Classic 1027 Classic Business

Classic Business

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Daily English South Africa Business · Investing
4,345 Episodes
612 – 632

View from the market

Nick Kunze, portfolio manager at Sanlam Private Wealth & Karl Gevers, portfolio manager at Benguela Fund Managers
18 Jan 2021 11AM 16 min

Animal Spirits

The world is awash with Central Bank liquidity that needs to find a home. Consensus is that this will buoy all asset classes as was the case coming out of ’the Global Financial Crisis though the quantum of stimulus this time around dwarfs what we saw previously. A recent note…
14 Jan 2021 12PM 23 min

Covid-19 Dashboard

Prof Adrian Puren, head of the Centre for HIV and STIs at NICD
14 Jan 2021 11AM 7 min

Roundtable discussion: Is this the next Commodity Supercycle?

If one looks at returns that South African investors have been exposed to locally, that is the average annually over the last 5 years. The JSE All share has delivered 6%, barely beating inflation, cash 7%, bonds a respectable 10% property, minus 8%, financials minus 1% and the standout, resources…
13 Jan 2021 12PM 25 min

View from the market

Wayne McCurrie, portfolio manager, FNB Wealth and Investments & Martin Harris, head of premium clients at IG SA
13 Jan 2021 11AM 23 min
612 – 632