Is it the year 20 twenty ‘thrive’ or 20 twenty ‘survive’?

--:--
Welcome to a brand-new year and the latest episode of ‘Money, Markets, and Masterminds’, the Citywire South Africa podcast that unpacks the intricate world of finance and investments.

In this episode – our first for 2025 and the eighth in partnership with Morningstar South Africa – I’m joined by Sean Neethling , Morningstar’s head of investments, to gaze into the crystal ball for the year ahead.

As we leave 2024 behind, with its surprises, market highs and political shifts, we tackle pressing questions:

• Will US equities sustain their stellar performance, or is caution warranted?
• How will global interest rates and inflation shape developed and emerging markets?
• Can South Africa build on the positive momentum from last year’s elections?

Whether you’re a financial adviser, fund selector, or institutional investor, this episode delivers actionable insights, expert analysis and strategic tips to help you navigate the uncertainties of 2025.
10 Jan English South Africa Investing

Other recent episodes

Betting on Beijing – Why China may be the smartest risk SA investors can take

Is it time for South African pension funds and private investors to reassess their bias toward developed markets – especially the US – and look to the East? In this double interview, Citywire South Africa speaks with RisCura founder and director Jarred Glansbeek and Altvest chief investment officer Akshay Karan…
24 Apr 29 min

Best practice leads to better advice

Behind every piece of great advice is a solid foundation. In this episode of Money, Markets, and Masterminds, Citywire South Africa sits down with Rita Cool, the head of individual consulting strategy and part of the Best Practice division at Alexforbes, to discuss what best practice really means for financial…
16 Apr 12 min

Is it time-out for Trump’s tantrum?

In this episode of Money, Markets & Masterminds, Citywire South Africa is joined by Morningstar SA’s head of investment Sean Neethling to unpack the so-called Trump tariff tantrum. With sweeping US tariffs hitting markets globally – and South Africa not spared – we explore what this geopolitical jolt means for…
10 Apr 16 min

How to Trump-proof your portfolio

In this episode of Money, Markets, and Masterminds, Citywire South Africa sits down with Chantelle Baptiste, portfolio manager and head of equity research at Fairtree, to discuss the biggest financial trends shaping 2025. With market swings following every Trump statement, growing policy uncertainty, and South Africa’s own economic challenges, how…
18 Mar 18 min

How taxes are killing South Africa’s economy

With value-added tax (VAT) hikes, rising income tax burdens, and thousands of non-compliant taxpayers, has South Africa’s economy reached its tax tipping point? In this episode of Money, Markets, and Masterminds, Citywire South Africa and Keith Engel, CEO of the South African Institute of Taxation, break down the true impact…
14 Mar 23 min