https://www.stanlib.com 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. Investing en Fri, 12 Mar 2021 15:11:51 +0200 Mon, 20 Apr 2026 13:58:59 +0200 30 http://blogs.law.harvard.edu/tech/rss iono.fm 2.5.2.0 STANLIB no Yearly feeds@iono.fm (Feed Manager) https://cdn.iono.fm/files/p2227/logo_6163_20260225_183028_1400.jpeg https://www.stanlib.com STANLIB is a specialist investment manager, administering over R600 billion in assets under management. STANLIB episodic STANLIB joseph.hlangweni@stanlib.com false ZA https://iono.fm/e/1667741 https://iono.fm/e/1667741 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 20 Apr 2026 13:58:00 +0200 0 0 US not yet suffering inflationary effects of higher oil price 0 0 STANLIB full 14:46 STANLIB Podcasts https://iono.fm/e/1665319 https://iono.fm/e/1665319 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 13 Apr 2026 11:38:00 +0200 0 0 Middle East war will keep US inflation above 3% for some time 0 0 STANLIB full 11:43 STANLIB Podcasts https://iono.fm/e/1661346 https://iono.fm/e/1661346
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 30 Mar 2026 12:54:00 +0200 0 0 SARB considers short- and long-lasting Middle East War scenarios 0 0 STANLIB full 15:34 STANLIB Podcasts https://iono.fm/e/1659832 https://iono.fm/e/1659832
In the ninth episode of "The More You Know," Marisa Bester (COO of Infrastructure Investment at STANLIB) and Johan Marnewick (Head of Fixed Income Private Markets) join host Jeremy Maggs to discuss mobilising capital for the life and pension funds industry.

They explore how private equity and private credit can mobilise capital to meet the risk, return, and impact requirements of the life and pension funds industry.

STANLIB is an authorised Financial Services Provider in terms of FAIS and a registered manager in terms of CISCA. ]]> Investing Wed, 25 Mar 2026 09:49:00 +0200 0 0 Retirement funds are key players in helping to tackle SA’s ailing infrastructure 0 0 STANLIB full 23:48 STANLIB Podcasts https://iono.fm/e/1659120 https://iono.fm/e/1659120 He also discusses interest rate developments around the world, where about 15 significant central banks have held meetings, and most have opted to keep rates on hold. However, they have signalled that if oil prices remain elevated and feed into broader inflationary pressures, they may be forced to hike rates.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 23 Mar 2026 14:51:00 +0200 0 0 Fuel price shock in April likely to feed into inflation and interest rates 0 0 STANLIB full 10:54 STANLIB Podcasts https://iono.fm/e/1655980 https://iono.fm/e/1655980 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 16 Mar 2026 14:03:00 +0200 0 0 Oil price implications for inflation, and SA’s poor growth performance 0 0 STANLIB full 12:24 STANLIB Podcasts https://iono.fm/e/1653648 https://iono.fm/e/1653648 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 09 Mar 2026 13:54:00 +0200 0 0 Oil price shocks could see dramatic increase in SA’s fuel prices 0 0 STANLIB full 15:31 STANLIB Podcasts https://iono.fm/e/1651360 https://iono.fm/e/1651360 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 02 Mar 2026 14:35:00 +0200 0 0 Escalating Middle East war raises unknowns for markets 0 0 STANLIB full 9:23 STANLIB Podcasts https://iono.fm/e/1650023 https://iono.fm/e/1650023
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA. ]]> Investing Wed, 25 Feb 2026 21:05:00 +0200 0 0 SA’s bond market rallies on prudent government debt issuance 0 0 STANLIB full 2:23 STANLIB Podcasts https://iono.fm/e/1649992 https://iono.fm/e/1649992 Investing Wed, 25 Feb 2026 18:30:00 +0200 0 0 Markets welcome a “no surprises” Budget 2026 0 0 STANLIB full 12:18 STANLIB Podcasts https://iono.fm/e/1648893 https://iono.fm/e/1648893
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 23 Feb 2026 12:38:00 +0200 0 0 US growth disappoints; SA’s inflation generally under control 0 0 STANLIB full 16:29 STANLIB Podcasts https://iono.fm/e/1647509 https://iono.fm/e/1647509
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA. ]]> Investing Wed, 18 Feb 2026 13:47:00 +0200 0 0 Africa isn’t a side bet, it’s a distinct global market opportunity 0 0 STANLIB full 22:17 STANLIB Podcasts https://iono.fm/e/1646571 https://iono.fm/e/1646571 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 16 Feb 2026 11:51:00 +0200 0 0 US inflation stays low; SA’s mining, manufacturing output disappoints 0 0 STANLIB full 12:44 STANLIB Podcasts https://iono.fm/e/1643873 https://iono.fm/e/1643873 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 09 Feb 2026 11:07:00 +0200 0 0 Latest US manufacturing, jobs data tell different stories 0 0 STANLIB full 7:27 STANLIB Podcasts https://iono.fm/e/1641608 https://iono.fm/e/1641608 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 02 Feb 2026 13:19:00 +0200 0 0 SARB focuses on lowering inflation expectations 0 0 STANLIB full 9:31 STANLIB Podcasts https://iono.fm/e/1638851 https://iono.fm/e/1638851 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 26 Jan 2026 13:09:00 +0200 0 0 Modest SA inflation should encourage confidence and investment 0 0 STANLIB full 11:03 STANLIB Podcasts https://iono.fm/e/1637236 https://iono.fm/e/1637236
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA.

Please refer to MDD/Factsheet available on www.stanlib.com for additional information. This should not be construed as advice. ]]> Investing Wed, 21 Jan 2026 14:05:00 +0200 0 0 Cryptocurrency – a payment system immune to political manipulation 0 0 STANLIB full 19:23 STANLIB Podcasts https://iono.fm/e/1636346 https://iono.fm/e/1636346
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA. ]]> Investing Mon, 19 Jan 2026 13:14:00 +0200 0 0 No concerns for the Fed in US inflation; Chinese 2026 GDP growth hits 5% 0 0 STANLIB full 13:07 STANLIB Podcasts https://iono.fm/e/1634096 https://iono.fm/e/1634096 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 12 Jan 2026 13:09:00 +0200 0 0 Markets shrug off geopolitical dramas in early 2026 0 0 STANLIB full 13:19 STANLIB Podcasts https://iono.fm/e/1626524 https://iono.fm/e/1626524 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 08 Dec 2025 12:27:00 +0200 0 0 SA economy grows, but not fast enough; US small businesses struggle 0 0 STANLIB full 10:17 STANLIB Podcasts https://iono.fm/e/1624125 https://iono.fm/e/1624125 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 01 Dec 2025 11:48:00 +0200 0 0 US retail sales growth “lacklustre”; companies, not consumers, driving SA credit demand 0 0 STANLIB full 10:36 STANLIB Podcasts https://iono.fm/e/1621617 https://iono.fm/e/1621617 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 24 Nov 2025 14:05:00 +0200 0 0 SARB makes cautious 25 bps rate cut but next US rate cut is uncertain 0 0 STANLIB full 16:12 STANLIB Podcasts https://iono.fm/e/1619439 https://iono.fm/e/1619439
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA.

Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice. ]]> Investing Tue, 18 Nov 2025 14:18:00 +0200 0 0 Will AI boom become AI bust? 0 0 STANLIB full 21:30 STANLIB Podcasts https://iono.fm/e/1618957 https://iono.fm/e/1618957 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 17 Nov 2025 12:34:00 +0200 0 0 S&P surprises with positive outlook for SA 0 0 STANLIB full 16:19 STANLIB Podcasts https://iono.fm/e/1617643 https://iono.fm/e/1617643 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This podcast should not be construed as advice. ]]> Investing Wed, 12 Nov 2025 20:27:00 +0200 0 0 Seven positive aspects of the MTBPS that will encourage investors 0 0 STANLIB full 20:09 STANLIB Podcasts https://iono.fm/e/1617642 https://iono.fm/e/1617642 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This podcast should not be construed as advice. ]]> Investing Wed, 12 Nov 2025 20:23:00 +0200 0 0 MTBPS delivers positive news for SA’s fixed income markets 0 0 STANLIB full 3:26 STANLIB Podcasts https://iono.fm/e/1616528 https://iono.fm/e/1616528 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 10 Nov 2025 12:20:00 +0200 0 0 US government shutdown reduces economic visibility 0 0 STANLIB full 13:41 STANLIB Podcasts https://iono.fm/e/1614094 https://iono.fm/e/1614094 STANLIB Asset Management (Pty) Ltd is an authorized Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 03 Nov 2025 13:47:00 +0200 0 0 What’s next for US interest rates; SA’s tax collection ahead of budget 0 0 STANLIB full 11:27 STANLIB Podcasts https://iono.fm/e/1612744 https://iono.fm/e/1612744
In the sixth episode of our “The More You Know” vodcast series, Peter van der Ross, Deputy Head of STANLIB Multi-Asset, discusses the factors that have alarmed investors about global bonds and attracted investors, including global investors, to South African bonds this year. He also pinpoints the specific areas of the market that are most attractive to the team at present.

STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA.

Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice. ]]> Investing Wed, 29 Oct 2025 23:08:00 +0200 0 0 Pick your bond ballast carefully 0 0 STANLIB full 10:50 STANLIB Podcasts https://iono.fm/e/1611639 https://iono.fm/e/1611639
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 27 Oct 2025 13:07:00 +0200 0 0 Good news on US and SA inflation trends 0 0 STANLIB full 13:15 STANLIB Podcasts https://iono.fm/e/1611176 https://iono.fm/e/1611176
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA. ]]> Investing Fri, 24 Oct 2025 18:00:00 +0200 0 0 SA’s removal from the grey list could contribute to 2026 growth 0 0 STANLIB full 4:33 STANLIB Podcasts https://iono.fm/e/1609312 https://iono.fm/e/1609312 Investing Mon, 20 Oct 2025 14:16:00 +0200 0 0 No resolution to US government shutdown; SA’s retail sales slow 0 0 STANLIB full 10:10 STANLIB Podcasts https://iono.fm/e/1608322 https://iono.fm/e/1608322
He also discusses the factors that have driven a 14% return from the local bond market in 2025. He explains how the Fixed Income team is actively managing duration to respond to the volley of new information and filtering out what is not relevant.

STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA.

Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice. ]]> Investing Thu, 16 Oct 2025 14:26:00 +0200 0 0 Trust your manager to navigate through volatile fixed income markets 0 0 STANLIB full 18:03 STANLIB Podcasts https://iono.fm/e/1606872 https://iono.fm/e/1606872
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA. ]]> Investing Mon, 13 Oct 2025 13:07:00 +0200 0 0 Markets soften on US government shutdown, escalating trade war with China 0 0 STANLIB full 6:21 STANLIB Podcasts https://iono.fm/e/1604390 https://iono.fm/e/1604390 STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 06 Oct 2025 12:00:00 +0200 0 0 US government shutdown likely to drag on; SA collects more tax than expected 0 0 STANLIB full 13:58 STANLIB Podcasts https://iono.fm/e/1603750 https://iono.fm/e/1603750
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA. ]]> Investing Fri, 03 Oct 2025 10:19:00 +0200 0 0 Countdown to ZARONIA | Steps to take now to preserve economic value 0 0 STANLIB full 8:13 STANLIB Podcasts https://iono.fm/e/1603175 https://iono.fm/e/1603175
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA.

Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice. ]]> Investing Thu, 02 Oct 2025 12:31:00 +0200 0 0 Structured processes are key to managing assets in choppy markets 0 0 STANLIB full 26:18 STANLIB Podcasts https://iono.fm/e/1599722 https://iono.fm/e/1599722
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA.

Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice. ]]> Investing Mon, 22 Sep 2025 13:09:00 +0200 0 0 SARB and Fed weigh different factors in making interest rate decisions 0 0 STANLIB full 15:26 STANLIB Podcasts https://iono.fm/e/1597904 https://iono.fm/e/1597904
With global data volumes nearing 200 zettabytes, the challenge is no longer access, but interpretation. Learn how systematic investing blends fundamentals, sentiment, and macro context to build smarter portfolios.

The future isn’t man versus machine. It’s man and machine.

STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA.

Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice. ]]> Investing Wed, 17 Sep 2025 07:59:00 +0200 0 0 How Data and Technology Are Reshaping Modern Investing 0 0 STANLIB full 24:17 STANLIB Podcasts https://iono.fm/e/1597413 https://iono.fm/e/1597413 Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 15 Sep 2025 13:19:00 +0200 0 0 Encouraging SA Q2 GDP growth; rising US inflation will not defer an interest rate cut 0 0 STANLIB full 10:39 STANLIB Podcasts https://iono.fm/e/1595025 https://iono.fm/e/1595025 Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 08 Sep 2025 14:09:00 +0200 0 0 US jobs data shows an economy under pressure 0 0 STANLIB full 8:59 STANLIB Podcasts https://iono.fm/e/1593601 https://iono.fm/e/1593601
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA.

Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice. ]]> Investing Wed, 03 Sep 2025 17:29:00 +0200 0 0 Building resilient investment portfolios that deliver consistent performance | The More You Know 0 0 STANLIB full 22:29 STANLIB Podcasts https://iono.fm/e/1592584 https://iono.fm/e/1592584 Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 01 Sep 2025 12:51:00 +0200 0 0 Positive SA government revenue and expenditure data 0 0 STANLIB full 11:06 STANLIB Podcasts https://iono.fm/e/1591283 https://iono.fm/e/1591283
In this episode of STANLIB Corporate Conversations, Charlene Klöhn, Head: Corporate Cash Solutions engages with Eulali Gouws, Head of Money Market, to unpack the fundamentals of money market instruments, and how they serve as essential tools in meeting the diverse requirements of managing a money market fund, from liquidity management and capital preservation to yield optimisation and regulatory compliance.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Thu, 28 Aug 2025 06:39:00 +0200 0 0 Corporate Conversations: The power of money market instruments 0 0 STANLIB full 9:44 STANLIB Podcasts https://iono.fm/e/1590175 https://iono.fm/e/1590175 Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 25 Aug 2025 13:24:00 +0200 0 0 US signals change in emphasis on interest rate policy 0 0 STANLIB full 13:13 STANLIB Podcasts https://iono.fm/e/1588200 https://iono.fm/e/1588200 Investing Tue, 19 Aug 2025 13:03:00 +0200 0 0 STANLIB Insights: When sitting on the sidelines is not an option 0 0 STANLIB full 23:23 STANLIB Podcasts https://iono.fm/e/1587700 https://iono.fm/e/1587700 Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 18 Aug 2025 13:49:00 +0200 0 0 US inflation starts to show effect of tariffs; SA’s economic growth picks up 0 0 STANLIB full 13:41 STANLIB Podcasts https://iono.fm/e/1585293 https://iono.fm/e/1585293 Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 11 Aug 2025 12:45:00 +0200 0 0 US Fed faces rate cut dilemma on tariff-related pressures 0 0 STANLIB full 7:27 STANLIB Podcasts https://iono.fm/e/1581489 https://iono.fm/e/1581489 STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA. Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice. ]]> Investing Wed, 06 Aug 2025 13:52:00 +0200 0 0 US equities continue to be attractive, says STANLIB Multi-Asset 0 0 STANLIB full 31:31 STANLIB Podcasts https://iono.fm/e/1581479 https://iono.fm/e/1581479 STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA. Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice. ]]> Investing Wed, 06 Aug 2025 13:38:00 +0200 0 0 STANLIB Flexible Income Fund reduces risk in volatile Q2 0 0 STANLIB full 18:17 STANLIB Podcasts https://iono.fm/e/1583810 https://iono.fm/e/1583810
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered Manager in terms of CISCA.

