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

Physical commodities represent a great source of diversification in a traditional portfolio: Nerina Visser – etfSA.
19 Sep 3AM English South Africa Business News · Business

Other recent episodes

2023: Maybe not as bad as it feels

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?
6 Dec 12AM 20 min

Gold is a recession hedge heading into 2024

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.
5 Dec 12AM 20 min