US inflation under control; SA releases disappointing unemployment data
May 19, 2025
US trade deals move in the right direction; SA’s manufacturing sector weighs on the economy
May 12, 2025
STANLIB Global Select Fund responds to AI and tariff developments
May 09, 2025
US GDP in Q1 2025 declines but April employment beats expectations
May 05, 2025
How STANLIB’s long-term focused equity fund weathers short-term upheavals
Apr 23, 2025
STANLIB’s Fixed Income team positions defensively amid turbulence
Apr 23, 2025
STANLIB’s Multi Asset team re-assesses global risks after Trump tariffs
Apr 23, 2025
US confidence ebbs, signalling urgent need for resolution on tariffs
Apr 14, 2025
Major themes for the week are GNU upheavals and impact of Trump tariffs
Apr 07, 2025
SA’s Budget vote means more than a VAT hike
Apr 03, 2025
Nobody wins from higher US tariffs
Apr 03, 2025
Fears of stagflation in the US are rising
Mar 31, 2025
Building an outperforming equity portfolio for all environments
Mar 27, 2025
SA and US hold interest rates in uncertain environment
Mar 24, 2025
US confidence ebbs on tariff uncertainty
Mar 17, 2025
Budget 2025: Focus on enhancing the quality and quantity of SA’s infrastructure
Mar 12, 2025
Budget 2025: Bonds, rand welcome careful revenue and spending proposals
Mar 12, 2025
Budget 2025: Urgent action required to boost growth rate
Mar 12, 2025
SA’s Q4 GDP disappoints while a VAT increase is still likely; US survey data highlights concerns
Mar 10, 2025
SA inflation data and the effect of Trump’s tariff and policy announcements on the US economy
Mar 03, 2025
Retail sales impress in Q4 2024, but growth is set to slow
Feb 24, 2025
Kevin Lings: Update on SA’s 2025 Budget Delay
Feb 24, 2025
Implications of US inflation data and planned tariffs
Feb 17, 2025
US labour market looks strong, while Trump’s tariffs threaten global growth
Feb 10, 2025
Equities offer promise in 2025 after an eventful close to 2024
Feb 03, 2025
Local bonds and property look appealing as SA inflation likely to stay low in 1H 2025
Feb 03, 2025
STANLIB Enhanced Multi-Style Equity Fund takes long-term view on selected SA gold, consumer stocks
Feb 03, 2025
Trump’s import tariffs will have global and local consequences
Feb 03, 2025
South African inflation under control; US President Trump signs a flurry of new orders
Jan 27, 2025
Greater clarity on US inflation anticipated after presidential inauguration
Jan 20, 2025
Key markets soften ahead of Trump taking office while rand weakens on various factors
Jan 13, 2025
SA’s GDP declines in Q3 2024; US employment data remains strong
Dec 09, 2024
How indebted is South Africa within a global context?
Dec 03, 2024
US inflation data and interest rate trends; SA’s PPI moves into deflation
Dec 02, 2024
SA’s lower inflation rate surprises and SARB cuts interest rates by 25 bps
Nov 25, 2024
US October inflation data still high; S&P upgrades SA’s credit rating outlook
Nov 18, 2024
How AI is shaping the future of portfolio management
Nov 14, 2024
Republicans sweep US election and US Federal Reserve cuts interest rates
Nov 11, 2024
US labour market reports
Nov 04, 2024
MTBPS 2024: bond market registers disappointment
Oct 30, 2024
Government’s subdued growth projections in MTBPS may disappoint after GNU euphoria
Oct 30, 2024
MTBPS 2024: little support for SOEs this time
Oct 30, 2024
STANLIB Enhanced Multi Style and STANLIB Equity Funds navigate an eventful Q3 2024
Oct 29, 2024
STANLIB Multi-Asset sees the US election as the biggest macroeconomic risk for Q4 2024
Oct 29, 2024
SA’s inflation rate continues to fall; US economic outlook faces risks
Oct 28, 2024
SA’s inflation rate continues to fall; US economic outlook faces risks
Oct 28, 2024
Overweighting SA bonds and property pays off handsomely for STANLIB Fixed Income Fund in Q3
Oct 25, 2024
What’s hindering China’s economic growth?
Oct 24, 2024
Encouraging retail sales reported in US and SA
Oct 21, 2024
Do your investors sleep easy through market turbulence?
Oct 14, 2024
US consumer inflation will not derail next rate cut; China outlines fiscal stimulus
Oct 14, 2024
US labour market strength surprises; SA collects more revenue than expected
Oct 07, 2024
China takes steps to stimulate the economy; SA’s economic data remains weak
Sep 30, 2024
US Fed and SARB interest decisions loom in the next few days
Sep 16, 2024
US labour market trends weaken, SA’s GDP picks up marginally
Sep 09, 2024
Encouraging trends are evident in latest US, European inflation data
Sep 02, 2024
SA’s inflation slows more than expected while US Fed flags looming rate cuts
Aug 26, 2024
Positive US economic data reignites markets but underlying trends in SA remain lacklustre
Aug 19, 2024
US data points to start of the interest rate cutting cycle
Aug 05, 2024
US Q2 GDP growth stronger than expected, while SA’s inflation rate softens
Jul 29, 2024
Geopolitical and fiscal risks will continue to feature in global markets in 2024
Jul 25, 2024
Market-friendly GNU will help to re-rate SA equities
Jul 25, 2024
STANLIB Fixed Income team’s agile decisions in Q2 deliver inflation-beating returns
Jul 25, 2024
STANLIB Global Select Fund takes more cautious stance in 2H 2024
Jul 25, 2024
SA keeps interest rates unchanged, while SA retail sales show another monthly decline
Jul 22, 2024
US June inflation data should encourage a September rate cut
Jul 15, 2024
US labour market data shows softening, while SA’s electricity generation stabilises
Jul 08, 2024
SA’s new GNU Cabinet and what latest SA & US inflation data means for interest rates
Jul 01, 2024
SA’s inflation trajectory supports interest rate cuts in the second half of 2024
Jun 24, 2024
SA’s inflation trajectory supports interest rate cuts in the second half of 2024
Jun 24, 2024
Markets remain weary as SA election results bring surprises and uncertainty
Jun 03, 2024
SA’s latest CPI print holds out hopes of a second-half rate cut
May 27, 2024
Hold or sell? The STANLIB Global Select Fund constantly evaluates its positions
May 22, 2024
US inflation slows and investors look more favourably on SA
May 20, 2024
SA manufacturing declines sharply in March but electricity stabilises
May 13, 2024
Positive US labour market trends and SA’s energy supply stabilises
May 06, 2024
STANLIB Enhanced Multi Style Equity Fund takes benchmark-beating positions in Q1 2024
May 01, 2024
Will the party happen in bonds this year? STANLIB Flexible Income Fund positions for interest rate cuts
May 01, 2024
STANLIB Multi-Asset aims for smoothed returns as equities set for bumpy gains in 2024
May 01, 2024
US Q1 GDP below expectations and Ipsos poll in SA shows new voting trends
Apr 29, 2024
SA posts positive March inflation data and US interest rates cut are likely to be deferred again
Apr 22, 2024
Higher US inflation and Middle East conflict changes global interest rate outlook
Apr 15, 2024
Exploring global equity sector and stock ideas - a STANLIB I J.P. Morgan Asset Management podcast
Apr 10, 2024