STANLIB STANLIB MoneywebNOW Podcast Series

STANLIB MoneywebNOW Podcast Series

Imagine the impact of mindful investing on the South African economy
Descriptor: In a series of conversations with MoneywebNow host, Simon Brown, STANLIB’s investment experts discuss how they help investors to invest for more certainty, more returns and more impact.
Occasionally English South Africa Investing
14 Episodes

Khanyisa Impact Fund derives returns and impact from investment in social housin

Kholofelo Molewa, a portfolio manager in STANLIB Credit Alternatives managing the Khanyisa Impact Investment Fund, says the team’s basic investment thesis is that adherence to ESG principles usually correlates to higher returns over the long term. An example is affordable housing, for which there is a huge need in SA’s…
26 Oct 2022 7 min

Infrastructure investing should have a real and measurable impact on SA’s econom

Marisa Bester, portfolio manager in STANLIB Infrastructure Investments, says there is a great need for responsible private sector investment in maintaining and upgrading SA’s power, communications and water infrastructure. An estimated R300-400 billion of additional investment is needed every year to lift SA to the benchmark for this size of…
20 Oct 2022 8 min

In the last 20 years, the investment landscape has become richer in opportunity

In this podcast, Derrick Msibi, CEO of STANLIB, discusses some of the welcome changes that have occurred in the South African investment landscape in the 20 years since STANLIB was formed. These include greater opportunities for investors to diversify internationally, to invest for impact without compromising returns, and technological advances…
25 Aug 2022 5 min

Inflation seen moderating through 2023, leading to interest rate cuts towards en

In this MoneywebNOW podcast, STANLIB’s Chief Economist, Kevin Lings, explains that base effects (year on year comparisons) are likely to kick in later this year, most critically in fuel prices, which should result in a moderating inflation rate in 2023. By the middle of 2023, if high interest rates have…
2 Aug 2022 6 min

Multi-style equity investing strips the emotions out of investment decision-maki

Rademeyer Vermaak, Head of Index Investments at STANLIB, says multi-style equity funds offer investors balanced exposure to the main drivers of returns in the stock market, which are quality, value and growth. The STANLIB Enhanced Multi Style Equity Fund delivers persistent alpha and will continue to do so, at lower…
1 Jun 2022 6 min

Tools can be deployed in a multi-asset portfolio to manage inflation, growth ris

In this podcast, Katy Thorneycroft, JP Morgan Asset Management’s head of international portfolio management: multi-asset solutions discussed some of the tools the team is using to help protect portfolios at a time of elevated inflation risk globally. She said in the near term, caution is needed, but as long as…
31 May 2022 9 min

South African bonds are well-placed amid current market uncertainty

The current environment of rising global inflation and central bank interest rate hikes is negative for risk assets in general, STANLIB’s deputy head of Fixed Income Sylvestor Kobo explains in this podcast. However, commodity exporters like SA are set to benefit, and higher government revenues reduce the need for bond…
7 Apr 2022 6 min

Long-term, sustainable growth companies are the focus of STANLIB Global Growth F

Alex Stanic, a portfolio manager at JP Morgan Asset Management, discusses the strategy behind the choice of stocks in the STANLIB Global Growth Fund. The fund’s managers identify companies that are able to deliver sustainable above-average growth over many years, based on thematic growth drivers such as the digital revolution,…
28 Feb 2022 8 min

Asset allocation must be tailored to a different, post-Covid environment

In this podcast, John Bilton, head of global multi-asset strategy at JP Morgan Asset Management, discusses the group’s 26th annual edition of “Long term Capital Market Assumptions”. JPMAM sees the next 10-15 years as likely to be characterized by continuing monetary support and more inflation risk. This is negative for…
15 Dec 2021 8 min

Clouds loom over Emerging Markets in 2022

In this podcast, Peter van der Ross, portfolio manager in the STANLIB Multi-Strategy team, argues that Emerging Markets (EMs) may struggle to outperform Developed Markets in 2022 because of issues facing China, which dominates the EM complex, and the likely strengthening of the US dollar as the Fed responds to…
13 Dec 2021 7 min

Global partnership strengthens STANLIB’s offshore product offering and expertise

Giles Heeger, Executive: Asset Management at STANLIB, discusses why the recent alliance with global active asset managers J.P. Morgan Asset Management is different from other partnerships. With this alliance, J.P. Morgan Asset Management will add value to STANLIB’s investment and distribution capabilities, as well as enable it to extend its…
18 Nov 2021 9 min

STANLIB Balanced Cautious Fund repositions for an outlook of moderating growth

Henk Viljoen, Snr Portfolio Manager of the STANLIB Balanced Cautious Fund, explains how they are adjusting certain exposures in the fund, given expectations that global and domestic growth will moderate from current levels. In its 40% equity holding, the managers favour global equities, including emerging markets and Europe, and domestic…
21 Sep 2021 6 min

Generating sustainable investment returns requires a wide lens

STANLIB CEO Derrick Msibi says asset managers must overlay their primary goal of generating sustainable returns for clients with an assessment of social impacts, such as infrastructure investing, to deliver more returns and more impact.
24 Aug 2021 7 min