All Episodes
STANLIB Podcasts — 152 episodes
US economy adds 300 000 jobs in two months
US economic growth relies on AI investment
US not yet suffering inflationary effects of higher oil price
Middle East war will keep US inflation above 3% for some time
SARB considers short- and long-lasting Middle East War scenarios
Retirement funds are key players in helping to tackle SA’s ailing infrastructure
Fuel price shock in April likely to feed into inflation and interest rates
Oil price implications for inflation, and SA’s poor growth performance
Oil price shocks could see dramatic increase in SA’s fuel prices
Escalating Middle East war raises unknowns for markets
SA’s bond market rallies on prudent government debt issuance
Markets welcome a “no surprises” Budget 2026
US growth disappoints; SA’s inflation generally under control
Africa isn’t a side bet, it’s a distinct global market opportunity
US inflation stays low; SA’s mining, manufacturing output disappoints
Latest US manufacturing, jobs data tell different stories
SARB focuses on lowering inflation expectations
Modest SA inflation should encourage confidence and investment
Cryptocurrency – a payment system immune to political manipulation
No concerns for the Fed in US inflation; Chinese 2026 GDP growth hits 5%
Markets shrug off geopolitical dramas in early 2026
SA economy grows, but not fast enough; US small businesses struggle
US retail sales growth “lacklustre”; companies, not consumers, driving SA credit demand
SARB makes cautious 25 bps rate cut but next US rate cut is uncertain
Will AI boom become AI bust?
S&P surprises with positive outlook for SA
Seven positive aspects of the MTBPS that will encourage investors
MTBPS delivers positive news for SA’s fixed income markets
US government shutdown reduces economic visibility
What’s next for US interest rates; SA’s tax collection ahead of budget
Pick your bond ballast carefully
Good news on US and SA inflation trends
SA’s removal from the grey list could contribute to 2026 growth
No resolution to US government shutdown; SA’s retail sales slow
Trust your manager to navigate through volatile fixed income markets
Markets soften on US government shutdown, escalating trade war with China
US government shutdown likely to drag on; SA collects more tax than expected
Countdown to ZARONIA | Steps to take now to preserve economic value
Structured processes are key to managing assets in choppy markets
SARB and Fed weigh different factors in making interest rate decisions
How Data and Technology Are Reshaping Modern Investing
Encouraging SA Q2 GDP growth; rising US inflation will not defer an interest rate cut
US jobs data shows an economy under pressure
Building resilient investment portfolios that deliver consistent performance | The More You Know
Positive SA government revenue and expenditure data
Corporate Conversations: The power of money market instruments
US signals change in emphasis on interest rate policy
STANLIB Insights: When sitting on the sidelines is not an option
US inflation starts to show effect of tariffs; SA’s economic growth picks up
US Fed faces rate cut dilemma on tariff-related pressures
US equities continue to be attractive, says STANLIB Multi-Asset
STANLIB Flexible Income Fund reduces risk in volatile Q2
STANLIB Enhanced Multi-Style Equity Fund sticks to fundamentals amid SA equity turbulence in Q2
Global stock picking opportunities have broadened in a new tariff world: Amit Parmer
Why is corporate South Africa sitting on R1.5 trillion in cash?
Can SA achieve 3% inflation; and tariffs start to hit US labour market
SA’s inflationary trends; implications of US trade deals
US inflation ticks up as higher tariffs start to push prices
US tariff threats raise fresh uncertainty in global markets
US jobs grow but underlying trends raise some concerns
US economy shows signs of slowdown while SA remains weak
SA’s inflation pressures increase; US Fed revises economic forecasts
System readiness is key to a successful JIBAR to ZARONIA transition
SA economy stays sluggish; US still adding jobs
SARB expects lower SA inflation, while US tariff uncertainty persists
SA’s April inflation remains subdued; US tax bill will push debt higher
Impact of SA's 2025 Budget on fixed income markets
Budget 3.0: SA’s slow growth rate keeps the pressure on government finances
US inflation under control; SA releases disappointing unemployment data
US trade deals move in the right direction; SA’s manufacturing sector weighs on the economy
STANLIB Global Select Fund responds to AI and tariff developments
US GDP in Q1 2025 declines but April employment beats expectations
STANLIB’s Multi Asset team re-assesses global risks after Trump tariffs
STANLIB’s Fixed Income team positions defensively amid turbulence
How STANLIB’s long-term focused equity fund weathers short-term upheavals
US confidence ebbs, signalling urgent need for resolution on tariffs
Major themes for the week are GNU upheavals and impact of Trump tariffs
Nobody wins from higher US tariffs
SA’s Budget vote means more than a VAT hike
Fears of stagflation in the US are rising
Building an outperforming equity portfolio for all environments
SA and US hold interest rates in uncertain environment
US confidence ebbs on tariff uncertainty
Budget 2025: Focus on enhancing the quality and quantity of SA’s infrastructure
Budget 2025: Bonds, rand welcome careful revenue and spending proposals
Budget 2025: Urgent action required to boost growth rate
SA’s Q4 GDP disappoints while a VAT increase is still likely; US survey data highlights concerns
SA inflation data and the effect of Trump’s tariff and policy announcements on the US economy
Retail sales impress in Q4 2024, but growth is set to slow
Kevin Lings: Update on SA’s 2025 Budget Delay
Implications of US inflation data and planned tariffs
US labour market looks strong, while Trump’s tariffs threaten global growth
Equities offer promise in 2025 after an eventful close to 2024
STANLIB Enhanced Multi-Style Equity Fund takes long-term view on selected SA gold, consumer stocks
Local bonds and property look appealing as SA inflation likely to stay low in 1H 2025
Trump’s import tariffs will have global and local consequences
South African inflation under control; US President Trump signs a flurry of new orders
Greater clarity on US inflation anticipated after presidential inauguration
Key markets soften ahead of Trump taking office while rand weakens on various factors
SA’s GDP declines in Q3 2024; US employment data remains strong
How indebted is South Africa within a global context?
