How to build a core portfolio

STANLIB’s Chetan Ramlall envisages job-displacement, a reimagining of jobs where new types of roles will come to the fore.

Kea Nonyana from Scope Prime says Monday’s oil price movement points to a global glut, which could spell trouble for Sasol. Capital Appreciation CEO Brad Sacks attributes their strong results to significant growth in payment volumes. STANLIB’s Chetan Ramlall on using AI and machine learning in the investment process.

‘I think there are better opportunities [than gold], and we are looking at PGMs as the unappreciated commodity market over the next few years' – Tana Mongwe from Old Mutual investment Group.

Shaun Dendere of Trive Investments on Naspers and Prosus delivering strong results as they aim to diversify beyond Tencent. OMIG’s Tana Mongwe explains their shift from gold to increased exposure in PGMs. Dr Daniel Cash from Aston Law School highlights the importance of establishing an African Credit Rating Agency.

‘We need to develop strong teams that have equal knowledge – like the bond-issuing syndicates that structure the IPOs’: Dr Misheck Mutize, UCT Graduate School of Business.