MoneywebNOW

[TOP STORY] Storage not exciting, but a sleep-well-at-night sector

‘Storage is one of those static sectors that benefits from what they call the four Ds – which are death, divorce, downsizing and dislocation’: Reitway Global CIO Garreth Elston.

21 Jun 2022 2AM 4 min

City Lodge update shows occupancies back to normal

Zwelakhe Mnguni from Benguela Fund Managers unpacks Omnia's results. Garreth Elston chats Stor-Age's results and storage as a sub-sector. Hylton Kallner, CEO of Discovery Bank, on the bank hitting the 1m account mark.

21 Jun 2022 1AM 20 min

[TOP STORY] Passive and active investing can work well together

Smart investors now think about bringing both investment styles together to reduce costs and achieve great returns: Anton Eser – CIO, 10X Investments.

20 Jun 2022 2AM 5 min

A look at renewable energy investing options

Kruger International's Mia Kruger on renewable energy infrastructure as an investment. Errol Smart from Orion Minerals gives an overview of the Prieska Copper-Zinc Project. 10X's Anton Eser on active and passive working together rather than against each other.

20 Jun 2022 1AM 19 min

[TOP STORY] In 2022 Anchor Capital has been sifting through the tech wreckage

Netflix has been the absolute standout in terms of losing – fund manager David Gibb.

17 Jun 2022 12AM 9 min

Pre-owned luxury goods as an investment?

Anchor's David Gibb digs into big tech in the US and China. Michael Zahariev from Luxity talks second-hand luxury goods. Simon offers his thoughts on crypto liquidity issues.

16 Jun 2022 1AM 21 min

[TOP STORY] US interest-rate decision expected from the FOMC later today

Slower economic growth or economic contraction requires a different investment stance, points out Adrian Saville of Genera Capital.

15 Jun 2022 3AM 6 min

New credit continues to grow, slowly

Jimmy Moyaha, independent analyst, talks Telkom results and where to hide in these markets. Adrian Saville of Genera Capital asks if the FOMC should do a Paul Volcker and raise US rates 1% this evening? Researcher Keith Lockwood on the Altron Fintech Short-Term Credit Impact Index.

15 Jun 2022 12AM 20 min

[TOP STORY] Motus, Sasol and MultiChoice BEE shares suggest strong dividends

‘In all these cases their fair values are well above where the shares are currently trading’: Craig Gradidge – Gradidge Mahura Investments.

14 Jun 2022 2AM 5 min

Trade the current volatility with caution

Herenya Capital's Petri Redelinghuys offers trading tips to survive these volatile markets.Craig Gradidge from Gradidge Mahura Investments on three BEE shares offering strong dividends and a discount to fair value.Morningstar's Amy Arnott talks using bonds to smooth the volatility.

14 Jun 2022 12AM 19 min

[TOP STORY] Finding the middle between complexity and simplicity when investing

‘As investors, I suppose, we like to keep things simple and sometimes we keep things too simple by pigeonholing them’: Andrew Dittberner – CIO, Old Mutual Private Client Securities.

13 Jun 2022 3AM 6 min

Eskom not the problem, it's regulations

FNB's Thabiso Mamathuba on US inflation at 40 year highs and TFG results. Andrew Dittberner from Old Mutual talks pigeonholing in today’s complex world of investing. Bongile James from Futuregrowth chats electricity infrastructure, lots on paper but little execution …

13 Jun 2022 1AM 21 min

[TOP STORY] Alternative assets as an interesting class

Dino Zuccollo of Westbrooke Alternative Asset Management explores the world of private debt, where clients get exposure to a diversified pool of private loans in and around the UK.

10 Jun 2022 2AM 9 min

Shouldn't gold be doing much better?

FNB's Wayne McCurrie chats the rejected Mediclinic bid and MultiChoice's results. Dino Zuccollo from Westbrooke Asset Management on UK private debt yielding almost 7% in Sterling. Simon offers his thoughts on gold.

10 Jun 2022 12AM 20 min

[TOP STORY] Understanding preference shares

Preference shares are hybrid financial instruments, predominantly exotic equity or debt instruments – Keith McLachlan of Integral Asset Management.

9 Jun 2022 2AM 7 min

It's a no-brainer to invest responsibly

Lonwabo Maqubela Perpetua Investment Managers talks Spar results vs other retailers. Keith McLachlan Integral Asset managers on local preference shares ... the market is shrinking but the yields are great. Gontse Tsatsi from Old Mutual Investment Group on how missed opportunities at WEF present a chance for Africa to create…

9 Jun 2022 1AM 21 min

[TOP STORY] Thoughts on community-driven lending to SMMEs

SA banks’ lending policies are ‘atrocious’, claims Redge Nkosi of Firstsource Money.

8 Jun 2022 3AM 7 min

Q2 GDP could be negative after April flooding

RMB's Matete Thulare chats Sygnia's results. Economist Dr Chris Harmse talks local GDP data as the economy finally gets back to pre-pandemic size. Redge Nkosi from Firstsource Money on the role of banks in underpinning the health of an economy.

8 Jun 2022 12AM 22 min

[TOP STORY] Is the South African consumer in a perilous position?

Evan Walker of 36ONE considers the high ratings of Clicks, Shoprite/Checkers and Dis-Chem – and the possibility of shorting the shares as scarcities loom.

7 Jun 2022 2AM 7 min

'This is why we love Renergen'

Independent analyst Jimmy Moyaha on the Fortress Reit update (which shows office is still a problem) and Renergen securing funding for phase 2. Evan Walker of 36ONE Asset Management on the state of the local consumer; and Just SA CEO Deane Moore talks retiree trends.

7 Jun 2022 1AM 21 min