MoneywebNOW

US equity returns: A decade of caution  ahead

Chris Eddie of 10X Investments on potentially very poor US equity returns over the next decade as the recent massive run higher has sent valuations skyrocketing. Plus, Simon's thoughts on when your medical aid rejects your valid claim.

9 Jan 11PM 20 min

Being an investigative journalist on your investments

Ryk van Niekerk, editor at Moneyweb, on his career as a financial journalist and how we can all become our own investigative journalists on our investments.

9 Jan 12AM 18 min

Small cap offshore beating Nasdaq

Keith McLachlan from Integral Investment Management shares insights on offshore investing, evaluating executive performance, and uncovering value.

8 Jan 12AM 20 min

Why don’t we make iPhones in Africa?

Andile Ngcaba from Convergence Partners discusses the expansion of Ctrack and questions why iPhones aren’t made in Africa.

7 Jan 12AM 19 min

What are the key themes continuing into the new year?

Chantal Marx from FNB Wealth & Investments reflects on the key themes that contributed to a successful 2024 for investors and explores how these insights can guide us in 2025.

6 Jan 12AM 18 min

[TOP STORY] Inflation and rate cuts: What 2025 could hold

‘I think market volatility will be the name of the game next year’ – Old Mutual Group Chief Economist Johann Els.

20 Dec 2024 2AM 8 min

US tech: Overpriced or ready to soar?

Kea Nonyana from Scope Prime discusses key market movements in 2024, focusing on gold, Sasol, and commodities. He also reflects on his standout moments of the year and ponders whether the US tech rally can continue into 2025. Johann Els from Old Mutual shares his insights on the inflation outlook…

20 Dec 2024 12AM 19 min

[TOP STORY] Agri insights: Challenges, wins, and outlook for SA farming

‘We are expecting to get the La Niña rains. Ultimately we are optimistic and thinking that we may have a season of recovery – but we need that rain badly’: Wandile Sihlobo from the Agricultural Business Chamber of SA.

19 Dec 2024 2AM 8 min

What’s really driving the rand?

RMB’s Matete Thulare explores the factors driving the rand, examining whether it's more influenced by SA’s economy or the US dollar, and compares the rand's performance against other emerging market currencies this year. Wandile Sihlobo from the Agricultural Business Chamber of SA takes a deep dive into the impact of…

19 Dec 2024 12AM 18 min

[TOP STORY] We are being swept along inexorably by the AI boom

‘We are about to get to a point where we can no longer trust video. We can't trust photos any more’: Viv Govender from Rand Swiss.

18 Dec 2024 2AM 9 min

JSE-listed ETPs had a booming year

Nerina Visser, director at ETFsa, discusses the standout exchange-traded products (ETPs) of 2024 and highlights emerging trends in the local ETP industry, which saw strong growth this year. Viv Govender from Rand Swiss delves into the AI boom, exploring how major tech companies are capitalising on this surge, future trends…

18 Dec 2024 12AM 21 min

[TOP STORY] Talking alternative investments: private credit, private equity

‘On the client side of Westbrooke's business what we've seen this year is significant demand and capital flows for our alternative investment mandates and strategies’: Dino Zuccollo, Head of Investor Solutions and Director.

17 Dec 2024 12AM 9 min

2024: A bumper year for markets

Nick Kunze from Sanlam Private Wealth shares insights on the standout winners and new listings on the JSE in 2024, highlighting which stocks he would hold into 2025. Meanwhile, Dino Zuccollo of Westbrooke Alternative Asset Management reflects on the performance of private equity and private credit markets over the past…

16 Dec 2024 11PM 20 min

[TOP STORY] SA e-commerce: Local retailers vs Amazon, Shein, and Temu

‘There are some unique South African challenges, but ... also lots of South African players, and now some globals, who want to solve some of these issues’: Thomas Kingombe Kock of the Boston Consulting Group.

13 Dec 2024 1AM 7 min

The JSE's new listings had a great year

Schalk Louw from PSG Old Oak shares his reflections on the highs and lows of 2024, a year where most assets surged, with some delivering standout gains. Thomas Kingombe Kock from Boston Consulting Group delves into South Africa's booming e-commerce sector, examining how local online retailers are holding their own…

13 Dec 2024 12AM 20 min

[TOP STORY] Supermarket Income Reit brings omnichannel grocery investment to the JSE

‘Our strategy is to buy the best-performing food stores ... and we absolutely have the kind of in-house capability to manage that’, says Rob Abraham, MD at Atrato Capital investment advisors.

12 Dec 2024 1AM 6 min

The Eskom & GNU boost to SA markets

RMB's Matete Thulare unpacks Barloworld's delisting offer at R120 – does it offer a good premium and solve the Russian sanctions issue for shareholders? Rob Abraham, MD at Atrato Capital, the investment advisor to Supermarket Income Reit, discusses their secondary listing on the JSE this Friday, while Sanisha Packirisamy from…

12 Dec 2024 12AM 21 min

[TOP STORY] What’s in store for 2025 with a Trump presidency?

Bastian Teichgreeber from Prescient Investment Management considers how a stronger dollar could affect South African investors, as well as the ongoing geopolitical tensions.

11 Dec 2024 1AM 5 min

Top local and offshore picks for 2025

Kieran Witthuhn from Anchor Capital shares his top investment idea for 2025, while KPMG's Frank Blackmore looks ahead to local GDP, rates, and inflation. Meanwhile, Bastian Teichgreeber from Prescient Investment Management explores what’s in store for South African investors in 2025 amidst a Trump presidency and rising geopolitical tensions.

10 Dec 2024 11PM 20 min

[TOP STORY] Are foreigners buying SA Inc stocks?

‘South Africa trades at a discount to emerging market peers. But crucially the outlook for earnings is a lot greener today than what it has been pretty much at any time over the past decade’: PSG fund manager Mikhail Motala.

10 Dec 2024 2AM 7 min