MoneywebNOW

[TOP STORY] Trump actions ironically good for SA

‘I think you have to be very careful with the US as an investment destination; other markets are becoming much more interesting’ – Herman van Papendorp, Momentum Investments Head of Asset Allocation.

14 Jan 2AM 5 min

Finding stellar returns beyond just tech

Sithembile Bopela from FNB Wealth and Investments unpacks whether Aspen’s plan to sell its APAC (ex-China) assets sharpens the investment case. Herman van Papendorp from Momentum Investments explores how the US attack on Venezuela carries consequences well beyond Latin America, with longer-term implications for investors. Craig Antonie of AnBro Capital…

14 Jan 12AM 20 min

[TOP STORY] The importance of Federal Reserve independence

Infringing on central bank independence is ‘really doing the opposite of investing in your future; you're investing in now at the expense of the future’ – Future Forex CEO Harry Scherzer.

13 Jan 2AM 6 min

Global property EFT offering good dividend yield

Faheema Adia of Momentum Securities on the Mr Price German deal announced late last year. The market hates it, but is it all bad? Future Forex CEO Harry Scherzer weighs in on the importance of central bank independence. And, Satrix CIO Kingsley Williams discusses their new global Property ETF.

13 Jan 12AM 21 min

[TOP STORY] Is SA's consumer credit health really improving?

Jaco van Jaarsveldt of Experian explains the surprising consumer indebtedness data point.

12 Jan 2AM 7 min

Commodities looks set for another strong year

Nick Kunze of Sanlam Private Wealth weighs in on commidity market records over the holidays and into the new year. ETFsa's Mike Brown on the growth in the listed ETF, AMC and Actively Managed ETF sector in 2025. Plus, Jaco van Jaarsveldt of Experian on a surprising consumer indebtedness data…

12 Jan 12AM 21 min

Echoes of the past: Japan’s bubble, the dot-com surge and today’s risks

Dan Brocklebank from Orbis Investments, Allan Gray’s offshore partner on what the monty hall problem can teach us about markets. From the Japanese bubble in the 1990’s through the dot com bust to the AI boom of today. Lessons and expectations for investors.

9 Jan 12AM 16 min

Transnet: From excellence to crisis – and the long road back

Olga Constantatos from Futuregrowth Asset Management on Transnet’s long slide from excellence to crisis – and whether rising rail and port volumes, plus a stronger capital structure, signal a genuine turnaround.

8 Jan 12AM 15 min

Domestic outlook improves, but global threats loom large

Bastian Teichgreeber from Prescient Investment Management on SA’s improving sentiment – and why it’s happening just as global risks ramp up.

7 Jan 12AM 14 min

Economic and political power is shifting eastwards

Prof Adrian Saville from the Gordon Institute of Business Science on the “age of fracture” – how global economic and political power keeps tilting from West to East, new alliances take shape, and why this shift extends far beyond President Trump.

6 Jan 12AM 17 min

Stafford Masie on understanding bitcoin treasury companies

Stafford Masie from Africa Bitcoin Corporation on the case for a bitcoin treasury company — how their model differs from Strategy Inc, and why being a first mover matters.

5 Jan 12AM 20 min

[TOP STORY] A noisy yet resilient year for US private credit

Harris Gorre of Grovepoint Investment Management reflects on US mid-market direct lending and private credit sector performance in 2025.

19 Dec 2025 1AM 8 min

Another great year for local Reits

Keillen Ndlovu, independent property analyst, on another standout year for the local Reit market. Discounts to NAV have narrowed – but are the yields still compelling for investors? Harris Gorre of Grovepoint Investment Management on US private credit: a noisy yet resilient year for middle-market direct lending, where volatility unlocked…

19 Dec 2025 12AM 17 min

[TOP STORY] Why SA’s long-awaited green shoots are finally starting to surface

Izak Odendaal from Old Mutual Wealth considers inflation and interest-rate prospects for 2026 – and why SA’s long-awaited green shoots are finally starting to surface.

18 Dec 2025 2AM 9 min

Local retail a mixed bag in 2025, but is there value?

Izak Odendaal from Old Mutual Wealth Investment on the inflation and interest-rate outlook for 2026 – and why SA’s long-awaited green shoots are finally starting to surface. Chantal Marx of FNB Wealth and Investments breaks down retail in 2025: clothing under strain, food flat, vehicle sales unexpectedly robust – and…

18 Dec 2025 12AM 20 min

[TOP STORY] A good time to be a farmer in SA

Wandile Sihlobo from the Agricultural Business Chamber of SA looks back on 2025 crops, widespread foot-and-mouth vaccination, tariffs and the need for export diversification.

17 Dec 2025 2AM 8 min

An amazing year for ETF investors

Nerina Visser from ETFsa reflects on a standout year for ETFs – from Satrix’s Resi10 soaring over 100% to the rise of actively managed fixed-income products, as SA marks 25 years of ETF innovation. Wandile Sihlobo from the Agricultural Business Chamber of SA on tackling foot-and-mouth, the push to vaccinate…

17 Dec 2025 12AM 20 min

[TOP STORY] Navigating financial stability in the technology rush

Momentum’s Sanisha Packirisamy reflects on the Sarb’s warning that an AI boom-and-bust could pose a real risk to SA’s economy.

15 Dec 2025 2AM 8 min

After a stellar year, can precious metals repeat it in 2026?

Kea Nonyana from PrimeXBT unpacks a blockbuster year for commodities – from booming precious metals to oil’s supply-demand mismatch and copper’s surge in the AI and power build-out. Momentum’s Sanisha Packirisamy on the Sarb’s warning that an AI boom-and-bust could pose a real risk to SA’s economy.

15 Dec 2025 12AM 20 min

[TOP STORY] Super Apps: The future of convenience

André de Wet of Flood hails the unlocking of the latest technology in digital transformation and e-commerce.

12 Dec 2025 2AM 7 min