This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

[TOP STORY] Do just a few key stocks drive most of the returns?

Loading player...

‘Your top five [S&P 500] contributors to returns have tended to generate about 29% of the return of the index in any given year’ – Sean Ashton, Private Clients, Old Mutual Wealth.

11 Sep 2025 3AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Preferring active over passive in the current environment?

Luigi Marinus of PPS Investments cautions that chasing hot stocks might burn your passive portfolio.

21 Aug 2AM 6 min

Spur with a taste for dividends

Analysis of Spur’s strong results against a tougher performance from Exxaro and the opportunities that shifting market regimes are creating for active investors.

21 Aug 1AM 19 min

[TOP STORY] The complex forces behind July’s inflation drop

Investec’s Tertia Jacobs breaks down July inflation, which came in below expectations, and considers the fuel price rollercoaster.

20 Aug 2AM 5 min

DRDGold’s margin focus pays off

Analysis of DRDGold’s results as earnings surge, and a look at Merchant West’s R5bn asset-backed note programme.

20 Aug 1AM 20 min

[TOP STORY] Lessons SA can take from Spain’s turnaround

Izak Odendaal from Old Mutual Wealth Investment explores how the best-performing big economy in Europe bounced back from a devastating economic crisis in the early 2010s.

19 Aug 2AM 6 min

All episodes