Energy, US tech and China offering value

Democrat and Republican policies differ significantly on tax, import tariffs, legal issues and big tech.

FNB's Wayne McCurrie discusses results from Anglo American and British American Tobacco. Joe Klopper from Independent Securities analyses market impacts of a Democratic or GOP win in November and offers stock picks. Simon shares insights on using net asset value to evaluate banks and Reits.

Stanlib's Sylvester Kobo explains that these funds within the fixed-income space give the fund manager flexibility to ‘really shift asset allocation’ based on prevailing market conditions.

Odwa Magwentshu from Trive South Africa discusses Balwin's shift to a rental model alongside their sales model and provides an update on Vodacom. Stanlib's Sylvester Kobo explains multi-asset income funds and their unique features. Benay Sager from DebtBusters shares insights from their 3rd annual money stress survey, highlighting that women…

Peregrine Capital CEO Jacques Conradie thinks ‘there's quite a bit of opportunity still in the SA small and mid-cap space, which has been unloved for quite a long period of time’.