MoneywebNOW

[TOP STORY] Insights into SA’s asset management industry

Janina Slawski from Alexforbes weighs in on local equity returns and rand strength – a good story for local asset managers and investors over the past year, barring the recent Middle East fallout.

10 Apr 3AM 7 min

US GDP takes a sharp tumble

US growth disappoints while inflation refuses to play along – Matete Thulare breaks down weak GDP and sticky PCE data still sitting well above target. Janina Slawski unpacks the December 2025 Manager Watch™️ Survey, with multi-managers steadily gaining ground in a shifting investment landscape. And Simon weighs in on the…

10 Apr 1AM 19 min

[TOP STORY] Purple Group enjoys six-month surge

CEO Charles Savage looks back over ‘operational leverage’, client growth and market resilience. ‘Each R1 spent now delivers R11 in revenue’.

9 Apr 2AM 7 min

Don’t expect a lower oil price any time soon

Oil holding firm – but no rush back to $60? Kea Nonyana from PrimeXBT unpacks the outlook, and whether markets simply grind higher from here. Purple Group CEO Charles Savage on results: operational leverage is kicking in as the business sharpens its client conversion strategy. And Sean Coleman, CEO of…

9 Apr 1AM 21 min

[TOP STORY] Investing through the Iran conflict market volatility

Momentum Head of Asset Allocation Herman van Papendorp expects ‘earnings growth momentum might be slightly slower than pre-Iran, but it's still going to be there, still going to be significant’.

8 Apr 3AM 8 min

Do director dealings matter?

Chantal Marx from FNB Wealth & Investments unpacks directors’ dealings and whether investors should place much weight on insider buying or selling. Herman van Papendorp from Momentum asks whether the case for EM equities over DM still holds as the Iranian war rattles markets. And Robert Gwerengwe, CEO of Wesbank,…

8 Apr 1AM 21 min

[TOP STORY] Tailoring unrest insurance to industry risks in SA

Themba Sibiya from Sasria explains that the Wrap Cover change to highlight for clients is that the rates are now based on occupancy and the industry a client falls into.

7 Apr 2AM 6 min

Wait for peace: Then buy the rebound

Petri Redelinghuys from Herenya Capital Advisors unpacks the key trade to watch when the Iran conflict winds down. Anelmari Truter from Tax Consulting SA breaks down Sars’s intensified focus on high-wealth individuals and donation structures – what’s changing and what it means for taxpayers. Plus, Themba Sibiya from Sasria on…

7 Apr 1AM 20 min

[TOP STORY] Demystifying SA’s retail investment surge

‘Treasury has indicated that there will be consistency and certainty around how retail hedge funds are taxed in line with traditional unit trusts, which … talks well to the motif of saving in South Africa’ – Hayden Reinders, Prescient Fund Services.

2 Apr 3AM 7 min

Trump speech offers no clear end to Iran war, long-term economic fallout looms

Petri Redelinghuys from Herenya Capital unpacks the market reaction to Donald Trump’s overnight speech. Hayden Reinders from Prescient Fund Services looks at who is actually investing in hedge funds, while Saad Sheikh from Enko Capital tackles the debate over whether private capital really belongs in a single asset class.

2 Apr 1AM 23 min

[TOP STORY] ‘Mampara week’ and the trap of relief spending

Dehan Scherman from National Debt Advisors has sound advice on navigating the payday poverty cycle experienced by so many South Africans.

1 Apr 2AM 5 min

Remgro’s Mediclinic deal raises concentration risk ... but may be worth it

Zimele Mbanjwa from FNB Wealth and Investments unpacks Remgro’s move to press ahead with the restructuring of its Mediclinic interests. Master Drilling CFO Andre van Deventer talks us through the group’s record revenue, while Dehan Scherman of National Debt Advisors looks at why more than 60% of consumers are running…

1 Apr 1AM 20 min

[TOP STORY] Opportunistic price gouging amid rising fuel prices in SA

James Hodge from the Competition Commission highlights the crucial role of consumers and businesses in reporting suspicious price hikes, especially in sectors like fuel, fertiliser and transport.

31 Mar 2AM 7 min

Sirius expanding into Euro defence real estate

Independent analyst Jimmy Moyaha unpacks Sirius Real Estate’s €93.4 million acquisition of a defence-related property. Fatgie Adams from TransUnion looks at what an unchanged prime rate means for consumers still under pressure. And James Hodge from the Competition Commission warns against price gouging ahead of Wednesday’s fuel increase.

31 Mar 1AM 21 min

[TOP STORY] The low-risk, high-reward world of mine streaming

Keith McLachlan and Simon Brown explore this funding source for mining companies, comparing the situations of Franco-Nevada and Barrick Mining.

30 Mar 3AM 6 min

Why you need a Q1 portfolio check-in

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…

30 Mar 1AM 20 min

[TOP STORY] Oil makes the world go round, insurance is the lubricant

Meryl Pick of Old Mutual Investment Group explores the complexities of maritime insurance and underscores its crucial role in maintaining global trade and economic stability.

27 Mar 2AM 7 min

No rush to be buying in this market

Gary Booysen of Rand Swiss weighs in on FirstRand upping its stake in Optasia. Will they one day buy it out? Plus, analysis on the market as the war marches on. Buy the dips? Buy gold? What about coal? Meryl Pick of Old Mutual Investment Group on why the closure…

27 Mar 1AM 21 min

[TOP STORY] Energy prices can reshape monetary policy decisions

Albert Botha from Ashburton Investments considers fuel-price consequences, the MPC decision and the stagflation spectre. Are we in for a rough ride?

26 Mar 3AM 6 min

Selling Sasol, buying gold and PGM miners

Petri Redelinghuys of Herenya Capital Advisors on Sasol's sharp rebound since the lows of last year. Is there still value or is it profit taking time? Albert Botha of Ashburton Investments weighs in on today's tough MPC meeting. The expected rate cut is surely off the table even as SA…

26 Mar 1AM 20 min