[TOP STORY] Tharisa interims show cost pressure the order of the day

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‘PGMs have come off a little in the last year, pricing is still stable and solid, and chrome concentrate prices have increased exponentially over the last six months in particular’: COO Michelle Taylor

27 May 2022 2AM English South Africa Business News · Business

[TOP STORY] The inverse relationship between bond yields and equities

John Stopford, head of multi-asset income at Ninety One, talks us through why higher bond yields are typically negative for equities, and what investors need to know.

27 Oct 2AM 7 min

Is your Reg 28 fund pulling its weight?

Is Pick n Pay really turning around, or is Boxer masking the cracks? Merchant West Investments’s Alyssa Viljoen unpacks the results. Ninety One’s John Stopford warns of risks to equities as bonds and stocks diverge, while PSG Asset Management’s Dirk Jooste explains how understanding your Regulation 28 fund can boost…

27 Oct 1AM 21 min

[TOP STORY] Secrets to a decade of successful investing

Truffle Asset Management’s Etienne Roux shares the investment philosophy, downside protection and strategy of the Amplify Wealth Protector Fund.

26 Oct 2AM 6 min

Sasol at R300: Where to next?

Nick Kunze from Sanlam Private Wealth previews Pick n Pay’s results and unpacks the surge in oil and Sasol. Truffle Asset Management’s Etienne Roux on the secrets to a decade of successful investing. Plus, Juan Carlos from Artigas World Gold Council on how digital gold could attract a new generation…

26 Oct 1AM 19 min

[TOP STORY] Water scarcity and commercial landlords’ evolving strategies

Property analyst Keillen Ndlovu quotes Zodidi Meyiswa from Salga as reporting that at most municipalities ‘almost half of the purified water gets lost … through leakages, water-pipe bursts, theft, and non-payment’.

23 Oct 3AM 8 min