Big bang, big bucks?
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A look at where opportunities lie as the transition to renewables collides with the supply shock in Europe: Tom Nelson, head of thematic equity at Ninety One.
Other recent episodes
How Sharia investing filters for quality and resilience
Maahir Jakoet, portfolio manager of the Old Mutual Global Islamic Equity Fund, explains how Sharia screening, quality investing and disciplined risk management have helped build more resilient portfolios through periods of market volatility.
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Why the economy is like a slow car climbing a steep hill – and what could change that: PSG Wealth CIO Adriaan Pask.
Retirement readiness remains a challenge for most South Africans
FNB Wealth and Investments head of product Samukelo Zwane unpacks the latest Retirement Insights Survey, highlighting low retirement confidence, rising living costs and why many South Africans expect to work for longer.
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Arno Jansen van Vuuren from Old Mutual stresses that life insurance isn’t just about the death claim payout – there’s the disability benefit if you cannot generate income while you are recovering.