MoneywebNOW

27 October - What's up (and down) with the S&P and the importance of asset allocation

Nedbank's Preston Narainsamy on the drivers behind the latest S&P and Famous Brands numbers. Cobus Loots, CEO of Pan African Resources on the reprocessing of gold tailings and the sustainability of this trend. Sam Feinstein of Definitive Capital talks asset allocation.

27 Oct 2020 1AM 23 min

Trade volumes bounce back and fundamental analysis in long-term investing

Nick Kunze of Sanlam Private Wealth takes a look at what the week ahead may hold and Cannon Asset Managers's Samantha Steyn talks about the ins and outs of fundamental analysis.

26 Oct 2020 1AM 21 min

23 October - Infrastructure stocks you should pay attention to and the sustainability of fashion

FNB's Wayne McCurrie talks Clicks, Altron results and the Kumba update. AlphaWealth's Keith McLachlan on his preferred infrastructure stock. Rob Noble of RunwaySale talks the sustainability of value fashion vs secondhand garments.

23 Oct 2020 12AM 19 min

22 October - Cashbuild revenue up 22% for the quarter and Fedgroup's impact investments

Viv Govender of Rand Swiss on the Cashbuild update, the state of the travel industry and what's happening (or not) with Brexit. Grant Field, CEO of Fedgroup, gives an update how their impact investments did under lockdown.

22 Oct 2020 1AM 20 min

21 October - Africa's most valuable brands, Pick n Pay's lower earnings, vehicle sales under lockdown

FNB's Chantal Marx on Pick n Pay, Standard Bank and Sasol. Combined Motor Holdings CEO Jebb McIntosh talks vehicle sales under lockdown. Jeremy Sampson of Brand Finance Africa on the continent's most valuable brands.

21 Oct 2020 12AM 20 min

20 October - The JSE continues to lose listings and Kruger International's new green investment option

Nesan Nair of Sasfin Securities on a big day for financials and a look at why the JSE continues to lose listings. Kruger International's Mia Kruger talks issuing a green social investment option. Earning interest on Bitcoin in your Luno wallet with Africa GM Marius Reitz.

20 Oct 2020 12AM 20 min

19 October - Aspen keeps falling, Renergen results and US Congress's anti-trust report

Petri Redelinghuys of Herenya Capital looks at US indices, gold and Aspen's continued dive. Renergen CEO Stefano Marani on results and their greenfields helium and LNG fields in the Free State. Anchor Capital's Henry Biddlecombe talks the US's anti-trust report and its risks to big tech.

19 Oct 2020 1AM 20 min

16 October - Small-cap opportunities, Orion Minerals on their plans and the rise of the cashless society

Mia Kruger of Kruger International on the President's address and small cap opportunities. Errol Smart of Orion Minerals on the bankable feasibility study for their copper-zinc mine in the Northern Cape and Moosa Hassim of Old Mutual on Visa as an investment case in an increasingly cashless society.

16 Oct 2020 12AM 20 min

15 October - Famous Brands's UK chain GBK fails, US bank results and the state of SA's ETF industry

Viv Govender of Rand Swiss on Famous Brand's GBK going bankrupt and US bank results. Keith Mclachlan of Alpha Wealth on equity vs. consolidated holdings in the results and changes to the PSG IFRS status that will impact results. Mike Brown on twenty years of ETFs in South Africa as…

15 Oct 2020 12AM 19 min

14 October - OPEC+ wants production cuts, Anchor Capital's asset allocation report and the rise of dark kitchens

Wayne McCurrie of FNB Wealth and Investments talks OPEC+ production cuts and the latest on Standard Bank payment holidays. Stephan Engelbrecht of Anchor Capital on their Q4 asset allocation report and Rael Levitt, CEO of Inospace Properties, talks dark kitchens and stores changing the face of delivery.

14 Oct 2020 12AM 21 min

13 October - Murray & Roberts JV, Balwin results and the importance of ESG standardisation

Preston Narainsamy of Nedbank Private Wealth on the Murray and Roberts JV. Steve Brooks, CEO of Balwin, talks results and paying a dividend through tough economic times. Shaw Mabuto of SPEAR Capital on ESG standardisation.

13 Oct 2020 1AM 19 min

12 October - PPC on capital raising; a look at market responses to the US Elections

Nick Kunze of Sanlam Private Wealth on the week ahead. PPC CEO Roland van Wijnen on the need to raise more capital and Gary Booysen of Rand Swiss talks the upcoming US elections.

12 Oct 2020 12AM 19 min

9 October - Spur's post-lockdown business, a new normal for supply chains and FNB's new ETN offering

Deryck Janse van Rensburg of Anchor Capital talks the Spur update and PSG Konsult results. FNB's Bheki Mkhize on launching JSE-listed fractional ETNs tracking hot US tech and consumer stocks. Andrew Dawson, MD at MACmobile, on adapting the supply chain to the Covid-19 reality.

9 Oct 2020 1AM 19 min

8 October - A look at money market funds and SA's worrying debt trajectory

FNB's Chantal Marx on the Pick n Pay update - who’s losing market share? And the possible Tsogo Sun Hotels/ Hospitality deal. Cannon's Samantha Steyn talks money market funds. Morningstar's Eugene Visagie on how SA must overcome its slow economic growth.

8 Oct 2020 1AM 20 min

7 October - AB InBev stock moves, harnessing zinc to reboot the economy and China's new growth phase

FNB's Wayne McCurrie on AB InBev and Fed chairman Jerome Powell's latest comments. Simon Norton of the International Zinc Association on harnessing SA's zinc resources to reboot the economy. Schroders Stephen Kam talks China as it starts a new growth phase.

7 Oct 2020 12AM 20 min

6 October - France's Canal+ buys stake in MultiChoice; disrupting the new normal and does the JSE need fixing?

Nesan Nair of Sasfin Securities on markets as Canal+ takes a 6.5% stake in MultiChoice. AlphaWealth's Keith McLachlan on his ideas to boost JSE listings with research, JDRs and more. Claudia Smith of Orange Ink on saying no thanks to the new normal and charting your own disruption.

6 Oct 2020 12AM 20 min

5 October - What the week ahead may hold for markets, York results and why this tech rally is unlike the 1999 bubble.

Petri Redelinghuys of Herenya Capital takes us through the key charts for the week ahead. York Timber CEO, Pieter van Zyl talks results. Victor Mupunga from Old Mutual on why this tech rally is different to the 1999 bubble.

5 Oct 2020 1AM 21 min

2 October - Disney cuts 29 000 jobs, Sun International's occupancy levels and the serendipity of an office environment

Viv Govender of Rand Swiss on US GDP data; Disney and American Airlines layoffs. Sun International's Graham Wood on occupancy levels at their resorts and whether conferencing is returning. David Seinker, The Business Exchange CEO, on the serendipity that comes from having workers in the office.

2 Oct 2020 12AM 19 min

01 October - A look at Capitec's results and the rattlesnake rand.

Matete Thulare of RMB on Capitec results and our rattle snake Rand. Tasneem Samodien of Old Mutual Wealth Private Client on the role of defensive stocks such as L’Oréal in a portfolio. Paul Semple of Futuregrowth Asset Management on SA’s Energy Sector, are we finally seeing a viable solution?

1 Oct 2020 12AM 19 min

30 September - Luxury markets, Alviva interims and exploring the myths around wills

Mia Kruger of Kruger International on luxury markets, the Palantir listing and Ascendis results. Alviva CEO, Pierre Spies talks the company's financials and the shift into services. Hilary Dudley of Citadel Fiduciary on the ins and outs of wills.

30 Sep 2020 12AM 20 min