STANLIB Podcasts

Higher oil prices, ongoing geopolitical tensions, and uncertainty around interest rates are creating new challenges for corporate treasurers. In this episode, STANLIB Senior Economist Ndivhuho Netshitenzhe joins Charlene Klöhn, Head of Corporate Cash Solutions, to discuss the economic outlook, interest rate trends, inflation expectations, and practical cash management strategies for businesses managing surplus cash. Learn how corporate treasurers can position cash effectively in a changing market environment.

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

What do the latest US inflation data and South Africa’s rising unemployment rate mean for the economic outlook?

In this episode, STANLIB Chief Economist Kevin Lings examines the latest US inflation figures, which eased to 3.4%, but remain above the Federal Reserve’s target. He also explores what this means for US interest rates and the Fed’s likely “wait and see” approach.

In South Africa, unemployment climbed to 33.6% in Q2, its highest level in four years, highlighting the continued weakness in the jobs market amid GDP growth of less than 1% over the past three years.

Listen to Kevin Lings’ analysis of US inflation, interest rates, South Africa’s unemployment rate and the broader economic outlook.

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

What will keep an asset manager relevant in the future, and who will help shape what comes next?

As part of our Women in Focus series for August, The More You Know brings together perspectives from across STANLIB. In this edition, Kau Phuti Portia Boshomane, Eulali Gouws and Kimone Maharaj explore the forces shaping the future of asset management, from investment capability and client outcomes to technology, governance, trust and diverse perspectives.

Their conversation considers how the asset management industry is evolving and what it will take for investment businesses to remain relevant in a changing world.

Listen to the discussion for perspectives on asset management, investment leadership, client outcomes and the future of investing.

In this podcast, STANLIB’s Chief Economist, Kevin Lings explores the US Federal Reserve decision to leave interest rates unchanged at its fifth successive meeting. Kevin highlights a growing credibility issue around Fed chair Kevin Warsh’s statements about being tough on inflation and inaction on tackling it. Kevin also considers the implications of SA’s impressive tax revenue collection report for June.

South Africa's inflation rate rose to 5% in June, raising questions about the path of interest rates. In this podcast, STANLIB Chief Economist Kevin Lings unpacks the drivers of inflation, the SARB's decision to leave rates unchanged, and whether further interest rate hikes are likely in the months ahead.

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, Stephen Backhouse, Head of Retail Strategy: Group Channels at STANLIB Asset Management, chats to Eulali Gouws, Head of Money Market, about the SA Reserve Bank’s surprising decision to keep repo rates on hold, despite higher inflation. Gouws explains the reasoning for the decision and how the STANLIB team positions the Money Market Fund to best respond to interest rate moves.

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

Financial Loss-Absorbing Capacity (FLAC) notes are set to transform South Africa's fixed income market as banks gradually replace senior unsecured debt issuance. But what does this mean for corporate treasurers, cash management strategies, and investment portfolios?

In this episode of the Corporate Conversation podcast, I chat to Eulali Gouws, Head of Money Market at STANLIB Asset Management, to explain why FLAC notes are being introduced, how they fit into a portfolio, and what this development means for corporate treasurers.

Listen now for expert insights into one of the most significant regulatory developments affecting South Africa's banking and investment landscape.

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

South Africa has no shortage of infrastructure needs, yet many projects remain stuck in the planning, concept, or procurement stages, preventing them from attracting the capital needed to drive economic growth.

In this episode of The More You Know, Jeremy Maggs speaks with Tracy Spence, Head of Institutional Distribution at STANLIB Asset Management, and Lucky Pane, Head of Research and Innovation at the Public Investment Corporation (PIC) about what it will take to move South African infrastructure investment from good intentions to bankable, investment-ready projects.

The conversation explores the challenges facing infrastructure development, the role of public and private capital, and what policymakers, investors, and stakeholders need to do to unlock sustainable economic impact.

Key topics covered:

- South Africa's infrastructure investment landscape

- Why projects struggle to reach commercial capital readiness

- Turning concepts into bankable infrastructure projects

- The role of institutional investors

- Public-private partnerships and infrastructure funding

- Economic growth, job creation, and long-term development

Watch now to gain expert insights into one of South Africa's most important investment opportunities and the steps needed to unlock future growth.

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

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Is cooling US inflation a sign of easing monetary policy, or will rising oil prices trigger another interest rate hike? In this episode of the STANLIB Economic Outlook, Chief Economist Kevin Lings breaks down the latest global macro shifts shaping investment markets.

We analyze the sharp drop in US Consumer Price Index (CPI) inflation to 3.5% y/y in June—driven by lower fuel costs and reduced import duties—and examine China’s Q2 GDP growth performance of 4.3% y/y. Kevin also weighs in on the risks posed by Brent crude pushing past $80/bbl and what it means for US Federal Reserve rate decisions and broader market volatility.

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

South Africa's manufacturing sector recorded modest growth of 1.1% month-on-month in May, but the longer-term picture remains concerning. Since the Covid-19 pandemic, the sector has contracted by 13.4%, raising important questions about the future of industrial production, employment and economic growth.

In this episode, we explore the factors contributing to the decline in South Africa's manufacturing sector, the impact of rising US inflation on global markets, and what these developments mean for investors and the broader economy. The discussion also examines the structural challenges facing local manufacturers and the measures that could help revive growth and strengthen South Africa's industrial base.

Listen for expert insights into inflation, manufacturing trends, economic growth, investment markets and the outlook for the South African economy.