Independent analyst Jimmy Moyaha unpacks Clicks, now trading on a PE roughly half its decade-long average. Is this a rare value opportunity, or are investors witnessing a changing of the guard? Eric Levenstein of Werksmans Attorneys discusses the business rescues of Murray & Roberts and Group Five, and what their…
Ian Anderson of Merchant West Investments discusses the sector’s 4.2% return in June alone, Delta Property Fund’s 50% surge and Hyprop and Vukile expanding in Europe.
Nick Kunze from Sanlam Private Wealth unpacks Hudaco's results in a tough trading environment and whether Japan's weak yen, rising yields and stronger markets are creating opportunity. Ian Anderson from Merchant West Investments reviews first-half Reit performance and the appeal of Italian property deals. Chris Fraenkel, Wealth Manager at Private…
'I would really point all of your listeners to our recent central bank survey; it's a master class in being able to see what everybody's thinking’ – Taylor Burnette, World Gold Council.
Reko Nare from Anchor unpacks the growth of AMETFs in SA and globally, what's driving adoption, and where they add the most value. Taylor Burnette from the World Gold Council discusses the Gold Mid-Year Outlook 2026 and what lies ahead for the gold price this year. Simon weighs in on…
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