Impact of SA's 2025 Budget on fixed income markets

Loading player...
In this podcast, Sylvester Kobo, STANLIB’s Deputy Head of Fixed Income, discusses the implications of the third iteration of the 2025 Budget on the bond market. He highlights how the Budget could affect fixed income investments, particularly in light of lower GDP growth and inflation forecasts. Discover why the bond market reacted with slight weakness and what it means for future investment strategies.
21 May 2025 English South Africa Investing · Business News

Other recent episodes

SA interest rates: Could the SARB hike again this year?

South Africa's inflation rate rose to 5% in June, raising questions about the path of interest rates. In this podcast, STANLIB Chief Economist Kevin Lings unpacks the drivers of inflation, the SARB's decision to leave rates unchanged, and whether further interest rate hikes are likely in the months ahead. STANLIB…
27 Jul 11 min

SARB surprises markets with latest repo rate hold

In this podcast, Stephen Backhouse, Head of Retail Strategy: Group Channels at STANLIB Asset Management, chats to Eulali Gouws, Head of Money Market, about the SA Reserve Bank’s surprising decision to keep repo rates on hold, despite higher inflation. Gouws explains the reasoning for the decision and how the STANLIB…
26 Jul 8 min

FLAC notes explained: What corporate treasurers need to know about SA's Banking reforms

Financial Loss-Absorbing Capacity (FLAC) notes are set to transform South Africa's fixed income market as banks gradually replace senior unsecured debt issuance. But what does this mean for corporate treasurers, cash management strategies, and investment portfolios? In this episode of the Corporate Conversation podcast, I chat to Eulali Gouws, Head…
21 Jul 7 min

How private capital can accelerate South Africa's infrastructure roll-out

South Africa has no shortage of infrastructure needs, yet many projects remain stuck in the planning, concept, or procurement stages, preventing them from attracting the capital needed to drive economic growth. In this episode of The More You Know, Jeremy Maggs speaks with Tracy Spence, Head of Institutional Distribution at…
20 Jul 17 min

US Interest rate hike risks rise as oil spikes

Is cooling US inflation a sign of easing monetary policy, or will rising oil prices trigger another interest rate hike? In this episode of the STANLIB Economic Outlook, Chief Economist Kevin Lings breaks down the latest global macro shifts shaping investment markets. We analyze the sharp drop in US Consumer…
20 Jul 13 min