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

--:--
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 English South Africa Investing · Business News

Other recent episodes

US tariff threats raise fresh uncertainty in global markets

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses President Trump’s extension of the deadline to 1 August to 20 countries to negotiate trade deals with the US or face tariffs of 30-40%. The threat raises various uncertainties: around the limited time to negotiate, what the final tariffs will be,…
14 Jul 11 min

US jobs grow but underlying trends raise some concerns

In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses latest US jobs data, which showed 147 000 jobs were created in May, above market expectations, while the unemployment rate fell to 4.1%. However, the private sector contributed about half the normal number of jobs and other surveys showed a similar…
7 Jul 8 min

US economy shows signs of slowdown while SA remains weak

In this podcast, STANLIB’s Chief Economist, Kevin Lings, examines various indicators of a slowdown in the US economy, whether it is experiencing inflationary pressures and the possibility of the US Federal Reserve cutting rates. He also analyses positive and negative data releases in SA last week, including a fall in…
30 Jun 9 min

SA’s inflation pressures increase; US Fed revises economic forecasts

In this podcast, STANLIB’s Chief Economist, Kevin Lings, points out that SA’s May CPI rate, at 2.8%, shows inflation remains well under control, although there is likely to be pressure in coming months from higher food and oil prices. He discusses what this means for the SARB’s plans to launch…
23 Jun 9 min

System readiness is key to a successful JIBAR to ZARONIA transition

Welcome to the STANLIB Corporate Conversations Podcast Series – our newest resource designed to offer timely, expert insights into the forces shaping financial and fixed income markets. Our first episode focuses on a significant development in South Africa’s financial landscape — the transition from the long-standing Johannesburg Interbank Average Rate…
12 Jun 8 min