STANLIB
STANLIB Podcasts
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STANLIB
STANLIB PodcastsEpisodes
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STANLIB Podcasts
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In the podcast, Kevin Lings discusses SARB’s decision to keep interest rates unchanged at 8.25%, with the MPC indicating that the risks to SA inflation are now “balanced”. Fittingly, he also focuses on the recent SA elections. The rand lost a s
SA’s April inflation data surprised on the downside: it was up 0.3% for the month vs market expectations for 0.4%. As a result, the annual inflation rate has moderated to 5.2%, with core inflation at 4.6%. Food inflation has slowed over the pas
The Global Select Fund has done exceptionally well over a long period of time. Amit Parmar, JPMAM International Equity Group vice president and investment specialist, explains to STANLIB’s Chief Economist, Kevin Lings, that the fund’s recent pe
US economic data shows inflation slowing in April, with core inflation now at 3.6% y/y. The main drivers are shelter inflation, which continues to rise above the long-term average, and a 22.4% y/y increase in motor insurance costs. Both categor
SA’s manufacturing production data for March was shocking, down 2.2% m/m from -1% m/m in February, and down -6.4% y/y. This, together with weak mining and consumer data, is likely to translate into a very disappointing Q1 GDP outcome. However,
A range of recent US labour market data, including jobs created, the unemployment rate and wage growth, are encouraging signs of declining inflation and may lead to interest rate cuts. Equity and bond markets rallied after the data was released
A range of recent US labour market data, including jobs created, the unemployment rate and wage growth, are encouraging signs of declining inflation and may lead to interest rate cuts. Equity and bond markets rallied after the data was released
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 sh
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 sh
The STANLIB Enhanced Multi Style Equity Fund, an active SA equity fund, outperforms its benchmark, the JSE’s Capped Swix Index, by taking rational decisions, says Rademeyer Vermaak, Head of STANLIB’s Systematic Solutions business. Rademeyer say
Sylvester Kobo, STANLIB’s Deputy Head of Fixed Income, says as interest rates should normalize this year, the STANLIB Flexible Income Fund has significantly reduced its cash position compared with the same period last year. The fund, which has
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 sh
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 sh
The STANLIB Enhanced Multi Style Equity Fund, an active SA equity fund, outperforms its benchmark, the JSE’s Capped Swix Index, by taking rational decisions, says Rademeyer Vermaak, Head of STANLIB’s Systematic Solutions business. In Q1, the fu
Internationally, the focus of the past week was on US GDP growth in Q1 and personal consumption expenditure (PCE) inflation data for March. US GDP growth, at 1.6% q/q annualized, was below consensus forecasts of 2.5% and below Q4 growth of 3.4%
Internationally, the focus of the past week was on US GDP growth in Q1 and personal consumption expenditure (PCE) inflation data for March. US GDP growth, at 1.6% q/q annualized, was below consensus forecasts of 2.5% and below Q4 growth of 3.4%
Sylvester Kobo, STANLIB’s Deputy Head of Fixed Income, says as interest rates should normalize this year, the STANLIB Flexible Income Fund has significantly reduced its cash position compared with the same period last year. The fund, which has
In March, SA’s inflation was lower than expected, with headline inflation down to 5.3% y/y from 5.6% in February. However, there are pressures in key administered prices such as water and electricity, medical aid and education, which are unlike
US inflation data for March was higher than markets anticipated, the third successive month of upside surprise, says STANLIB’s Chief Economist, Kevin Lings. US core inflation is nowhere near the US Fed’s 2% target. The main culprits were increa
In this podcast, Amit Parmar, JPMAM International Equity Group vice president and investment specialist, discusses with STANLIB’s Chief Economist, Kevin Lings, how various stocks make their way into the STANLIB Global Select Fund. JPMAM uses fu
A range of data in the past week shows the US labour market remains extremely strong. For example, the US gained 303 000 jobs in March, well above market expectations, while the unemployment rate has remained below 4% for 26 months. Given that
A range of data in the past week shows the US labour market remains extremely strong. For example, the US gained 303 000 jobs in March, well above market expectations, while the unemployment rate has remained below 4% for 26 months. Given that
SA’s inflation data for February surprised on the upside, rising to 5.6% y/y from 5.3% y/y in January. This was due largely to a hike in medical aid costs, as well as a higher petrol price. Increases in administered costs like medical aid, ener
In this second podcast of our series, our chief economist, Kevin Lings and Amit Parmar, Investment Specialist at J.P. Morgan Asset Management, delve into the investment philosophy behind the STANLIB Global Select Fund.
US February CPI data was disappointing, showing an increase to 3.2% y/y (from 3.1% in January), with indications of more underlying pressure. It means the US Federal Reserve is unlikely to be able to cut interest rates by June, as widely expect
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