In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the South African Reserve Bank (SARB) decision to keep interest rates on hold, despite a surprising slowing of inflation in August to 3.3% y/y from 3.5%. He considers underlying trends in inflation and the dilemma facing the SARB. He also discusses the rationale for the 25 bps cut in the US and the future trajectory for US rates.

STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA.

Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice.

In this episode of The More You Know, Chetan Ramlall explores how exponential data growth is transforming investment strategy.

With global data volumes nearing 200 zettabytes, the challenge is no longer access, but interpretation. Learn how systematic investing blends fundamentals, sentiment, and macro context to build smarter portfolios.

The future isn’t man versus machine. It’s man and machine.

STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA.

Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice.

In this podcast, STANLIB’s Chief Economist, Kevin Lings, explores the factors that drove the 0.8% q/q growth in SA’s GDP in Q2 2025, which was above expectations and better than the Q1 performance. He also looks at the underlying drivers of the rising trend in US inflation – which are not at present high import tariffs – and the US Federal Reserve’s changing approach towards interest rate cuts.

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STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.

In this podcast, STANLIB’s Chief Economist, Kevin Lings, explores a wide range of data on the US labour market. The statistics show that, as a result of President Trump’s tariff policies, jobs are being lost and the economy is under pressure. In response, the US Federal Reserve is expected to cut interest rates twice this year and again in 2026. Kevin also discusses whether these higher tariffs are likely to stimulate US manufacturing.

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STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.

In episode 2 of The More You Know, Rademeyer Vermaak explains how STANLIB Asset Management’s systematic investing approach blends data, discipline and human insight to build resilient portfolios. Watch now to rethink how equity portfolios are built.

STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA.

Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice.

In this podcast, STANLIB’s Chief Economist, Kevin Lings, talks about revenue and expenditure data for July, with revenue holding up well and expenditure slightly behind budget. He also discusses concerns that the US’s 30% tariff could hurt SA’s export performance.

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STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.

South Africa’s money market industry is well-developed and globally competitive, with active trading in instruments like floating rate notes linked to local benchmarks such as JIBAR. Although floating rate notes are common in markets such as the US and UK, South Africa’s market exhibits distinct structural features and investor preferences.

In this episode of STANLIB Corporate Conversations, Charlene Klöhn, Head: Corporate Cash Solutions engages with Eulali Gouws, Head of Money Market, to unpack the fundamentals of money market instruments, and how they serve as essential tools in meeting the diverse requirements of managing a money market fund, from liquidity management and capital preservation to yield optimisation and regulatory compliance.

STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.

In this podcast, STANLIB Chief Economist, Kevin Lings, talks about Federal Reserve Chair Jerome Powell’s recent address at the Jackson Hole Symposium, where he indicates a notable shift in the Fed’s policy emphasis from managing inflation risks to addressing emerging weaknesses in the US labour market. This could signal the beginning of a new interest rate cutting cycle, with markets now pricing in a high probability of a rate reduction at the upcoming Federal Open Market Committee (FOMC) meeting. Kevin also discusses SA’s July Consumer Price Index (CPI) data, noting a significant month-on-month increase driven by electricity, water, fuel, and food prices. While core inflation remains contained, the upward trend in headline inflation raises concerns about sustained price pressures in the months ahead.

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STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.

Head of STANLIB Multi Asset, Marius Oberholzer, chats to Jeremy Maggs about the prevailing highly charged sentiment in markets. A once-in-a-generation structural shift is occurring, says Marius, and it is not the time to stay out of the market. He discusses how STANLIB responds to risk, and touches on key themes such as US tariffs, China’s economic outlook and commodities price surges.

In this podcast, STANLIB’s Chief Economist, Kevin Lings, looks closely at underlying US inflation and labour trends. Inflation shows a clear drift upwards as a result of tariffs, while labour market signals are uncertain, presenting a dilemma for the US Federal Reserve in determining interest rates. Kevin also examines SA’s surprising uplift in economic performance in Q2 2025.

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STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.