Marius Oberholzer, STANLIB’s Head of Multi-Asset, says trends are positive for equities in 2024, but the team is managing expected market volatility. Once interest rate cutting begins, corporate activity should accelerate and earnings growth should start to materialise. In SA, there are still risks, including the looming elections, but signs of economic improvement in China should underpin demand for commodities and benefit emerging markets in general. Marius also discusses how the Multi-Asset team works closely with the J.P. Morgan Asset Management team to bring different insights and in-depth research to its decision-making. This podcast lays out the fund’s positioning in more detail.

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