Be a Better Investor

Moneyweb editor Ryk van Niekerk hosts the weekly 'Be a Better Investor' podcast to give both amateur and established retail investors a peek at how professional investors invest.
He chats to professional investors about their experiences in selecting potential investments, as well as how successful these processes have been. They discuss their biggest hits and misses and other topics, which may offer a few golden nuggets for listeners ... to become better investors.

Weekly English South Africa Business Ryk van Niekerk

200 Episodes

160 – 180

If your offshore exposure is appropriate, don’t go too high Segment 01

Coronation Fund Managers CIO Karl Leinberger on the rand, offshore investing, foreign investor movements and institutional outflow.

22 May 2016 15 min

Volatility brings opportunity Segment 01

If you are watching the market closely, says Allan Gray portfolio manager.

28 Apr 2016 15 min

It’s a lot more risky to want 100% offshore exposure Segment 01

‘We seem to be entering a period where things will be a little more choppy and volatile’ - Rhynhardt Roodt – Fund Manager - Investec.

18 Apr 2016 22 min

Searching for alpha amongst small caps Segment 01

High volatility in the investment environment: People don’t know how to value assets securely, there’s a lot of uncertainty - Vanessa van Vuuren, fund manager of Sanlam Small Cap Fund.

12 Apr 2016 13 min

A lot of value managers will be in the top quartile or top ten Segment 01

CIO Terence Craig on the market, the somewhat-turnaround in resources, contrarian investing, stock picks, and Element Investment Managers' fund strategy.

13 Mar 2016 15 min

Should investors now move ETF money to actively managed funds? Segment 01

‘We've moved into more of a positioning of local orientation’ – Tony Bell – chief investment officer, Vunani Fund Managers.

8 Mar 2016 17 min

What should investors do in today’s environment? Segment 01

This is not the time to put money into index funds and ETFs – Adam Ebrahim, Oasis.

28 Feb 2016 17 min

Irrational selling makes it a buyer’s market Segment 02

PSG Asset Management takes a longer-term approach.

22 Feb 2016 5 min

Irrational selling makes it a buyer’s market Segment 01

PSG Asset Management takes a longer-term approach.

22 Feb 2016 6 min

Volatility often provides opportunities to investors Segment 01

‘We haven’t changed our stripes through this period, and we are not about to do that now‘ – Andrew Dittberner – CIO, Cannon Asset Managers.

15 Feb 2016 19 min

Is value returning to some shares? Segment 01

‘If you are looking just at the equity market, I think on average you are going to struggle to beat inflation’ – Anthea Gardner – Cartesian Capital.

8 Feb 2016 13 min

When volatility happens, find certainty Segment 01

'Some companies have persisted and persevered... Find those, invest in those and hold those,' Hlelo Giyose - First Avenue Investment.

25 Jan 2016 18 min

Risk management will be very important in 2016 Segment 01

Investors should taper return expectations – Mark Lindhiem, Investment Solutions.

17 Jan 2016 12 min

Hedging against volatility Segment 01

Fatima Vawda, MD of 27four Investment Managers, on investing in a volatile environment.

10 Dec 2015 18 min

Equity market volatility to remain in 2016 Segment 01

Opportunity in the high level of mispricing within the market - Delphine Govender, CIO and one of the founders of Perpetua Investment Managers.

6 Dec 2015 19 min

Cash is best performer in 2015 Segment 01

'Investors should use volatility to their benefit'- Kyle Hulett, head of multi asset class, Argon Asset Management

30 Nov 2015 8 min

‘I don’t expect very drastic movements from the Fed’ Segment 01

‘Our ambition is to become the largest asset management firm on the continent’ Tshepo Modiba – CIO, Seriti Asset Management.

23 Nov 2015 14 min

Avoid looking at the market broadly, it’s time to stock pick Segment 01

Businesses that will survive are those with consistent performance: Joseph Busha, JM BUSHA Investment Group.

16 Nov 2015 15 min

‘Stay with companies where earnings can be sustained’ Segment 01

Tony Bell of Vunani Fund Managers on why commodities do not feature in top funds.

9 Nov 2015 17 min

Find the companies that make things happen – Clyde Rossouw, Investec Segment 01

"Investors must find companies who create their own growth trajectory through M&A or cost cutting...companies who are just hanging around are not good enough."

2 Nov 2015 16 min