STANLIB STANLIB Podcasts

STANLIB Podcasts

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.
Occasionally English South Africa Investing · Business News
115 Episodes
1 – 20

Nobody wins from higher US tariffs

In this podcast, STANLIB Chief Economist Kevin Lings unpacks the reasons for the higher tariffs announced by US President Donald Trump, and their possible impacts. Those impacts are likely to include higher inflationary pressure, especially in the US, and a widespread slowdown in economic activity, though it is too soon…
3 Apr 14 min

SA’s Budget vote means more than a VAT hike

In this short podcast, STANLIB’s Chief Economist, Kevin Lings, explores the implications of the passing of the controversial 2025 Budget in the National Assembly by the ANC in alliance with smaller parties, excluding the DA. This is very likely to lead to a 0.5% increase in VAT in 2025 and…
3 Apr 8 min

Fears of stagflation in the US are rising

In this week’s podcast, STANLIB’s Chief Economist Kevin Lings discusses increasing nervousness in US financial markets about stagflation as a result of President Trump’s tariff moves. Inflation looks likely to remain above the US Federal Reserve’s target for some time, while forward-looking indicators on manufacturing and tourism suggest a slowing…
31 Mar 10 min

Building an outperforming equity portfolio for all environments

Listen to Wehmeyer Ferreira (COO, Systematic Solutions) and Rademeyer Vermaak (Head of Systematic Solutions) as they discuss how the top-performing STANLIB Enhanced Multi Style Equity Fund and the STANLIB Equity Fund are positioned for success in the coming months. Any commentary or forecasts indicated in this document are for information…
27 Mar 20 min

SA and US hold interest rates in uncertain environment

Despite a subdued domestic inflation rate of 3.2% y/y in February, well below market expectations, the South African Reserve Bank (SARB) did not cut the policy interest rate, STANLIB Chief Economist Kevin Lings says. This decision probably reflected the SARB’s desire to bring inflation down sustainably to 3% and nervousness…
24 Mar 12 min

US confidence ebbs on tariff uncertainty

In this podcast, STANLIB Chief Economist Kevin Lings says US consumer price inflation (CPI) data for February, released last week, was a positive surprise. It showed even shelter inflation is on a downward trajectory. However, the data does not take recently-announced tariff increases into account. On 2 April the Trump…
17 Mar 9 min

Budget 2025: Focus on enhancing the quality and quantity of SA’s infrastructure

Tarryn Sankar, STANLIB Fixed Income Head of Credit and Investment Research, highlights three welcome measures in the Budget. First, there will be no new support for SOEs; instead, the focus is on direct support for infrastructure projects. Secondly, innovative funding mechanisms for infrastructure are prioritised and, encouragingly, consolidation of functions…
12 Mar 4 min

Budget 2025: Bonds, rand welcome careful revenue and spending proposals

Sylvester Kobo, STANLIB Deputy Head of Fixed Income, explains the VAT hikes of 0.5 percentage points proposed over each of the next two years will yield government about R43 billion in additional revenue, falling short of government needs. Other revenue measures will not cover the shortfall, but the government plans…
12 Mar 3 min

Budget 2025: Urgent action required to boost growth rate

STANLIB Chief Economist Kevin Lings says that although the Minister proposes a smaller-than-expected VAT increase, he has sought additional revenue elsewhere by removing an adjustment for fiscal drag and implementing smaller increases in social grants. Hopefully, opposition to the VAT increase from the DA will be resolved by 2 April…
12 Mar 10 min

Retail sales impress in Q4 2024, but growth is set to slow

South African retail sales reflected a phenomenal last quarter of 2024 as consumer spending was boosted by two pot pension withdrawals. Sales in the last quarter increased by 5.4% year-on-year in real terms, indicating spending as if there was a 5% to 6% increase in the economy. These sales numbers…
24 Feb 11 min

Kevin Lings: Update on SA’s 2025 Budget Delay

Last week, South Africa's 2025 Budget Day was postponed, prompting significant discussions across the financial landscape. Our Chief Economist, Kevin Lings, has released a podcast that explores the current situation and outlines various scenarios for how the budget might be adapted as we approach the new budget day on 12…
24 Feb 10 min

Implications of US inflation data and planned tariffs

In January 2025, US inflation data surprised with a 0.5% m/m increase, pushing up annual inflation to 3%, which is above the 2% target. The details showed some broadening out of price pressures. This makes it likely the US Federal Reserve will hold rates for the next couple of months,…
17 Feb 13 min

Equities offer promise in 2025 after an eventful close to 2024

The fourth quarter of 2024 was interesting, Marius Oberholzer, Head of STANLIB’s Multi-Asset team, says. The stand-out event was the sweeping Republican victory in the US presidential election, which is likely to be followed by higher tariffs, corporate tax cuts and deregulation of many industries in the US. Marius believes…
3 Feb 28 min

Trump’s import tariffs will have global and local consequences

Duties imposed by US President Donald Trump on imports from Canada, Mexico and China have already triggered retaliatory measures which could easily escalate into a global trade war. These tariff hikes will have negative consequences for global inflation, interest rates and growth and it is difficult to see that the…
3 Feb 11 min
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