STANLIB

Disruption increases as US government shutdown continues This week we focus on the US government shutdown, prospects for another US rate cut, and SA’s disappointing retail sales data. Our chief economist Kevin Lings discusses the consequences of the shutdown and why SA consumers are spending less. Click here to see the charts or listen to the insights: https://lnkd.in/d6XqtEf8 #STANLIBAssetManagement #USGovernmentShutDown #InterestRate #Economy 

Success will lie with investment managers who embrace the future of technology. We are proud to have had Chetan Ramlall represent our Systematic Solutions team at the Annual Evolutionary Awards, showcasing a truly future-fit investment process that leverages data and technology to deliver consistent returns. The team continues to generate alpha and push boundaries, with the STANLIB Enhanced Multi Style Equity Fund standing out as one of South Africa’s top-performing equity funds through various market cycles. Thank you EBnet for hosting a valuable platform for industry engagement at the Annual EBNet Evolutionaries Virtual Conference. #STANLIBAssetManagement #EBNetVirtualConference #SystematicSolutions

US government shutdown, possible US/China trade war alarms investors This week, we focus on the continuing US government shutdown, SA manufacturing data and political developments in Japan. Our chief economist, Kevin Lings discusses the US government shutdown and a possible escalation of a trade war between the US and China. Click here to see the charts or listen to the insights: https://lnkd.in/dGYDVCi9 #STANLIBAssetManagement #EconomicInsights #TradeWar #China #US

In Episode 4 of The More You Know, our Multi-Asset team shares how they turn insight into action, particularly when markets feel unpredictable. For them, process provides direction. It helps them cut through the noise to assess risk, earnings outlooks and liquidity, and to translate those insights into informed allocation decisions. They lean into opportunity when the data supports it, build hedges where it makes sense and monitor liquidity closely to stay ahead of potential turning points. In a world of uncertainty, a disciplined process and an eye on liquidity are key to navigating change. Access the full vodcast here: https://bit.ly/3Wlae0s

Have you signed up for the STANLIB Corporate Conversations Podcast Series? This series is designed to keep corporate clients informed about developments in South Africa’s fixed income and money market landscape. We bring expert voices together and unpack what really matters in markets. Subscribe to receive future episodes and insights directly to your inbox: https://bit.ly/4mv2bJt #STANLIB #CorporateConversations #FixedIncome

US government shutdown andSA tax revenue surprise: what it means for markets In this week’s Weekly Economic Focus, our chief economist analyses the impact of the US government shutdown on global markets and unpacks SA’s stronger-than-expected August tax revenue and expenditure data. He explores the drivers behind both events and what they could mean going forward. Click here to see the charts or listen to the insights: https://bit.ly/3IVbnst #STANLIBAssetManagement #EconomicInsight

At the 2025 STANLIB Asset Management Offshore Summit, in partnership with J.P. Morgan Asset Management, global investment professionals cut through the noise to help investors separate signal from static, respond to short-term market dynamics and prepare for long-term structural shifts. From the implications of US policy and China’s evolving influence to building resilient portfolios in a correlated world, our experts offered the perspective needed to stay ahead. STANLIB Asset Management, in collaboration with J.P. Morgan Asset Management, remains committed to world-class global expertise and future-focused investment solutions. Thank you to our speakers and clients for joining the conversation. Your insights and perspectives are helping us cut through the noise, navigate complexity and reimagine what’s possible for investors in a changing world. JPMorgan 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.

Equity markets in South Africa and the US remain buoyant, yet economic growth tells a different story. In the latest episode of The More You Know vodcast series, STANLIB Asset Management’s Multi-Asset portfolio managers, Peter van der Ross and Warren Buhai, discuss the disconnect between strong equity markets and weak economic growth. They explain how the Multi-Asset team applies a disciplined investment process and forward-looking scenarios to anticipate and manage risk and what this means for investors navigating today’s markets. Listen to the full episode here: https://bit.ly/3Wlae0s #STANLIBAssetManagement #TheMoreYouKnow #InvestInMore #Equities #Economy #MultiAsset #InvestmentInsights

We're cutting through the noise at the 2025 STANLIB Asset Management Offshore Summit, in partnership with J.P. Morgan Asset Management, bringing together sharp minds and bold perspectives. We’re honoured to host esteemed experts such as Lord Kim Darroch, former British Ambassador to the US, economist and author Stephen D. King, and General Sir Nick Carter, UK Chief of Defence Staff (2018–2021). The conversations are global, timely and unfiltered, covering topics from 250 days of Trump 2.0 to China’s shifting influence, geopolitical risk and investors' strategies to find diversification and alpha in a correlated world. #STANLIBAssetManagementOffshoreSummit2025 JPMorgan 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.

Every disruption begins as uncertainty, until investors recognise the opportunity within it. That was the lens mark lovett, our head of investments, spoke through at the Ninety One IP Advisor Forum. Speaking on the topic ‘from stagnation to acceleration: lessons to navigate the next great disruption’ Mark drew on his own journey of analysing equities in the late 1980s when information was physical and scarce, to navigating each wave of technological change, and exploring how generative AI is rewriting the rules for investment managers. His lessons for investors: • Adopt early, adapt quickly: Technology is outpacing regulation and convention. Those who embrace it intelligently will gain the edge. • See opportunity, not just risk: Beyond the noise, AI unlocks efficiencies and growth paths traditional approaches can’t match. • Stay curious in volatility: Disruption brings turbulence, but it’s also where long-term value is created. He concluded that investors who see AI as possibility rather than disruption won’t merely keep pace, they’ll accelerate, shaping the next era of asset management through agility and vision.