Moneyweb Radio MoneywebNOW

Why your portfolio needs software stocks right now

Loading player...
Petri Redelinghuys from Herenya Capital Advisors unpacks US software stocks after the selloff diven by vibe coding fears. Izak Odendaal from Old Mutual Wealth Investment looks at resilience as the Iran war becomes the fifth major global crisis in just six years. And, for Financial Literacy Month, Kashif Noor from Ashburton Investments joins us to discuss wealth beyond budgeting.
21 Apr 1AM English South Africa Business News · Business

Other recent episodes

Aspen improving, but not out of the woods

Kea Nonyana of PrimeXBT discusses AB InBev's Q1 numbers that saw beer volumes higher, plus insights on Aspen starting production of insulin at its sterile facility in Gqeberha. Marriott CIO Duggan Matthews weighs in on how they’re using AI in their investment process. And, Stonehage Fleming Investment Management SA's CIO…
6 May 1AM 20 min

Consumer stocks still require caution

Another fuel price surge for May is piling pressure on consumers. We speak to Gary Booysen from Rand Swiss about the impact on discretionary spending. Reza Hendrickse from PPS Investments unpacks how they positioned portfolios as war in Iran broke out, the market reaction they expected, and their current view…
5 May 1AM 19 min
All episodes