Q4 of 2024 was eventful, ushering a dynamic investment landscape in 2025. In our latest podcast, our head of Multi Asset explores the consequences of the Q4 US presidential #election and highlights key opportunities in #equity and fixed income markets:

Our head of Systematic Solutions, Rademeyer Vermaak, explores strategies on how to navigate global political risk in his session, ‘How to Trump-proof an investment portfolio for SA investors’. #STANLIB #GlacierInvestmentSummit2025 #Investment

Today we’re at the Glacier Investment Summit. Our chief economist, @lingskevin, kicks off the discussions with a macroeconomic outlook on the world and SA, examining local and global economic and investment trends. #STANLIB #GlacierInvestmentSummit2025 #Investment

In this Weekly Focus, we dive into US President Donald Trump’s import tariffs on major trading partners, and interest rate decisions by the US Federal Reserve and South African Reserve Bank. Read more and listen to the podcast: #interestrates #Tariffs

The investment case for global participation in the Paris Agreement is strong, particularly with the Just Energy Transition. Our head of Private Markets, Johan Marnewick, discusses the US's exit and its impact on SA's energy reform and attracting funding:

The release of DeepSeek R1, an open-source large language model from China, is disrupting the tech sector and challenging the perceptions that global AI innovation is driven by Silicon Valley. Our portfolio manager discusses its implications for investors:

Join us in congratulating Trevino Ramsamy on his appointment as deputy head of Institutional Distribution. With nearly 20 years of financial sector experience including as head of client solutions for Credit Alternatives, he is set to drive success.

In our latest Weekly Focus, we analyse the most significant themes in US President Donald Trump’s new executive orders, SA’s latest inflation data and retail sales, and China’s projected growth for 2025. Read more and listen to the full podcast:

Another notable takeout from the LTCMAs highlights how the pandemic exposed vulnerabilities in supply chains and infrastructure, fueling economic nationalism and elevating inflation volatility estimates. Watch the full webinar: #Inflation #Economy

In this Weekly Focus, we spotlight US inflation, retail sales and jobs data, as well as China’s GDP growth. Locally, the rand emerged as the second-best performing currency in the emerging markets currency index. Read more and listen to our podcast:

A key takeaway from the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions indicates that austerity is off the agenda as governments have shifted toward fiscal activism, focusing on how public funds are allocated: #STANLIB

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In this Weekly Focus, we examine US labour market strength, persistent Eurozone inflation, SA’s manufacturing challenges and sluggish Chinese inflation. We also explore factors influencing global equities, bonds, and the rand’s weakness: #Equities #Bonds

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In our last webinar, our Head of Multi-Asset, Marius Oberholzer and John Bilton, Head of Global Multi-Asset Strategy at J.P. Morgan Asset Management discussed themes from the 2025 LTCMAs report on how investors can build portfolios for a new economic era:

As political shifts and interest rate fluctuations take centre stage in 2025, which factors will shape your investment outlook? #STANLIB #interestrate #politics #investments

As part of #FraudAwarenessWeek, we hosted a fraud awareness and prevention event for our employees. Our guest speakers shared key insights on commercial crimes and their legal consequences, and recounted their story, highlighting the value of integrity.

@NGEsolutions We're happy to have helped an organisation such as yourselves😊.

As the 12th most indebted country in emerging markets, how do SA’s debt levels compare with other countries’ and where do we still have room to grow? Our chief economist, @lingskevin analyses the data in a podcast. Listen here: