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Daily English South Africa Business · Investing
4,345 Episodes
600 – 620

View from the market

Wayne McCurrie, portfolio manager, FNB Wealth and Investments & Caroline Cremen, portfolio manager at Adviceworx
20 Jan 2021 11AM 15 min

Innovation feature: WEF Global Competitiveness Report

The coronavirus crisis should spur the world to “wake up to long-term risks” such as climate change, collapsing asset prices and weapons of mass destruction, according to the World Economic Forum (WEF). Global leaders’ biggest concerns about the decade ahead are laid out in a new report by WEF, best…
19 Jan 2021 11AM 12 min

View from the market

Rob Towell, portfolio manager at Sasfin Securities & Imtiaz Suliman, portfolio manager at Sentio-Capital
19 Jan 2021 11AM 8 min

Panel: Grapes of wrath

During this pandemic few issues have stirred as much heated and emotive debate, and provided a glimpse of the ruling parties innate authoritarian tendencies, than the banning of the sale of alcohol. The industry is wilting with job losses mounting up and downstream, while doctors welcomed the extra ICU capacity,…
18 Jan 2021 12PM 25 min

View from the market

Nick Kunze, portfolio manager at Sanlam Private Wealth & Karl Gevers, portfolio manager at Benguela Fund Managers
18 Jan 2021 11AM 16 min

Animal Spirits

The world is awash with Central Bank liquidity that needs to find a home. Consensus is that this will buoy all asset classes as was the case coming out of ’the Global Financial Crisis though the quantum of stimulus this time around dwarfs what we saw previously. A recent note…
14 Jan 2021 12PM 23 min
600 – 620