MoneywebNOW

[TOP STORY] Early stress signals in US private credit market

‘When people sell assets globally, they often come to South Africa because we have some of the most liquid equity, bond, and currency markets': Warren Buhai – Senior Portfolio Manager, STANLIB Asset Management.

24 Apr 2AM 6 min

Clicks cautions about rest-of-year trading

Clicks sells off following its latest results – we unpack the market reaction with Petri Redelinghuys from Herenya Capital Advisors. Is this about the numbers, or a consumer under growing pressure? Warren Buhai of STANLIB Asset Management weighs in on rising private credit risks in the US – and whether…

24 Apr 1AM 20 min

[TOP STORY] Reading fund fact sheets is your best investment move

‘Once you start understanding … and simplifying things for yourself, we feel that it does empower you to make a more informed decision in terms of where to invest’ – Duma Mxenge, Head of Business and Market Development at Satrix.

23 Apr 3AM 6 min

March inflation: The calm before the storm

Kea Nonyana from PrimeXBT unpacks strong Capitec results and BHP's latest update. Lismore Burke from CFI Financial Group shares what you need to know before you start trading – and why trading is not gambling. Plus, Satrix’s Duma Mxenge explains how to understand your fund’s fact sheet and MDD.

23 Apr 1AM 20 min

[TOP STORY] Europe wants minerals, SA wants oil. Deal on.

An initial ‘€200 million is coming in as a loan in order for us to improve our infrastructure and be able to mine these minerals effectively’ – Harry Scherzer, CEO at Future Forex.

22 Apr 2AM 5 min

A consumer discretionary for your portfolio

Chantal Marx from FNB Wealth and Investments unpacks Afrimat’s latest update – is the weakness a warning sign? Harry Scherzer, CEO of Future Forex, explains why Europe is emerging as an increasingly valuable long-term partner for South Africa. Lucia Bergh from PwC South Africa highlights how local family businesses are…

22 Apr 1AM 19 min

[TOP STORY] ‘Buy the dip’ or ‘buy and hold’ in uncertain markets?

‘There are a lot of things you can do as a government to get your hands on people’s savings, but you can't force foreigners to buy your debt’ – Izak Odendaal, Old Mutual Wealth Investment Strategist.

21 Apr 3AM 7 min

Why your portfolio needs software stocks right now

Petri Redelinghuys from Herenya Capital Advisors unpacks US software stocks after the selloff diven by vibe coding fears. Izak Odendaal from Old Mutual Wealth Investment looks at resilience as the Iran war becomes the fifth major global crisis in just six years. And, for Financial Literacy Month, Kashif Noor from…

21 Apr 1AM 20 min

[TOP STORY] Beware: Pension payouts can ignore your will

Simplifying your will as much as possible ‘gives a bigger chance of … your actual intent being followed after your passing’ – Henré Prinsloo, Head of Employee Benefits at Momentum Corporate.

20 Apr 3AM 6 min

Remembering when oil went negative

Nick Kunze from Sanlam Private Wealth unpacks the uncertainty around the Strait of Hormuz – is it disruption, resolution, or a slow grind toward stability? Henré Prinsloo of Momentum Corporate explains why your death benefits may not end up with your nominated beneficiary – and what you need to know…

20 Apr 1AM 20 min

[TOP STORY] Key developments at ASP Isotopes

CEO Paul Mann reports on progress at The Virginia Gas Project, Quantum Leap Energy, Silicon 28, radiopharmacies and capital requirements.

17 Apr 3AM 7 min

Why you should never waste a good crisis

Independent analyst Shaun Dendere unpacks strong results from PSG Financial Services, while Ninety One updates the market on assets under management. Paul Mann, CEO of ASP Isotopes, joins us on the company’s business update released earlier this week. And Simon shares his thoughts on why you should never let a…

17 Apr 1AM 19 min

[TOP STORY] Recent advancements in artificial intelligence models

Viv Govender of Rand Swiss discusses how investment decisions in AI infrastructure are shaping competitive positioning across the industry.

16 Apr 3AM 6 min

Consumer struggles will send local GDP back to the doldrums

US markets are back above pre-war levels – Kea Nonyana unpacks what’s driving the rebound and whether recent US results are delivering any real standouts, good or bad. Viv Govender weighs in on the AI arms race and whether the Mag 7’s solid run still has legs. Plus, John Loos…

16 Apr 1AM 20 min

[TOP STORY] ETFSA lists Oyster, its second all-offshore ETF on the JSE

‘I think for the investor the beauty is a single ETF that you buy on the JSE for the very low starting price of R10 a unit’ – etfSA Director Nerina Visser.

15 Apr 3AM 7 min

Now’s the time to buy PGM stocks

Zimele Mbanjwa from FNB Wealth & Investments unpacks February mining output data, with a surge driven by a 50% jump in PGM production, and asks whether any PGM miners are starting to look attractive. Nerina Visser, director at ETFsa, joins us as an offshore ETF lists on the JSE this…

15 Apr 1AM 19 min

[TOP STORY] SA Reit returns drop sharply

Ian Anderson from Merchant West Investments weighs in on the local Reit sector’s response to the war in Iran spooking markets, and some increased demand for office space.

14 Apr 3AM 7 min

Quick profit-taking can shield portfolios in choppy markets

Petri Redelinghuys from Herenya Capital Advisors unpacks how he navigates the fog of unreliable war-time information when making investment calls. Ian Anderson from Merchant West Investments weighs in on the local Reit sector after a sharp 12.3% drop in March – is this a buying opportunity or a warning sign?…

14 Apr 1AM 20 min

[TOP STORY] Misconceptions about oil at $100/barrel

Manpreet Gill, CIO for Africa, Middle East and Europe at Standard Chartered Wealth Solutions explains the advantage now of holding hedges and the part gold can play.

13 Apr 2AM 5 min

As US earnings season kicks off, guidance is key

Nick Kunze from Sanlam Private Wealth asks whether markets are adjusting to the war amid failing peace talks. Keith McLachlan of Element Investment Managers weighs up stock-based compensation – the good, the bad and the very ugly. Manpreet Gill from Standard Chartered unpacks the inflation data, with no real surprises,…

13 Apr 1AM 21 min