Please refer to MDD/Factsheet available on www.stanlib.com for additional information about the Fund. This should not be construed as advice. ]]> Investing Wed, 06 Aug 2025 11:56:00 +0200 0 0 STANLIB Enhanced Multi-Style Equity Fund sticks to fundamentals amid SA equity turbulence in Q2 0 0 STANLIB full 17:31 STANLIB Podcasts https://iono.fm/e/1582880 https://iono.fm/e/1582880
STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered representative Manager in terms of CISCA.

J.P. Morgan Asset Management (UK) Limited is an offshore strategic partner to STANLIB Asset Management (Pty) Ltd and is authorised and regulated by the UK’s Financial Conduct Authority.

This content should not be construed as advice. ]]> Investing Wed, 06 Aug 2025 10:48:00 +0200 0 0 Global stock picking opportunities have broadened in a new tariff world: Amit Parmer 0 0 STANLIB full 20:40 STANLIB Podcasts https://iono.fm/e/1582858 https://iono.fm/e/1582858 In this episode, Charlene Klöhn, Head of Corporate Cash Solutions at STANLIB is joined by Kevin Lings, STANLIB Chief Economist, to unpack the shifting dynamics in the money market and enhanced yield space. They explore the strategic thinking behind corporate cash hoarding, the macroeconomic signals influencing these decisions, and the investment avenues currently gaining momentum.

Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com).

STANLIB is an authorised Financial Services Provider in terms of FAIS and a registered representative manager in terms of CISCA. ]]> Investing Tue, 05 Aug 2025 10:20:00 +0200 0 0 Why is corporate South Africa sitting on R1.5 trillion in cash? 0 0 STANLIB full 16:58 STANLIB Podcasts https://iono.fm/e/1582929 https://iono.fm/e/1582929 Click here to listen to the podcast.

STANLIB Asset Management (Pty) Ltd is an authorized Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 04 Aug 2025 12:12:00 +0200 0 0 Can SA achieve 3% inflation; and tariffs start to hit US labour market 0 0 STANLIB full 13:36 STANLIB Podcasts https://iono.fm/e/1580505 https://iono.fm/e/1580505 Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 28 Jul 2025 12:53:00 +0200 0 0 SA’s inflationary trends; implications of US trade deals 0 0 STANLIB full 12:19 STANLIB Podcasts https://iono.fm/e/1578192 https://iono.fm/e/1578192 Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 21 Jul 2025 12:09:00 +0200 0 0 US inflation ticks up as higher tariffs start to push prices 0 0 STANLIB full 10:39 STANLIB Podcasts https://iono.fm/e/1575979 https://iono.fm/e/1575979 Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorized Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 14 Jul 2025 15:08:00 +0200 0 0 US tariff threats raise fresh uncertainty in global markets 0 0 STANLIB full 11:34 STANLIB Podcasts https://iono.fm/e/1573634 https://iono.fm/e/1573634 Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorized Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 07 Jul 2025 13:13:00 +0200 0 0 US jobs grow but underlying trends raise some concerns 0 0 STANLIB full 8:52 STANLIB Podcasts https://iono.fm/e/1571238 https://iono.fm/e/1571238 Click here to listen to the podcast.

STANLIB Asset Management (Pty) Ltd is an authorized Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 30 Jun 2025 12:13:00 +0200 0 0 US economy shows signs of slowdown while SA remains weak 0 0 STANLIB full 9:46 STANLIB Podcasts https://iono.fm/e/1568826 https://iono.fm/e/1568826 The US Federal Reserve’s latest decision to keep interest rates unchanged was not surprising, Kevin says. More interesting was that the Fed reduced its forecasts for US economic growth and raised its estimate of US inflation for 2025, and what this means for US interest rates.
Click here to listen to the podcast.

STANLIB Asset Management (Pty) Ltd is an authorized Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 23 Jun 2025 13:06:00 +0200 0 0 SA’s inflation pressures increase; US Fed revises economic forecasts 0 0 STANLIB full 9:29 STANLIB Podcasts https://iono.fm/e/1565608 https://iono.fm/e/1565608
In this short and informative episode, Tarryn Sanker, STANLIB Head of Credit: Fixed Income, speaks to Eulali Gouws, STANLIB Head of Money Market, to outline the key timelines for the transition, which is set to take place in December 2026. She also explores the implications of this shift for money market and fixed income funds.

Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com).

STANLIB is an authorised Financial Services Provider in terms of FAIS and a registered representative manager in terms of CISCA. ]]> Investing Thu, 12 Jun 2025 11:59:00 +0200 0 0 System readiness is key to a successful JIBAR to ZARONIA transition 0 0 STANLIB full 8:38 STANLIB Podcasts https://iono.fm/e/1564364 https://iono.fm/e/1564364 Latest US labour market data shows the economy continues to add jobs faster than the growth in new entrants. In May, the unemployment rate was unchanged at 4.2%. However, there are signs it is getting harder to find new jobs. Kevin suggests that higher trade tariffs are likely to weaken US growth this year, but not cause a recession.
Click here to listen to the podcast.

STANLIB Asset Management (Pty) Ltd is an authorized Financial Services Provider in terms of the FAIS Act. This should not be construed as advice. ]]> Investing Mon, 09 Jun 2025 12:39:00 +0200 0 0 SA economy stays sluggish; US still adding jobs 0 0 STANLIB full 12:57 STANLIB Podcasts https://iono.fm/e/1561979 https://iono.fm/e/1561979 After two US court rulings that some of President Trump’s tariff hikes may be illegal, uncertainty about global trade conditions persists, with a risk of further disruptions.
Click here to listen to the podcast. ]]> Investing Mon, 02 Jun 2025 13:43:00 +0200 0 0 SARB expects lower SA inflation, while US tariff uncertainty persists 0 0 STANLIB full 9:27 STANLIB Podcasts https://iono.fm/e/1559758 https://iono.fm/e/1559758 The US tax bill proposed by President Trump would deliver fiscal stimulus to the economy, but it will also significantly add to government debt. The US bond market has reacted negatively to approval of the bill by the House of Representatives. The stimulus will occur at the same time as tariffs push prices higher, and could result in entrenched higher inflation.
Click here to listen to the podcast. ]]> Investing Mon, 26 May 2025 14:09:00 +0200 0 0 SA’s April inflation remains subdued; US tax bill will push debt higher 0 0 STANLIB full 10:32 STANLIB Podcasts https://iono.fm/e/1558490 https://iono.fm/e/1558490 Investing Wed, 21 May 2025 19:15:00 +0200 0 0 Impact of SA's 2025 Budget on fixed income markets 0 0 STANLIB full 4:43 STANLIB Podcasts https://iono.fm/e/1558466 https://iono.fm/e/1558466
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur.

