Citywire Money, Markets and Masterminds

Money, Markets and Masterminds

The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.
Weekly English South Africa Investing
51 Episodes
40 – 51

Trustees need to ensure that members have access to financial advice

In this episode, we delve into the essential topic of default regulations and their impact on investors and retirees. We'll explore the significance of these regulations for investment portfolios, the crucial roles of trustees and financial advisers and the strategic setup of the Investment Policy Statement. Discover how these regulations,…
21 May 2024 16 min

The rise in JSE company delistings has elevated investor concerns

The South Africa of 1995 was a very different place. The country was basking in the glow of its first democratic elections the year before. We won the Rugby World Cup for the first time and DStv had just launched.The Johannesburg Stock Exchange also looked vastly different. At the time, 600…
9 May 2024 19 min

Probate challenges and estate planning complexities

Many South African investors are seeking offshore opportunities, whether for diversification purposes or a currency hedge, or due to an economic or a political agenda.However, a recurring, underlying problem in such decisions is that most individuals don’t realise how their foreign investments may impact their estate on death.Offshore probate refers…
7 May 2024 24 min

From past to present – the role of CPD in shaping financial, legal and tax advice

Welcome to Money, Markets, and Masterminds,’ a Citywire South Africa podcast that delves into the intricate world of finance, investment and strategic decision-making.In this episode, we explore the captivating journey of continuous professional development (CPD) in South Africa, with a specific focus on its impact within the tax advisory landscape.In…
15 Apr 2024 31 min

Unveiling the lasting value of brokers – insights from the funeral industry

Insurance brokers still play a vital role in the financial services industry in providing product expertise, access to markets, claims assistance and regulatory compliance support.Despite technological advancements and alternative distribution channels, brokers continue to serve very specific needs in the value chain.In this episode we are talking specifically about the…
28 Mar 2024 16 min

How open are African pension funds to offshore allocations?

As the global economy evolves, so do the strategies of institutional investors, including pension funds. With an aim to diversify their portfolios and optimise returns, many retirement funds across the continent are increasingly looking towards offshore investments. But I wanted to find out what exactly the trends are and what…
22 Mar 2024 18 min

Prescribed assets - The potential erosion of investor choice and misallocation of capital

Welcome to 'Money, Markets, and Masterminds,' - a Citywire South Africa podcast - that delves into the intricate world of finance, investment, and strategic decision-making.   If you're a fund selector or an independent financial adviser, looking for insights, analysis, and expert opinions to enhance your perspective, you're in the right…
15 Mar 2024 19 min

ASISA’s refreshed approach to the 2023 hedge funds statistics

On Tuesday I was invited to attend a media conference at the Association for Savings and Investment South Africa (ASISA), where the organisation introduced its Transformation Report, amongst other things. It detailed the progress made by ASISA members between 2018 and 2022 and revealed that both life offices and asset managers…
6 Mar 2024 13 min

Understanding the tax implications of the SA's two-pot retirement system

"Welcome to 'Money, Markets, and Masterminds,' - a Citywire South Africa podcast - that delves into the intricate world of finance, investment, and strategic decision-making.   If you're a fund selector or an independent financial adviser, looking for insights, analysis, and expert opinions to enhance your perspective, you're in the right…
26 Feb 2024 9 min

How government policies will affect taxpayers and their advisers

‘Welcome to ‘Money, Markets, and Masterminds,’ – a Citywire South Africa podcast – that delves into the intricate world of finance, investment and strategic decision-making.If you’re a fund selector or an independent financial adviser looking for insights, analysis and expert opinions to enhance your perspective, you’re in the right place,…
22 Feb 2024 20 min
40 – 51