[TOP STORY] Investing through the Iran conflict market volatility

Loading player...
Momentum Head of Asset Allocation Herman van Papendorp expects ‘earnings growth momentum might be slightly slower than pre-Iran, but it's still going to be there, still going to be significant’.
8 Apr 3AM English South Africa Business News · Business

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.
14 Apr 3AM 7 min

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?…
14 Apr 1AM 20 min

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,…
13 Apr 1AM 21 min