When doing nothing is the smartest move

Loading player...
In a market obsessed with momentum and noise, standing still can feel like failure. But what if that’s the smartest move? In this episode of Money, Markets, and Masterminds, investment strategist and GIBS professor Adrian Saville returns to unpack the behavioural traps investors fall into, the global macro shifts reshaping portfolios, and why asset allocation—not flashy trades—is still the unsung hero of long-term success.

From diving goalkeepers to gold allocations and Bitcoin doubts, this one’s for advisers and allocators who want signal, not noise.
21 Jul English South Africa Investing

Other recent episodes

Sponsored: How South African institutions are rethinking risk and returns with Investec

In this sponsored episode of Money, Markets and Masterminds, brought to you in partnership with Investec for Institutions, we sit down with Richard Swain, head of institutional coverage at Investec. With more than two decades’ experience across London and South Africa in derivatives, equities and multi-asset solutions, Richard shares his…
3 Sep 37 min

Are small caps finally having their moment?

In this Mind over Markets episode of Money, Markets, and Masterminds, Morningstar’s head of investments, Sean Neethling, joins Citywire South Africa to unpack the ‘size debate’. From the Russell 2000 index’s rally to South Africa’s cheap but illiquid mid- and small-cap space, we explore whether the recent rotation is a…
1 Sep 18 min

Retiring in Africa: Cross-border lessons on building inclusive pension systems

In this special Money, Markets, and Masterminds roundtable, we take retirement planning beyond South Africa’s borders. Host Ruan Jooste is joined by Mtho Ncube, wealth manager and employee benefits consultant at GTC in Johannesburg; LeRoy Otenyo, employee and retirement benefits consultant at Zamara Group in Kenya; and Edmond Ade, certified…
14 Aug 46 min

How South Africa can fast-track growth

In the latest Money, Markets, and Masterminds Long Game episode, economist and investment strategist Adrian Saville shares an evidence-based blueprint for transforming South Africa’s economy. Drawing on six decades of global data, he argues that high savings and investment rates, greater economic openness, and targeted sector development could halve unemployment…
13 Aug 22 min

Mind Over Markets: Is the tide turning for US dominance?

Emerging markets are making waves — and South Africa is riding high. In the latest Money, Markets, and Masterminds podcast, Citywire South Africa editor Ruan Jooste is joined by Sean Neethling, Head of Investments at Morningstar South Africa, to unpack why the MSCI EM Index is booming, how global capital…
4 Aug 20 min