US inflation data and interest rate trends; SA’s PPI moves into deflation
SA’s lower inflation rate surprises and SARB cuts interest rates by 25 bps
US October inflation data still high; S&P upgrades SA’s credit rating outlook
How AI is shaping the future of portfolio management
Republicans sweep US election and US Federal Reserve cuts interest rates
US labour market reports
MTBPS 2024: bond market registers disappointment
MTBPS 2024: little support for SOEs this time
Government’s subdued growth projections in MTBPS may disappoint after GNU euphoria
STANLIB Enhanced Multi Style and STANLIB Equity Funds navigate an eventful Q3 2024
STANLIB Multi-Asset sees the US election as the biggest macroeconomic risk for Q4 2024
SA’s inflation rate continues to fall; US economic outlook faces risks
SA’s inflation rate continues to fall; US economic outlook faces risks
Overweighting SA bonds and property pays off handsomely for STANLIB Fixed Income Fund in Q3
What’s hindering China’s economic growth?
Encouraging retail sales reported in US and SA
Do your investors sleep easy through market turbulence?
US consumer inflation will not derail next rate cut; China outlines fiscal stimulus
US labour market strength surprises; SA collects more revenue than expected
China takes steps to stimulate the economy; SA’s economic data remains weak
US Fed and SARB interest decisions loom in the next few days
US labour market trends weaken, SA’s GDP picks up marginally
Encouraging trends are evident in latest US, European inflation data
SA’s inflation slows more than expected while US Fed flags looming rate cuts
Positive US economic data reignites markets but underlying trends in SA remain lacklustre
US data points to start of the interest rate cutting cycle
US Q2 GDP growth stronger than expected, while SA’s inflation rate softens
STANLIB Fixed Income team’s agile decisions in Q2 deliver inflation-beating returns
Market-friendly GNU will help to re-rate SA equities
Geopolitical and fiscal risks will continue to feature in global markets in 2024
STANLIB Global Select Fund takes more cautious stance in 2H 2024
SA keeps interest rates unchanged, while SA retail sales show another monthly decline
US June inflation data should encourage a September rate cut
US labour market data shows softening, while SA’s electricity generation stabilises
SA’s new GNU Cabinet and what latest SA & US inflation data means for interest rates
SA’s inflation trajectory supports interest rate cuts in the second half of 2024
SA’s inflation trajectory supports interest rate cuts in the second half of 2024
Markets remain weary as SA election results bring surprises and uncertainty
SA’s latest CPI print holds out hopes of a second-half rate cut
Hold or sell? The STANLIB Global Select Fund constantly evaluates its positions
US inflation slows and investors look more favourably on SA
SA manufacturing declines sharply in March but electricity stabilises
Positive US labour market trends and SA’s energy supply stabilises
STANLIB Enhanced Multi Style Equity Fund takes benchmark-beating positions in Q1 2024
STANLIB Multi-Asset aims for smoothed returns as equities set for bumpy gains in 2024
Will the party happen in bonds this year? STANLIB Flexible Income Fund positions for interest rate cuts
US Q1 GDP below expectations and Ipsos poll in SA shows new voting trends
SA posts positive March inflation data and US interest rates cut are likely to be deferred again
Higher US inflation and Middle East conflict changes global interest rate outlook
Exploring global equity sector and stock ideas - a STANLIB I J.P. Morgan Asset Management podcast
US labour market continues to be strong, deferring early interest rate cuts