MoneywebNOW

[TOP STORY] From 60/40 to 40/30/30: A new era of investment strategies

‘The popularity of alternatives in South Africa is increasing’ Dino Zuccollo from Westbrooke looks at the advantages of hybrid capital.

3 Jul 3AM 7 min

Euro defence stocks offer value in the new world order

Kea Nonyana from Scope Prime unpacks where he’s spotting value in the markets – and how much longer he thinks the rand can hold its strength. Dino Zuccollo of Westbrooke Alternative Asset Management on why high-net-worth investors are ditching traditional assets in favour of alternatives. Tumi Loate from 36ONE Asset…

3 Jul 1AM 21 min

[TOP STORY] Rand, reforms, and rail: Unpacking SA’s economic outlook post-election

Izak Odendaal from Old Mutual Wealth weighs in on the transformation in SA’s critical economic sectors.

2 Jul 4AM 6 min

Hyprop sharpens focus on Western Cape and Eastern Europe in strategic pivot

Independent analyst Jimmy Moyaha unpacks Hyprop’s move to offload 50% of its Hyde Park Corner stake. Izak Odendaal from Old Mutual Wealth weighs in on the shaky but still-standing GNU – and whether he’s spotting signs of recovery. Sello Sekele from Absa CIB breaks down June’s PMI rebound – up…

2 Jul 1AM 21 min

[TOP STORY] Buy now, panic later? The hidden risks of unregulated BNPL

Lerato Lamola from Webber Wentzel unpacks the retail practice.

1 Jul 3AM 5 min

Invicta expects a ‘great’ year ahead after restructuring

Petri Redelinghuys from Herenya Capital Advisors on oil price targets as they dive back into Sasol. Invicta CEO Steven Joffe breaks down the latest results. Lerato Lamola from Webber Wentzel unpacks Buy Now Pay Later – is the lack of regulation setting us up for Buy Now, Panic Later?

1 Jul 1AM 21 min

[TOP STORY] AI won’t take your job – It’ll make you better at it: 4Sight CEO

‘Once you give people in Africa connectivity today – these new users – they will actually start with AI, not with DOS. They will start right at the edge’: Tertius Zitzke, Group CEO of 4Sight.

30 Jun 3AM 7 min

Commodities: Hold onto your seats, volatility is the norm

Sanlam’s Nick Kunze on Friday’s resource rout – just another day in the life of volatile commodities? 4Sight Group CEO Tertius Zitzke unpacks results and what makes the business tick. FNB Wealth and Investments’ Samukelo Zwane shares insights from their retirement survey – middle-income earners are cutting back on contributions.

30 Jun 1AM 21 min

‘Majority only seek professional advice 9 years from retirement'

Standout retirement insights from the 2025 Benchmark Survey with Nzwa Shoniwa from Sanlam Umbrella Solutions.

27 Jun 3AM 8 min

JSE powers ahead in 2025

Schalk Louw from PSG Old Oak weighs in on Thungela’s latest update and offers a solid mid-year check-in. It’s been a full year – and most of our investments? Still going strong. Nzwa Shoniwa from Sanlam Umbrella Solutions unpacks the standout insights from their 2025 Benchmark Survey. Simon takes a…

27 Jun 1AM 20 min

[TOP STORY] Handover of the SA Market Surveillance Code of Conduct

‘This code is really intended to strengthen our processes and controls and ensure that the South African financial market remains attractive to the global community seeking safe places to invest’: Themba Maseko – Investec.

26 Jun 3AM 6 min

Nvidia's highs show AI theme is still strong

FNB Wealth & Investments’s Chantal Marx on the mixed performance of the Magnificent 7 – some tech giants slipping, others surging – despite concerns over valuations earlier in the year. Investec’s Themba Maseko on the launch of the South African Market Surveillance Code of Conduct, a step toward strengthening transparency…

26 Jun 1AM 20 min

[TOP STORY] Machine learning: A game changer for fund managers

STANLIB’s Chetan Ramlall envisages job-displacement, a reimagining of jobs where new types of roles will come to the fore.

25 Jun 3AM 7 min

In a world is awash with oil, woe is Sasol?

Kea Nonyana from Scope Prime says Monday’s oil price movement points to a global glut, which could spell trouble for Sasol. Capital Appreciation CEO Brad Sacks attributes their strong results to significant growth in payment volumes. STANLIB’s Chetan Ramlall on using AI and machine learning in the investment process.

25 Jun 1AM 21 min

[TOP STORY] Gold: Still the safe haven?

‘I think there are better opportunities [than gold], and we are looking at PGMs as the unappreciated commodity market over the next few years' – Tana Mongwe from Old Mutual investment Group.

24 Jun 3AM 7 min

Breaking the bias: The case for an African Credit Rating Agency

Shaun Dendere of Trive Investments on Naspers and Prosus delivering strong results as they aim to diversify beyond Tencent. OMIG’s Tana Mongwe explains their shift from gold to increased exposure in PGMs. Dr Daniel Cash from Aston Law School highlights the importance of establishing an African Credit Rating Agency.

24 Jun 1AM 20 min

[TOP STORY] The mispricing dilemma in African bond markets

‘We need to develop strong teams that have equal knowledge – like the bond-issuing syndicates that structure the IPOs’: Dr Misheck Mutize, UCT Graduate School of Business.

23 Jun 2AM 6 min

SA retail stocks are ripe for the picking

Nick Kunze from Sanlam Private Wealth on whether US strikes on Iran pose a risk to oil prices – and by extension, inflation. Absa CIB's Opy Ramaremisa outlines the challenges and potential solutions in Africa’s renewable energy sector. Dr Misheck Mutize from UCT’s Graduate School of Business on the mispricing…

23 Jun 1AM 20 min

[TOP STORY] How geopolitics could shape – or shatter – SA’s ESG trajectory

‘What's really going to change the game for Africa is to build some of these road and infrastructure networks across the continent’ – Sanisha Packirisamy from Momentum.

20 Jun 2AM 9 min

Stadio gets a boost from flailing public sector

Kieran Witthuhn from Anchor covers Stadio's strong update and the continued pressure on the iron ore price this year. Sanisha Packirisamy from Momentum unpacks how geopolitics could shape – or shatter – South Africa’s ESG trajectory. Simon shares thoughts on oil: while the future is uncertain, a higher price remains…

20 Jun 1AM 22 min