Episodios

  • [TOP STORY] Insight into the investment state of play at STANLIB

    [TOP STORY] Insight into the investment state of play at STANLIB
    Aug 1 2025
    Chief Commercial Officer Pieter Hugo weighs in on active and passive strategies coexisting – and how to make the most of offshore opportunities.
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    9 m
  • July: Another excellent month for listed property

    July: Another excellent month for listed property
    Aug 1 2025
    Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s latest results as the brewer squeezes margins. STANLIB’s Pieter Hugo weighs in on active and passive strategies coexisting – and how to make the most of offshore opportunities. Simon shares his thoughts on the Sarb’s push to shift the inflation target to 3%, even as talks with Treasury continue.
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    21 m
  • [TOP STORY] Keeping your cool when markets get loud

    [TOP STORY] Keeping your cool when markets get loud
    Jul 31 2025
    PMX’s Brendan de Jongh points out that not knowing noise from signal can result in long-term damage to investment portfolios.
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    6 m
  • Central banks expect lower dollar holdings in the future

    Central banks expect lower dollar holdings in the future
    Jul 31 2025
    Kea Nonyana from Scope Prime breaks down the surprise in US Q2 GDP growth and unpacks what the Sarb MPC might do next in response to shifting global and local conditions.
    John Reade from the World Gold Council explains how central banks are cooling on the US dollar, while gold demand remains strong despite ongoing supply constraints.
    Brendan de Jongh from PortfolioMetrix emphasises the importance of filtering through the flood of financial news.
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    20 m
  • [TOP STORY] Autonomous investing: The future or just an AI fad?

    [TOP STORY] Autonomous investing: The future or just an AI fad?
    Jul 30 2025
    Nico Katzke from Satrix thinks hoping that AI ‘will disintermediate advisors or make fund managers completely redundant is probably a bridge too far’.
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    7 m
  • Boxer benefits from price deflation

    Boxer benefits from price deflation
    Jul 30 2025
    Zimele Mbanjwa from FNB Wealth & Investments breaks down Kumba Iron Ore’s results and the latest from Boxer. Luno’s Christo de Wit unpacks their upcoming tokenised offshore stock listings. Satrix’s Nico Katzke weighs in: Is autonomous investing the future – or just hype?
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    21 m
  • [TOP STORY] Recent H1 market tumult vis-à-vis 2008/9 volatility

    [TOP STORY] Recent H1 market tumult vis-à-vis 2008/9 volatility
    Jul 29 2025
    Peregrine Capital’s Jacques Conradie reckons having the right state of mind in panic times ‘is such a huge competitive advantage’.
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    7 m
  • Tight PGM supply fuels miner momentum

    Tight PGM supply fuels miner momentum
    Jul 29 2025
    Kieran Witthuhn from Anchor on Valterra Platinum's tough run – floods, weak metal prices, demerger drag – can the PGM rally turn the tide? Rob Downes from Absa CIB on the Genius Act – what’s next for stablecoins in Africa’s cross-border trade? Jacques Conradie, CEO of Peregrine, reflects on H1 and sets the tone for the rest of the year.
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    21 m