STANLIB STANLIB Podcasts

Market-friendly GNU will help to re-rate SA equities

Loading player...
The STANLIB Enhanced Multi-Style Equity Fund slightly underperformed its benchmark in Q2 2024 due to its underweight in Anglo American, which was buoyed by the BHP bid, says Rademeyer Vermaak, Head of Systematic Solutions. However, over any rolling three-year period, the fund has consistently beaten its benchmark, reflecting its focus on the intersection of quality, value and growth to build robust portfolios. Over the next 3-6 months, Vermaak expects the market-friendly GNU in SA, together with a rate cut by the SARB, will support the domestic equity market.
25 Jul 2024 English South Africa Investing · Business News

Other recent episodes

US economy still growing jobs; SA heads for municipal coalitions

The US economy continues to add jobs, with unemployment falling to 4.1% and little evidence that AI is reducing employment. In South Africa, the local government election results point to a changing political landscape and the possibility of municipal coalitions across several provinces. In this podcast, STANLIB Chief Economist Kevin…
9 Nov 15 min

US economic growth broadens in Q3; SA’s GDP bigger than previously estimated

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the areas of strength and weakness in US GDP growth of 3.4% in Q3 2026, which was relatively broad-based. He also explores why the Fed decided to hold interest rates unchanged. Kevin discusses Stats SA’s re-basing and recalculation of GDP, which…
2 Nov 16 min

SA is not yet seeing second-round inflation effects: Kevin Lings

In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the details behind SA’s below-expectation increase in inflation in September, to an annual rate of 4.5% from 4.4%. While fuel inflation is 27.9% y/y, it has not yet fed into other categories – e.g. food inflation is only 1% y/y, though…
26 Oct 10 min

MTBPS 2026 shows evidence of positive fiscal progress

In this podcast, Kevin Lings, Chief Economist at STANLIB Asset Management, highlights what was positive and what was disappointing in today’s Medium-Term Budget Policy Statement. He discusses how achievable the revenue and expenditure targets are, and stresses the need for stronger policy measures to push SA’s growth rate up to…
21 Oct 16 min
All episodes