STANLIB STANLIB Podcasts

MTBPS 2024: little support for SOEs this time

Loading player...
Tarryn Sankar, Head of Credit in the Fixed Income team at STANLIB Asset Management, says the MTBPS was in line with expectations on fiscal slippage. Notably, the Minister of Finance announced little support for SOEs and specifically did not address Transnet’s financial position. The focus on innovative ways to fund infrastructure projects and create opportunities for the private sector to participate, is welcomed. Tarryn expects the credit rating agencies will watch SA’s ability to maintain a sustainable revenue path.
30 Oct 2024 English South Africa Investing · Business News

Other recent episodes

SA’s fuel price surges while manufacturing continues to slow

In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the inflationary pressure of SA’s recent sizable fuel price increases: 18% for petrol in the last two months and 22% for diesel. This has implications for interest rates to control second-round effects. He also examines SA’s latest manufacturing data for August,…
12 Oct 10 min

Active vs Passive investing: Where does each fit in a portfolio?

Active and passive investing each have distinct characteristics and can play different roles within an investment portfolio. In this episode of The More You Know, Ryan Basdeo, Head of Index Portfolio Management at 1nvest, and Brendan Howie, Head of Product at STANLIB Asset Management, explore the differences between active and…
1 Oct 11 min

SARB hikes rates: What it means for your STANLIB Money Market Fund

In this podcast, Stephen Backhouse, Head of Retail Strategy: Group Channels at STANLIB Asset Management, chats to Eulali Gouws, Head of Money Market, about the interest rate decision. Eulali explains the reasoning behind the decision, how the team positions the STANLIB Money Market Fund to respond to the interest rate…
25 Sep 5 min
All episodes