Sithembile Bopela from FNB Wealth and Investments unpacks whether Aspen’s plan to sell its APAC (ex-China) assets sharpens the investment case. Herman van Papendorp from Momentum Investments explores how the US attack on Venezuela carries consequences well beyond Latin America, with longer-term implications for investors. Craig Antonie of AnBro Capital…
Infringing on central bank independence is ‘really doing the opposite of investing in your future; you're investing in now at the expense of the future’ – Future Forex CEO Harry Scherzer.
Faheema Adia of Momentum Securities on the Mr Price German deal announced late last year. The market hates it, but is it all bad? Future Forex CEO Harry Scherzer weighs in on the importance of central bank independence. And, Satrix CIO Kingsley Williams discusses their new global Property ETF.
Nick Kunze of Sanlam Private Wealth weighs in on commidity market records over the holidays and into the new year. ETFsa's Mike Brown on the growth in the listed ETF, AMC and Actively Managed ETF sector in 2025. Plus, Jaco van Jaarsveldt of Experian on a surprising consumer indebtedness data…
Dan Brocklebank from Orbis Investments, Allan Gray’s offshore partner on what the monty hall problem can teach us about markets. From the Japanese bubble in the 1990’s through the dot com bust to the AI boom of today. Lessons and expectations for investors.
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