'If the VIX, [the] volatility index goes above 30, maybe take some trading off. Play when the environment is suitable for you to make money, not when the environment is against you' – Petri Redelinghuys, Herenya Capital.
Nick Kunze from Sanlam Private Wealth unpacks US GDP, jobs data, and Opec’s plan to fast-track production hikes in June. Harris Gorre of Grove Point Investment Management explores the investment opportunities emerging from the US 10-year bond selloff. Petri Redelinghuys of Herenya Capital Advisors weighs in on navigating volatile markets…
Krishan Gopaul from the World Gold Council explores gold demand trends for central banks and ETFs, as well as the resilience of jewellery consumption in Q1 2025.
Chantal Marx from FNB Wealth & Investments unpacks the what, why, and how of building a core portfolio. Krishan Gopaul from the World Gold Council discusses Q1 2025 gold trends as ETF demand climbs. Simon shares thoughts on JSE all-time highs despite no budget in place.
IaIn Cunningham, head of multi-asset growth at 91 in London, considers the world’s largest country shift towards domestic consumption rather than saving as a strategy to achieve its 5% GDP growth.
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