[TOP STORY] Navigating money market funds amid falling interest rates
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Stanlib's Eulali Gouws explains the intricacies and implications of the coming Jibar/Zaronia switchover.
Other recent episodes
[TOP STORY] SA Reit returns drop sharply
Ian Anderson from Merchant West Investments weighs in on the local Reit sector’s response to the war in Iran spooking markets, and some increased demand for office space.
Quick profit-taking can shield portfolios in choppy markets
Petri Redelinghuys from Herenya Capital Advisors unpacks how he navigates the fog of unreliable war-time information when making investment calls. Ian Anderson from Merchant West Investments weighs in on the local Reit sector after a sharp 12.3% drop in March – is this a buying opportunity or a warning sign?…
[TOP STORY] Misconceptions about oil at $100/barrel
Manpreet Gill, CIO for Africa, Middle East and Europe at Standard Chartered Wealth Solutions explains the advantage now of holding hedges and the part gold can play.
As US earnings season kicks off, guidance is key
Nick Kunze from Sanlam Private Wealth asks whether markets are adjusting to the war amid failing peace talks. Keith McLachlan of Element Investment Managers weighs up stock-based compensation – the good, the bad and the very ugly. Manpreet Gill from Standard Chartered unpacks the inflation data, with no real surprises,…
[TOP STORY] Insights into SA’s asset management industry
Janina Slawski from Alexforbes weighs in on local equity returns and rand strength – a good story for local asset managers and investors over the past year, barring the recent Middle East fallout.