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STANLIB Podcasts

STANLIB
United States
Oil Price
South Africa
Inflation
Federal Reserve
Reserve Bank Of South Africa
Central Banks
South Africa Inflation
Fiscal Discipline
China
Infrastructure Investment
Debt To GDP
Fuel Price
Iran War
World Economic Forum
Standard Bank Group
Stanlib Asset Management
Africa
US Inflation
US Labor Market

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
Number of ListenersCategories
BusinessNewsBusiness NewsInvesting

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Latest Episodes

In this podcast, STANLIB Asset Management’s Chief Economist, Kevin Lings, examines the latest US and South African employment data, exploring why the US economy continues to create jobs while South Africa's formal sector employment remains under pres... more

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses whether US inflation has peaked yet, and a plunge in South African consumer confidence. US headline PCE inflation for May was at 4.1% y/y, but since end-April the oil price has fallen... more

Markets are constantly evolving, testing investor conviction through volatility, changing sentiment and short-term uncertainty. In these moments, a disciplined and systematic investment approach can help investors remain objective and focused on thei... more

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the 4.5% y/y increase in SA’s May inflation rate, mainly due to the fuel price. However, he notes few signs of secondary effects in key categories. He also unpacks some of the importa... 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
Rademeyer Vermaak
Keen observer of the crypto space, invited guest on the program
Stanlib Asset Management
Episode: Cryptocurrency – a payment system immune to political manipulation

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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Standards and transparency will increase investor confidence in impact investing | STANLIB Asset Management
Q: What should institutional investors do to protect returns while ensuring impact?
Rely on governance, independent investment processes, and robust risk management, and demand transparency and measurable impact outcomes from managers to avoid complacency.
Standards and transparency will increase investor confidence in impact investing | STANLIB Asset Management
Q: What would credible, minimum standards look like for impact metrics in this market?
A minimum set of standards aligned to decarbonization and social upliftment, clear metrics and time horizons, and public frameworks that enable accountability and comparability across managers and deals.
Standards and transparency will increase investor confidence in impact investing | STANLIB Asset Management
Q: Johan, are investors taking impact seriously in South Africa right now?
Yes, increasingly so, especially among institutional fund allocators, but there are gaps between mandates, how investments are measured, and what outcomes look like; more transparency and standardization are needed to build credibility.
Why process matters when markets test your patience
Q: How did you evolve the fund from a spreadsheet to a cloud-based, globally scalable system?
We moved from VBA macros running overnight on a local machine to a cloud-based environment, which dramatically reduced computation time and allowed us to test and implement a global version of the strategy efficiently.
Why process matters when markets test your patience
Q: What did you see in that book Turtle Trading that ignited the idea for this approach?
The book highlighted that a rule-based, systematic framework could turn random market movements into repeatable success, which inspired a shift from discretionary bets to a disciplined, data-driven process.

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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. The Money Show
3. BizNews Radio
4. Capital Allocators – Inside the Institutional Investment Industry
5. The Investment Perspective, with Ninety One

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.

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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. Rademeyer Vermaak

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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