MoneywebNOW

[TOP STORY] Insight into the investment state of play at STANLIB

Chief Commercial Officer Pieter Hugo weighs in on active and passive strategies coexisting – and how to make the most of offshore opportunities.

1 Aug 3AM 8 min

July: Another excellent month for listed property

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s latest results as the brewer squeezes margins. STANLIB’s Pieter Hugo weighs in on active and passive strategies coexisting – and how to make the most of offshore opportunities. Simon shares his thoughts on the Sarb’s push to shift the inflation target…

1 Aug 1AM 21 min

[TOP STORY] Keeping your cool when markets get loud

PMX’s Brendan de Jongh points out that not knowing noise from signal can result in long-term damage to investment portfolios.

31 Jul 3AM 5 min

Central banks expect lower dollar holdings in the future

Kea Nonyana from Scope Prime breaks down the surprise in US Q2 GDP growth and unpacks what the Sarb MPC might do next in response to shifting global and local conditions. John Reade from the World Gold Council explains how central banks are cooling on the US dollar, while gold…

31 Jul 1AM 20 min

[TOP STORY] Autonomous investing: The future or just an AI fad?

Nico Katzke from Satrix thinks hoping that AI ‘will disintermediate advisors or make fund managers completely redundant is probably a bridge too far’.

30 Jul 2AM 7 min

Boxer benefits from price deflation

Zimele Mbanjwa from FNB Wealth & Investments breaks down Kumba Iron Ore’s results and the latest from Boxer. Luno’s Christo de Wit unpacks their upcoming tokenised offshore stock listings. Satrix’s Nico Katzke weighs in: Is autonomous investing the future – or just hype?

30 Jul 1AM 20 min

[TOP STORY] Recent H1 market tumult vis-à-vis 2008/9 volatility

Peregrine Capital’s Jacques Conradie reckons having the right state of mind in panic times ‘is such a huge competitive advantage’.

29 Jul 2AM 7 min

Tight PGM supply fuels miner momentum

Kieran Witthuhn from Anchor on Valterra Platinum's tough run – floods, weak metal prices, demerger drag – can the PGM rally turn the tide? Rob Downes from Absa CIB on the Genius Act – what’s next for stablecoins in Africa’s cross-border trade? Jacques Conradie, CEO of Peregrine, reflects on H1…

29 Jul 1AM 20 min

[TOP STORY] Is Netflix's business model sustainable in a competitive streaming landscape?

Viv Govender from Rand Swiss notes that ‘Disney has the ability to monetise its stuff in ways that Netflix can't. Moana will be earning money 100 years from now.'

28 Jul 3AM 6 min

Sarb must slash rates fast to dodge policy blunder

Nick Kunze from Sanlam Private Wealth unpacks AVI’s latest update and how the group is managing to defend its margins. Viv Govender from Rand Swiss weighs in on Netflix’s strong results – but with no real leverage, is there still value in the stock? Chris Coetzee, CEO of FinFix, on…

28 Jul 1AM 20 min

[TOP STORY] With large-cap indices hitting records, how are the minnows faring?

‘Small-cap indices tend to be more regionally focused on the countries where they are listed’, points out Keith McLachlan from Element Investment Managers.

25 Jul 3AM 10 min

An improving Transnet boosts Kumba ... but demand still a worry

Gary Booysen from Rand Swiss unpacks the Kumba update, Transnet slowly improving but is the stock offering value? Keith McLachlan from Element Investment Managers takes a look at the small- and mid-cap space – with large-cap indices hitting records, how are the minnows faring? Simon shares his take on the…

25 Jul 1AM 21 min

[TOP STORY] Prime Kapital's strategy for MAS Plc and what it means for shareholders

CEO Martin Slabbert unravels the cash and preference share options in the PK bid, as well as the implications of the Hyprop offering.

24 Jul 2AM 5 min

June inflation signals Sarb policy error

With the Alsi up past 100k and local CPI down to 3%, Kea Nonyana from Scope Prime asks whether it's time to call this an MPC policy misstep. Duggan Matthews, CIO at Marriott, argues that in today's turbulent market, the real edge isn't in chasing value or growth – it's…

24 Jul 1AM 20 min

[TOP STORY] The wonderful world of barley and rye

Marc Pendlebury, founder of WhiskyBrother, explains ahead of The Whisky Show how production of this prized brew has swelled globally.

23 Jul 3AM 7 min

Sasol's lack of earnings detail spooks the market

Chantal Marx from FNB Wealth & Investments unpacks Sasol’s full-year update – a miss the market didn’t take well – and revisits Sibanye-Stillwater’s move to acquire US metals recycler Metallix. Karooooo CEO Zak Calisto breaks down their Q1 FY26 results, building on strong momentum carried through from the 2025 financial…

23 Jul 1AM 23 min

[TOP STORY] De-risking in a turbulent market

For the prudent investor it's following the logic – and embracing ‘not necessarily fear but foresight’, counsels Sean Kelly from Parity Wealth Managers.

22 Jul 3AM 6 min

US bank earnings show solid US economy

Kieran Witthuhn from Anchor on last week’s US bank results – the good, the bad, and the boring. Michael Hewson of Graphene Economics on how multinationals can manage Trump tariffs and their potential impact on jobs and tax revenue. Sean Kelly of Parity Wealth Managers on why fund managers are…

22 Jul 1AM 20 min

[TOP STORY] Is 30 the magic number for diversifying your global equity portfolio?

Stonehage Fleming Global's Gerrit Smit advises ensuring you're not overly exposed to a particular sector by a misleading stock sector classification.

21 Jul 3AM 6 min

Valterra update as expected, but Northam preferred

Nick Kunze of Sanlam Private Wealth on Valterra Platinum's latest update, as flooding and lower PGM prices during the period hurt, and Hyprop's move to take a controlling interest in MAS Plc. Stonehage Fleming Global's Gerrit Smit weighs in on being careful with your diversification. And Tuesday Consulting's Julie Murray…

21 Jul 1AM 20 min