STANLIB STANLIB Podcasts

Trust your manager to navigate through volatile fixed income markets

Loading player...
In the latest episode of our The More You Know vodcast series, Sylvester Kobo, Deputy Head of Fixed Income at STANLIB Asset Management, counsels investors to “get comfortable with discomfort” for the foreseeable future and avoid focusing on short term ups and downs.

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.
16 Oct 2025 English South Africa Investing · Business News

Other recent episodes

US economic growth relies on AI investment

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the below-forecast 2% q/q growth in US GDP in the first quarter, which indicates the economy is being largely sustained by AI investment. He also discusses recent global central banks’ decisions to hold interest rates, and how this is likely to…
4 May 10 min

US not yet suffering inflationary effects of higher oil price

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the factors that influenced the surprisingly low increase in US PPI data for March, which is showing no second-round effects from tariffs and the higher oil price. However, he cautions it is still early to predict the direction of US interest…
20 Apr 14 min

Middle East war will keep US inflation above 3% for some time

In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the increase in US inflation in March to 3.3% from 2.4%, largely due to oil price pressure – gasoline prices rose 21% in the month. Inflation is likely to stay above 3% for some time, above the US Federal Reserve 2%…
13 Apr 11 min

SARB considers short- and long-lasting Middle East War scenarios

In this podcast, STANLIB’s Chief Economist, Kevin Lings, unpacks the SA Reserve Bank’s three scenarios for inflation and interest rates, depending on the duration of the Middle East war. He also discusses SA’s April hikes in petrol and diesel prices – the biggest increases that SA has ever seen in…
30 Mar 15 min

Retirement funds are key players in helping to tackle SA’s ailing infrastructure

South Africa’s infrastructure requires urgent investment after 30 years of underspending. How can private equity and private credit work together to bridge the significant funding gap? In the ninth episode of "The More You Know," Marisa Bester (COO of Infrastructure Investment at STANLIB) and Johan Marnewick (Head of Fixed Income…
25 Mar 23 min
All episodes