Episodios

  • [TOP STORY] Demystifying SA’s retail investment surge

    [TOP STORY] Demystifying SA’s retail investment surge
    Apr 2 2026
    ‘Treasury has indicated that there will be consistency and certainty around how retail hedge funds are taxed in line with traditional unit trusts, which … talks well to the motif of saving in South Africa’ – Hayden Reinders, Prescient Fund Services.
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    8 m
  • Trump speech offers no clear end to Iran war, long-term economic fallout looms

    Trump speech offers no clear end to Iran war, long-term economic fallout looms
    Apr 2 2026
    Petri Redelinghuys from Herenya Capital unpacks the market reaction to Donald Trump’s overnight speech. Hayden Reinders from Prescient Fund Services looks at who is actually investing in hedge funds, while Saad Sheikh from Enko Capital tackles the debate over whether private capital really belongs in a single asset class.
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    23 m
  • [TOP STORY] ‘Mampara week’ and the trap of relief spending

    [TOP STORY] ‘Mampara week’ and the trap of relief spending
    Apr 1 2026
    Dehan Scherman from National Debt Advisors has sound advice on navigating the payday poverty cycle experienced by so many South Africans.
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    5 m
  • Remgro’s Mediclinic deal raises concentration risk ... but may be worth it

    Remgro’s Mediclinic deal raises concentration risk ... but may be worth it
    Apr 1 2026
    Zimele Mbanjwa from FNB Wealth and Investments unpacks Remgro’s move to press ahead with the restructuring of its Mediclinic interests. Master Drilling CFO Andre van Deventer talks us through the group’s record revenue, while Dehan Scherman of National Debt Advisors looks at why more than 60% of consumers are running out of money before month-end.
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    21 m
  • [TOP STORY] Opportunistic price gouging amid rising fuel prices in SA

    [TOP STORY] Opportunistic price gouging amid rising fuel prices in SA
    Mar 31 2026
    James Hodge from the Competition Commission highlights the crucial role of consumers and businesses in reporting suspicious price hikes, especially in sectors like fuel, fertiliser and transport.
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    8 m
  • Sirius expanding into Euro defence real estate

    Sirius expanding into Euro defence real estate
    Mar 31 2026
    Independent analyst Jimmy Moyaha unpacks Sirius Real Estate’s €93.4 million acquisition of a defence-related property. Fatgie Adams from TransUnion looks at what an unchanged prime rate means for consumers still under pressure. And James Hodge from the Competition Commission warns against price gouging ahead of Wednesday’s fuel increase.
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    21 m
  • [TOP STORY] The low-risk, high-reward world of mine streaming

    [TOP STORY] The low-risk, high-reward world of mine streaming
    Mar 30 2026
    Keith McLachlan and Simon Brown explore this funding source for mining companies, comparing the situations of Franco-Nevada and Barrick Mining.
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    7 m
  • Why you need a Q1 portfolio check-in

    Why you need a Q1 portfolio check-in
    Mar 30 2026
    Nick Kunze from Sanlam Private Wealth unpacks the uncertainty grinding markets lower, while Reinet finally exits its stake in Pension Insurance Corporation for £2.9 billion. Keith McLachlan from Element Investment Managers explains streaming mining companies, how they work, and why they continue to attract investor interest. Plus, Satrix’s Siyabulela Nomoyi makes the case for a Q1 portfolio check-in as a smarter, more strategic reset than a New Year’s resolution.
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    21 m