MoneywebNOW

[TOP STORY] Rebuilding investment strategies for the AI era

Marriott CIO Duggan Matthews explains why boutique firms now have a real advantage thanks to AI-driven agility and smarter workflows.

6 May 2AM 5 min

Aspen improving, but not out of the woods

Kea Nonyana of PrimeXBT discusses AB InBev's Q1 numbers that saw beer volumes higher, plus insights on Aspen starting production of insulin at its sterile facility in Gqeberha. Marriott CIO Duggan Matthews weighs in on how they’re using AI in their investment process. And, Stonehage Fleming Investment Management SA's CIO…

6 May 1AM 20 min

[TOP STORY] The complex forces driving 2026’s financial markets

Reza Hendrickse from PPS Investments says one ‘would think that this is a good time to be holding more EMs than maybe you have been holding in the last couple of years'.

5 May 3AM 6 min

Consumer stocks still require caution

Another fuel price surge for May is piling pressure on consumers. We speak to Gary Booysen from Rand Swiss about the impact on discretionary spending. Reza Hendrickse from PPS Investments unpacks how they positioned portfolios as war in Iran broke out, the market reaction they expected, and their current view…

5 May 1AM 19 min

[TOP STORY] Stagflation looms – with debt an extra wrinkle

Professor Adrian Saville from Gibs draws parallels between today and the 1970s, when oil prices surged tenfold and inflation reached 25% in some countries.

4 May 3AM 7 min

Pet food: A resilient and premium market

Petri Redelinghuys of Herenya Capital Advisors on whether gold remains the safe-haven play amid inflation and market uncertainty. Prof Adrian Saville of Gibs (Gordon Institute of Business Sciences)on rising stagflation fears as inflation picks up and growth stalls. Arno Abeln of Agrimark on the resilience of pet food demand and…

4 May 1AM 18 min

[TOP STORY] Pre-marital financial conversations for couples – beyond the wedding budget

BDO Wealth’s Shaun Chennells highlights that money is a leading cause of divorce, making premarital financial counselling just as essential as relationship counselling for couples building a life together.

30 Apr 3AM 7 min

AI fuels Mag 7 earnings … but not all will win

Kea Nonyana of PrimeXBT unpacks JP Morgan’s increased stake in Sibanye-Stillwater and Astral Foods’s latest trading update. BDO Wealth’s Shaun Chennells looks at how marriage, shared finances and complex wealth structures intersect.

30 Apr 1AM 17 min

[TOP STORY] Private investment helps shape SA’s path to economic renewal

‘Digital infrastructure and connectivity are high up in terms of the themes we look to get behind' – Mineworkers Investment Company CIO Nchaupe Khaole.

29 Apr 4AM 6 min

Africa’s crypto market is growing fast, but new investors face real risks

Independent analyst Jimmy Moyaha unpacks the UAE’s exit from Opec and Opec+ and what it means for oil markets. Nchaupe Khaole of the Mineworkers Investment Company discusses SA’s economic recovery and why capital may not be reaching SMEs. Plus, Binance’s Larry Cooke on the rise of crypto across Africa and…

29 Apr 1AM 21 min

[TOP STORY] Current SA consumer spending habits

Discovery Bank CEO Hylton Kallner reflects on respondents’ trends – from increased online betting and use of weight-loss drugs to healthier eating habits and being ‘disciplined, deliberate, and value conscious’.

28 Apr 2AM 6 min

Is the private credit boom starting to wobble?

Independent analyst Jimmy Moyaha unpacks China’s order for Meta to unwind a major AI deal, as global tech tensions continue to escalate. Discovery Bank CEO Hylton Kallner joins us to discuss new data revealing a rise in consumer spending on health and online gambling – and what’s driving this changing…

28 Apr 1AM 24 min

[TOP STORY] Early stress signals in US private credit market

‘When people sell assets globally, they often come to South Africa because we have some of the most liquid equity, bond, and currency markets': Warren Buhai – Senior Portfolio Manager, STANLIB Asset Management.

24 Apr 2AM 6 min

Clicks cautions about rest-of-year trading

Clicks sells off following its latest results – we unpack the market reaction with Petri Redelinghuys from Herenya Capital Advisors. Is this about the numbers, or a consumer under growing pressure? Warren Buhai of STANLIB Asset Management weighs in on rising private credit risks in the US – and whether…

24 Apr 1AM 20 min

[TOP STORY] Reading fund fact sheets is your best investment move

‘Once you start understanding … and simplifying things for yourself, we feel that it does empower you to make a more informed decision in terms of where to invest’ – Duma Mxenge, Head of Business and Market Development at Satrix.

23 Apr 3AM 6 min

March inflation: The calm before the storm

Kea Nonyana from PrimeXBT unpacks strong Capitec results and BHP's latest update. Lismore Burke from CFI Financial Group shares what you need to know before you start trading – and why trading is not gambling. Plus, Satrix’s Duma Mxenge explains how to understand your fund’s fact sheet and MDD.

23 Apr 1AM 20 min

[TOP STORY] Europe wants minerals, SA wants oil. Deal on.

An initial ‘€200 million is coming in as a loan in order for us to improve our infrastructure and be able to mine these minerals effectively’ – Harry Scherzer, CEO at Future Forex.

22 Apr 2AM 5 min

A consumer discretionary for your portfolio

Chantal Marx from FNB Wealth and Investments unpacks Afrimat’s latest update – is the weakness a warning sign? Harry Scherzer, CEO of Future Forex, explains why Europe is emerging as an increasingly valuable long-term partner for South Africa. Lucia Bergh from PwC South Africa highlights how local family businesses are…

22 Apr 1AM 19 min

[TOP STORY] ‘Buy the dip’ or ‘buy and hold’ in uncertain markets?

‘There are a lot of things you can do as a government to get your hands on people’s savings, but you can't force foreigners to buy your debt’ – Izak Odendaal, Old Mutual Wealth Investment Strategist.

21 Apr 3AM 7 min

Why your portfolio needs software stocks right now

Petri Redelinghuys from Herenya Capital Advisors unpacks US software stocks after the selloff diven by vibe coding fears. Izak Odendaal from Old Mutual Wealth Investment looks at resilience as the Iran war becomes the fifth major global crisis in just six years. And, for Financial Literacy Month, Kashif Noor from…

21 Apr 1AM 20 min