A PMs view of the mining industry's balance sheet and how gold has proved most resilient

In this episode of Money, Markets, and Masterminds, Cogence CEO and CIO Jonel Matthee-Ferreira explains advisers risk making poor decisions if they react to short-term volatility instead of staying focused on long-term outcomes. She further unpacks the firm’s move into private markets for retail investors, arguing that access to unlisted…

Markets are reacting to missiles and oil spikes, but what if that is exactly where investors go wrong? In the first 2026 episode of the Long Game series, Adrian Saville, investment strategist and professor of economics and finance at GIBS, unpacks why the real drivers of returns sit far beyond…

In episode two of the Regulatory Rulebook series, Takalani Lukhaimane, who leads the Financial Sector Conduct Authority's Retirement Funds Frontline Conduct Supervision team, highlights where boards are falling short - from section 13A breaches to weak oversight and rising unclaimed benefits. She points to persistent red flags, including superficial minutes,…

When markets panic, most investors react. Discretionary fund managers are meant to do the opposite. In this episode of Money, Markets, and Masterminds, Philip Bradford, chief investment officer at PortfolioMetrix Asset Management, explains how his team constructs portfolios built to withstand volatility rather than chase trends. From managing concentration risk…

In this episode of Money, Markets, and Masterminds, Analytics Multi-Manager CIO Daniel Schoeman argues that the real test of a fund manager comes during periods of stress and underperformance, when philosophy, process and decision-making discipline are exposed. He explains why diversified portfolios are intentionally designed to avoid extreme drawdowns, even…