How to build a core portfolio

Kea Nonyana from Scope Prime unpacks Telkom’s latest results and weighs in on the broader outlook for the local telco sector. Kobus Gertenbach, CEO of Premier Group, on solid results, tighter operational efficiency, and easing input costs boosting performance. Khwezi Jackson from 10X Investments on taking responsibility for your own retirement.

Aiman Shanks from Schroders talks through this ‘new investment era where previously held assumptions no longer hold water’.

Independent analyst Carmen Mpelwane breaks down Omnia’s performance: mining surges, agri holds firm, but chemicals drag. Aiman Shanks from Schroders dives into quantamental investing. Fortress CEO Steven Brown on their pre-close update – vacancies at just 0.9%? Which is basically fully let.

Ian Anderson of Merchant West Investments considers the impact of lower interest rates, attractive dividend yields, reduced vacancies, and ongoing value in Reit valuations.

Matete Thulare of RMB weighs in on the rand – can the currency’s newfound muscle keep flexing? Ian Anderson at Merchant West Investments reviews May’s Reit run – are there still bargains in the sector? Petri Redelinghuys from Herenya Capital Advisors: What alt-coins catch his eye apart from Bitcoin?