STANLIB Podcasts

In this podcast, STANLIB’s Chief Economist, Kevin Lings, focuses on the US labour market, labour market conditions and what that may mean for inflation and interest rates. He also looks at SA’s tax collection numbers and its fiscal position, which provide some optimism ahead of the Medium Term Budget Policy Statement on 21 October.

Active and passive investing each have distinct characteristics and can play different roles within an investment portfolio. In this episode of The More You Know, Ryan Basdeo, Head of Index Portfolio Management at 1nvest, and Brendan Howie, Head of Product at STANLIB Asset Management, explore the differences between active and passive investing, including the advantages and limitations of each approach. They also discuss the factors that may be considered when assessing how active and passive strategies can be used alongside each other within a portfolio.

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

In this podcast, STANLIB’s Chief Economist, Kevin Lings, focuses on SA inflation data for August, which surprised on the downside. Inflation is forecast to rise to over 5% through to the end of the year on fuel increases and higher food prices. This may see interest rates go higher, following the recent 25 basis point increase. He also discusses the criticism that interest rates are hurting economic growth.

STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act.

In this podcast, Stephen Backhouse, Head of Retail Strategy: Group Channels at STANLIB Asset Management, chats to Eulali Gouws, Head of Money Market, about the interest rate decision. Eulali explains the reasoning behind the decision, how the team positions the STANLIB Money Market Fund to respond to the interest rate environment, and where the team sees the most attractive opportunities.

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

Women are increasingly influencing capital allocation and investment decisions. More women are actively determining where capital is allocated, how risk is being managed, and what long-term success looks like, not only for their families, but also for their businesses and for their own investment portfolios. In the latest episode of the Corporate Conversations Podcast, Charlene Klöhn, Head of Corporate Cash Solutions, chats to Thandi Ngwane, Head of High Net Worth Investments at Standard Bank on how women's roles in wealth creation and capital allocation are evolving.

STANLIB Asset Management is an authorised financial services provider.

In this podcast, STANLIB’s Chief Economist, Kevin Lings, focuses on the US interest rate decision to hike rates by 25bps and what the environment suggests for interest rates going forward, with at least two hikes expected this year. He also examines SA retail sales in July, which surprised strongly to the upside, with a trend toward softer retail spending in the latter part of the year, given a likely increase in fuel prices and a likely rate increase this week.

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 Asset Management's, Chief Economist, Kevin Lings examines South Africa’s disappointing Q2 GDP growth and persistently high US PCE inflation. South Africa recorded declines across key sectors, including mining, manufacturing and retail activity, with STANLIB forecasting economic growth of just 1.1% for the full year.

In the US, PCE inflation remains above the Federal Reserve’s 2% target, with markets pricing in a 25 basis point interest rate hike later this week. Kevin Lings discusses what the latest economic data could mean for South African growth, US inflation and interest rates.

STANLIB Asset Management is an authorised financial services provider.

What do stronger-than-expected US jobs numbers mean for interest rates, markets, and investors? And why are South African businesses still holding back on investment despite ongoing efforts to stimulate growth?

In this episode, STANLIB Asset Management's Chief Economist, Kevin Lings unpacks the latest economic data, including robust US job creation that has strengthened the case for further Federal Reserve interest rate hikes. He also examines South Africa's disappointing business confidence reading and what it reveals about the challenges facing local investment, economic growth, and business sentiment. Tune in for expert insights into the key economic trends shaping the global and South African outlook.

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

In this podcast, STANLIB Chief Economist Kevin Lings unpacks US Federal Reserve Chair Kevin Warsh’s recent speech at the Jackson Hole conference, including his reaffirmation of the Fed’s 2% inflation target and his approach to monetary policy guidance. Kevin also considers the resilience of the US economy and why Warsh’s firm stance on inflation could pave the way for further interest rate hikes. Closer to home, he discusses the impact of fresh fuel price increases in South Africa and why rising inflationary pressures could increase the likelihood of an interest rate hike.

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

In this podcast, STANLIB Chief Economist Kevin Lings unpacks the key drivers and risks shaping South Africa’s inflation outlook, as well as the recent slowdown in retail sales. While inflation improved in July, short-term risks remain, including higher fuel prices and the potential impact of El Niño on summer crops. Kevin also discusses the fading momentum in South Africa’s retail sales growth and what this could mean for the outlook for interest rates and another possible rate hike.

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