MoneywebNOW

Five themes driving the gold bull market

Nick Kunze from Sanlam Private Wealth highlights local vehicle sales hitting decade highs, explores whether this is a genuine opportunity, and comments on the absence of US jobs data. George Cheveley from Ninety One breaks down the five key themes driving gold bulls. Herman van Papendorp from Momentum Investments outlines…

6 Oct 1AM 22 min

[TOP STORY] How ETFs are making investing more accessible

Ben Meyer from Prescient looks back on 25 years of ETF growth in South Africa, though still a small slice of the CIS market.

3 Oct 3AM 9 min

PGM story still positive, but beware of Fomo

Kieran Witthuhn from Anchor on the gold and PGM surge — and how they’re positioning portfolios at these levels. Ben Meyer from Prescient on 25 years of ETF growth in South Africa, though still a small slice of the CIS market. Simon on Fed Chair Powell’s warning that stocks are…

3 Oct 1AM 20 min

[TOP STORY] Actively managed funds vs passive in H2 2025: Spiva insights

Tim Edwards from S&P says, ‘Sometimes people think that a passive approach, getting the market, is settling for average … our data suggests no, it's not quite settling for average. It might in fact be considerably better than average’.

2 Oct 3AM 7 min

Reduced ETF fees gives R20m back to investors

Lonwabo Maqubela from Perpetua Investment Managers on Capitec’s stellar performance, with Heps and dividends surging around 26%. Tim Edwards from S&P Dow Jones Indices breaks down the latest SPIVA report, revealing most active funds lag behind the index. Kingsley Williams, CIO at Satrix, announces a reduction in the TER for…

2 Oct 1AM 20 min

[TOP STORY] Is your business ready to dance with uncertainty?

‘There's room for change, there's room for innovation, there's room to be agile. It's dependent on business leaders and companies and stakeholders working together’ – PwC SA Senior Economist Christie Viljoen.

1 Oct 3AM 6 min

Which healthcare stock does your portfolio need?

Could the recent positive update from Netcare, compared to Life Healthcare, signal that the healthcare sector is worth considering for investors? Chantal Marx from FNB Wealth & Investments weighs in. Christie Viljoen from PwC South Africa explores the numerous business risks and the opportunities that arise from forced change. EY’s…

1 Oct 1AM 20 min

[TOP STORY] Active vs passive strategies in a changing market

Francois van der Merwe of Sanlam Investments Multi-Manager dives into the active vs passive investing debate – and reveals the conditions when active strategies really shine.

30 Sep 2AM 6 min

Gold on track to hit $5 000 soon

Matete Thulare from RMB weighs in on the US dollar’s 2025 slide – with the DXY down nearly 10% this year, is further weakness on the horizon? Francois van der Merwe of Sanlam Investments Multi-Manager dives into the active vs passive investing debate – and reveals the conditions when active…

30 Sep 1AM 20 min

[TOP STORY] Zar sensitivity is a feature – not a bug

Bianca Botes from Citadel Global takes us through the forces behind the rand’s sharp swings.

29 Sep 2AM 6 min

Glitter or fade: Is silver offering value post-peak?

Nick Kunze from Sanlam Private Wealth unpacks silver’s surge as it edges toward all-time highs, while Mike Oswin from the World Gold Council explains how wholesale digital gold could transform the tradability of stored bullion. And Bianca Botes from Citadel Global takes us through the forces behind the rand’s sharp…

29 Sep 1AM 20 min

[TOP STORY] The SME Confidence Index and the future of small businesses in South Africa

David Morobe from Business Partners shares the importance of highlighting small business challenges, because resolution can ‘shape the environment and make it conducive for our SMEs to thrive’.

26 Sep 6AM 6 min

South Africa remains a compelling play for global investors

Petri Redelinghuys analyses recent market trends. Andrew Amoils of New World Wealth on the rise of crypto millionaires. David Morobe of Business Partners on falling SME confidence amid fiscal uncertainty and rand volatility.

26 Sep 1AM 22 min

[TOP STORY] Navigating interest rates amid inflation and US political pressures

'I think the main character in this whole drama is probably Trump himself, because it is a historically unprecedented degree of public interference in the functioning of the central bank’ – Izak Odendaal Old Mutual Wealth Investment Strategist.

25 Sep 3AM 8 min

Markets digest Trump’s UN speech as he touts falling energy prices and slams climate policy

Kea Nonyana from Scope Prime unpacks Trump's comments at the UN General Assembly. Cassidy Nydahl from Franc introduces a new tool designed to bring financial order to SA’s hustlers and gig workers. Old Mutual’s Izak Odendaal weighs in on the outlook for US and SA interest rates.

25 Sep 1AM 21 min

[TOP STORY] South Africans are stretching to afford new cars

While affordability is deteriorating, women aged 35-45 are more inclined to buy a new vehicle and males tend to opt for used vehicles from the more established brands – Henry Botha from Absa Vehicle & Asset Finance.

23 Sep 3AM 3 min

Canal+ clinches MultiChoice takeover, targets growth

Analyst Jimmy Moyaha on PPC’s turnaround plan and Canal+’s takeover of MultiChoice. Jonathan Kohler, Landsdowne Property Group CEO, on how South Africa’s property market is finding breathing room as affordability dynamics shift. Henry Botha from Absa Vehicle & Asset Finance talks the real cost of car repayments for South Africans.

23 Sep 12AM 21 min

[TOP STORY] Why more South Africans are paying tax without realising it

Tanya Tosen from Tax Consulting SA highlights how bracket creep is eroding South Africans’ take-home pay.

22 Sep 3AM 6 min

South Africans pay the price as red meat costs soar on supply shocks

Sanlam Private Wealth’s Nick Kunze unpacks Investec’s latest trading update and progress on its share buy-back programme. