STANLIB STANLIB Podcasts

STANLIB Global Select Fund responds to AI and tariff developments

Loading player...
In this podcast, Wehmeyer Ferreira, COO of STANLIB’s Outcomes Franchises, chats to Amit Parmar, investment specialist in J.P. Morgan Asset Management’s International Equity Group, about how the Global Select Fund has adjusted its positioning. They also discuss some of the opportunities the teams have identified amid the upheavals.

Any commentary or forecasts indicated in this document are for information purposes only and not guaranteed to occur. Additional information about products/funds is available on the Minimum Disclosure Document/Factsheets which can be obtained from the website (www.stanlib.com).

STANLIB is an authorised Financial Services Provider in terms of FAIS and a registered representative manager in terms of CISCA.

STANLIB Asset Management (Pty) Ltd is an authorised financial services provider and J.P. Morgan Asset Management (UK) Limited is an offshore strategic partner to STANLIB Asset Management (Pty) Ltd and is authorised and regulated by the UK’s Financial Conduct Authority.
9 May English South Africa Investing · Business News

Other recent episodes

US inflation starts to show effect of tariffs; SA’s economic growth picks up

In this podcast, STANLIB’s Chief Economist, Kevin Lings, looks closely at underlying US inflation and labour trends. Inflation shows a clear drift upwards as a result of tariffs, while labour market signals are uncertain, presenting a dilemma for the US Federal Reserve in determining interest rates. Kevin also examines SA’s…
18 Aug 13 min

US Fed faces rate cut dilemma on tariff-related pressures

In this podcast, STANLIB’s Chief Economist, Kevin Lings, explores some of the outstanding issues in US tariff implementation. He also discusses the early signs of how the effective tariff into the US of 18.6%, against below 3% a year ago, will affect consumer spending, inflation, economic growth and interest rates…
11 Aug 7 min

Can SA achieve 3% inflation; and tariffs start to hit US labour market

The SA Reserve Bank has cut the repo rate by 25 bps to 7% and said it would focus on achieving 3% inflation. In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the benefits and timing of the new goal. He also unravels the emerging slowdown in US job creation,…
4 Aug 13 min

Global stock picking opportunities have broadened in a new tariff world: Amit Parmer

In Q2, there was a wider dispersion between the winners and the losers, says Amit Parmar investment specialist in J.P. Morgan Asset Management’s International Equity Group, which co-manages the STANLIB Global Select Fund’s strategy. In this podcast, he discusses the performance and adjustments made to the stocks within the global…
6 Aug 20 min
All episodes