In this episode of  The More You Know, Chetan Ramlall explores how exponential data growth is transforming investment strategy.

With global data volumes nearing 200 zettabytes, the challenge is no longer access, but interpretation. Learn how systematic investing blends fundamentals, sentiment, and macro context to build smarter portfolios.

The future isn’t man  versus  machine. It’s man  and  machine.

In episode six of our “The More You Know” vodcast series, Peter van der Ross, Deputy Head of STANLIB Multi-Asset, talks to Jeremy Maggs about the concerns about global bonds and why SA bonds are attracting interest, including from global investors. He also pinpoints which market areas are most appealing to the team now.

SA’s economy feels sluggish, yet the JSE has been notching up record highs. Many investors are baffled by the fact that share prices are climbing while growth remains weak.

In the latest episode of The More You Know, the podcast from STANLIB Asset Management, two of the firm’s senior multi-asset specialists, Warren Buhai and Peter van der Ross, explained why markets and economies so often disconnect, and what investors should do to respond.

In the fifth episode of our The More You Know vodcast series, Sylvester Kobo, Deputy Head of Fixed Income at STANLIB Asset Management, explores how the Fixed Income team is actively managing duration in its bond holdings to respond to new information and filtering out information that is not relevant. He warns investors to “get comfortable with discomfort” for the foreseeable future and avoid focusing on short term ups and downs.

The South African Minister of Finance, Enoch Godongwana, presented the third iteration of his fourth National Budget on Wednesday, 21 May 2025. This followed the withdrawal of the second attempt amid ongoing disagreement within the Government of National Unity (GNU) cabinet on the amended proposed increase of the VAT rate by one percentage point over two years.

In 2024 the world economy grew by an estimated 2.8%, in line with its long-term average, and at the beginning of this year was forecast to expand by 2.7% in 2025. Unfortunately, during the past six months the global economy has experienced substantial and sustained headwinds relating mainly to US trade policy uncertainty. Consequently, global growth has been revised down to 2.2% in 2025 with most economies, especially the US, decelerating relative to last year.

The opportunities that lie in SA’s freight rail network are the most attractive in sub-Saharan Africa, but they will only be unlocked with more business-friendly policies in place, James Holley, CEO of independent railway operator Traxtion, told STANLIB Asset Management’s 2025 InPerspective Roadshow.

The South African economic climate has seen significant developments this week. On Wednesday, 2 April, the ANC and smaller parties in the National Assembly, excluding the DA, passed the controversial 2025 National Budget. On 3 April, US President Donald Trump announced a steep hike in US import tariffs, impacting numerous global trading partners, including South Africa, triggering negative market reactions. In two separate podcasts, STANLIB’s Chief Economist, Kevin Lings, unravels the implications of these events for local and global economic growth and investor confidence.

The South African Minister of Finance, Enoch Godongwana, presented the third iteration of his fourth National Budget on Wednesday, 21 May 2025. This followed the withdrawal of the second attempt amid ongoing disagreement within the Government of National Unity (GNU) cabinet on the amended proposed increase of the VAT rate by one percentage point over two years.

On 17 September 2025 we hosted a a webinar with Amit Parmar, investment specialist at J.P. Morgan and Kevin Lings, STANLIB’s Chief Economist where the pair discuss the Global Select Fund’s performance over the last quarter and how the fund is positioned to deliver long-term results.

On 17 September 2025 we hosted a a webinar with Amit Parmar, investment specialist at J.P. Morgan and Kevin Lings, STANLIB’s Chief Economist where the pair discuss the Global Select Fund’s performance over the last quarter and how the fund is positioned to deliver long-term results.

In a separate podcast, our Chief Economist, Kevin Lings, discusses US and South African inflation trends and the implications for interest rates.

Cassava Technologies, a pan-African technology group, today announced a strategic investment by STANLIB Infrastructure Investments (on behalf of its managed funds) to accelerate the rapid expansion of Africa Data Centres' footprint in South Africa.