[TOP STORY] Managing an investment portfolio is a constant balancing act
Loading player...
‘You want to invest in things that respond differently to the same factors within a portfolio’: Roné Swanepoel.
Other recent episodes
Commodities looks set for another strong year
Nick Kunze of Sanlam Private Wealth weighs in on commidity market records over the holidays and into the new year. ETFsa's Mike Brown on the growth in the listed ETF, AMC and Actively Managed ETF sector in 2025. Plus, Jaco van Jaarsveldt of Experian on a surprising consumer indebtedness data…
Echoes of the past: Japan’s bubble, the dot-com surge and today’s risks
Dan Brocklebank from Orbis Investments, Allan Gray’s offshore partner on what the monty hall problem can teach us about markets. From the Japanese bubble in the 1990’s through the dot com bust to the AI boom of today. Lessons and expectations for investors.
Transnet: From excellence to crisis – and the long road back
Olga Constantatos from Futuregrowth Asset Management on Transnet’s long slide from excellence to crisis – and whether rising rail and port volumes, plus a stronger capital structure, signal a genuine turnaround.
Domestic outlook improves, but global threats loom large
Bastian Teichgreeber from Prescient Investment Management on SA’s improving sentiment – and why it’s happening just as global risks ramp up.
Economic and political power is shifting eastwards
Prof Adrian Saville from the Gordon Institute of Business Science on the “age of fracture” – how global economic and political power keeps tilting from West to East, new alliances take shape, and why this shift extends far beyond President Trump.