STANLIB is an authorised Financial Services Provider in terms of FAIS and a registered manager in terms of CISCA. ]]> Investing Wed, 21 May 2025 18:19:00 +0200 0 0 Budget 3.0: SA’s slow growth rate keeps the pressure on government finances 0 0 STANLIB full 13:06 STANLIB Podcasts https://iono.fm/e/1557464 https://iono.fm/e/1557464 Click here to listen to the podcast. ]]> Investing Mon, 19 May 2025 13:44:00 +0200 0 0 US inflation under control; SA releases disappointing unemployment data 0 0 STANLIB full 11:57 STANLIB Podcasts https://iono.fm/e/1554936 https://iono.fm/e/1554936 Investing Mon, 12 May 2025 14:13:00 +0200 0 0 US trade deals move in the right direction; SA’s manufacturing sector weighs on the economy 0 0 STANLIB full 9:50 STANLIB Podcasts https://iono.fm/e/1556114 https://iono.fm/e/1556114
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com).

STANLIB is an authorised Financial Services Provider in terms of FAIS and a registered representative manager in terms of CISCA.

STANLIB Asset Management (Pty) Ltd is an authorised financial services provider and J.P. Morgan Asset Management (UK) Limited is an offshore strategic partner to STANLIB Asset Management (Pty) Ltd and is authorised and regulated by the UK’s Financial Conduct Authority. ]]> Investing Fri, 09 May 2025 08:36:00 +0200 0 0 STANLIB Global Select Fund responds to AI and tariff developments 0 0 STANLIB full 17:37 STANLIB Podcasts https://iono.fm/e/1552454 https://iono.fm/e/1552454 Click here to listen to the podcast. ]]> Investing Mon, 05 May 2025 12:51:00 +0200 0 0 US GDP in Q1 2025 declines but April employment beats expectations 0 0 STANLIB full 10:34 STANLIB Podcasts https://iono.fm/e/1548688 https://iono.fm/e/1548688
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com). ]]> Investing Wed, 23 Apr 2025 13:52:00 +0200 0 0 STANLIB’s Multi Asset team re-assesses global risks after Trump tariffs 0 0 STANLIB full 19:41 STANLIB Podcasts https://iono.fm/e/1548714 https://iono.fm/e/1548714
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com). ]]> Investing Wed, 23 Apr 2025 13:52:00 +0200 0 0 STANLIB’s Fixed Income team positions defensively amid turbulence 0 0 STANLIB full 9:21 STANLIB Podcasts https://iono.fm/e/1548715 https://iono.fm/e/1548715
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com). ]]> Investing Wed, 23 Apr 2025 13:52:00 +0200 0 0 How STANLIB’s long-term focused equity fund weathers short-term upheavals 0 0 STANLIB full 14:22 STANLIB Podcasts https://iono.fm/e/1546497 https://iono.fm/e/1546497 Investing Mon, 14 Apr 2025 13:07:00 +0200 0 0 US confidence ebbs, signalling urgent need for resolution on tariffs 0 0 STANLIB full 11:53 STANLIB Podcasts https://iono.fm/e/1544165 https://iono.fm/e/1544165
In more depth, Kevin discusses the reciprocal tariffs announced by US President Donald Trump and the significant amount of economic pain it will inflict on US growth, inflation and employment. It is also likely to cause a realignment of global trading relationships, excluding the US. ]]> Investing Mon, 07 Apr 2025 14:31:00 +0200 0 0 Major themes for the week are GNU upheavals and impact of Trump tariffs 0 0 STANLIB full 14:11 STANLIB Podcasts https://iono.fm/e/1543121 https://iono.fm/e/1543121
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com). ]]> Investing Thu, 03 Apr 2025 16:28:00 +0200 0 0 Nobody wins from higher US tariffs 0 0 STANLIB full 14:53 STANLIB Podcasts https://iono.fm/e/1543122 https://iono.fm/e/1543122 Investing Thu, 03 Apr 2025 16:28:00 +0200 0 0 SA’s Budget vote means more than a VAT hike 0 0 STANLIB full 8:51 STANLIB Podcasts https://iono.fm/e/1541764 https://iono.fm/e/1541764 Click here to listen to the podcast. ]]> Investing Mon, 31 Mar 2025 13:02:00 +0200 0 0 Fears of stagflation in the US are rising 0 0 STANLIB full 10:50 STANLIB Podcasts https://iono.fm/e/1540679 https://iono.fm/e/1540679
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com). ]]> Investing Thu, 27 Mar 2025 08:00:00 +0200 0 0 Building an outperforming equity portfolio for all environments 0 0 STANLIB full 20:06 STANLIB Podcasts https://iono.fm/e/1539543 https://iono.fm/e/1539543 The US Federal Reserve (Fed)’s decision to hold interest rates was accompanied by a revision to its 2025 economic growth forecast down to 1.7% from 2.1% previously and a higher inflation forecast at 2.7% (from 2.5%). However, the Fed believes inflationary pressure from tariff hikes will be transitory. That indicates no need to raise interest rates - and the Fed may even be inclined to cut rates in the second half to prevent an economic slowdown, Kevin says. ]]> Investing Mon, 24 Mar 2025 14:21:00 +0200 0 0 SA and US hold interest rates in uncertain environment 0 0 STANLIB full 12:40 STANLIB Podcasts https://iono.fm/e/1537470 https://iono.fm/e/1537470 US survey data shows an increase in inflation expectations by households and an expectation by businesses that economic activity will slow down. The risk of a US recession is rising, although it is not yet becoming a certainty. This makes it difficult for the US Federal Reserve to decide on interest rates. The market is anticipating two or three more interest rate cuts this year, but that may prove to be over-optimistic.
Click here to listen to the podcast. ]]> Investing Mon, 17 Mar 2025 13:26:00 +0200 0 0 US confidence ebbs on tariff uncertainty 0 0 STANLIB full 9:49 STANLIB Podcasts https://iono.fm/e/1536271 https://iono.fm/e/1536271
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com). ]]> Investing Wed, 12 Mar 2025 20:14:00 +0200 0 0 Budget 2025: Focus on enhancing the quality and quantity of SA’s infrastructure 0 0 STANLIB full 4:58 STANLIB Podcasts https://iono.fm/e/1536270 https://iono.fm/e/1536270
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com). ]]> Investing Wed, 12 Mar 2025 20:12:00 +0200 0 0 Budget 2025: Bonds, rand welcome careful revenue and spending proposals 0 0 STANLIB full 3:10 STANLIB Podcasts https://iono.fm/e/1536241 https://iono.fm/e/1536241 Investing Wed, 12 Mar 2025 18:22:00 +0200 0 0 Budget 2025: Urgent action required to boost growth rate 0 0 STANLIB full 10:27 STANLIB Podcasts https://iono.fm/e/1535031 https://iono.fm/e/1535031 Moving to SA’s Budget announcement on Wednesday, the focus will be on the originally mooted 2% VAT increase, says Kevin. Current consensus is that VAT is likely to go up by about 0.75%, with cuts in spending in some categories to make up the revenue deficit. However, a better plan on spending is needed in future to avoid constantly increasing taxes.
US employment data still indicates a robust labour market, Kevin says. But forward-looking survey data shows consumers becoming more worried about inflation and job security. Surveys also show that manufacturers are becoming more hesitant until there is clarity on the impact of import tariffs.
Click here to listen to the podcast. ]]> Investing Mon, 10 Mar 2025 12:35:00 +0200 0 0 SA’s Q4 GDP disappoints while a VAT increase is still likely; US survey data highlights concerns 0 0 STANLIB full 12:38 STANLIB Podcasts https://iono.fm/e/1532675 https://iono.fm/e/1532675 With US President Donald Trump’s announcement of tariffs affecting Mexico, Canada and China, and increased uncertainty about the progression of the Russia-Ukraine war, evidence is mounting that uncertainty is undermining the US economy. There is a significant falloff in confidence, while inflation expectations are ratcheting up, and consumer spending declined in January.
Click here to listen to the podcast. ]]> Investing Mon, 03 Mar 2025 12:27:00 +0200 0 0 SA inflation data and the effect of Trump’s tariff and policy announcements on the US economy 0 0 STANLIB full 14:03 STANLIB Podcasts https://iono.fm/e/1530482 https://iono.fm/e/1530482 US President Donald Trump signed an array of executive orders aimed at deregulation and freeing up the US economy to perform better. But recently the focus has shifted to imposing tariffs on a wide range of countries, raising concerns of an increase in prices.

