STANLIB Podcasts

STANLIB
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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.

  1. 3d ago

    FLAC notes explained: What corporate treasurers need to know about SA's Banking reforms

    Financial Loss-Absorbing Capacity (FLAC) notes are set to transform South Africa's fixed income market as banks gradually replace senior unsecured debt issuance. But what does this mean for corporate treasurers, cash management strategies, and investment portfolios? In this episode of the Corporate Conversation podcast, I chat to Eulali Gouws, Head of Money Market at STANLIB Asset Management, to explain why FLAC notes are being introduced, how they fit into a portfolio, and what this development means for corporate treasurers. Listen now for expert insights into one of the most significant regulatory developments affecting South Africa's banking and investment landscape. STANLIB is an authorised Financial Services Provider in terms of FAIS and a registered manager in terms of CISCA.

    FLAC notes explained: What corporate treasurers need to know about SA's Banking reforms

  2. 4d ago

    How private capital can accelerate South Africa's infrastructure roll-out

    South Africa has no shortage of infrastructure needs, yet many projects remain stuck in the planning, concept, or procurement stages, preventing them from attracting the capital needed to drive economic growth. In this episode of The More You Know, Jeremy Maggs speaks with Tracy Spence, Head of Institutional Distribution at STANLIB Asset Management, and Lucky Pane, Head of Research and Innovation at the Public Investment Corporation (PIC) about what it will take to move South African infrastructure investment from good intentions to bankable, investment-ready projects. The conversation explores the challenges facing infrastructure development, the role of public and private capital, and what policymakers, investors, and stakeholders need to do to unlock sustainable economic impact. Key topics covered: - South Africa's infrastructure investment landscape - Why projects struggle to reach commercial capital readiness - Turning concepts into bankable infrastructure projects - The role of institutional investors - Public-private partnerships and infrastructure funding - Economic growth, job creation, and long-term development Watch now to gain expert insights into one of South Africa's most important investment opportunities and the steps needed to unlock future growth. STANLIB is an authorised Financial Services Provider in terms of FAIS and a registered manager in terms of CISCA. #InfrastructureInvestment #SouthAfrica #PublicInvestmentCorporation #PIC #EconomicGrowth #InfrastructureDevelopment #Investing #CapitalMarkets #STANLIB #TheMoreYouKnow #SustainableGrowth #InfrastructureFinance

    How private capital can accelerate South Africa's infrastructure roll-out

  3. 4d ago

    US Interest rate hike risks rise as oil spikes

    Is cooling US inflation a sign of easing monetary policy, or will rising oil prices trigger another interest rate hike? In this episode of the STANLIB Economic Outlook, Chief Economist Kevin Lings breaks down the latest global macro shifts shaping investment markets. We analyze the sharp drop in US Consumer Price Index (CPI) inflation to 3.5% y/y in June—driven by lower fuel costs and reduced import duties—and examine China’s Q2 GDP growth performance of 4.3% y/y. Kevin also weighs in on the risks posed by Brent crude pushing past $80/bbl and what it means for US Federal Reserve rate decisions and broader market volatility. STANLIB is an authorised Financial Services Provider in terms of FAIS and a registered manager in terms of CISCA.

  4. Jul 13

    SA’s manufacturing industry: challenges, risks and opportunities

    South Africa's manufacturing sector recorded modest growth of 1.1% month-on-month in May, but the longer-term picture remains concerning. Since the Covid-19 pandemic, the sector has contracted by 13.4%, raising important questions about the future of industrial production, employment and economic growth. In this episode, we explore the factors contributing to the decline in South Africa's manufacturing sector, the impact of rising US inflation on global markets, and what these developments mean for investors and the broader economy. The discussion also examines the structural challenges facing local manufacturers and the measures that could help revive growth and strengthen South Africa's industrial base. Listen for expert insights into inflation, manufacturing trends, economic growth, investment markets and the outlook for the South African economy.

  5. Jul 6

    US employment growth vs SA's job losses explained

    In this podcast, STANLIB Asset Management’s Chief Economist, Kevin Lings, examines the latest US and South African employment data, exploring why the US economy continues to create jobs while South Africa's formal sector employment remains under pressure. In June, the US added 57,000 non-farm jobs, supporting steady economic growth despite ongoing global uncertainty. Meanwhile, South Africa lost approximately 80,000 jobs in the first quarter of 2026, with formal sector employment declining by 431,000 jobs over the past 2.5 years. Discover what these employment trends reveal about economic growth, fixed investment, business confidence, and the outlook for investors. This episode provides expert analysis of the latest labour market data and explains what it could mean for the South African economy, global markets, and long-term investment opportunities.

  6. Jun 29

    Has US inflation peaked? Understanding rising prices and SA’s consumer confidence slump

    In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses whether US inflation has peaked yet, and a plunge in South African consumer confidence. US headline PCE inflation for May was at 4.1% y/y, but since end-April the oil price has fallen almost 34%. This should bring down inflation in June – however there may be other inflationary pressures, which would force the US Fed to hike rates.

  7. Jun 25

    Why process matters when markets test your patience

    Markets are constantly evolving, testing investor conviction through volatility, changing sentiment and short-term uncertainty. In these moments, a disciplined and systematic investment approach can help investors remain objective and focused on their long-term goals. In this episode, Rademeyer Vermaak, Head of Systematic Solutions at STANLIB Asset Management, talks to Jeremy Maggs about the investment philosophy behind the STANLIB Enhanced Multi Style Equity Fund and the disciplined process that has guided the fund through a decade of changing market cycles.

    Why process matters when markets test your patience

  8. Jun 22

    New US Fed chair shakes up monetary policy

    In this podcast, STANLIB’s chief economist, Kevin Lings, discusses South Africa’s May inflation rate, which increased by 4.5% year-on-year, mainly due to the fuel price. He notes, however, that there are few signs of secondary inflation effects in key categories. Kevin also unpacks some of the important changes to US monetary policy, and Federal Reserve market communication under new Fed chairman Kevin Warsh. STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.

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About

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.

Information

  • Creator
    STANLIB
  • Years Active
    2021 - 2026
  • Episodes
    150
  • Rating
    Clean
  • Copyright
    © STANLIB
  • Show Website
    STANLIB Podcasts

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