In Q2 2025, the SA equity market was largely driven by an irrational surge in positive sentiment towards gold and platinum group metals stocks, which was not justified by company fundamentals. In this podcast, Rademeyer Vermaak, Head of STANLIB Systematic Solutions, analyses the impact on the short-term performance of the STANLIB Enhanced Multi Style Equity Fund in Q2 2025. Rademeyer says the team remains confident of its process and believes that either sentiment will switch, or fundamentals will catch up in the next quarter. Click here to listen.

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