Major themes for the week are GNU upheavals and impact of Trump tariffs

Loading player...
In this week’s podcast, STANLIB’s Chief Economist Kevin Lings touches on the disagreement within the Government of National Unity (GNU) on the Fiscal Framework, where the ANC seems to have won power and the DA lost power. However, discussions are still under way.

In more depth, Kevin discusses the reciprocal tariffs announced by US President Donald Trump and the significant amount of economic pain it will inflict on US growth, inflation and employment. It is also likely to cause a realignment of global trading relationships, excluding the US.
7 Apr 2025 English South Africa Investing · Business News

Other recent episodes

Active vs Passive investing: Where does each fit in a portfolio?

Active and passive investing each have distinct characteristics and can play different roles within an investment portfolio. In this episode of The More You Know, Ryan Basdeo, Head of Index Portfolio Management at 1nvest, and Brendan Howie, Head of Product at STANLIB Asset Management, explore the differences between active and…
1 Oct 11 min

SARB hikes rates: What it means for your STANLIB Money Market Fund

In this podcast, Stephen Backhouse, Head of Retail Strategy: Group Channels at STANLIB Asset Management, chats to Eulali Gouws, Head of Money Market, about the interest rate decision. Eulali explains the reasoning behind the decision, how the team positions the STANLIB Money Market Fund to respond to the interest rate…
25 Sep 5 min

Evolving role of women in wealth creation and capital allocation

Women are increasingly influencing capital allocation and investment decisions. More women are actively determining where capital is allocated, how risk is being managed, and what long-term success looks like, not only for their families, but also for their businesses and for their own investment portfolios. In the latest episode of…
23 Sep 16 min

Surprise SA retail figures in July, with softening trend expected

In this podcast, STANLIB’s Chief Economist, Kevin Lings, focuses on the US interest rate decision to hike rates by 25bps and what the environment suggests for interest rates going forward, with at least two hikes expected this year. He also examines SA retail sales in July, which surprised strongly to…
21 Sep 11 min