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