Is there still value in SA’s general equity market?
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During a ‘flight to quality,’ a quality strategy typically performs well: Rademeyer Vermaak – STANLIB.
Other recent episodes
SA is not yet seeing second-round inflation effects: Kevin Lings
In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the details behind SA’s below-expectation increase in inflation in September, to an annual rate of 4.5% from 4.4%. While fuel inflation is 27.9% y/y, it has not yet fed into other categories – e.g. food inflation is only 1% y/y, though…
MTBPS 2026 shows evidence of positive fiscal progress
In this podcast, Kevin Lings, Chief Economist at STANLIB Asset Management, highlights what was positive and what was disappointing in today’s Medium-Term Budget Policy Statement. He discusses how achievable the revenue and expenditure targets are, and stresses the need for stronger policy measures to push SA’s growth rate up to…
Minister delivers positive surprises for bond investors in the MTBPS
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Active vs passive investing: Choosing the right approach
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