As things rapidly change, 'the relative game is very much US equities over US bonds, even though the valuations might tell you the other way around’ is the view of Momentum Investments’ Herman van Papendorp.
Chantal Marx from FNB Wealth & Investments unpacks Telkom’s latest update, with weak revenue growth but strong mobile and data performance. Reza Hendrickse from PPS Investments discusses where the cash is going after selling down local bonds last year, while Herman van Papendorp from Momentum Investments shares insights on managing…
‘Over the last number of years it's become harder and harder for, for example, oil, gas and coal companies to raise funding and financing to build mines. The streamers have jumped into that space to fill the niche’ – Keith McLachlan from Integral Asset Management.
Nick Kunze from Sanlam Private Wealth unpacks more strong US jobs data and more Trump risks, while Integral Investment Managers's Keith McLachlan explores ‘mine streaming,’ where funders are repaid in mined commodities. Beer Association of SA CEO Charlene Louw breaks down the scale of the local and global beer economy.
‘We want to allow our investment people to spend a lot more time doing the human part of investing, rather than the stuff that the machine is going to do’: Stanlib CEO Derrick Mnisi
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