STANLIB STANLIB Podcasts

US economic growth relies on AI investment

Loading player...
In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the below-forecast 2% q/q growth in US GDP in the first quarter, which indicates the economy is being largely sustained by AI investment. He also discusses recent global central banks’ decisions to hold interest rates, and how this is likely to influence the SA Reserve Bank.

STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.
4 May English South Africa Investing · Business News

Other recent episodes

US not yet suffering inflationary effects of higher oil price

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the factors that influenced the surprisingly low increase in US PPI data for March, which is showing no second-round effects from tariffs and the higher oil price. However, he cautions it is still early to predict the direction of US interest…
20 Apr 14 min

Middle East war will keep US inflation above 3% for some time

In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the increase in US inflation in March to 3.3% from 2.4%, largely due to oil price pressure – gasoline prices rose 21% in the month. Inflation is likely to stay above 3% for some time, above the US Federal Reserve 2%…
13 Apr 11 min

SARB considers short- and long-lasting Middle East War scenarios

In this podcast, STANLIB’s Chief Economist, Kevin Lings, unpacks the SA Reserve Bank’s three scenarios for inflation and interest rates, depending on the duration of the Middle East war. He also discusses SA’s April hikes in petrol and diesel prices – the biggest increases that SA has ever seen in…
30 Mar 15 min

Retirement funds are key players in helping to tackle SA’s ailing infrastructure

South Africa’s infrastructure requires urgent investment after 30 years of underspending. How can private equity and private credit work together to bridge the significant funding gap? In the ninth episode of "The More You Know," Marisa Bester (COO of Infrastructure Investment at STANLIB) and Johan Marnewick (Head of Fixed Income…
25 Mar 23 min

Fuel price shock in April likely to feed into inflation and interest rates

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the effect of the oil price on SA fuel prices, currently pointing to petrol increasing by around R6.50 a litre and diesel by R11 a litre in April. This is expected to cause shocks in the consumer and business sectors and…
23 Mar 10 min
All episodes