29 Jan - 2021: What investment themes will we see?

‘Instead of trying to be particularly right on something, I think it's more important to prepare for those different potential outcomes' – Sean Neethling, Head of Investments at Morningstar.

Zimele Mbanjwa from FNB Wealth & Investments unpacks Absa's trading update. The stock looks cheap, but the market clearly didn't like what it saw. Ruen Naidu from Ninety One discusses what a new Fed chair with a hawkish stance and a structural reform agenda could mean for markets. Sean Neethling…

‘One of the biggest risks in choosing benchmarks is that you don't match what you actually want as an objective’ – Satrix Quantitative Portfolio Manager Siyabulela Nomoyi.

Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus results as Takealot delivers an adjusted Ebitda profit – but is the story still all about Tencent? Invicta CEO Steven Joffe joins us to discuss results showing 50% of revenue now comes from offshore operations as tough local trading conditions persist…

The best opportunities which we fund are when there's cross-collaboration between faculties – and that's when you really get something unique. Wayne Stocks, Stocks & Strauss.