MoneywebNOW

[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

[TOP STORY] Big constraints to SA economy – Old Mutual

Chief Economist Johann Els laments SA’s skills deficit and overly regulated labour market as big constraints about which nothing is being done.

18 Jul 3AM 8 min

Telcos having a massive year

Schalk Louw of PSG Old Oak shares insights on locally listed teclos that are having a great year so far. Old Mutual’s chief economist Johann Els discusses the group's mid-year update on the local and global economic outlook. And, Simon’s thoughts on a simple lever that will significantly enhance your…

18 Jul 1AM 20 min

[TOP STORY] Latest home loan data trends for Q2 2025

'We are seeing a growth in applications, up 7.4% year on year, which certainly improves buyer confidence and affordability’ – BetterBond International Head of Sales Bradd Bendall.

17 Jul 4AM 6 min

ASML outlook spooks market

Kea Nonyana of Scope Prime discusses the strong ASML results but poor outlook, plus Richemont's good trading update. Siphamandla Buthelezi of NMG Benefits shares insights on retirement and why it’s more than just about money. And, BetterBond's Bradd Bendall takes a look at the latest home loan data trends for…

17 Jul 1AM 20 min

[TOP STORY] The Gold Rush on ETFs

Mike Brown from ETFSA believes ‘the convenience of buying foreign-referenced ETFs on the JSE is a good area of growth and will continue’.

16 Jul 4AM 6 min

Clicks vs Dis-Chem: Which one for your portfolio?

Sithembile Bopela of FNB Wealth & Investments weighs in on Clicks vs Dis-chem. Similiar businesses, but is either worth adding to a portfolio? ETFSA's Mike Brown discusses the state of the exchange traded products market so far in 2025. Standard Bank SA's head of Business and Commercial Banking, Simone Cooper,…

16 Jul 12AM 20 min

[TOP STORY] Is this the end of the US dollar's 14-year upcycle?

'It's really important if you're an allocator to know whether the dollar cycle is happening, because if it's happening a whole bunch of correlations and relationships change': Sahil Mahtini – Ninety One

15 Jul 2AM 6 min

US tariffs to hit JSE tech sector hard

Matete Thulare of RMB on PGMs – can the white metal prices continue higher? Ninety One's Sahil Mahtani shares insights on the end of the US dollar's 14-year upcycle. And, EC Internet's Luvo Grey weighs in on the Trump tariffs' impact on the SA tech sector.

15 Jul 1AM 20 min

[TOP STORY] Insights on how SA’s payment tech stacks up globally

Israel Skosana of BankservAfrica notes that PayShap suddenly makes ‘instant working capital available, which allows your business to operate and keeps the economy flowing freely’.

14 Jul 2AM 6 min

What to expect as US earnings season kicks off

Nick Kunze of Sanlam Private Wealth weighs in on markets seeming unconcerned as Trump ups tariff rates again, Richemont's update, and on US banks Q2 earnings. BankservAfrica's Israel Skosana shares insights on local payment tech and how we stack up against the world. And, Crue Invest's Sherry Tapfuma on staying…

14 Jul 1AM 19 min

[TOP STORY] Investors often overlook multi-asset funds in volatile markets

Dirk Jooste from PSG cautions that ‘there is a great risk in withdrawing from high-equity strategies when emotions run high’.

11 Jul 3AM 6 min

Nvidia isn’t a bubble ... growth matches value.

Gary Booysen of Rand Swiss weighs in on Nvidia’s current valuation and what it means for tech-focused investors. PSG's Dirk Jooste explains why investors often overlook the potential of low-equity multi-asset funds in volatile markets. Brandon de Kock from BrandMapp, unpacks the saving and investing choices of South Africa’s consumer…

11 Jul 1AM 23 min

[TOP STORY] Wealth Tax: A recipe for revenue or a road to ruin?

'I think one of the big problems, and one that's very rarely discussed, is the invisible social contract that exists between high-paying taxpayers and the government' – Andrew Moyles from New World Wealth.

10 Jul 2AM 6 min

Would a 3% inflation target push interest rates higher?

Kea Nonyana of Scope Prime breaks down inflation targeting and the latest shifts in oil prices. Andrew Amoils from New World Wealth weighs in on South Africa’s wealth landscape, after Finance Minister Enoch Godongwana floated the idea of a wealth or apartheid-redress tax. JD Hayward of Flagship Asset Management offers…

10 Jul 1AM 22 min

[TOP STORY] From gold to cars: The diverse impact of US tariffs on SA exports

‘What we are seeing ... is a huge influx of goods moving into the US in order to beat the tariff impositions ... leading to massive global supply-chain disruptions, even goods moving from China to South Africa itself’: Dylan Govender, Investec Business Banking.

9 Jul 2AM 6 min

Trump’s tariff talk sends copper soaring and markets spinning

Chantal Marx from FNB Wealth and Investments breaks down Lewis’s market valuation, while British American Tobacco outlines the harmful effects of illicit cigarettes on its operations. Investec's Dylan Govender explores the impact of rising tariffs on global supply chain dynamics. Ian Anderson from Merchant West Investments discusses how SA Reits…

9 Jul 1AM 20 min