Money, Markets and Masterminds
The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.
Responsible investing is much more than just picking companies that claim to be green
In this podcast episode, we delve into the world of responsible investing and discuss Investec Wealth & Investment International’s newly launched ESG and Responsible Investing Guidebook. We explore how this free-to-download educational resource can help trustees, investors, and fund selectors navigate the complexities of integrating environmental, social, and governance (ESG)…
Why DFMs are geared to support advisers, not replace them
In this episode of Money, Markets, and Masterminds we delve into the growing role of discretionary fund managers (DFMs) in the financial advisory landscape. We are joined by Nadir Thokan, senior DFM specialist at Alexforbes, to discuss how DFMs are transforming the industry by providing streamlined portfolio management, research, and…
A random walk down bond street
Nearly two and a half years after the US Federal Reserve (Fed) kicked off a massive increase in interest rates, in a bid to combat surging inflation of course, global bond markets now appears to be heading in a new direction. It is widely believed that the Fed will start…
SA private equity fundraising activity surges to a 13-year high
Close to 60% of the funds raised came from international investors, indicating growing interest from global markets in local markets. In this episode of "Money, Markets, and Masterminds," the discussion centres around the recent surge in private equity fundraising activity in South Africa, reaching a 13-year high. The conversation highlights key…
‘Market Pulse Monthly with Morningstar - The certainty of uncertainty - Reframing Risk
In this episode of "Money, Markets, and Masterminds," Citywire South Africa editor Ruan Jooste is joined by Morningstar South Africa’s Head of Investments, Sean Neethling, to delve into the complexities of investment risk. They discuss the shifting market dynamics, from tech stock volatility to geopolitical tensions, and how investors can…
The impact of data and computing power on investment strategies
The exponential growth of data availability, the immense computing power now at fund managers’ disposal and the rise of artificial intelligence (AI) is reshaping how institutional and retail investors are approaching investing.To explore these groundbreaking developments in this podcast, we were joined by Chetan Ramlall, the head of quantitative research…
SA's battle against financial crime – legislative strength vs implementation weakness
In this compelling episode of ‘Money Markets and Masterminds’, we delve into the complexities of white-collar crime in South Africa: its profound economic impacts, the ongoing struggle to restore investor confidence and the urgent need for a multifaceted approach to address these crimes.Our expert guest Cameron Dunstan-Smith breaks down the…
As trustees can be held personally liable, comprehensive risk cover is key
Trusts in South Africa are often misunderstood and mismanaged as if they were legal entities like companies, leading to joint liability for trustees. Family members commonly act as trustees, unlike in other countries where professional trustees, like attorneys, accountants, and financial advisers, predominantly manage trusts.As such independent trustees, who are…
Looking at the bright side of the South African economy with Adrian Saville
In today’s episode with my guest Adrian Saville, we focussed on the country’s economic attractiveness, driven by compelling yields on government bonds, stabilising inflation and a strategically undervalued rand. We also discussed the critical reforms and infrastructural improvements necessary to stimulate growth and create jobs. Saville (pictured below) also highlighted the…
‘Market Pulse Monthly with Morningstar’ - Is SA on the cusp?
Morningstar South Africa’s Sean Neethling discusses the sentiment shift toward SA assets and what investors should pay attention to amid the government's coalition transition. ‘Welcome to 'Money, Markets, and Masterminds,' - a Citywire South Africa podcast that delves into the intricate world of finance, investment and strategic decision-making. Today is our…
Putting the ETF in fund selection ETFSA director Gareth Stobie discusses the surge in JSE-listed ETFs, sector trends and what investors should look ou..
Welcome to 'Money, Markets, and Masterminds' – a Citywire South Africa podcast – that delves into the intricate world of finance, investment and strategic decision-making. My guest today is Gareth Stobie, the founder of CoreShares, which has blossomed into a flourishing passive investment management business and ETF issuer. At the…
Numsa boss slams neo-liberal policies and pension fund reform
In this podcast interview with Numsa deputy general secretary Mbuso Ngubane (pictured below) at Citywire South Africa’s annual retreat in Fancourt, the union boss emphasised the importance of the working class being more active in the economy and owning the means of production.Numsa is the biggest trade union in South…
'Mind over Markets with Morningstar' - How sticky are flows, really?
Today is our first episode of a new underlying series in partnership with Morningstar South Africa and their Head of Investments - Sean Neethling, who was on the show not too long ago.This new series is aptly called: ‘Mind over Markets with Morningstar’ and will provide the latest insights on…
Alexforbes addresses several misconceptions around the upcoming two-POT retirement system
The two-pot retirement fund system is the most significant reform that the local pension fund industry has seen in recent years.Besides getting a handle on the legal changes — including the Revenue Laws Amendment Bill and the Pension Laws Amendment Bill —each private and public fund will also have to…
Trustees need to ensure that members have access to financial advice
In this episode, we delve into the essential topic of default regulations and their impact on investors and retirees. We'll explore the significance of these regulations for investment portfolios, the crucial roles of trustees and financial advisers and the strategic setup of the Investment Policy Statement. Discover how these regulations,…
The rise in JSE company delistings has elevated investor concerns
The South Africa of 1995 was a very different place. The country was basking in the glow of its first democratic elections the year before. We won the Rugby World Cup for the first time and DStv had just launched.The Johannesburg Stock Exchange also looked vastly different. At the time, 600…
Probate challenges and estate planning complexities
Many South African investors are seeking offshore opportunities, whether for diversification purposes or a currency hedge, or due to an economic or a political agenda.However, a recurring, underlying problem in such decisions is that most individuals don’t realise how their foreign investments may impact their estate on death.Offshore probate refers…
From past to present – the role of CPD in shaping financial, legal and tax advice
Welcome to Money, Markets, and Masterminds,’ a Citywire South Africa podcast that delves into the intricate world of finance, investment and strategic decision-making.In this episode, we explore the captivating journey of continuous professional development (CPD) in South Africa, with a specific focus on its impact within the tax advisory landscape.In…
Unveiling the lasting value of brokers – insights from the funeral industry
Insurance brokers still play a vital role in the financial services industry in providing product expertise, access to markets, claims assistance and regulatory compliance support.Despite technological advancements and alternative distribution channels, brokers continue to serve very specific needs in the value chain.In this episode we are talking specifically about the…
How open are African pension funds to offshore allocations?
As the global economy evolves, so do the strategies of institutional investors, including pension funds. With an aim to diversify their portfolios and optimise returns, many retirement funds across the continent are increasingly looking towards offshore investments. But I wanted to find out what exactly the trends are and what…