Be a Better Investor

Ways in which investors or analysts generally approach share analysis

Protea Asset Management CEO Jean Pierre Verster describes how his company uses both a fundamental and a quantitative approach, which he has termed a ‘quantimental’ investment process.

4 Feb 2022 23 min

'We're at the backend of a bubble ...'

Rezco Asset Management's CIO, Rob Spanjaard.

26 Nov 2021 24 min

Venture capital and private equity – what's the difference?

Private equity looks for businesses generating free cashflow, and uses financial engineering to optimise returns in the business; venture capital is about building something which doesn't exist and turning it into something compelling’: Llewellyn Claasen from Newtown Partners

21 Nov 2021 18 min

Markets and music

Jacobus Brink

6 Nov 2021 20 min

Talking about the market, and especially fixed income

Arno Lawrenz - CIO of Sasfin Asset Management

22 Oct 2021 20 min

Market Commentator

Gyongyi King

15 Oct 2021 15 min

Market Commentator

Alwyn van der Merwe

24 Sep 2021 22 min

What Ninety One is buying and selling

And why – Hannes van den Berg, co-head of SA Equity & Multi-Asset within the 4Factor team at the asset manager explains.

19 Sep 2021 22 min

Is SA a bit of a value trap following the events of the past decade?

‘I do believe that our companies from a valuation perspective – even despite those shorter-term risks – are for the longer term in a good position’: CIO Sonja Saunderson from Momentum Investments.

12 Sep 2021 16 min

Working in a ‘multi-family investment office’

Dr Adrian Saville – investment specialist, Genera Capital, and Gibs professor.

3 Sep 2021 21 min

Market Commentator Podcast

Patrice Rassou - CIO, Ashburton Fund Managers

27 Aug 2021 22 min

'We have stunning value in our equity and bond market' – Karl Leinberger

‘We think SA equities are very compelling right now, and it's a big change in view compared to where we were three years ago, five years ago’ says the Coronation CIO.

21 Aug 2021 22 min

'SA is one of the top-performing equity markets over the last 120 years'

Allan Gray CIO Duncan Artus talks equities, Reg 28, cryptos, the Naspers/ Prosus share swop and why the money manager doesn't offer a flexible fund.

13 Aug 2021 25 min

Behavioural change since Covid-19’s onset has impacted the performance of many companies

‘Marriott is all about helping investors build income streams for when they decide to retire, and ... for a source of income from their investments,’ Duggan Matthews CIO, Marriott Investment Managers.

17 Mar 2021 14 min

SA government bond yields may be down, but they’re still hugely attractive

Marriott Asset Managers still considers a five-year SA bond a very low-risk investment, giving substantially better returns than money sitting in a bank account: CIO Duggan Mathews.

19 Feb 2021 16 min

5 FEBRUARY 2021-PATRICE ROUSSEAU CIO ASHBURTON

Moneyweb editor Ryk van Niekerk hosts the weekly 'Be a Better Investor' podcast to give both amateur and established retail investors a peek at how professional investors invest. He chats to professional investors about their experiences in selecting potential investments, as well as how successful these processes have been. They…

5 Feb 2021 15 min

210129-Julian Koski CIO New Age Alpha

Moneyweb editor Ryk van Niekerk hosts the weekly 'Be a Better Investor' podcast to give both amateur and established retail investors a peek at how professional investors invest. He chats to professional investors about their experiences in selecting potential investments, as well as how successful these processes have been. They…

29 Jan 2021 17 min

Asset management strategies change over the years

‘There are certainly signs of things we experienced in 1999/2000, when we had the IT bubble,’ posits Alwyn van der Merwe from Sanlam Private Wealth.

11 Dec 2020 17 min

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3 Dec 2020 13 min

Investing in alternatives: Blended approach for sustainable returns, social impact

David Moore – head of alternative investments at Alexander Forbes Investments

26 Nov 2020 15 min