How to Trump-proof your portfolio

Loading player...
In this episode of Money, Markets, and Masterminds, Citywire South Africa sits down with Chantelle Baptiste, portfolio manager and head of equity research at Fairtree, to discuss the biggest financial trends shaping 2025.

With market swings following every Trump statement, growing policy uncertainty, and South Africa’s own economic challenges, how can investors stay ahead? Baptiste shares insights on inflation risks, gold as a safe haven asset, China’s changing role, and practical strategies to protect and grow portfolios in turbulent times.

Join us for a deep dive into market resilience, investment opportunities, and the power of staying nimble.
18 Mar English South Africa Investing

Other recent episodes

Morningstar warns: Preparation, not prediction, will shape 2026

What does it really take to navigate 2026 without falling into the prediction traps that derail so many investors? In this final Mind Over Markets with Morningstar episode on Money, Markets, and Masterminds, Citywire South Africa sits down with Dan Kemp, Chief Research and Investment Officer at Morningstar to unpack…
1 Dec 23 min

The new power map investors cannot ignore

In this episode of Money, Markets and Masterminds, we sit down with Adrian Saville, Gibs professor and investment strategist, for the latest instalment of our underlying Long Game series. He argues that we have entered an age of fracture, where political upheaval, shifting economic gravity, military realignment and rising cultural…
21 Nov 21 min

Boxing clever in a resilient global economy

In this episode of Money, Markets, and Masterminds, Citadel chief economist Maarten Ackerman joins editor Ruan Jooste to unpack what has been a volatile yet unexpectedly resilient year for global markets. From the US dodging recession fears and Europe’s fiscal rearmament to China’s structural slowdown and South Africa’s quiet progress…
6 Nov 21 min

Morningstar expands South African fund coverage

Morningstar has taken a major step in deepening its local presence, expanding its Manager Research coverage to include South African-domiciled funds for the first time. In this episode of Money, Markets, and Masterminds – part of the monthly Mind over Markets with Morningstar series – Citywire South Africa speaks to…
31 Oct 17 min

Why gold’s real value is in our heads

In this Money, Markets, and Masterminds episode, investment strategist and Gibs professor Adrian Saville joins Citywire South Africa editor Ruan Jooste to explore the psychology behind gold. They break down the myth, math, and mania behind gold’s allure - and what its rise says about our collective faith in money,…
23 Oct 19 min