In today’s episode with my guest Adrian Saville, we focussed on the country’s economic attractiveness, driven by compelling yields on government bonds, stabilising inflation and a strategically undervalued rand. We also discussed the critical reforms and infrastructural improvements necessary to stimulate growth and create jobs.

Saville (pictured below) also highlighted the specific investment opportunities in the mid-cap equity market, including the tourism and mining sectors, offering a comprehensive view of South Africa’s investment horizon.

Saville is a seasoned executive with more than 25 years’ experience in capital markets and investment management. He was the founder and chief executive of Cannon Asset Managers, but sold the business to a listed company in 2021. He then joined a multi-family investment office, Genera Capital, where he was responsible for growing the firm’s market presence.

Last year he decided to take a step away from that and focus on his professorship in economics, finance and strategy at the Gordon Institute of Business Science (GIBS).

Tune into our conversation for a deeper dive into the political and economic prospects and challenges that lie ahead.

Morningstar South Africa’s Sean Neethling discusses the sentiment shift toward SA assets and what investors should pay attention to amid the government's coalition transition.

‘Welcome to 'Money, Markets, and Masterminds,' - a Citywire South Africa podcast that delves into the intricate world of finance, investment and strategic decision-making.

Today is our second episode of a new underlying series, in partnership with Morningstar South Africa and its head of investments Sean Neethling.

The series, aptly called: ‘Mind over Markets with Morningstar’ provides the latest insights on monthly investment trends.

For the foreseeable future, the first Monday of every month, we will be exploring key market developments and dissecting economic indicators, which will cover everything from equities and fixed income to commodities and alternative investments.

South African assets reacted positively to news of a coalition government, after the ANC lost its 50% majority in the results of the national election in May. Markets were especially positive about the announcement of a government of national unity (GNU) and specifically the potential partnership between the ANC and DA.

There has been a clear sentiment shift with SA assets all rallying significantly over the last two weeks to 21 June.

Recent market movements suggest there is a SA-specific story underlying performance. The question is what are the main drivers, how sustainable is that performance and what should investors pay attention to as SA transitions into a coalition-led government?

Neethling discusses this and more in this episode.

Welcome to 'Money, Markets, and Masterminds' – a Citywire South Africa podcast – that delves into the intricate world of finance, investment and strategic decision-making.

My guest today is Gareth Stobie, the founder of CoreShares, which has blossomed into a flourishing passive investment management business and ETF issuer. At the point of its acquisition by 10X Investments – not too long ago – it had approximately R13,8bn under management.

Stobie is now director of strategy and corporate development at ETFSA and is working with other industry stalwarts such as Mike Brown and Nerina Visser.

Exchange-traded funds (ETFs) have been around since the early 1990s, but in recent years their popularity has soared. Today, there are more ETFs listed on the JSE 222 to be exact) than single shares. In this podcast we'll explore what's driving this surge, the latest trends shaping the ETF landscape and what investors should keep an eye on moving forward.