Click here to listen to the podcast. ]]> Investing Mon, 24 Feb 2025 14:51:00 +0200 0 0 Retail sales impress in Q4 2024, but growth is set to slow 0 0 STANLIB full 11:46 STANLIB Podcasts https://iono.fm/e/1530355 https://iono.fm/e/1530355 Investing Mon, 24 Feb 2025 10:50:00 +0200 0 0 Kevin Lings: Update on SA’s 2025 Budget Delay 0 0 STANLIB full 10:11 STANLIB Podcasts https://iono.fm/e/1528140 https://iono.fm/e/1528140 The US has delayed until March its intended tariffs on Canadian and Mexican imports, as well as on aluminium and steel. It will also review other areas where US tariffs are lower than those of its trading partners. This is likely to lead to negotiations and will extend uncertainty around global tariffs.
Click here to listen to the podcast. ]]> Investing Mon, 17 Feb 2025 12:34:00 +0200 0 0 Implications of US inflation data and planned tariffs 0 0 STANLIB full 13:15 STANLIB Podcasts https://iono.fm/e/1525992 https://iono.fm/e/1525992 US President Donald Trump’s tariff hikes create wider concerns, given the high correlation between global trade and global growth. His executive order on SA has created tensions between the two countries, heightens negative foreign investment sentiment and raises uncertainty about the continuation of AGOA benefits.
Click here to listen to the podcast. ]]> Investing Mon, 10 Feb 2025 12:24:00 +0200 0 0 US labour market looks strong, while Trump’s tariffs threaten global growth 0 0 STANLIB full 10:32 STANLIB Podcasts https://iono.fm/e/1523810 https://iono.fm/e/1523810
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com). ]]> Investing Mon, 03 Feb 2025 15:09:00 +0200 0 0 Equities offer promise in 2025 after an eventful close to 2024 0 0 STANLIB full 28:44 STANLIB Podcasts https://iono.fm/e/1524690 https://iono.fm/e/1524690
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com) ]]> Investing Mon, 03 Feb 2025 14:34:00 +0200 0 0 STANLIB Enhanced Multi-Style Equity Fund takes long-term view on selected SA gold, consumer stocks 0 0 STANLIB full 13:50 STANLIB Podcasts https://iono.fm/e/1524692 https://iono.fm/e/1524692
Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com). ]]> Investing Mon, 03 Feb 2025 14:34:00 +0200 0 0 Local bonds and property look appealing as SA inflation likely to stay low in 1H 2025 0 0 STANLIB full 8:29 STANLIB Podcasts https://iono.fm/e/1523793 https://iono.fm/e/1523793 Meanwhile, the South African Reserve Bank decided to cut interest rates by 25 bps, in line with expectations. Although domestic inflation is under control, further interest rate cuts are unlikely in the short term due to the current uncertainty around global trade.
Click here to listen to the podcast. ]]> Investing Mon, 03 Feb 2025 14:31:00 +0200 0 0 Trump’s import tariffs will have global and local consequences 0 0 STANLIB full 11:15 STANLIB Podcasts https://iono.fm/e/1521452 https://iono.fm/e/1521452 US President Donald Trump signed 36 executive orders in his first week. Some of the themes were: tariffs, where he imposed less than expected; energy and the environment, allowing for more exploration for oil and gas; border and immigration control; reversing various diversity and inclusion initiatives; and the federal workforce, where he introduced a hiring freeze and restructuring. For SA, new US policies on energy and immigration are likely to be the most significant at this stage. Click here to listen to the podcast. ]]> Investing Mon, 27 Jan 2025 11:54:00 +0200 0 0 South African inflation under control; US President Trump signs a flurry of new orders 0 0 STANLIB full 11:05 STANLIB Podcasts https://iono.fm/e/1519336 https://iono.fm/e/1519336
A flurry of executive announcements is expected after US president Donald Trump is inaugurated. An increase in import duties is likely to exert upward pressure on inflation. Trump’s policies may also affect the overall growth rate but at this point the US economy is expected to remain strong.

STANLIB is an authorised Financial Services Provider in terms of FAIS and a registered representative manager in terms of CISCA ]]> Investing Mon, 20 Jan 2025 12:33:00 +0200 0 0 Greater clarity on US inflation anticipated after presidential inauguration 0 0 STANLIB full 5:19 STANLIB Podcasts https://iono.fm/e/1517220 https://iono.fm/e/1517220
The rand has weakened appreciably to over R19/$ in recent weeks. It partly reflects dollar strength but also other factors, including post-year-end restocking of imported items, foreign selling of South African bonds and equities, and lacklustre economic growth. A more compelling level of economic growth is needed to attract foreign investment and cause the rand to strengthen.

