MoneywebNOW

[TOP STORY] What makes Jackson Hole such a significant US event?

This is a chance for everyone to come together, express policy preferences, economic concerns, financial risks and...for the head of the Fed, Jerome Powel, to provide policy direction: Dr Adrian Saville – investment specialist, Genera Capital, and Gibs professor.

24 Aug 2021 2AM 6 min

24 Aug - Strong SA Inc trading updates

Anchor Capital's Deryck Janse van Rensburg takes a look at the Shoprite and M&R updates. Ronny Katz, CEO of Workforce Holdings as results show a return to profits and Dr Adrian Saville of Genera Capital on the upcoming Jackson Hole conference. What is it and why does it matter?

24 Aug 2021 12AM 20 min

[TOP STORY] Impending Jackson Hole Fed meeting keeps markets on edge

Clarity is sought on the Fed’s tapering of quantitative easing and the Delta variant possibly leading to further lockdowns: Petri Redelinghuys – Herenya Capital Advisors.

23 Aug 2021 4AM 5 min

23 Aug - KAP Industrial diversification pays off

Petri Redelinghuys of Herenya Capital Advisors on the US$ index breaking higher as the rand trades above 15 for the first time since March. KAP Industrial CEO Gary Chaplin on year-end results as sector diversity benefits the group. Stanlib's Tarryn Sankar unpacks the dynamics of managing credit risk through a…

23 Aug 2021 12AM 21 min

[TOP STORY] ARB Holdings: record numbers for year to June

The electrical, lighting, and now solar supplier benefits since ‘any real infrastructure project has some element of electrification', says CEO Billy Neasham.

20 Aug 2021 4AM 5 min

20 Aug - Taper tensions worrying markets

FNB's Chantal Marx talks markets as they collapse. Is this the end of the commodity run or just another FOMC minutes temper tantrum? Riaz Haffejee, Metair’s CEO, on the company's best ever half-year results. ARB Holdings CEO Billy Neasham chats a record dividend as booming home improvements drive profits.

20 Aug 2021 1AM 19 min

[TOP STORY] Are South Africans not looking enough at offshore exposure?

‘There is a natural bias towards the US, but that may not always be the case going forward’: Prandhana Naidu from Melville Douglas.

19 Aug 2021 4AM 6 min

19 Aug - Good Tencent results, but concerns remain

Rand Swiss's Viv Govender unpacks the JSE's system issues and Tencent results. Bheki Mkhize, of FNB Wealth and Investments Solutions, as it issues a series of ETNs to benefit from clean energy and water conservation. Prandhana Naidu, co-fund Manager of the Melville Douglas Global Equity Fund talks managing an offshore…

19 Aug 2021 1AM 18 min

[TOP STORY] Is services where Apple’s next leg will come from?

‘If you're a user of Apple devices, it's going to make sense to have that Apple One subscription,’ with $80 billion in free cash flow per year for the company: Henry Biddlecombe from Anchor Capital.

18 Aug 2021 2AM 4 min

18 Aug - Pfizer's investment case

RMB's Matete Thulare unpacks BHP's excellent results. Keith McLachlan, Integral Asset Management, on why Pfizer is his preferred global healthcare stock. Anchor's Henry Biddlecombe asks whether Apple can double in value from here.

18 Aug 2021 1AM 19 min

[TOP STORY] Litigation funding as an alternative investment

Taurus Capital seeks opportunities to fund plaintiffs in legal cases with a high probability of success, anticipating a five times return for investors: Gary Sweidan.

17 Aug 2021 2AM 7 min

17 Aug - Legacy systems hold back incumbent banks

Anchor's Martin Smith Anchor on Sasol and Absa results. Hamish Houston of Network International talks about the challenges traditional banks are facing. Gary Sweidan of Taurus Capital unpacks litigation funding as an alternative investment option.

17 Aug 2021 1AM 21 min

16 Aug - Penny stock Aveng surges to profit

Thungela CEO July Ndlovu unpacks a strong first set of listed results for the coal miner. Andre Cilliers, director of TreasuryOne, talks the rand as it weakens towards R15/$. Sanlam Private Wealth's Nick Kunze on Aveng as it surges to profit, Massmart struggling with gains.

16 Aug 2021 1AM 20 min

[TOP STORY] Are we seeing rand weakness or dollar strength?

‘[Towards] the end of the year, I think we will see the rand coming back to levels of between R14.30 and R14.70/dollar’: Andre Cilliers from TreasuryONE.

16 Aug 2021 1AM 6 min

[TOP STORY] Back in the day – the world’s first pure online bank

In 2001 online bank 20Twenty was launched with a totally new focus on customers: Christo Davel, also the creator of 22seven.

13 Aug 2021 3AM 6 min

13 Aug - All you need to know about the new oil ETN tracking brent

Kruger International's Mia Kruger unpacks Exxaro and MTN results. Christo Davel, founder of innovative 20Twenty bank launched in 2001, takes a look at today's new banks. How do they fare, what comes next? Johann Erasmus of 1nvest as it changes its oil ETN from WTI to Brent.

13 Aug 2021 1AM 20 min

[TOP STORY] IPCC pleas for real urgent action against climate change

‘If we fail to come up with a credible transition plan [SA is] going to be very unattractive from a competitiveness point of view globally’: Tracey Davies from Just Share.

12 Aug 2021 3AM 6 min

12 Aug - Is the sunk cost fallacy hurting your investments?

Sasfin's Nesan Nair unpacks Nedbank's results and the AdvTech trading update. Tracey Davies of Just Share talks the recent UN climate report, are companies doing enough? Dr Gizelle Willows from Nudging Financial Behaviour on how the past influences the future and how we can avoid the bad parts.

12 Aug 2021 1AM 20 min

[TOP STORY] Investment portfolios after death or even mental impairment

‘The moment you lose...cognitive capacity, any power or agency you gave to anybody immediately ceases and lapses,’ cautions Johann Jacobs from Cliffe Dekker Hofmeyr.

11 Aug 2021 3AM 8 min

11 Aug - Where to spot the value while the JSE is at all-time highs

FNB's Chantal Marx talks markets and the JSE as it closes at new all-time highs. Johann Jacobs of Cliffe Dekker Hofmeyr discusses the fate of one's shares in the event of incapacity or death.

11 Aug 2021 1AM 19 min