What’s hindering China’s economic growth?

In Q2 2025, the SA equity market was largely driven by an irrational surge in positive sentiment towards gold and platinum group metals stocks, which was not justified by company fundamentals. In this podcast, Rademeyer Vermaak, Head of STANLIB Systematic Solutions, analyses the impact on the short-term performance of the…

The SA Reserve Bank has cut the repo rate by 25 bps to 7% and said it would focus on achieving 3% inflation. In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the benefits and timing of the new goal. He also unravels the emerging slowdown in US job creation,…

In Q2, there was a wider dispersion between the winners and the losers, says Amit Parmar investment specialist in J.P. Morgan Asset Management’s International Equity Group, which co-manages the STANLIB Global Select Fund’s strategy. In this podcast, he discusses the performance and adjustments made to the stocks within the global…

Corporate SA’s debt levels have plunged to a 19-year low, leaving balance sheets flush with nearly R1.5 trillion in largely undeployed cash reserves. What’s driving this cautious capital positioning, and where is all that money going? In this episode, Charlene Klöhn, Head of Corporate Cash Solutions at STANLIB is joined…

Marius Oberholzer, Head of STANLIB Multi-Asset, says chaotic announcements on US tariffs caused wild swings in markets at the start of Q2, but by July asset prices were heading for new highs. The Multi-Asset team has become more cautious in its equity exposure since December, given policy uncertainty, and its…