Episodes

  • [TOP STORY] Yellow metal enjoys strongest Q2 for many decades

    [TOP STORY] Yellow metal enjoys strongest Q2 for many decades
    Jul 30 2024
    Emerging market investors in coins and small investment bars have been enthusiastically buying gold, with sharp slowdowns from the more traditional developed market investors: John Reade – World Gold Council.
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    8 mins
  • GNU gives local bonds a boost

    GNU gives local bonds a boost
    Jul 30 2024
    Independent analyst Carmen Mpelwane discusses Pan African Resources' strong update. John Reade from the World Gold Council highlights their Q2 report showing a slowdown in central bank gold purchases. Rhandzo Mukansi of Futuregrowth Asset Management talks about local bond activity post-election.
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    21 mins
  • [TOP STORY] Going nuclear: How investible is atomic energy?

    [TOP STORY] Going nuclear: How investible is atomic energy?
    Jul 29 2024
    Michael Ncube of Anchor Capital reflects on the resurgence of interest in this energy source and indicates possible investment diversification into uranium-related mining, engineering or utility companies – or even an ETF.
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    6 mins
  • Is the AI trade hitting a wall?

    Is the AI trade hitting a wall?
    Jul 29 2024
    Matete Thulare from RMB discusses whether the US tech selloff marks the end of the rally or just a correction in a longer trend.
    Anchor's Michael Ncube shares his insights on investing in uranium and his top stock pick.
    Wandile Sihlobo from the Agricultural Business Chamber of South Africa talks about global food prices peaking and forecasts for 2024.
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    20 mins
  • [TOP STORY] A peek into the crystal ball regarding the US elections

    [TOP STORY] A peek into the crystal ball regarding the US elections
    Jul 26 2024
    Democrat and Republican policies differ significantly on tax, import tariffs, legal issues and big tech.
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    8 mins
  • British American Tobacco results surprise to the upside

    British American Tobacco results surprise to the upside
    Jul 26 2024
    FNB's Wayne McCurrie discusses results from Anglo American and British American Tobacco. Joe Klopper from Independent Securities analyses market impacts of a Democratic or GOP win in November and offers stock picks. Simon shares insights on using net asset value to evaluate banks and Reits.
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    21 mins
  • [TOP STORY] The unique features of multi-asset income funds

    [TOP STORY] The unique features of multi-asset income funds
    Jul 25 2024
    Stanlib's Sylvester Kobo explains that these funds within the fixed-income space give the fund manager flexibility to ‘really shift asset allocation’ based on prevailing market conditions.
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    5 mins
  • Balwin pivots to rental model as sales struggle

    Balwin pivots to rental model as sales struggle
    Jul 25 2024
    Odwa Magwentshu from Trive South Africa discusses Balwin's shift to a rental model alongside their sales model and provides an update on Vodacom. Stanlib's Sylvester Kobo explains multi-asset income funds and their unique features. Benay Sager from DebtBusters shares insights from their 3rd annual money stress survey, highlighting that women and youth are under the most financial pressure.
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    20 mins