Citywire Money, Markets and Masterminds

Trump’s 100 days - tariffs, turmoil and tactical moves

--:--
Markets are jittery. US tariffs are biting. AI is going global. In this episode of Money, Markets and Masterminds, Morningstar SA’s head of investments, Sean Neethling, returns to the Citywire South Africa studio to unpack the biggest themes from Trump’s first 100 days from US tech’s fall from grace to a surging gold price. What does it all mean for investors? How should South Africans think about local bonds, global rotation, and fair value for the rand?

Tune in for timely insights—and a sharp take on what comes next.
14 May English South Africa Investing

Other recent episodes

Who inherits your client's pension if a minor dies first?

When a parent passes away, benefits meant for their children often get caught in legal red tape. In this episode, we unpack beneficiary funds, guardianship gaps and why a will may not be enough. Fairheads’ chief executive David Hurford (pictured above) joined Citywire South Africa to explore how advisers can…
5 Jun 20 min

Active vs passive – who’s really winning in SA?

In this month’s Mind Over Markets episode, we unpack the first ever South African Active/Passive Barometer from Morningstar. Citywire South Africa editor Ruan Jooste sits down with Michael Dodd, senior fund analyst at Morningstar South Africa, to break down which managers outperformed in 2024 — and which ones didn’t make…
30 May 14 min

Podcast: Designing fund of funds that work with advisers — not instead of them

In this episode of Money, Markets, and Masterminds, recorded in situ at the Independent Wealth Retreat at Fancourt, Citywire South Africa sits down with Stuart Green, portfolio manager at Platinum Portfolios. With a career spanning the UK’s Treasury, institutional multi-management, and private wealth, Green shares how his team builds a…
19 May 14 min

The Long Game: The new trade order is forcing investors to rethink everything

In the latest episode of Money, Markets and Masterminds, academic and investment specialist Adrian Saville returns to the Citywire South Africa studio for a wide-ranging conversation on what he calls a ‘Through the Looking Glass’ moment in global economics. Drawing parallels with Lewis Carroll’s surreal classic, Saville argues that the…
8 May 15 min

Betting on Beijing – Why China may be the smartest risk SA investors can take

Is it time for South African pension funds and private investors to reassess their bias toward developed markets – especially the US – and look to the East? In this double interview, Citywire South Africa speaks with RisCura founder and director Jarred Glansbeek and Altvest chief investment officer Akshay Karan…
24 Apr 29 min
All episodes