STANLIB is an authorised Financial Services Provider in terms of FAIS and a registered representative manager in terms of CISCA. ]]> Investing Mon, 13 Jan 2025 13:29:00 +0200 0 0 Key markets soften ahead of Trump taking office while rand weakens on various factors 0 0 STANLIB full 11:17 STANLIB Podcasts https://iono.fm/e/1510410 https://iono.fm/e/1510410 Various US labour market reports were released last week, showing 227 000 jobs were added in November, with more job growth in the services sector than in industrial activity. Also, the previous two months’ data was revised upwards. The unemployment rate drifted up to 4.2% from 4.1%. Given this level of vibrant overall economic activity, the Federal Reserve will have to adopt a cautious approach to further interest rate cuts in 2025.
Click here to listen to the podcast. ]]> Investing Mon, 09 Dec 2024 12:13:00 +0200 0 0 SA’s GDP declines in Q3 2024; US employment data remains strong 0 0 STANLIB full 11:56 STANLIB Podcasts https://iono.fm/e/1508473 https://iono.fm/e/1508473 Investing Tue, 03 Dec 2024 09:53:00 +0200 0 0 How indebted is South Africa within a global context? 0 0 STANLIB full 9:04 STANLIB Podcasts https://iono.fm/e/1508148 https://iono.fm/e/1508148 SA’s producer price inflation (PPI) has fallen from 4.7% at the beginning of 2024 to -0.7% y/y in October, largely as a result of lower fuel prices. Together, PPI and CPI data show SA’s inflation is under control, and it could be argued that the South African Reserve Bank should be more aggressive in cutting interest rates. However, this is a very conservative central bank and we expect it will only continue to cut by 25 bps at each meeting in the first half of 2025.
Click here to listen to the podcast. ]]> Investing Mon, 02 Dec 2024 12:28:00 +0200 0 0 US inflation data and interest rate trends; SA’s PPI moves into deflation 0 0 STANLIB full 6:46 STANLIB Podcasts https://iono.fm/e/1505842 https://iono.fm/e/1505842 The South African Reserve Bank’s (SARB) decision to cut interest rates by 25 bps at its latest meeting was unanimous and expected by the market. Rather surprisingly, the bank said it had not considered cutting rates by 50 bps. It said international central banks have become more cautious and the South African economy was gaining momentum. STANLIB sees only 50-75 bps of additional interest rate cuts in the current cycle, taking the repo rate to about 7%. Click here to listen to the podcast. ]]> Investing Mon, 25 Nov 2024 14:40:00 +0200 0 0 SA’s lower inflation rate surprises and SARB cuts interest rates by 25 bps 0 0 STANLIB full 12:50 STANLIB Podcasts https://iono.fm/e/1503493 https://iono.fm/e/1503493 S&P has unexpectedly changed SA’s credit rating outlook from neutral to positive, although the rating, at BB-, is still well below investment grade. S&P cited the potential for SA’s growth rate to accelerate in the current policy environment and government’s intention to maintain fiscal discipline. This move was encouraging, but SA needs to make progress in the next 18-24 months if it is to win a rating upgrade.
Click here to listen to the podcast. ]]> Investing Mon, 18 Nov 2024 12:45:00 +0200 0 0 US October inflation data still high; S&P upgrades SA’s credit rating outlook 0 0 STANLIB full 11:23 STANLIB Podcasts https://iono.fm/e/1506107 https://iono.fm/e/1506107 Investing Thu, 14 Nov 2024 15:41:00 +0200 0 0 How AI is shaping the future of portfolio management 0 0 STANLIB full 5:28 STANLIB Podcasts https://iono.fm/e/1501247 https://iono.fm/e/1501247 The US Federal Reserve unsurprisingly cut the key interest rate by 25 bps last week and is expected to cut again by 25 bps in December. It acknowledged the strength of the US economy and expressed disappointment about slow progress in taming inflation to target levels, which may affect future interest rate cuts.
Click here to listen to the podcast. ]]> Investing Mon, 11 Nov 2024 13:26:00 +0200 0 0 Republicans sweep US election and US Federal Reserve cuts interest rates 0 0 STANLIB full 13:05 STANLIB Podcasts https://iono.fm/e/1498818 https://iono.fm/e/1498818 Investing Mon, 04 Nov 2024 14:17:00 +0200 0 0 US labour market reports 0 0 STANLIB full 6:42 STANLIB Podcasts https://iono.fm/e/1497549 https://iono.fm/e/1497549 Investing Wed, 30 Oct 2024 19:34:00 +0200 0 0 MTBPS 2024: bond market registers disappointment 0 0 STANLIB full 4:14 STANLIB Podcasts https://iono.fm/e/1497507 https://iono.fm/e/1497507 Investing Wed, 30 Oct 2024 17:46:00 +0200 0 0 MTBPS 2024: little support for SOEs this time 0 0 STANLIB full 10:15 STANLIB Podcasts https://iono.fm/e/1497508 https://iono.fm/e/1497508 Investing Wed, 30 Oct 2024 17:46:00 +0200 0 0 Government’s subdued growth projections in MTBPS may disappoint after GNU euphoria 0 0 STANLIB full 9:56 STANLIB Podcasts https://iono.fm/e/1496910 https://iono.fm/e/1496910
Rademeyer discusses:
• The impact of the Chinese government stimulus announcement on global resource stocks
• The team’s holistic, measurable process and the key factors taken into consideration both locally and globally
• The stand-out stocks for the quarter and how the team have adjusted the weighting for those
• The STANLIB Equity Fund’s offshore strategy with J.P. Morgan Asset Management and the STANLIB Global Select Fund ]]> Investing Tue, 29 Oct 2024 15:00:00 +0200 0 0 STANLIB Enhanced Multi Style and STANLIB Equity Funds navigate an eventful Q3 2024 0 0 STANLIB full 11:10 STANLIB Podcasts https://iono.fm/e/1496229 https://iono.fm/e/1496229 Investing Tue, 29 Oct 2024 07:12:00 +0200 0 0 STANLIB Multi-Asset sees the US election as the biggest macroeconomic risk for Q4 2024 0 0 STANLIB full 18:49 STANLIB Podcasts https://iono.fm/e/1496407 https://iono.fm/e/1496407
Various uncertainties face the US economy. If the US presidential election results in a Donald Trump win, as polls are indicating, it would be followed by policy change. Several indicators suggest the US economy is growing strongly, putting pressure on inflation and making future interest rate cuts less predictable. The key indicator to watch will be the strength of the labour market. ]]> Investing Mon, 28 Oct 2024 15:18:00 +0200 0 0 SA’s inflation rate continues to fall; US economic outlook faces risks 0 0 STANLIB full 10:02 STANLIB Podcasts https://iono.fm/e/1496396 https://iono.fm/e/1496396 Various uncertainties face the US economy. If the US presidential election results in a Donald Trump win, as polls are indicating, it would be followed by policy change. Several indicators suggest the US economy is growing strongly, putting pressure on inflation and making future interest rate cuts less predictable. The key indicator to watch will be the strength of the labour market.
Click here to listen to the podcast. ]]> Investing Mon, 28 Oct 2024 14:39:00 +0200 0 0 SA’s inflation rate continues to fall; US economic outlook faces risks 0 0 STANLIB full 10:02 STANLIB Podcasts https://iono.fm/e/1495575 https://iono.fm/e/1495575
STANLIB is an authorised Financial Services Provider in terms of FAIS and a registered manager in terms of CISCA. ]]> Investing Fri, 25 Oct 2024 07:00:00 +0200 0 0 Overweighting SA bonds and property pays off handsomely for STANLIB Fixed Income Fund in Q3 0 0 STANLIB full 7:44 STANLIB Podcasts https://iono.fm/e/1495529 https://iono.fm/e/1495529 Investing Thu, 24 Oct 2024 14:52:00 +0200 0 0 What’s hindering China’s economic growth? 0 0 STANLIB full 13:31 STANLIB Podcasts https://iono.fm/e/1494121 https://iono.fm/e/1494121 SA’s retail sales for August were stronger than generally expected, and over the past six months the retail sector is showing improvement, despite high interest rates and unemployment. Relief from load shedding may have encouraged more retail activity, as well as the lower inflation rate, especially cheaper fuel. The latest data does not reflect the cash injection from the two-pot system and the recent interest rate cut, which should give local retailers a good end-of-year season.
Click here to listen to the podcast. ]]> Investing Mon, 21 Oct 2024 12:03:00 +0200 0 0 Encouraging retail sales reported in US and SA 0 0 STANLIB full 8:09 STANLIB Podcasts https://iono.fm/e/1491858 https://iono.fm/e/1491858
Managers of multi-asset income funds have the benefit of being able to actively shift between different fixed income asset classes and property to deliver bond-like returns with a smoother return profile and lower risk, through different market cycles.

Sylvester Kobo, Deputy Head of Fixed Income at STANLIB and co-manager of the STANLIB Flexible Income Fund recently spoke to Moneyweb’s Simon Brown on why multi-asset income funds offer a compelling solution. ]]> Investing Mon, 14 Oct 2024 13:58:00 +0200 0 0 Do your investors sleep easy through market turbulence? 0 0 STANLIB full 5:04 STANLIB Podcasts https://iono.fm/e/1491838 https://iono.fm/e/1491838 China’s Finance Minister has outlined areas where the government intends to deliver fiscal stimulus. However, he gave no details, which are only expected to be unveiled after China’s parliament meets. These steps follow government’s previously-announced reductions in interest rates. The Chinese authorities are focusing on stabilizing the economy to achieve their annual growth target of 5%.
Click here to listen to the podcast. ]]> Investing Mon, 14 Oct 2024 13:07:00 +0200 0 0 US consumer inflation will not derail next rate cut; China outlines fiscal stimulus 0 0 STANLIB full 10:11 STANLIB Podcasts https://iono.fm/e/1489576 https://iono.fm/e/1489576
In SA, National Treasury’s estimate of revenue and expenditure for August showed the government is generally keeping spending within budget. Individual income tax collection was buoyant, largely as a result of fiscal drag, while corporate tax collection was also surprisingly strong. This means the October Medium-Term Budget Policy Statement (MTBPS) is likely to show only a modest revenue shortfall for the year.

