MoneywebNOW

Stanlib and JP Morgan Asset Management strategic partnership

Giles Heeger – Executive: Asset Management at STANLIB

29 Oct 2021 2AM 8 min

Shareholder activist gets 30% voting pool in Ascendis Health

Sasfin's Nasen Nair talks markets and Anheuser-Busch InBev Q3 results. Giles Heeger of Stanlib on their JP Morgan Asset Management strategic partnership. Thoughts on the Ascendis shareholder activists who now control 30% of the vote.

29 Oct 2021 1AM 20 min

Another tough six months for Famous Brands

‘I think the balance sheet looks in pretty good shape considering what we've been through in the last six months. So we are cautiously optimistic’: CEO Darren Hele.

28 Oct 2021 3AM 9 min

Oil sell off on US inventory boost

RMB's Matete Thulare on markets as the rand trades above 15/$, where to for the end of the year? Darren Hele of Famous Brands unpacks results as it returns to profit.

28 Oct 2021 1AM 19 min

The US’s ‘great resignation’ shift – also in SA?

Post Covid ‘people are probably re-evaluating their lives and what they want to do with their lives going forward’: Georgina Barrick – MD, Network Contracting Solutions.

27 Oct 2021 2AM 4 min

Trillion dollar Tesla all about the tech.

Viv Govender of Rand Swiss on Tesla, as it becomes the seventh trillion-dollar company in the world.CEO Quintin Rossi on Spear REIT's results as it ups its payout ratio.Georgina Barrick of Network Contracting Solutions on contract work becoming a viable alternative to permanent employment

27 Oct 2021 1AM 20 min

Time for some gold?

‘The fear is right now that these guys [Sibanye] are starting to invest aggressively right at a time when we're probably going to see some pressure coming through on commodity prices’: Chantal Marx form FNB Wealth and Investments.

26 Oct 2021 2AM 5 min

SA has capacity to transition away from coal

FNB's Chantal Marx FNB talks the Sibanye-Stillwater cautionary. Futuregrowth’s Paul Semple unpacks SA's the transition from coal. Momentum's Johann van Tonder talks the Momentum-Unisa Consumer Financial Vulnerability Index.

26 Oct 2021 12AM 19 min

Square Pharmaceuticals in Bangladesh is favoured by Allan Gray

Portfolio manager Varshan Maharaj explains that, as a least-developed nation, the company has exemption from patent restrictions and currently is trading on under 10 times earnings.

25 Oct 2021 2AM 5 min

Aspen ready to run higher

Herenya Capital Advisors's Petri Redelinghuys talks markets as we close out a strong October for markets locally and globally. 10X CEO Tobie van Heerden unpacks the asset manager's annual retirement report. Varshan Maharaj Allan Gray talks pharmerging companies in frontier markets.

25 Oct 2021 1AM 19 min

How important are inflation expectations?

They are ‘just a self-fuelling mechanism that the expectation of higher inflation actually causes higher inflation’: Dr Adrian Saville from Genera Capital.

22 Oct 2021 2AM 9 min

Strong Clicks results, but high valuations

Umthombo Wealth's Alex Duys on company news; Dr Adrian Saville on inflation expectations; and Simon Brown on the new Satrix All Share ETF.

22 Oct 2021 1AM 21 min

CMH interim headline earnings up dramatically

‘There’s a bigger shortage, I think, in the used-car space, than...in the new-car space at the moment’: Jebb McIntosh – CEO Combined Motor Holdings.

21 Oct 2021 2AM 4 min

Tough Pick n Pay results

Gary Booysen of Rand Swiss unpacks Pick n Pay results. Balwin CEO Steve Brookes talks results as activity returns to pre-pandemic levels. Combined Motor Holdings CEO Jebb McIntosh on excellent interim results.

21 Oct 2021 12AM 19 min

Reit property Transcend focuses on subsets of residential property

‘We are an out-and-out rental fund, with...just over 4 000 units’: CEO Myles Kritzinger.

20 Oct 2021 2AM 5 min

Oil the risk to inflation

Wayne McCurrie of FNB on the BHP production update. Transcend CEO Myles Kritzinger on residential property as an asset class. Jon Duncan, head of responsible investing at Old Mutual Investment Group, on understanding impact investing and its potential

20 Oct 2021 1AM 20 min

Perspectives on Dis-Chem, Clicks and the agricultural sector

Clicks ‘a very settled company’ and Dis-Chem ‘still finding its feet’; and finding an entry point to the agri sector ‘quite hard’: Kruger International director Mia Kruger.

19 Oct 2021 2AM 5 min

Helium trading coming soon

Mia Kruger on Dis-Chem's trading update and the Irongate Group offer. Wikus Lategan, CEO of Calgro M3, on results as it swings back into profit and delivers 771 units. Stefano Marani, CEO of Renergen, as it launches a world-first helium exchange.

19 Oct 2021 1AM 19 min

Should we be worried about Facebook?

Henry Biddlecombe from Anchor Global Technology Fund explains why he is still ‘very bullish’ on the company.’

18 Oct 2021 2AM 6 min

Are we seeing an 'everything' rally?

Nick Kunze of Sanlam on whether we're seeing an 'everything' rally. Zak Calisto of Karooooo on results, and whether it's seeing any improvement in vehicle production. Henry Biddlecombe of Anchor on Facebook. Are all its troubles starting to make it an unviable investment?

18 Oct 2021 1AM 21 min