MoneywebNOW

[TOP STORY] Equites: From UK success to SA opportunities

CEO Andrea Taverna-Turisan discusses half-year results to August 2025 and explains the company’s new focus on SA’s logistics market.

10 Oct 3AM 8 min

JSE stock offering value with market at records

Schalk Louw from PSG Old Oak on whether there’s still value to be found on the JSE as the CEO steps down amid a booming equity market. Andrea Taverna-Turisan, CEO of Equites Property Fund, discusses the group's strong results as it exits the UK and ramps up speculative local developments…

10 Oct 1AM 21 min

[TOP STORY] Inflation fatigue: are consumers running on empty?

‘Everyday goods cost more, permanently more. … That squeezes your discretionary spending and your confidence.’ – Anchor Capital Economist Casey Sprake.

9 Oct 3AM 8 min

Do City Lodge share buybacks point to a higher price?

Independent analyst Jimmy Moyaha says City Lodge’s share buybacks and stronger results hint at renewed momentum — and possible opportunity. Anchor’s Casey Sprake unpacks the inflation hangover and fallout from the US government shutdown. CFI South Africa’s George Khoury looks at how money stress affects mental health and small steps…

9 Oct 1AM 21 min

[TOP STORY] Rethinking bonds: The new rules of portfolio defence

'Things have to change in your portfolio to reflect the shifts that we've had since Covid' – Sahil Mahtani from Ninety One.

8 Oct 2AM 5 min

Illegal mining still a risk for the industry

Sithembile Bopela from FNB Wealth and Investments on Datatec’s upbeat update, which sent the share price higher. Sahil Mahtani from Ninety One on whether investors still need government bonds if they’re struggling to play their traditional role as portfolio shock absorbers. PwC’s Andries Rossouw, unpacks their latest mine report.

8 Oct 1AM 20 min

[TOP STORY] Digging into Mr Price’s ‘free cash flow to EV yield’ metric

Keith McLachlan from Element Investment Managers explains: 'We’re trying to get a sense of what true profits are'.

7 Oct 2AM 6 min

US markets are pricey … but don’t fight the highs

Petri Redelinghuys from Herenya Capital Advisors on whether pricey US markets have him worried. Keith McLachlan from Element Investment Managers breaks down his free-cash-flow-to-EV yield – what it means and how to use it. Mark McChlery from PayJustNow on the ever-earlier start to Black Friday – what discount levels drive…

7 Oct 1AM 21 min

[TOP STORY] SA’s challenges with tariffs, inflation and central bank independence

Herman van Papendorp from Momentum Investments considers SA investors should have both nominal and inflation-linked bonds in their portfolios over the next six to 12 months.

6 Oct 3AM 7 min

Five themes driving the gold bull market

Nick Kunze from Sanlam Private Wealth highlights local vehicle sales hitting decade highs, explores whether this is a genuine opportunity, and comments on the absence of US jobs data. George Cheveley from Ninety One breaks down the five key themes driving gold bulls. Herman van Papendorp from Momentum Investments outlines…

6 Oct 1AM 22 min

[TOP STORY] How ETFs are making investing more accessible

Ben Meyer from Prescient looks back on 25 years of ETF growth in South Africa, though still a small slice of the CIS market.

3 Oct 3AM 9 min

PGM story still positive, but beware of Fomo

Kieran Witthuhn from Anchor on the gold and PGM surge — and how they’re positioning portfolios at these levels. Ben Meyer from Prescient on 25 years of ETF growth in South Africa, though still a small slice of the CIS market. Simon on Fed Chair Powell’s warning that stocks are…

3 Oct 1AM 20 min

[TOP STORY] Actively managed funds vs passive in H2 2025: Spiva insights

Tim Edwards from S&P says, ‘Sometimes people think that a passive approach, getting the market, is settling for average … our data suggests no, it's not quite settling for average. It might in fact be considerably better than average’.

2 Oct 3AM 7 min

Reduced ETF fees gives R20m back to investors

Lonwabo Maqubela from Perpetua Investment Managers on Capitec’s stellar performance, with Heps and dividends surging around 26%. Tim Edwards from S&P Dow Jones Indices breaks down the latest SPIVA report, revealing most active funds lag behind the index. Kingsley Williams, CIO at Satrix, announces a reduction in the TER for…

2 Oct 1AM 20 min

[TOP STORY] Is your business ready to dance with uncertainty?

‘There's room for change, there's room for innovation, there's room to be agile. It's dependent on business leaders and companies and stakeholders working together’ – PwC SA Senior Economist Christie Viljoen.

1 Oct 3AM 6 min

Which healthcare stock does your portfolio need?

Could the recent positive update from Netcare, compared to Life Healthcare, signal that the healthcare sector is worth considering for investors? Chantal Marx from FNB Wealth & Investments weighs in. Christie Viljoen from PwC South Africa explores the numerous business risks and the opportunities that arise from forced change. EY’s…

1 Oct 1AM 20 min

[TOP STORY] Active vs passive strategies in a changing market

Francois van der Merwe of Sanlam Investments Multi-Manager dives into the active vs passive investing debate – and reveals the conditions when active strategies really shine.

30 Sep 2AM 6 min

Gold on track to hit $5 000 soon

Matete Thulare from RMB weighs in on the US dollar’s 2025 slide – with the DXY down nearly 10% this year, is further weakness on the horizon? Francois van der Merwe of Sanlam Investments Multi-Manager dives into the active vs passive investing debate – and reveals the conditions when active…

30 Sep 1AM 20 min

[TOP STORY] Zar sensitivity is a feature – not a bug

Bianca Botes from Citadel Global takes us through the forces behind the rand’s sharp swings.

29 Sep 2AM 6 min

Glitter or fade: Is silver offering value post-peak?

Nick Kunze from Sanlam Private Wealth unpacks silver’s surge as it edges toward all-time highs, while Mike Oswin from the World Gold Council explains how wholesale digital gold could transform the tradability of stored bullion. And Bianca Botes from Citadel Global takes us through the forces behind the rand’s sharp…

29 Sep 1AM 20 min