MoneywebNOW

Rising inflation: Here's what to do with your retirement investments

Absa's Carmen Mpelwane talks which sectors are most at risk to fuel price shocks. Samukelo Zwane from FNB on the need to adjust retirement savings in a higher inflation environment. The JSE's Adele Hattingh on savings month, ETFs and tax-free investing.

5 Jul 2022 1AM 20 min

[TOP STORY] Is gold currently more interesting than equities?

When holding gold as the metal generally we're trying to reduce portfolio volatility and add a bit of diversification to the portfolio: Jithen Pillay – Allan Gray.

4 Jul 2022 2AM 5 min

Directors increasing buys on the JSE shows market confidence

Independent analyst Jimmy Moyaha talks stocks as directors and investors take large stakes in listed shares. Jithen Pillay from Allan Gray on why gold remains a safe haven during periods of high inflation. Jonathan Cherry from Cheeryflava on why Amazon coming to SA is more than just delivery and Prime.

4 Jul 2022 12AM 19 min

[TOP STORY] Retail and shopper trends post pandemic

Shoppers are excited to get out, but maybe they’ll start to reconcile their accounts towards the middle of the year and it’ll be interesting to see where it goes: John Jack – CEO, Galetti Corporate Real Estate.

1 Jul 2022 3AM 8 min

Nasdaq has worst first half of the year since 2002

Kruger International's Mia Kruger on Sibanye-Stillwater's deal with Finnish lithium producer, Keliber. CEO of Galetti Corporate Real Estate John Jack on the retail sector showing signs of recovery as shoppers stick closer to home. Simon's thoughts: The first half of the year is done, how did your portfolio do?

1 Jul 2022 1AM 21 min

[TOP STORY] Nike FY results ‘not a bad set overall’

‘I think maybe not only for this year, but maybe over the long term this is one that remains well positioned’: Victor Mupunga – Old Mutual senior research analyst.

30 Jun 2022 2AM 6 min

JSE shines in a tough market

Gary Booysen from Rand Swiss on the JSE's strong trading update. Old Mutual's Victor Mupunga talks the mixed Nike full year results as digital continues to outperform. Marisa Bester from STANLIB on the need for infrastructure investing as government spending slows.

30 Jun 2022 1AM 23 min

Stanlib - Infrastructure investing as government spending slows.

Marisa Bester - Portfolio Manager, Stanlib

30 Jun 2022 1AM 8 min

[TOP STORY] Where to for Prosus/Naspers post selling down Tencent?

The market clearly now has doubts about the business, and this is why it trades at such a massive discount to its NAV: Craig Antonie of AnBro Capital.

29 Jun 2022 2AM 6 min

Uncertain economic conditions make forecasting hard

FNB's Wayne McCurrie chats the Grindrod and Sun International trading updates. Craig Antonie from AnBro Capital on the Naspers/Prosus results, Tencent and JD.com. Izak Odendaal from Old Mutual on finding value in a high inflation and high interest rate world.

29 Jun 2022 1AM 20 min

[TOP STORY] Needing to find a balance between the elements of ESG

‘I think there's a lot of opportunity in this space and I certainly don't think you have to give up on returns – you just have to have a longer-term mindset’: Barry Shamley – Investec Wealth & Investment.

28 Jun 2022 2AM 5 min

Has the Naspers trend turned up?

Herenya's Petri Redelinghuys chats the market loving the Naspers/Prosus results. Steven Joffe, CEO of Invicta, on results as the company looks to get offshore revenue to 50% within four years. Investec's Barry Shamley on finding the balance between the different components of ESG in an unequal world.

28 Jun 2022 1AM 21 min

[TOP STORY] Banks should be funding home solar projects

Should banks incentivise customers to take out or add to bonds for solar panels or, say, a water-reticulation system, there could be a big market there: Craig Ivy – investment analyst, Futuregrowth.

27 Jun 2022 2AM 5 min

Has the market bottomed? Watch the US ten-year for clues

Sanlam's Nick Kunze asks whether markets have bottomed after a strong week for US bourses. Edmund Higenbottam of Verdant Capital chats global trends in the private equity funds space. Craig Ivy from Futuregrowth on green bonds.

27 Jun 2022 12AM 19 min

[TOP STORY] Is the idea of a ‘paid-off’ home loan still winking at you?

Rather than using extra cash to pay off your mortgage faster, put additional money into a personal investment vehicle from which you can withdraw if needed: Marcel Wasserman, independent financial and investment advisor.

24 Jun 2022 3AM 6 min

Falling Purple Group share price: Are my shares safe?

RMB's Matete Thulare talks the rand, inflation and interest rates.Marcel Wasserman, independent financial and investment advisor, chats paying off your home loan quickly, but differently.Simon offers his thoughts on Purple Group's falling share price, how safe are your shares?

24 Jun 2022 12AM 20 min

[TOP STORY] Hotel income still behind pre-pandemic numbers

These days ‘we don't jump on a plane at the drop of a hat to go to Cape Town for a few meetings and stay overnight in a hotel’: John Loos – property sector strategist at FNB Commercial Property Finance.

23 Jun 2022 2AM 5 min

Government still not spending on essential construction

Absa's Carmen Mpelwane unpacks the Stadio update and talks local inflation as it hits 6.5%. The Afrimat Construction Index discussed with Dr Roelof Botha as SOEs continue to not spend. FNB's John Loos on hotel income statistics that indicate continued slow recovery.

23 Jun 2022 12AM 19 min

[TOP STORY] The end of high-tech flyers at extreme valuations?

‘The story has changed very quickly from growth to cash flow’: Jacques Plaut – portfolio manager, Allan Gray.

22 Jun 2022 2AM 4 min

The energy transition will drive demand for green metals

Independent analyst Jimmy Moyaha talks Brait's results and Premier Foods's listing. Allan Gray's Jacques Plaut on the the end of 'lazy investing'.Andries Rossouw from PwC takes a look at global trends in the mining industry.

22 Jun 2022 12AM 19 min