MoneywebNOW

7 Dec - 2020 a horror show for listed property and the JSE teeters on the brink of all-time highs

Sanlam's Nick Kunze talks markets, with the JSE at near all-time highs and oil on the rise; and we take a deep dive into listed property with Steven Brown, CEO of Fortress Reit after a dismal 2020 for the sector.

7 Dec 2020 12AM 20 min

4 Dec - The importance of offshore investments in your portfolio and a Q3 GDP forecast

Wayne McCurrie of FNB on markets closing the week at all-time highs and what to expect from Q3 GDP data next week. etfSA's Nerina Visser talks about offshore investments and structuring one's portfolio.

3 Dec 2020 11PM 20 min

[TOP INTERVIEW] Providing communities with more affordable retail, employment and economic growth

The Futuregrowth Community Property Composite has proved to be a very viable and defensive investment strategy: fund manager Smital Rambhai.

3 Dec 2020 12AM 8 min

3 Dec - The war on cash and investing in township malls

Umthombo Wealth's Alex Duys takes a look at Barloworld and Anglo American. Capital Appreciation's Alan Salomon talks the war on cash. Smital Rambhai of Futuregrowth on the investment case for township malls.

3 Dec 2020 12AM 21 min

[TOP INTERVIEW] 'Investors increased CIS deposits even as markets collapsed' - Asisa

Sunette Mulder, senior policy advisor at ASISA on seeing record inflows into collective investment schemes during the pandemic.

2 Dec 2020 12AM 6 min

2 Dec - What's driving the rand and the future of 12J investing

RMB's Matete Thulare talks the local currency, Sunette Mulder of Asisa on record inflows into CISs and Dino Zuccollo from the 12J Association on the sunset clause and the ins and outs of 12J investing.

1 Dec 2020 11PM 20 min

[TOP INTERVIEW] 'SA inflation is likely in the process of converging on global low inflation' - Izak Odendaal

Old Mutual investment strategist Izak Odendaal on local and global inflation. Have we tamed it?

1 Dec 2020 12AM 6 min

1 Dec - Booming PGMs boost Tharisa and have we tamed inflation?

FNB's Chantal Marx talks Aveng results and JP Morgan turning bullish on SA Inc. Tharisa CEO, Phoevos Pouroulisas, on the PGM and chrome earnings boom. Old Mutual's Izak Odendaal on what's driving inflation.

1 Dec 2020 12AM 21 min

[TOP INTERVIEW] 'The future of work and investing will never be the same' - Charles Savage

Purple group CEO Charles Savage talks on the changing landscape of investing as Easy Equities saw an influx of new and younger investors during lockdown.

30 Nov 2020 12AM 10 min

30 Nov - Easy Equities sees an influx of new investors and a look at the Sasol share price

Petri Redelinghuys of Herenya Capital talks the latest Sasol news. Easy Equities CEO Charles Savage on how lockdown was good for the company.

29 Nov 2020 11PM 20 min

27 Nov - Retailers gear up for Black Friday and investing in unicorns

Mia Kruger of Kruger International on the Firstrand update and decent (considering) results from Pepkor and Mr Price. Justiné Brophy of AnBro Capital on their unicorn USD listed portfolio focusing on technology and healthcare. Kaap Agri CEO Sean Walsh talks results.

26 Nov 2020 11PM 20 min

26 Nov - Revego's renewable energy fund and a look at business rescue in 2020

Umthombo Wealth's Alex Duys on talks Lewis Group. Michael Meeser of Revego Fund Managers on their renewable energy fund coming to market in 2021. Werksman's Dr Eric Levenstein on business rescue in 2020.

26 Nov 2020 12AM 20 min

25 Nov - Is now the time to buy gold?

Gary Booysen of Rand Swiss talks financials and where he sees value. Sanlam's Greg Katzenellenbogen on what's driving the gold price drop. A buying opportunity for the metal or the miners? Zukile Nchukane of Mianzo Asset Management on two new unit trusts with passive-style fees.

24 Nov 2020 11PM 19 min

24 Nov - How to combat fear when investing and Prosus share buybacks

AlphaWealth's Greg Strachan on balancing your portfolio. Anchor Capital's Deryck Janse van Rensburg talks Prosus and its share buyback strategy - has it worked?KAP CEO, Gary Chaplin, on their R2bn PG Bison plant expansion.

23 Nov 2020 11PM 21 min

23 Nov - SA's latest downgrades unpacked, where to find value in small caps and changing shopping trends

Sanlam's Nick Kunze talks SA moving further into junk, will this hurt the banks? TigerBrands CEO Noel Doyle on shrinking margins and the lockdown's effect on shopping trends. Alpha Asset Management's Keith McLachlan gives tips on how to find value in small caps.

23 Nov 2020 12AM 21 min

20 Nov - Offshore medical property investments and have exchange controls really been eased?

Matete Thulare of RMB on the rattlesnake rand. etfSA's Nerina Visser on the latest changes to exchange control restrictions and offshore investing. Orbvest CEO Martin Freeman talks living locally but earning offshore with its US property offering.

19 Nov 2020 11PM 21 min

19 Nov - Renergen's zero-emission solutions and can we expect another repo rate cut?

FNB's Chantal Marx on the upcoming MPC decision, Spar still struggling in Poland and Brait's NAV - do we believe it? Renergen CEO Stefano Marani on their zero-emission solution for the cold chain logistics industry and Ninety One's Sangeeth Sewnath on FNZ's Silica acquisition.

18 Nov 2020 11PM 20 min

18 November - Investing in emerging markets vs foreign aid and Ninety One's results unpacked

FNB's Wayne McCurrie on WBHO and Ninety One results. Stor-Age GM Chris Oosthuizen talks the effects of lockdown on the business. Philani Sangweni, director at E4E Africa, discusses investing into emerging markets as an alternative to foreign aid.

17 Nov 2020 11PM 20 min

17 November - Markets react to another vaccine announcement and a look at Tsogo Sun Hotels's results

Kruger International's Mia Kruger talks markets as the Moderna vaccine is announced. Tsogo Sun Hotels CEO Marcel von Aulock on results after six months of lockdown. Octodec MD Jeffrey Wapnick discusses their full year results and its deferred dividend.

16 Nov 2020 11PM 20 min

16 November - Gold stocks, China regulatory risks and La Niña conditions

Petri Redelinghuys of Herenya Capital talks charts of interest as US markets head for new highs. Rand Swiss's Viv Govender on the regulatory risks coming out of China and potential impact on Tencent. Wandile Sihlobo of Agbiz on La Niña and concerns over rising unemployment in the WC agri sector.

15 Nov 2020 11PM 19 min