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 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.
18 Sep 2023 English South Africa Investing · Business News

Other recent episodes

STANLIB Enhanced Multi Style Equity Fund takes benchmark-beating positions in Q1 2024

The STANLIB Enhanced Multi Style Equity Fund, an active SA equity fund, outperforms its benchmark, the JSE’s Capped Swix Index, by taking rational decisions, says Rademeyer Vermaak, Head of STANLIB’s Systematic Solutions business. In Q1, the fund benefitted from its positioning in gold counters as well as its offshore holding…
1 May 11 min

STANLIB Multi-Asset aims for smoothed returns as equities set for bumpy gains in 2024

Marius Oberholzer, STANLIB’s Head of Multi-Asset, says trends are positive for equities in 2024, but the team is managing expected market volatility. Once interest rate cutting begins, corporate activity should accelerate and earnings growth should start to materialise. In SA, there are still risks, including the looming elections, but signs…
1 May 15 min

SA manufacturing declines sharply in March but electricity stabilises

SA’s manufacturing production data for March was shocking, down 2.2% m/m from -1% m/m in February, and down -6.4% y/y. This, together with weak mining and consumer data, is likely to translate into a very disappointing Q1 GDP outcome. However, the absence of load shedding in April could stimulate manufacturing…
13 May 4 min

Positive US labour market trends and SA’s energy supply stabilises

A range of recent US labour market data, including jobs created, the unemployment rate and wage growth, are encouraging signs of declining inflation and may lead to interest rate cuts. Equity and bond markets rallied after the data was released. If these trends continue, we expect that a US interest…
6 May 10 min