Is there still value in SA’s general equity market?

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 almost 34%. This should bring down inflation in June…

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 their long-term goals. In this episode, Rademeyer Vermaak, Head of Systematic Solutions at STANLIB Asset Management, talks to Jeremy…

In this podcast, STANLIB’s chief economist, Kevin Lings, discusses South Africa’s May inflation rate, which increased by 4.5% year-on-year, mainly due to the fuel price. He notes, however, that there are few signs of secondary inflation effects in key categories. Kevin also unpacks some of the important changes to US…

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 important changes to US monetary policy, including its communication…

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses SA’s GDP numbers for Q1, which surprised a little to the upside, and expectations of what economic growth could look like for the rest of the year. He looks at sectoral contributions and notes that manufacturing remains a weak spot in…