Click here to listen to the podcast. ]]> Investing Mon, 07 Oct 2024 13:00:00 +0200 0 0 US labour market strength surprises; SA collects more revenue than expected 0 0 STANLIB full 7:58 STANLIB Podcasts https://iono.fm/e/1487393 https://iono.fm/e/1487393
Sentiment in SA has improved since the May election and this is reflected in markets and the currency. But recent economic indicators are lackluster, e.g. building plans, mining production and job creation. Positive sentiment needs to be translated into improved investment and higher employment, which would systematically uplift economic performance. ]]> Investing Mon, 30 Sep 2024 14:40:00 +0200 0 0 China takes steps to stimulate the economy; SA’s economic data remains weak 0 0 STANLIB full 14:26 STANLIB Podcasts https://iono.fm/e/1481363 https://iono.fm/e/1481363 Click here to listen to the podcast. ]]> Investing Mon, 16 Sep 2024 13:30:00 +0200 0 0 US Fed and SARB interest decisions loom in the next few days 0 0 STANLIB full 5:33 STANLIB Podcasts https://iono.fm/e/1478848 https://iono.fm/e/1478848 In Q2 2024, SA’s GDP grew by 0.4% q/q, better than the zero rate of growth in Q1, but still very weak. Growth was driven by higher electricity production, financial services and retail spending post-election. While there is no sign of broad-based growth, looming interest rate cuts, the cash released from the two-pot retirement system and public-private partnerships may stimulate the economy next year.
Click here to listen to the podcast. ]]> Investing Mon, 09 Sep 2024 12:25:00 +0200 0 0 US labour market trends weaken, SA’s GDP picks up marginally 0 0 STANLIB full 8:56 STANLIB Podcasts https://iono.fm/e/1476576 https://iono.fm/e/1476576 SA’s producer inflation rate of 4.2% y/y for July reflected the second consecutive month-on-month decline. However, it suggests a lacklustre manufacturing sector, with no pricing power. South African government revenue for July has printed slightly behind budget, while expenditure is slightly ahead of budget. This is not a risk yet but, if the economy fails to gain momentum, there is a risk of a revenue shortfall in the February 2025 Budget.
Click here to listen to the podcast ]]> Investing Mon, 02 Sep 2024 12:16:00 +0200 0 0 Encouraging trends are evident in latest US, European inflation data 0 0 STANLIB full 9:29 STANLIB Podcasts https://iono.fm/e/1474338 https://iono.fm/e/1474338 In the US, signals from the Federal Open Market Committee and Federal Reserve chairman Jerome Powell indicate more confidence that inflation is trending downwards. It has also become clear that the US labour market is weakening. The longer the Fed waits to cut rates, the greater the risk that the economy will go into recession. STANLIB expects the Fed will implement a series of gradual interest rate cuts, starting in September and continuing into 2025. Click here to listen to the podcast. ]]> Investing Mon, 26 Aug 2024 13:52:00 +0200 0 0 SA’s inflation slows more than expected while US Fed flags looming rate cuts 0 0 STANLIB full 8:39 STANLIB Podcasts https://iono.fm/e/1472046 https://iono.fm/e/1472046 In SA, strong June retail sales delivered a positive surprise to markets, but may not be sustainable. Mining data was disappointing, underlining a longer-term decline in the sector which goes beyond electricity supply. The unemployment rate moved above 33% in Q2 2024, with about 8.5 million unemployed. Without higher economic growth, SA’s unemployment will continue to increase. Click here to listen to the podcast. ]]> Investing Mon, 19 Aug 2024 12:45:00 +0200 0 0 Positive US economic data reignites markets but underlying trends in SA remain lacklustre 0 0 STANLIB full 11:41 STANLIB Podcasts https://iono.fm/e/1467714 https://iono.fm/e/1467714 The Fed is now focusing more on its dual mandate of keeping inflation under control and ensuring the labour market remains strong.
The deterioration in the US labour market, as the unemployment rate moved from 4.1% to 4.3% in July, and inflation mostly under control, are justifying that it is time to start the interest rate cutting cycle, and the Fed is expected to cut rates by at least 25 basis points in September, and to continue cutting interest rates thereafter.
Labour market conditions have slowed meaningfully and suggest that the US economy is going to lose momentum, and that the risk of recession has risen appreciably, while financial markets have only priced for a moderate slowdown in activity.
Click here to listen to the podcast ]]> Investing Mon, 05 Aug 2024 14:31:00 +0200 0 0 US data points to start of the interest rate cutting cycle 0 0 STANLIB full 8:39 STANLIB Podcasts https://iono.fm/e/1465743 https://iono.fm/e/1465743 Although SA’s CPI rate for June was above the Reserve Bank’s target at 5.1% y/y, inflation is expected to fall for the remainder of the year, which would allow for an interest rate cut. The main contributors to CPI for the month were a decline in the petrol price (with another due in July); an increase in non-alcoholic beverage prices but not food prices as a whole; and a substantial increase in rental inflation, although on an annual basis rental inflation remains modest.
Click here to listen to the podcast. ]]> Investing Mon, 29 Jul 2024 09:32:00 +0200 0 0 US Q2 GDP growth stronger than expected, while SA’s inflation rate softens 0 0 STANLIB full 9:50 STANLIB Podcasts https://iono.fm/e/1463241 https://iono.fm/e/1463241 Investing Thu, 25 Jul 2024 08:00:00 +0200 0 0 STANLIB Fixed Income team’s agile decisions in Q2 deliver inflation-beating returns 0 0 STANLIB full 15:02 STANLIB Podcasts https://iono.fm/e/1463242 https://iono.fm/e/1463242 Investing Thu, 25 Jul 2024 08:00:00 +0200 0 0 Market-friendly GNU will help to re-rate SA equities 0 0 STANLIB full 14:22 STANLIB Podcasts https://iono.fm/e/1463243 https://iono.fm/e/1463243 Investing Thu, 25 Jul 2024 08:00:00 +0200 0 0 Geopolitical and fiscal risks will continue to feature in global markets in 2024 0 0 STANLIB full 16:40 STANLIB Podcasts https://iono.fm/e/1463844 https://iono.fm/e/1463844 Investing Thu, 25 Jul 2024 07:00:00 +0200 0 0 STANLIB Global Select Fund takes more cautious stance in 2H 2024 0 0 STANLIB full 21:19 STANLIB Podcasts https://iono.fm/e/1463127 https://iono.fm/e/1463127
