[TOP STORY] Managing portfolios in the era of Trumponomics

Loading player...
As things rapidly change, 'the relative game is very much US equities over US bonds, even though the valuations might tell you the other way around’ is the view of Momentum Investments’ Herman van Papendorp.
11 Feb 2AM English South Africa Business News · Business

Other recent episodes

BHP Group upbeat despite earnings slip

Chantal Marx, FNB Wealth & Investments, on BHP Group’s results as the market brushed off profits falling to a five-year low. Scott Cummins, Aveng CEO, on results as two challenging projects pushed the company into a loss for the period. Bradd Bendall, BetterBond, on a strong July in the home…
20 Aug 1AM 20 min

MTN’s results strong ... will the stock move higher?

Independent analyst Jimmy Moyaha on MTN’s strong results. Off a low base with currency woes easing, yet the market sold it off – is there still value? Mongezi Mtati from Rogerwilco on their new fast food and QSR report: value, taste, and location lead the way. Seshni Naidoo of ENGIE…
19 Aug 1AM 21 min