Why you need a Q1 portfolio check-in

Loading player...
Nick Kunze from Sanlam Private Wealth unpacks the uncertainty grinding markets lower, while Reinet finally exits its stake in Pension Insurance Corporation for £2.9 billion. Keith McLachlan from Element Investment Managers explains streaming mining companies, how they work, and why they continue to attract investor interest. Plus, Satrix’s Siyabulela Nomoyi makes the case for a Q1 portfolio check-in as a smarter, more strategic reset than a New Year’s resolution.
30 Mar 1AM English South Africa Business News · Business

Other recent episodes

Local food producers pricing in El Niño worries

Danie Dörfling-Kruger from Moore Infinity unpacks Oceana’s latest update as fish shortages hit much-loved Lucky Star, and looks at the outlook for food producers ahead of a potential drought season and higher input costs. Yushavia Ramlall, COO at Intengo Market, explains the switch from Jibar to Zaronia and what it…
22 Sep 1AM 20 min

What to do with Eskoms surplus energy

Nick Kunze from Sanlam Private Wealth unpacks Remgro’s results, AlexForbes borrowing ±R2.1bn to buy back shares, and that odd Stadio closing price. Johann Els from PSG Financial Services checks in on reforms from the last decade that are finally making real progress. Plus, Safeera Loonat from KPMG South Africa on…
21 Sep 1AM 20 min