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STANLIB Podcasts

STANLIB
South Africa
United States
Oil Price
Federal Reserve
Inflation
Reserve Bank Of South Africa
Tariffs
South Africa Inflation
China
US Labor Market
Central Banks
Fiscal Discipline
Inflation Target
US Government Shutdown
US Federal Reserve
South Africa Reserve Bank
Infrastructure Investment
Iran
Debt To GDP
Fuel Price

STANLIB is a specialist investment manager, administering over R600 billion in assets under management. Whether you need to preserve your capital or create wealth in the long term, our teams of investment specialists can help you achieve your goals. We offer a depth of expertise across investment disciplines – from absolute return and fixed income to listed property, balanced, equity and alternati... more

PublishesTwice weeklyEpisodes150Founded5 years ago
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NewsBusiness NewsBusinessInvesting

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Latest Episodes

South Africa's inflation rate rose to 5% in June, raising questions about the path of interest rates. In this podcast, STANLIB Chief Economist Kevin Lings unpacks the drivers of inflation, the SARB's decision to leave rates unchanged, and whether fur... more

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 SA Reserve Bank’s surprising decision to keep repo rates on hold, despite higher inflation... more

Financial Loss-Absorbing Capacity (FLAC) notes are set to transform South Africa's fixed income market as banks gradually replace senior unsecured debt issuance. But what does this mean for corporate treasurers, cash management strategies, and invest... more

South Africa has no shortage of infrastructure needs, yet many projects remain stuck in the planning, concept, or procurement stages, preventing them from attracting the capital needed to drive economic growth.

In this episode of The More You Know... more

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Recent Guests

Karishma Bhoolia
Senior Climate Risk Analyst
JustShare
Episode: Standards and transparency will increase investor confidence in impact investing | STANLIB Asset Management
Marisa Bester
Chief Operating Officer at STANLIB Infrastructure Investments
STANLIB Infrastructure Investments
Episode: Retirement funds are key players in helping to tackle SA’s ailing infrastructure
Johan Marnewick
Head of Fixed Income Private Markets at STANLIB
STANLIB
Episode: Retirement funds are key players in helping to tackle SA’s ailing infrastructure
Derrick Msibi
Head of Asset Management at Standard Bank Group and CEO of STANLIB Asset Management
Standard Bank Group / STANLIB Asset Management
Episode: Africa isn’t a side bet, it’s a distinct global market opportunity
Mark Lovett
Head of Investments at STANLIB Asset Management
STANLIB Asset Management
Episode: Will AI boom become AI bust?
Sylvester Kobo
Deputy Head of Fixed Income at STANLIB
STANLIB Asset Management
Episode: Trust your manager to navigate through volatile fixed income markets
Warren Buhai
Member of STANLIB's Multi-Asset team
STANLIB Asset Management
Episode: Structured processes are key to managing assets in choppy markets
Peter van der Ross
Member of STANLIB's Multi-Asset team
STANLIB Asset Management
Episode: Structured processes are key to managing assets in choppy markets
Chetan Ramlall
Executive from STANLIB Asset Management
STANLIB Asset Management
Episode: How Data and Technology Are Reshaping Modern Investing

Host

Kevin Lings
Chief Economist at STANLIB Asset Management; frequent monologue style on US and SA macro data and inflation strategies.

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Talking Points

Recent interactions between the hosts and their guests.

Countdown to ZARONIA | Steps to take now to preserve economic value
Q: What practical steps should counterparties take now to preserve economic value in legacy Gyrobar contracts?
Renegotiate Gyrobar positions with counterparties where appropriate, apply a compounded Zeronia rate plus a credit adjustment spread for legacy contracts, and consider synthetic Gyrobar or a term Zeronia rate only for limited, structured cases while avoiding reliance on terms that are not yet standardized.
Countdown to ZARONIA | Steps to take now to preserve economic value
Q: What tangible shifts have we seen in the cash market since Xeronia-linked instruments began trading in May?
Xeronia adoption is progressing in the bond and cash markets, especially within money market instruments, with May 2025 marking milestone readiness for Xeronia across cash instruments.
How Data and Technology Are Reshaping Modern Investing
Q: Are we at the very beginning, and are businesses equipped to compete in this new era?
We are at the early stages with widespread adoption still developing; awareness is growing, and although some regions face capital constraints, there are strong initiatives and progress, particularly in South Africa.
How Data and Technology Are Reshaping Modern Investing
Q: What do you want investors to take out of our conversation?
Have an evolving mindset, embrace opportunities from these technologies, and ensure skills stay aligned with the changing data and tool landscape without fear.
How Data and Technology Are Reshaping Modern Investing
Q: Connect that dot for me.
Not all data is useful; within the sand there are nuggets that can be turned into valuable insights when the right tools are used to filter and combine signals across fundamentals, sentiment, and macro factors.

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Frequently Asked Questions About STANLIB Podcasts

What is STANLIB Podcasts about and what kind of topics does it cover?

This program is a data-driven macroeconomics-focused briefing that repeatedly analyzes global and regional indicators, with a strong emphasis on inflation dynamics, energy prices, and monetary policy. Episodes frequently connect US economic signals, oil price trajectories, and geopolitical developments to domestic implications for South Africa, including the SA Reserve Bank's stance, currency and debt dynamics, and growth headwinds. A recurring thread is how drivers like AI investment, infrastructure funding, and oil-driven inflation interact with policy choices, budget outlooks, and market expectations. A standout aspect is the heavy reliance on numerical data releases (CPI, PPI, GDP, employment) and policy signals to frame near-term risk ... more

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Which podcasts are similar to STANLIB Podcasts?

These podcasts share a similar audience with STANLIB Podcasts:

1. MoneywebNOW
2. BizNews Radio
3. The Money Show
4. The Investment Perspective, with Ninety One
5. Exchanges

How many episodes of STANLIB Podcasts are there?

STANLIB Podcasts launched 5 years ago and published 150 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact STANLIB Podcasts?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on STANLIB Podcasts?

Recent guests on STANLIB Podcasts include:

1. Karishma Bhoolia
2. Marisa Bester
3. Johan Marnewick
4. Derrick Msibi
5. Mark Lovett
6. Sylvester Kobo
7. Warren Buhai
8. Peter van der Ross

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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