STANLIB Enhanced Multi Style Equity Fund takes benchmark-beating positions in Q1 2024

Loading player...
The STANLIB Enhanced Multi Style Equity Fund, an active SA equity fund, outperforms its benchmark, the JSE’s Capped Swix Index, by taking rational decisions, says Rademeyer Vermaak, Head of STANLIB’s Systematic Solutions business. Rademeyer says the fund may underperform when the market is irrational, but ultimately investors will always prefer stocks that offer higher quality, good growth prospects and are cheap relative to others. Listen to Rademeyer explain the fund’s philosophy.
1 May 2024 English South Africa Investing · Business News

Other recent episodes

US labour market strengthens, Fitch rerates SA credit

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses US labour market data, where the US created 172 000 jobs in May, way more jobs than anticipated, with the previous two months also revised higher. He also looks at Fitch’s decision to upgrade SA’s credit rating one notch to BB,…
8 Jun 11 min

SARB aims to check rising inflation with 25 bps interest rate hike

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the SARB’s decision to hike interest rates by 25 bps and the risk of more hikes if the US/Iran conflict continues. The SARB indicated it was concerned about second-round effects from the higher oil price and remains determined to achieve its…
1 Jun 14 min

Retail sales tempered as inflation bites into consumer pockets

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses Moody’s encouraging review of SA from stable to positive, although GDP growth is necessary to get a full upgrade. April inflation, which is up at 4%, reflects a sizeable increase in food prices and an adjustment to medical aid inflation, while…
25 May 12 min

Sustained high oil price puts pressure on US and SA monetary authorities

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the upcoming SA Reserve Bank Monetary Policy Committee meeting, when a 25 bps interest rate hike is expected, as well as latest US inflation data. US CPI in April rose 3.8% y/y – and this does not yet fully reflect the…
18 May 10 min