[TOP STORY] Finding opportunities in a concentrated global market

ETFSA’s Mike Brown notes that after former heavy opposition ‘quite a few’ active managers have joined the exchange-changed product industry and others will be joining very shortly.

Odwa Magwentshu from Momentum on RFG’s Premier offer, PSG Financial Services’s strong results, and gold’s historic nine-week winning streak. Mike Brown from ETFsa unpacks his Q3 Exchange Traded Product report. Simon weighs in on Nvidia, TSMC and ASML — do these tech giants have Buffett-style moats?

Sarah Nicholson of JustMoney calls today’s bargain-hunting a ‘national sport’.

Viv Govender from Rand Swiss on upbeat results from ASML and LVMH — with the latter lifting global luxury stocks. Sarah Nicholson from JustMoney unpacks insights from their Money and Me survey – how South Africans are earning, spending and saving. Naledzani Mosomane from Standard Bank Group on a thriving…

Ninety One’s Duane Cable on why the once ‘safe’ portfolio has turned risky – and where conservative investors can still find refuge as yields tighten.