STANLIB Podcasts

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the latest move to end – at least temporarily - the US government shutdown, which is now the longest in history. Among other effects, the shutdown has reduced the flow of economic data, making policy decisions harder. He also looks at SA’s upcoming MTBPS and a potential improvement in the country’s credit rating. You can listen to the podcast [here].

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, examines the US Federal Reserve’s (Fed) decision to cut interest rates by 25 bps and the caution about future cuts that the Fed expressed in its press conference. He also highlighted SA’s encouraging fiscal position, with tax revenue collection ahead of budget across all major categories, and government spending likely to remain within budget. You can listen to the podcast here.

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

Traditionally, bonds make for steady portfolios when equities falter and vice versa. But recently, South African bonds have surged at the same time as a resource-driven lift in the JSE All-Share Index, while global bonds have weakened.

In the sixth episode of our “The More You Know” vodcast series, Peter van der Ross, Deputy Head of STANLIB Multi-Asset, discusses the factors that have alarmed investors about global bonds and attracted investors, including global investors, to South African bonds this year. He also pinpoints the specific areas of the market that are most attractive to the team at present.

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, looks at US September CPI, which went up less than expected, to 3% from 2.9%. He analyses why it is showing only a modest impact from tariffs, and how it will influence US interest rates. In SA, September CPI went up to 3.4% from 3.3%, but Kevin expects it will move higher in coming months. To listen to the podcast, click here.

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, discusses why the Financial Action Task Force decided to remove SA from the grey list today and how this development could contribute to economic growth in 2026.

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

In this podcast, STANLIB’s Chief Economist, Kevin Lings, looks at the economic disruption as the US government shutdown enters its third week, with no resolution in sight. He also considers the slowdown in SA’s retail sales in August, which appears to be largely due to the tapering off of two-pot withdrawals.

In the latest episode of our The More You Know vodcast series, Sylvester Kobo, Deputy Head of Fixed Income at STANLIB Asset Management, counsels investors to “get comfortable with discomfort” for the foreseeable future and avoid focusing on short term ups and downs.

He also discusses the factors that have driven a 14% return from the local bond market in 2025. He explains how the Fixed Income team is actively managing duration to respond to the volley of new information and filtering out what is not relevant.

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, considers the likely implications if the US government shutdown continues for an extended period. He also touches on export restrictions announced by China on certain rare earth minerals and the US response to threaten higher tariffs on China, which suggest the trade war could escalate.

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

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the reasons for and impacts of the US government shutdown, including on economic activity and business confidence. He suggests that, given current political tensions in the US, it is likely to drag on for a while. He also looks at SA’s government revenue collection in August, which was better than expected. To listen to the podcast, click here.

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 the fourth episode of our Corporate Conversations series, Eulali Gouws, Head of Money Market at STANLIB Asset Management, talks briefly about how bond and money market participants should be adjusting benchmark rates from JIBAR to ZARONIA, for both legacy and future contracts. She also explains the steps that regulators are taking to facilitate the transition.

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