MoneywebNOW

[TOP STORY] SA shines for Equites Property Fund amid UK exit

CEO Andrea Taverna-Turisan outlines the Reit’s strategy for low vacancy, high-quality tenants, and sustainable distribution growth locally.

15 May 3AM 7 min

Powell's Fed legacy as he steps down

Pooja Tanna from Perpetua Investment Managers reflects on Jerome Powell's eight-year term as Fed chair, and, the new stewardship expected under Kevin Warsh. Equites CEO Andrea Taverna-Turisan shares insights on the group's latest results and strong balance sheet, as it pivots away from the UK. Plus, Simon's thoughts on South…

15 May 1AM 20 min

[TOP STORY] Field to fork: Farmers’ rising risks and costs

‘In South Africa and the southern hemisphere we are in a more comfortable position in that we will be starting our harvest soon and hopefully see price increases in the near future’ – Loffie Brandt from Absa AgriBusiness.

14 May 4AM 5 min

Trump, Xi meeting in China as equals

Kea Nonyana of PrimeXBT on Trump in China and Anthropic to raise money at $900 billion valuation - crazy or fair? Citadel economist Maarten Ackerman weighs in on lessons from previous oil shocks. Plus, Loffie Brandt from Absa AgriBusiness on building resilience in local agriculture in the face of a…

14 May 1AM 20 min

[TOP STORY] Octodec repositions for future growth

CEO Jeffrey Wapnick discusses the company's six-month results to end February, highlighting the disposal of non-core properties, strong rental income growth and impressive collection rates.

13 May 3AM 7 min

Telco sector still attractive after strong run

Shaun Dendere of L7 Prime on SA telco results: Vodacom on Monday and MTN on Tuesday, are there opportunities in the sector? Octodec CEO Jeffrey Wapnick shares insights on the group's latest results. Plus, Abhishek Amichand of Sanlam Alternative Investments weighs in on private credit lending and how South African…

13 May 1AM 21 min

[TOP STORY] Balwin delivers strong full-year results, but again no dividend

'In the Western Cape, we're shooting the lights out; that's a great story,’ notes CEO Steve Brookes.

12 May 3AM 6 min

Stronger Boxer boosting Pick n Pay

Balwin CEO Steve Brookes comments on its strong full-year results, but they’ve skipped dividends again. Jimmy Moyaha weighs in on robust Boxer results that also pushed Pick n Pay higher. Plus, Redefine CEO Andrew König on first-half results that show continued growth in Poland and rate-compression on its bonds.

12 May 1AM 20 min

[TOP STORY] Exploring structural changes in healthcare and biotech

'I think the biggest mistake investors can make is dismissing healthcare as just a defensive sector; it may become one of the most important long-term innovation stories of the next decade' – Sean Kelly, Parity Wealth Managers.

11 May 2AM 6 min

Markets brace for Powell’s final Fed meet on Friday

Nick Kunze of Sanlam Private Wealth discusses US jobs data, TFG's trading update, and AngloGold Ashanti's Q1 results. Sharon Mmitsi of National Debt Advisors weighs in on the high price of fuel – it’s not all about the war in Iran. Plus, Parity Wealth's Sean Kelly on societal shifts and…

11 May 1AM 20 min

[TOP STORY] Unpacking Sappi’s financial and operational outlook

End-March 2026 interims reflect a battle with tariffs, currency and cost surges –CEO Steve Minnie.

8 May 3AM 8 min

Gold Fields cost increases a concern

Matete Thulare of Investec weighs in on the update from Gold Fields – production up, but so are costs – should investors be concerned? Sappi CEO Steve Binnie on half-year results that saw write-down and tough trading conditions. Plus, Simon's thoughts on recent hyperscalers results that saw Remaining Performance Obligations…

8 May 1AM 19 min

[TOP STORY] SA vehicle sales zoom ahead despite bumpy 2025

'We are seeing the composition moving more towards the Chinese vehicles' – Wafeeqah Lagerdien, Futuregrowth Asset Management.

7 May 3AM 6 min

Disney and Ferrari results: Any more value?

Kieran Witthuhn of Anchor Capital weighs in on Disney and Ferrari's latest results, the market response, and if he’s seeing value? Futuregrowth Asset Management's Wafeeqah Lagerdien on local vehicle sales and the debt market. Plus, Damon Sivitilli of Vantage Debt Management on young South Africans becoming the fastest-growing debt grouping.

7 May 1AM 19 min

[TOP STORY] Rebuilding investment strategies for the AI era

Marriott CIO Duggan Matthews explains why boutique firms now have a real advantage thanks to AI-driven agility and smarter workflows.

6 May 2AM 5 min

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

[TOP STORY] The complex forces driving 2026’s financial markets

Reza Hendrickse from PPS Investments says one ‘would think that this is a good time to be holding more EMs than maybe you have been holding in the last couple of years'.

5 May 3AM 6 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

[TOP STORY] Stagflation looms – with debt an extra wrinkle

Professor Adrian Saville from Gibs draws parallels between today and the 1970s, when oil prices surged tenfold and inflation reached 25% in some countries.

4 May 3AM 7 min

Pet food: A resilient and premium market

Petri Redelinghuys of Herenya Capital Advisors on whether gold remains the safe-haven play amid inflation and market uncertainty. Prof Adrian Saville of Gibs (Gordon Institute of Business Sciences)on rising stagflation fears as inflation picks up and growth stalls. Arno Abeln of Agrimark on the resilience of pet food demand and…

4 May 1AM 18 min