Democrat and Republican policies differ significantly on tax, import tariffs, legal issues and big tech ..read more

Stanlib's Sylvester Kobo explains that these funds within the fixed-income space give the fund manager flexibility to ‘really shift asset allocation’ based on prevailing market conditions ..read more

Odwa Magwentshu from Trive South Africa discusses Balwin's shift to a rental model alongside their sales model and provides an update on Vodacom. Stanlib's Sylvester Kobo explains multi-asset income funds and their unique features. Benay Sager from DebtBusters shares insights from their 3rd annual money stress survey, highlighting that women and youth are under the most financial pressure ..read more

Peregrine Capital CEO Jacques Conradie thinks ‘there's quite a bit of opportunity still in the SA small and mid-cap space, which has been unloved for quite a long period of time ..read more

Independent analyst Jimmy Moyaha discusses the Kumba Iron Ore results and its significant dividend payout. Jacques Conradie, CEO of Peregrine Capital, explains how they are positioned to benefit from the long-term rally in the global natural resources sector. Lebo Thubisi, deputy CIO of Alexforbes Investments, introduces the launch of the AF Infrastructure Impact Fund-of-Funds ..read more

The 2024 average for the full year versus 2023 on something like mining productivity looks a bit flat. But at the fourth quarter it's particularly strong ... This is a sign of healthy progress: Meryl Pick – OMIG head of equity research ..read more

Chantal Marx from FNB discusses the South32 update, which is mostly positive aside from the Worsley Alumina news. Meryl Pick of Old Mutual Investment Group breaks down the largely positive Sasol production update. Richard Carter from Allan Gray comments on the new Pension Funds Amendment Act that has been signed into law ..read more

Karooooo CEO Zak Calisto says, ‘With what we deliver in our platform today, it really is a no-brainer that every single company in South Africa should be on our platform’ in terms of assisting customers to build and digitalise their businesses ..read more

Nick Kunze from Sanlam Private Wealth discusses the potential opportunities in holding companies with substantial discounts to NAV, such as Reinet Investments, and shares his strategy if faced with a disaster scenario like Crowdstrike. Zak Calisto, CEO of Karooooo, comments on the implications of the Crowdstrike outage and highlights his company's strong Q1 results. Bianca Botes from Citadel Global analyses the long-term trends for the US dollar if Trump wins the election ..read more

Meryl Pick from Old Mutual Investment Group discusses how JSE investors can tap into the forces of artificial intelligence and inflation ..read more