[TOP STORY] AMCs are ‘kind of like fancy unit trusts, but listed’

Old Mutual Group chief economist Johann Els takes heart from what he has termed ‘privatisation by stealth’.

Reko Nare from Anchor Capital on where he’s looking for value on the JSE into 2024. Keith McLachlan Integral Asset Management on Transaction Capital results as they shift strategy. Old Mutual’s Johann Els on negative Q3 GDP data, are we on track for a technical recession?

The products and services that the group provides are all mission-critical, not only for current but for future trading activity, explains CFO Alan Solomon.

Petri Redelinghuys from Herenya Capital Advisors on what’s driving gold higher and his preferred gold miner. Alan Solomon of Capital Appreciation on results that saw strong growth in annuity income. Bianca Botes from Citadel Global on managing commodity and currency volatility risks in the agri sector.

Brandon Naidoo from Liberty Group looks into the growing trend of earning across borders, but from home.