At STANLIB, we believe the future belongs to those who challenge the status quo. We blend investing science with imagination to help clients invest in more.
South Africa
Joined November 2010
- Tweets7.1K
- Following227
- Followers6K
- Likes1.2K
STANLIB retweeted
🎧 Clicks cautions about rest-of-year trading
° Clicks sells off following its latest results – we unpack the market reaction with @TraderPetri from Herenya Capital Advisors. Is this about the numbers, or a consumer under growing pressure?
° Warren Buhai of @STANLIB Asset Management weighs in on rising private credit risks in the US – and whether they pose any real threat locally.
° Plus, ’my take on big leadership shifts: Reed Hastings steps back from Netflix, and Tim Cook exits Apple – what does it mean for markets and investor confidence?
moneyweb.co.za/moneyweb-podc…
STANLIB retweeted
Warren Buhai of @STANLIB says #software strain in #privatecredit may signal wider liquidity stress.
He believes retail withdrawals and gated funds pose the biggest risk to listed #markets. Jaco Visser shares details here.
#privatemarkets #investment
citywire.com/za/news/softwar…
STANLIB retweeted
How to keep a cool head in asset management when the market has succumbed to emotion and bias.
Click the 🔗 as @GTalevi speaks to @STANLIB's Chetan Ramlall.
currencynews.co.za/the-engin…
STANLIB retweeted
Did the #Budget2026 leave you scratching your head? 🤔 John Taylor & @STANLIB Ndivhuho Netshitenzhe unpack it all on Living Markets! Get clear insights on tax, spending, market impact, & portfolio tips. Boost your #FinancialConfidence!
▶️ Watch now: youtu.be/tAX9ANeWzWo?si=DTtD…
STANLIB retweeted
🌍 Building Africa’s digital future, together.
We’re proud to announce a strategic investment by @STANLIB Infrastructure Investments to accelerate the expansion of @africa_dc’s footprint in South Africa.
The investment will drive the expansion and development of AI-ready data centres at Africa Data Centres campuses in Johannesburg and Cape Town.
At Cassava Technologies, we’re committed to enabling progress through innovation, collaboration, and infrastructure that empowers communities and businesses alike.
🔗 Read more: cassavatechnologies.com/cass…
#DigitalTransformation #Partnerships #AIinAfrica #DataCentres #Infrastructure
STANLIB retweeted
.@STANLIB explains how its R63bn ‘sleep-at-night’ income fund aims to deliver steady returns.
@JustinBrownSA shares insights on the #Stanlib Income fund, with comment from Sylvester Kobo and Mulalo Victor Mphaphuli here.
#financenews #investments
citywire.com/za/news/stanlib…
STANLIB retweeted
.@STANLIB's Corporate Enhanced Yield fund’s assets surpassed R10bn 2 years after launch, buoyed by corporate SA’s need to park cash. It's now one of the larger funds in @asisa_za's interest-bearing short-term category.
@JustinBrownSA shares details. citywire.com/za/news/stanlib…
STANLIB retweeted
In 2007 France’s gov debt was 60% of GDP and S&P assigned them a AAA credit rating. Since then gov debt has risen to 114% of GDP. S&P has just downgraded France’s credit rating for 4th time since 2012 to the same rating as China. Only 11 countries still have a AAA credit rating
STANLIB retweeted
Energy aggregator, Lyra Energy Trading has been awarded its electricity trading licence in #SouthAfrica . Lyra Energy is a strategic partnership between @ScatecSolar and @STANLIB Asset Management. #energytrading #energyaggregator #licence #electricity
greenbuildingafrica.co.za/sc…
STANLIB retweeted
[PODCAST] AI won’t just replace jobs – it’ll reshape them. @STANLIB’s #ChetanRamlall unpacks the roles of the future on #MoneywebNOW with @SimonPB.
#Moneyweb #FutureOfWork #TechJobs
Download the podcast here: ow.ly/awQf50WfXac
STANLIB retweeted
[PODCAST] How do smart investors manage risk when markets turn? @STANLIB’s #RademeyerVermaak unpacks it with @SimonPB on #MoneywebNOW.
#Moneyweb #MarketInsights
Download the podcast here: ow.ly/6Ckr50VzYUG
STANLIB retweeted
South Africa’s unemployment rate shot up to 33.5% in Q2 2024 well above expectations. Youth unemployment up to 60.8%, despite an improvement in electricity. Employment fell 92 000 in the quarter, while unemployment rose by 158 000. Remains SA’s most important economic challenge
STANLIB retweeted
US employment below expectations in April at a gain of 175 000, with unemployment rate up to 3.9% and wage growth slower. Good news for markets. Dollar weakening. This is perfect Goldilocks data, despite the disappointing ECI data earlier in the week
STANLIB retweeted
SA Reserve Bank decided to leave the Repo rate unchanged at 8.25%. This was expected. The Reserve Bank flagged the upside risks to inflation. Any rate cut this year is likely only in the second half of this year.
STANLIB retweeted
SA retail sales rose by 0.4%m/m in Nov 2023, but down almost 1% compared with Nov 2022. In other words Black Friday was disappointing compared with the prior year. For 2023 as a whole SA retail activity is likely to have declined by more than 1% reflecting the tough environment
STANLIB retweeted
SA Minister of Finance announced a tax revenue shortfall of R56.8 billion for 2023/24 mostly due to a R35.8 billion shortfall in corporate tax and a R25.6 billion shortfall in VAT collection. Fortunately personal income tax is ahead of budget, rising by R6.4 billion above budget
STANLIB retweeted
In Sep, 48 central banks held an interest rate policy meeting. 8 central banks increased rates including ECB, Sweden & Denmark, 8 banks cut rates including Brazil, Peru, & Chile. The remaining 32 kept rates unchanged, which is likely to be the dominant policy approach into 2024
STANLIB retweeted
According to information released by the IIF today, global debt has risen to a massive $307 trillion, a record high. Global debt has increased by $100 trillion over the past 10 years, with more than 80% of the increase driven by the major economies namely US, Japan, UK and France
STANLIB retweeted
SA GDP grew by an improved 0.6% in Q2 2023, helped by manufacturing and mining (less load shedding) and financial services. Unfortunately, retail activity declined reflecting higher interest rates, while transport and construction also contracted. SA struggling to gain momentum