STANLIB STANLIB Podcasts

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

Loading player...
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 of economic improvement in China should underpin demand for commodities and benefit emerging markets in general. Marius also discusses how the Multi-Asset team works closely with the J.P. Morgan Asset Management team to bring different insights and in-depth research to its decision-making. This podcast lays out the fund’s positioning in more detail.
1 May 2024 English South Africa Investing · Business News

Other recent episodes

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…
25 Jun 22 min

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…
22 Jun 16 min

New US Fed chair shakes up monetary policy

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the 4.5% y/y increase in SA’s May inflation rate, mainly due to the fuel price. However, he notes few signs of secondary effects in key categories. He also unpacks some of the important changes to US monetary policy, including its communication…
22 Jun 16 min

SA GDP growth surprises a little on the upside, but needs much more impetus

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses SA’s GDP numbers for Q1, which surprised a little to the upside, and expectations of what economic growth could look like for the rest of the year. He looks at sectoral contributions and notes that manufacturing remains a weak spot in…
15 Jun 11 min

US labour market strengthens, Fitch rerates SA credit

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses US labour market data, where the US created 172 000 jobs in May, way more jobs than anticipated, with the previous two months also revised higher. He also looks at Fitch’s decision to upgrade SA’s credit rating one notch to BB,…
8 Jun 11 min
All episodes