MoneywebNOW

Active ETF boom coming to the JSE

Gary Booysen from Rand Swiss discusses Nedbank's solid results despite rising costs and asks whether the Japan market worries are over. Ninety One's Varun Laijawalla compares India vs China and emphasises the importance of active management in emerging markets. Kim Gibb, CEO of Prescient Management Company, talks about the growing…

7 Aug 2024 1AM 20 min

[TOP STORY] Could you double your money in five years?

Schalk Louw from PSG Old Oak reflects back on Magda Wierzycka ‘betting’ Allan Gray that Sygnia’s S&P 500 ETF would beat the Orbis Global Equity Fund over five years.

6 Aug 2024 3AM 6 min

Japanese ‘flash crash’ could already be over

Chantal Marx from FNB Wealth & Investments looks at whether the markets are experiencing a crash or a correction. Mpact CEO Bruce Strong discusses the company's recent results, including a one-third drop in profits and its entry into the water storage sector. Schalk Louw from PSG Old Oak analyses the…

6 Aug 2024 1AM 20 min

[TOP STORY] Navigating life insurance in uncertain times

Personal insurance extends beyond income protection to leaving a legacy, covering debts, protecting assets and looking after one’s family in the future.

5 Aug 2024 3AM 7 min

What’s behind the Nikkei and yen collapse?

Nick Kunze from Sanlam Private Wealth discusses the implications of weaker US unemployment data on potential rate cuts in September, the decline in Brent oil prices, and recent developments in Japanese markets. Clyde Parsons from BrightRock delves into the intricacies of life insurance policies and what you need to know…

5 Aug 2024 1AM 21 min

[TOP STORY] How equity investors and olympic fencers share winning moves

Stanlib’s Rademeyer Vermaak likens the business of investing to nuances in the sport of fencing – either very attacking, very aggressive, or very passive and sort of stepping back.

2 Aug 2024 3AM 8 min

MTN facing headwinds beyond its control

Independent analyst Jimmy Moyaha on the economy as the Bureau for Economic Research forecasts a 2.2% GDP growth for South Africa in 2025, with the local PMI expected to rise above 50. Stanlib’s Rademeyer Vermaak discusses various equity investment strategies. Simon offers his perspective on Fed chair Jerome Powell’s comments…

2 Aug 2024 1AM 20 min

[TOP STORY] Bitcoin and Ethereum ETFs: The next big moves in crypto investment

Hannes Wessels from Binance discusses a traditional access mechanism to a new asset.

1 Aug 2024 3AM 6 min

Woolies trails retail peers with weak YTD performance

Schalk Louw from PSG Old Oak on Woolies's underperformance and the Top40 hitting new highs: What's not to love? Binance's Hannes Wessels discusses the US green light for Ethereum ETFs. Robert van Breukelen, CEO of Itemate Solutions, explores opportunities for smaller players as big telcos target major markets and financial…

1 Aug 2024 1AM 22 min

[TOP STORY} Orion Minerals enjoys successful capital raise

Errol Smart explains how smaller mom-and-pop investors both in Australia and South Africa have endorsed the company's plans in O’Kiep and Prieska.

31 Jul 2024 3AM 7 min

What lower rates are doing for high-yielding funds

Independent analyst Kea Molefe discusses Shoprite's strong full year update, which boosted the share price above R300 for the first time. Errol Smart, CEO of Orion Minerals, talks about their private client capital raise and the company's plans for the funds. Dino Zuccollo of Westbrooke Alternative Asset Management explains the…

31 Jul 2024 1AM 20 min

[TOP STORY] Yellow metal enjoys strongest Q2 for many decades

Emerging market investors in coins and small investment bars have been enthusiastically buying gold, with sharp slowdowns from the more traditional developed market investors: John Reade – World Gold Council.

30 Jul 2024 3AM 8 min

GNU gives local bonds a boost

Independent analyst Carmen Mpelwane discusses Pan African Resources' strong update. John Reade from the World Gold Council highlights their Q2 report showing a slowdown in central bank gold purchases. Rhandzo Mukansi of Futuregrowth Asset Management talks about local bond activity post-election.

30 Jul 2024 12AM 20 min

[TOP STORY] Going nuclear: How investible is atomic energy?

Michael Ncube of Anchor Capital reflects on the resurgence of interest in this energy source and indicates possible investment diversification into uranium-related mining, engineering or utility companies – or even an ETF.

29 Jul 2024 2AM 5 min

Is the AI trade hitting a wall?

Matete Thulare from RMB discusses whether the US tech selloff marks the end of the rally or just a correction in a longer trend. Anchor's Michael Ncube shares his insights on investing in uranium and his top stock pick. Wandile Sihlobo from the Agricultural Business Chamber of South Africa talks…

29 Jul 2024 1AM 19 min

[TOP STORY] A peek into the crystal ball regarding the US elections

Democrat and Republican policies differ significantly on tax, import tariffs, legal issues and big tech.

26 Jul 2024 3AM 7 min

British American Tobacco results surprise to the upside

FNB's Wayne McCurrie discusses results from Anglo American and British American Tobacco. Joe Klopper from Independent Securities analyses market impacts of a Democratic or GOP win in November and offers stock picks. Simon shares insights on using net asset value to evaluate banks and Reits.

26 Jul 2024 1AM 20 min

[TOP STORY] The unique features of multi-asset income funds

Stanlib's Sylvester Kobo explains that these funds within the fixed-income space give the fund manager flexibility to ‘really shift asset allocation’ based on prevailing market conditions.

25 Jul 2024 2AM 5 min

Balwin pivots to rental model as sales struggle

Odwa Magwentshu from Trive South Africa discusses Balwin's shift to a rental model alongside their sales model and provides an update on Vodacom. Stanlib's Sylvester Kobo explains multi-asset income funds and their unique features. Benay Sager from DebtBusters shares insights from their 3rd annual money stress survey, highlighting that women…

25 Jul 2024 1AM 20 min

[TOP STORY] Where there's disaster there's often opportunity

Peregrine Capital CEO Jacques Conradie thinks ‘there's quite a bit of opportunity still in the SA small and mid-cap space, which has been unloved for quite a long period of time’.

24 Jul 2024 3AM 7 min