In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses disappointing US Q4 2025 GDP growth of 1.4% q/q, which was largely due to the 43-day government shutdown. Underlying growth, at 2.2% y/y, is below long-term averages. However, latest US core PCE inflation was above expectations, at 3% y/y, exceeding the Federal Reserve’s 2% target, which may deter aggressive interest rate cuts. In SA, headline CPI rose slightly more than expected in January, but at 3.5% y/y is generally under control, Kevin says. <br />
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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, discusses disappointing US Q4 2025 GDP growth of 1.4% q/q, which was largely due to the 43-day government shutdown. Underlying growth, at 2.2% y/y, is below long-term averages. However, latest US core PCE inflation was above expectations, at 3% y/y, exceeding the Federal Reserve’s 2% target, which may deter aggressive interest rate cuts. In SA, headline CPI rose slightly more than expected in January, but at 3.5% y/y is generally under control, Kevin says. 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, discusses disappointing US Q4 2025 GDP growth of 1.4% q/q, which was largely due to the 43-day government shutdown. Underlying growth, at 2.2% y/y, is below long-term averages. However, latest US core PCE inflation was above expectations, at 3% y/y, exceeding the Federal Reserve’s 2% target, which may deter aggressive interest rate cuts. In SA, headline CPI rose slightly more than expected in January, but at 3.5% y/y is generally under control, Kevin says. <br>
<br>
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.

US growth disappoints; SA’s inflation generally under control

STANLIB is a specialist investment manager, administering over R600 billion in assets under management.

Whether you need to preserve your capital or create wealth in the long term, our teams of investment specialists can help you achieve your goals. We offer a depth of expertise across investment disciplines – from absolute return and fixed income to listed property, balanced, equity and alternatives; spanning active and passive management, single and multi-manager offerings. 

Through this wide range of investment capabilities we offer our clients both pooled and segregated investment solutions across a broad choice of traditional and alternative asset classes.

With our clients at the centre, our investment teams are developed to deliver outstanding outcomes through the skill, passion and dedication of each team member. Their unique blend of skills, areas of specialisation and perspectives enables us to make better-informed decisions so we can help our clients, both individuals and institutions, achieve their financial goals. 

Combined with our teams’ range of specialist skills, their focus on in-depth research and risk mitigation strategies, examining markets from diverse perspectives culminates in consistent long-term investment performance. 

We are proud of our South African heritage and the legacies of our founders. The size of our organisation allows for the acquisition of advanced systems, databases and research facilities and provides unique investment opportunities while our specialist team structure enables distinct focus on their areas of expertise.

STANLIB Asset Management is an authorised financial services provider.

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STANLIB is a specialist investment manager, administering over R600 billion in assets under management. Whether you need to preserve your capital or create wealth in the long term, our teams of investment specialists can help you achieve your goals. We offer a depth of expertise across investment disciplines – from absolute return and fixed income to listed property, balanced, equity and alternatives; spanning active and passive management, single and multi-manager offerings. Through this wide range of investment capabilities we offer our clients both pooled and segregated investment solutions across a broad choice of traditional and alternative asset classes. With our clients at the centre, our investment teams are developed to deliver outstanding outcomes through the skill, passion and dedication of each team member. Their unique blend of skills, areas of specialisation and perspectives enables us to make better-informed decisions so we can help our clients, both individuals and institutions, achieve their financial goals. Combined with our teams’ range of specialist skills, their focus on in-depth research and risk mitigation strategies, examining markets from diverse perspectives culminates in consistent long-term investment performance. We are proud of our South African heritage and the legacies of our founders. The size of our organisation allows for the acquisition of advanced systems, databases and research facilities and provides unique investment opportunities while our specialist team structure enables distinct focus on their areas of expertise. STANLIB Asset Management is an authorised financial services provider.

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US growth disappoints; SA’s inflation generally under control

US growth disappoints; SA’s inflation generally under control

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