MoneywebNOW

[TOP STORY] Quant investing and its implementation

Momentum Investments CIO Mike Adsetts sketches the types and styles of this quantitative approach.

19 Oct 2023 2AM 6 min

Pick n Pay still has a few tough years ahead

FNB's Sithembile Bopela on the Pick n Pay results, is there any value here, or is it a stock best left alone? Mike Adsetts from Momentum Investments on quant investing and managing offshore and local. Craig Newborn from PayJustNow talks the safety of buy now pay later (BNPL) when shopping…

19 Oct 2023 1AM 21 min

[TOP STORY] Mid-East conflict ups ante on oil prices, inflation, rates

Iran entering the Israel-Hamas war would wreak havoc on Europe, the US and even SA – Isaah Mhlanga, RMB.

18 Oct 2023 3AM 5 min

Share-backed loans: How they work

Faheema Adia from Momentum Investments talks Zeder results … and whether there are any other agri options worth a look. RMB's Isaah Mhlanga on the economic risks caused by the war in the Middle East. Adishan Naidoo from Standard Bank Equities on investment-backed lending. What is it, and how does…

18 Oct 2023 1AM 19 min

[TOP STORY] Meetings matter, but they must make sense

Advaita Naidoo from Jack Hammer Global looks into the waste of time and Adam Grant’s four basic reasons to meet – to learn, collaborate, decide or do.

17 Oct 2023 3AM 7 min

Calgro M3 results see continued demand for housing

Anchor's Deryck Janse van Rensburg unpacks the latest update from Cashbuild and talks the generally struggling local small-cap sector. Calgro M3 CEO Wikus Lategan on results as Heps grow strongly even as it sells fewer units. Advaita Naidoo from Jack Hammer Global on the impact and cost of meetings …

17 Oct 2023 1AM 21 min

[TOP STORY] Expectations for rate cuts in the US, UK and Europe

Most central banks that started cutting rates continue to do so: David Reese, senior emerging markets economist at Schroders.

16 Oct 2023 5AM 6 min

Jamie Dimon: 'This is the most dangerous time in decades'

Nick Kunze from Sanlam Private Wealth on US banking results and the risk on trade in oil and gold. David Rees from Schroders talks global economics as they cut Chinese GDP for next year and expect no US recession. Citadel's Bianca Botes on a Brics currency and how the collection…

16 Oct 2023 12AM 20 min

[TOP STORY] Trading is ‘the hardest, easiest thing’

This is stressed by author Rob van Eyden in his recent book – Badass Trader: How to Trade Your Way to Riches.

13 Oct 2023 2AM 7 min

Strong dollar hurts commodities

Mia Kriegler from Kruger International on how they’re positioning themselves in the commodity space. Rob van Eyden discusses his book on the realities and struggles of becoming a successful trader. Simon offers his thoughts on how bonds work, yield up = price down.

13 Oct 2023 1AM 20 min

[TOP STORY] Forget de-dollarisation

There has to be a middleman single currency. It doesn't have to be the dollar, but the point is it is the dollar: Izak Odendaal – Old Mutual Wealth.

12 Oct 2023 2AM 6 min

It's looking up for hospital groups

Lonwabo Maqubela from Perpetua on local healthcare stocks. With only two remaining listed – Netcare and Life Healthcare – do either offer value? Old Mutual Wealth's Izak Odendaal on the dollar still reigning supreme. Zak Calisto from Karooooo on the latest quarterly results.

12 Oct 2023 1AM 20 min

[TOP STORY] Seeking long-term returns offshore? Listen to this

Longer term we still think China's a compelling opportunity; but pay very careful attention to sizing those positions correctly: Debra Slabber – Morningstar SA

11 Oct 2023 1AM 6 min

QSR stock battle: Famous Brands vs Spur

Alex Duys from Umthombo Wealth looking at QSR stocks after a modest Famous Brands update compared to recent good-looking Spur numbers. Herenya Capital Advisors's Petri Redelinghuys talks oil and the case for Sasol as it’s lagged the rand/Brent price. Debra Slabber from Morningstar SA on where investors should be looking…

11 Oct 2023 12AM 19 min

[TOP STORY] Living annuity drawdown: When a little bit means a lot

‘Any bit you can afford to draw down less really has a big impact on the sustainability of your retirement income’: Bjorn Ladewig – Just SA.

10 Oct 2023 3AM 5 min

US on track for golden soft landing … but risks remain

Matete Thulare from RMB on US economics. Jobs data came out strong and wage inflation was only +0.2% … is the US engineering the perfect soft landing? FNB's Sifiso Nkosi on stokvels showing resilience despite a very tough economy. Bjorn Ladewig from Just SA on drawdown rates and the impact…

10 Oct 2023 12AM 20 min

[TOP STORY] Fortress plans simplified share class structure

Fortress plans simplified share class structure ‘I think it allows us to get back to Reit status in the future more easily’: CEO Steven Brown.

9 Oct 2023 3AM 5 min

Pref shares are a tax efficient way to get yield

Reko Nare from Anchor on what individual components have been driving the local inflation basket. Keith McLachlan from Integral Asset Management talks preference shares as an alternative to cash for better tax treatment in the search for yield. Fortress's Steven Brown unpacks the Reit's plan to collapse the A and…

9 Oct 2023 1AM 20 min

[TOP STORY] Keen on wine? How about investing in it?

‘Very much like a company would be valued according to its assets and future cash flows, wine is exactly the same. When you pick stocks or wines there are very much the same principles’: Roland Peens – Wine Cellar.

6 Oct 2023 4AM 8 min

Politicians adding to market risks

Viv Govender from Rand Swiss on the effects of political conflict in the US and the upcoming debt ceiling on markets. Roland Peens from Wine Cellar on investing in wine as an alternative asset. Simon offers his thoughts on imposters on X/Twitter offering you vast riches by the weekend. No…

6 Oct 2023 1AM 20 min