Where to find opportunity in niche Reits

‘One of the biggest risks in choosing benchmarks is that you don't match what you actually want as an objective’ – Satrix Quantitative Portfolio Manager Siyabulela Nomoyi.

Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus results as Takealot delivers an adjusted Ebitda profit – but is the story still all about Tencent? Invicta CEO Steven Joffe joins us to discuss results showing 50% of revenue now comes from offshore operations as tough local trading conditions persist…

The best opportunities which we fund are when there's cross-collaboration between faculties – and that's when you really get something unique. Wayne Stocks, Stocks & Strauss.

Nick Kunze from Sanlam Private Wealth unpacks this week’s fuel price cuts and why South African consumers still have little reason to celebrate. We also discuss South Korea’s market volatility despite surging global chip demand. Horacia Naidoo-McCarthy from Allan Gray explains how uncertainty often drives poor investor behaviour – and…

‘I think employers can play a very meaningful role in assisting and supporting [their] people’ – John Anderson from Sanlam Corporate Investments.