STANLIB STANLIB Podcasts

STANLIB Enhanced Multi-Style Equity Fund takes long-term view on selected SA gold, consumer stocks

Loading player...
In this podcast, Rademeyer Vermaak, STANLIB’s Head of Systematic Solutions, identifies several risks facing South African equities in Q1 2025. These include sticky global inflation, high domestic interest rates, which put consumers under pressure, lingering political instability under the Government of National Unity, and SA’s stance on Russia, China and Israel, which could alienate the US. Rademeyer identifies opportunities for the STANLIB Enhanced Multi-Style Equity Fund and discusses some of its overweight positions. He also explains why it continues to outperform its peers on a three- and five-year comparison.

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)
3 Feb 2025 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