[TOP STORY] Is ESG dead?
Loading player...
Mila Vicquery from Energy Partners addresses the impact of Trump’s withdrawal of the US from the Paris Agreement on ESG and the Just Energy Transition.
Other recent episodes
[TOP STORY] Unpacking Sappi’s financial and operational outlook
End-March 2026 interims reflect a battle with tariffs, currency and cost surges –CEO Steve Minnie.
Gold Fields cost increases a concern
Matete Thulare of Investec weighs in on the update from Gold Fields – production up, but so are costs – should investors be concerned? Sappi CEO Steve Binnie on half-year results that saw write-down and tough trading conditions. Plus, Simon's thoughts on recent hyperscalers results that saw Remaining Performance Obligations…
[TOP STORY] SA vehicle sales zoom ahead despite bumpy 2025
'We are seeing the composition moving more towards the Chinese vehicles' – Wafeeqah Lagerdien, Futuregrowth Asset Management.
Disney and Ferrari results: Any more value?
Kieran Witthuhn of Anchor Capital weighs in on Disney and Ferrari's latest results, the market response, and if he’s seeing value? Futuregrowth Asset Management's Wafeeqah Lagerdien on local vehicle sales and the debt market. Plus, Damon Sivitilli of Vantage Debt Management on young South Africans becoming the fastest-growing debt grouping.
[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.