MoneywebNOW

3 May - April returns all about commodities

Sanlam Private Wealth's Nick Kunze takes a look at April's returns. Keillen Ndlovu from Stanlib on the office market in SA, what does its future look like?

3 May 2021 1AM 20 min

[TOP STORY] Why is the rand strengthening?

Schalk Louw of PSG Old Oak points out that the past two quarters have been the strongest South Africa ‘has ever seen’ in terms of the current-account deficit and important exports.

30 Apr 2021 3AM 5 min

30 April - Menthol cigarette ban poses threat to British American Tobacco

Chantal Marx of FNB Wealth and Investment talks British American Tobacco as the US looks to ban menthol cigarettes. Schalk Louw of PSG on high commodity prices pushing the rand stronger. Orbvest CEO Martin Freeman on investing into healthcare real estate in the US.

30 Apr 2021 1AM 22 min

[TOP STORY] Is ‘fear of missing out’ making everyone bullish?

‘If you're getting into stocks because you just see them going up,’ that is the wrong reason to buy: Gary Booysen from Rand Swiss.

29 Apr 2021 3AM 6 min

29 April - Total World ETF for a core portfolio holding

Gary Booysen of RandSwiss takes a look at the latest market movements. Coreshares's Chris Rule talks their new Total World ETF. Anashrin Pillay of Risk Insights on the best and worst ESG sectors on the JSE.

29 Apr 2021 1AM 19 min

[TOP STORY] Revego Africa Energy to list tomorrow, April 29 2021

CEO Reyburn Hendricks explains that the fund plans to ‘invest in a portfolio of predominantly operational renewable energy assets in sub-Saharan Africa’.

28 Apr 2021 2AM 6 min

28 April - Is there light at the end of the tunnel for SA's economy?

Rand Swiss's Viv Govender talks markets for the short week ahead. A look at renewable energy company Revego, ahead of its Thursday listing. Bernard Drotschie, CIO of Melville Douglas on the glimmers of hope for SA.

28 Apr 2021 1AM 20 min

[TOP STORY] How does structural inflation become baked into the system?

‘I'm not in the camp...of believing that this inflation bump-up is going to be...sustained over the longer time. I believe it could prove transient’: Mohammed Nalla of Moe-Knows.com.

26 Apr 2021 3AM 11 min

26 April - Sabvest and the holding company discount mystery

Keith McLachlan of Integral Asset Management on Sabvest and the holding company discounts offering an opportunity? Strategist Mohammed Nalla on digging into structural inflation, productivity gains and the all-important PCE

26 Apr 2021 12AM 23 min

[TOP STORY] Will ‘rapid ageing’ of whisky become generally acceptable?

‘Ageing is where the components that are absorbed from the barrel...mature or change over time,’ explains Hendre’ Barnard from Distillique.

23 Apr 2021 2AM 6 min

23 April - 'Clicks has the best management team on the JSE' - Mia Kruger

Mia Kruger of Kruger International on Clicks results. Wealth Migrate CEO Scott Picken on obtaining a license for crowdfunding investments. Hendre Barnard from Distillique on 'instantly' aging whisky.

23 Apr 2021 1AM 20 min

[TOP STORY] Karooooo – formerly Cartrack – resurfaces on the JSE as a secondary listing

‘We needed a broader spectrum of shareholders and funds, which the Nasdaq allows us’: CEO Zak Calisto.

22 Apr 2021 3AM 6 min

22 April - Listed property still struggling ...

FNB Wealth and Investment's Wayne McCurrie talks PnP as liquor and tobacco ban weighed on results. Karooooo CEO Zak Calisto chats the company's relisting on the JSE. Residential Reit Octodec's CEO Jeffrey Wapnick on results.

22 Apr 2021 12AM 20 min

[TOP STORY] Old Mutual to rate all its unit trusts in terms of ESG scoring

‘What we are seeing more and more from investors is a complete consciousness about the environment,’ says Elize Botha, MD of Old Mutual Unit Trusts.

21 Apr 2021 2AM 5 min

21 April - Finding an optimal offshore allocation

Chantal Marx of FNB Wealth and Investment on PSG buying back its preference shares. Elize Botha, MD of Old Mutual Unit Trusts, on the new ESG rating for their funds. Is this something you look at when buying a fund or stock? John Anderson of Alexander Forbes talks the optimal…

21 Apr 2021 1AM 20 min

[TOP STORY] Is there opportunity in the bumper agricultural crops this year?

‘For me the opportunity really is going to be in the raw material producers,’ says Gary Booysen from Rand Swiss.

20 Apr 2021 2AM 5 min

20 April - Are SA insurance stocks offering opportunity?

Rand Swiss's Gary Booysen discusses ideas on how to benefit from a bumper agri crop this year. Anchor's Nolan Wapenaar talks money market funds: the beginning of the end? Stanlib's Herman van Velze on his preferred local sectors.

20 Apr 2021 1AM 20 min

[TOP STORY] The global breakdown of citizens’ expectations from government

Andrew Bradley of Fiscal outlines how many countries are increasingly losing the tax income they need to be able to provide necessary services.

19 Apr 2021 3AM 9 min

19 April - Time for gold stocks to run again

Nick Kunze of Sanlam Private Wealth on the week ahead for markets. Spot Money CEO Andre Hugo talks about the company's new shared accounts. Andrew Bradley, CEO of Fiscal, on the implications of a broken social contract.

19 Apr 2021 1AM 22 min

[TOP STORY] Shopping malls need to figure out how to move forward

Trend-Forward founder Dave Nemeth says bricks-and-mortar retailers are losing tenants and need to do longer-term planning and start doing ‘things never done before’.

16 Apr 2021 4AM 6 min