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
48 Episodes
20 – 40

US consumers in a strong position while South African consumers struggle

Recent US consumer data is compellingly strong, as reflected in December retail sales and weekly jobless claims, making it likely that the US is heading for a “soft landing”. While inflation remains above target, the Fed is likely to remain cautious in the short term about cutting interest rates. In…
22 Jan 9 min

US labour market still strong and SA’s Q3 2023 GDP declines

A broad range of US labour market data released last week was compellingly strong, with the unemployment rate moving down to 3.7%. However, those sectors that are more sensitive to interest rates, e.g. retail, manufacturing and technology, are adding fewer jobs, showing the economy is slowing. In SA, Q3 GDP…
11 Dec 2023 11 min

US PCE inflation heads towards 2% target

In this podcast, STANLIB Chief Economist Kevin Lings discusses US PCE inflation for October and SA’s private sector demand for credit. Although US PCE inflation, at 3%, remains above the target of 2%, the data is moving in the right direction. However, shelter inflation needs to fall further. In SA,…
4 Dec 2023 7 min

US CPI eases in October, while SA’s consumers more resilient than expected

In this podcast, STANLIB Chief Economist Kevin Lings discusses US October CPI inflation data, which delivered a pleasant surprise, moderating from 3.7% to 3.2% y/y. This will give space to the US Federal Reserve not to increase rates any further, and it had a positive impact on markets. Turning to…
20 Nov 2023 11 min

SA’s government debt profile deteriorates while US interest rates may have peaked

SA’s Medium-Term Budget Policy Statement (MTBPS), released last week, showed a tax revenue shortfall of about R56 billion, as expected. It also showed government overspending of about R29 billion, which will be clawed back through cuts in departmental and provincial budgets. Fiscal discipline and stronger economic growth will be needed…
6 Nov 2023 12 min

Bond market responds positively to MTBPS

SA’s fixed income markets welcomed government’s commitment to stick to fiscal prudence in the medium term while directing spending towards areas that will support economic growth. The projection that the government debt to GDP ratio will peak at 77.7% by 2026 is better than the market expected. There was relief…
1 Nov 2023 2 min

The 2023 MTBPS may change credit outlook but not cause a rating downgrade

Credit rating agencies had expected SA’s budget deficit and debt servicing costs to increase, but the pace of deterioration will be a focus. Rating agencies will also focus on the credibility of government’s plan to stabilise finances, given revenue under-collection and the spending overshoot. STANLIB does not expect these agencies…
1 Nov 2023 7 min

Medium-term budget shows it will be a long road to restore SA to financial stability

The Mid-Term Budget Policy Statement (MTBPS) was delivered under difficult economic conditions. The Minister of Finance had to present a consolidated, fiscally-disciplined package to address the deterioration in government finances, but could not make changes that would cause a pushback in an election year. The mini-budget showed tax revenue substantially…
1 Nov 2023 7 min

Resilient consumer spending buoys US Q3 GDP growth

The US economy grew by 4.9% q/q in Q3, beating expectations of 4.5% growth, with strong consumer spending recorded across all segments. This level of economic resilience is unlikely to be sustained – we forecast annual GDP will grow by 2% in 2023 and 1-1.2% in 2024 - but it…
30 Oct 2023 9 min

How macro-economic themes are shaping investment decisions

Join our Chief Economist, Kevin Lings, and Head of Multi-Asset, Marius Oberholzer, in a Q&A session where they explore the impact of big macro-economic themes on global financial markets. In this podcast, Kevin and Marius delve deep into how key developments such as interest rates, geopolitics, and potentially a better…
23 Oct 2023 13 min

Economic data in SA and the US remain unfavourable for interest rate cuts

SA’s September headline inflation rose to 5.4%, largely due to a large increase in the fuel price and a slowdown in the moderation of food inflation. With another fuel price increase expected in October, STANLIB forecasts domestic inflation will rise to 5.5-5.6%. In the US, key areas of the economy…
23 Oct 2023 8 min

The trend in US inflation is still in the right direction

Despite slight improvement in month-on-month US inflation data for September, the annual rate of inflation remains unchanged and US Federal Reserve officials have given no indication of an early cut in interest rates this year. For more context and details, listen to this week’s Weekly Focus podcast with Kevin Lings,…
16 Oct 2023 6 min

Is the US labour market too strong for a rate cut?

In the past week, the US has released a range of data showing an extremely strong labour market, including a surge in job creation in September, which does not imply a cut in interest rates in the near future. However, data on average hourly earnings is moderating, which is more…
9 Oct 2023 5 min

SA's government revenue shortfall raises red flags

In this podcast, STANLIB's Chief Economist, Kevin Lings, discusses the R65 billion estimated shortfall in government revenue streams to end-August, based on latest tax collections. The Minister of Finance is expected to explain how government intends to make up the shortfall in his upcoming Medium-Term Budget. Kevin also discusses meaningful…
2 Oct 2023 8 min

STANLIB Weekly Economic Focus Podcast – 18 September 2023

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…
18 Sep 2023 12 min

STANLIB Weekly Economic Focus Podcast – 11 September 2023

To provide you with more in-depth analysis on key issues, our Chief Economist, Kevin Lings delves into more detail in the new podcast. Listen to his discussion on SA’s GDP data, the impact of local fuel increases and US ISM non-manufacturing index, which gives an insight into the US economy’s…
11 Sep 2023 9 min
20 – 40