SA’s May retail sales data was disappointing: sales fell 0.7% m/m. Mining and manufacturing output also declined in May. The improvement in electricity generation has helped, but it is not a solution in itself. The only way to lift the growth rate meaningfully is to bring the public sector into partnership with government to invest in infrastructure, and this is starting to happen. ]]> Investing Mon, 22 Jul 2024 13:35:00 +0200 0 0 SA keeps interest rates unchanged, while SA retail sales show another monthly decline 0 0 STANLIB full 9:55 STANLIB Podcasts https://iono.fm/e/1460473 https://iono.fm/e/1460473 Click here to listen to the podcast. ]]> Investing Mon, 15 Jul 2024 12:50:00 +0200 0 0 US June inflation data should encourage a September rate cut 0 0 STANLIB full 5:48 STANLIB Podcasts https://iono.fm/e/1458507 https://iono.fm/e/1458507 It has been more than 100 days since SA experienced load shedding. The Electricity Availability Factor (EAF) has held above 60% for over two months and although unplanned maintenance is still significant, it appears to be holding at a relatively low level. However, to grow the economy faster than 1-1.5% a year, SA needs more electricity capacity. Lack of sufficient power generation remains a key hindrance to the country’s growth ambitions. Click here to listen to the podcast. ]]> Investing Mon, 08 Jul 2024 17:59:00 +0200 0 0 US labour market data shows softening, while SA’s electricity generation stabilises 0 0 STANLIB full 10:52 STANLIB Podcasts https://iono.fm/e/1456207 https://iono.fm/e/1456207 SA’s PPI inflation rate for May at 4.6% was below market expectations, and the details were encouraging, other than for manufactured food inflation. Trends should lead to interest rate cuts starting in September. In the US, core PCE was also in line with expectations at 2.6%, close to the US Federal Reserve’s 2% target, and a September interest rate cut remains on the horizon.
Click here to listen to the podcast. ]]> Investing Mon, 01 Jul 2024 15:34:00 +0200 0 0 SA’s new GNU Cabinet and what latest SA & US inflation data means for interest rates 0 0 STANLIB full 10:43 STANLIB Podcasts https://iono.fm/e/1454131 https://iono.fm/e/1454131 Click here to listen to the podcast. ]]> Investing Mon, 24 Jun 2024 15:59:00 +0200 0 0 SA’s inflation trajectory supports interest rate cuts in the second half of 2024 0 0 STANLIB full 8:54 STANLIB Podcasts https://iono.fm/e/1454125 https://iono.fm/e/1454125 Investing Mon, 24 Jun 2024 15:47:00 +0200 0 0 SA’s inflation trajectory supports interest rate cuts in the second half of 2024 0 0 STANLIB full 8:54 STANLIB Podcasts https://iono.fm/e/1447537 https://iono.fm/e/1447537 Click here to listen to the podcast. ]]> Investing Mon, 03 Jun 2024 16:54:00 +0200 0 0 Markets remain weary as SA election results bring surprises and uncertainty 0 0 STANLIB full 17:24 STANLIB Podcasts https://iono.fm/e/1445382 https://iono.fm/e/1445382 Click here to listen to the podcast. ]]> Investing Mon, 27 May 2024 13:12:00 +0200 0 0 SA’s latest CPI print holds out hopes of a second-half rate cut 0 0 STANLIB full 6:38 STANLIB Podcasts https://iono.fm/e/1443988 https://iono.fm/e/1443988 Investing Wed, 22 May 2024 10:42:00 +0200 0 0 Hold or sell? The STANLIB Global Select Fund constantly evaluates its positions 0 0 STANLIB full 9:53 STANLIB Podcasts https://iono.fm/e/1443285 https://iono.fm/e/1443285
In SA, key economic sectors were all negative in Q1 – mining, manufacturing and retail – signalling a likely decline in Q1 GDP growth. At the same time, unemployment has risen to 32.9%. However, the rand/dollar has strengthened by about 5% over the past month, partly due to dollar weakness but also some local factors, e.g. less concern about the election outcome and better electricity production. While commodity price moves have also buoyed the local equity market, investors are showing more confidence in an improved second half for the economy. ]]> Investing Mon, 20 May 2024 13:30:00 +0200 0 0 US inflation slows and investors look more favourably on SA 0 0 STANLIB full 10:28 STANLIB Podcasts https://iono.fm/e/1440362 https://iono.fm/e/1440362 Click here to listen to the podcast. ]]> Investing Mon, 13 May 2024 12:02:00 +0200 0 0 SA manufacturing declines sharply in March but electricity stabilises 0 0 STANLIB full 4:36 STANLIB Podcasts https://iono.fm/e/1438240 https://iono.fm/e/1438240
In SA, electricity supply is showing early signs of improvement, which has had a positive effect on some economic data, e.g. the manufacturing PMI for April. Electricity supply appears to have benefited from investments in solar energy, a scale-back in fleet maintenance (which may not be sustainable), the use of diesel in the early evening, and the return of some generating units to service. While Eskom may have made some progress, SA may not be able to avoid load shedding for the rest of the year. ]]> Investing Mon, 06 May 2024 13:12:00 +0200 0 0 Positive US labour market trends and SA’s energy supply stabilises 0 0 STANLIB full 10:19 STANLIB Podcasts https://iono.fm/e/1440443 https://iono.fm/e/1440443 Investing Wed, 01 May 2024 14:25:00 +0200 0 0 STANLIB Enhanced Multi Style Equity Fund takes benchmark-beating positions in Q1 2024 0 0 STANLIB full 11:20 STANLIB Podcasts https://iono.fm/e/1440441 https://iono.fm/e/1440441 Investing Wed, 01 May 2024 14:20:00 +0200 0 0 STANLIB Multi-Asset aims for smoothed returns as equities set for bumpy gains in 2024 0 0 STANLIB full 15:09 STANLIB Podcasts https://iono.fm/e/1440442 https://iono.fm/e/1440442 Investing Wed, 01 May 2024 14:20:00 +0200 0 0 Will the party happen in bonds this year? STANLIB Flexible Income Fund positions for interest rate cuts 0 0 STANLIB full 12:51 STANLIB Podcasts https://iono.fm/e/1436389 https://iono.fm/e/1436389 In SA, the latest Ipsos poll ahead of the May National Election showed that the ANC, with likely support of about 40%, will probably need to form a coalition with smaller parties, while the recently-emerged MK Party appears to have won ground at the expense of the EFF.
Click here to listen to the podcast. ]]> Investing Mon, 29 Apr 2024 17:44:00 +0200 0 0 US Q1 GDP below expectations and Ipsos poll in SA shows new voting trends 0 0 STANLIB full 13:24 STANLIB Podcasts https://iono.fm/e/1433983 https://iono.fm/e/1433983
In the US, data such as retail sales and labour market conditions remain buoyant, while GDP growth expectations have been revised up to 2.2%-2.3% for the year, which is above trend. Inflation surprises over the past three months indicate the US Federal Reserve is not in a position to cut interest rates. A June rate cut is probably off the table and it is possible that cuts may not start this year. ]]> Investing Mon, 22 Apr 2024 12:29:00 +0200 0 0 SA posts positive March inflation data and US interest rates cut are likely to be deferred again 0 0 STANLIB full 9:31 STANLIB Podcasts https://iono.fm/e/1431902 https://iono.fm/e/1431902 Investing Mon, 15 Apr 2024 11:51:00 +0200 0 0 Higher US inflation and Middle East conflict changes global interest rate outlook 0 0 STANLIB full 6:09 STANLIB Podcasts https://iono.fm/e/1430581 https://iono.fm/e/1430581 Investing Wed, 10 Apr 2024 13:16:00 +0200 0 0 Exploring global equity sector and stock ideas - a STANLIB I J.P. Morgan Asset Management podcast 0 0 STANLIB full 13:04 STANLIB Podcasts https://iono.fm/e/1423162 https://iono.fm/e/1423162 Investing Mon, 08 Apr 2024 17:21:00 +0200 0 0 US labour market continues to be strong, deferring early interest rate cuts 0 0 STANLIB full 6:16 STANLIB Podcasts