In this podcast, Rademeyer Vermaak, STANLIB’s Head of Systematic Solutions, identifies several risks facing South African equities in Q1 2025. These include sticky global inflation, high domestic interest rates, which put consumers under pressure, lingering political instability under the Government of National Unity, and SA’s stance on Russia, China and Israel, which could alienate the US. Rademeyer identifies opportunities for the STANLIB Enhanced Multi-Style Equity Fund and discusses some of its overweight positions. He also explains why it continues to outperform its peers on a three- and five-year comparison.

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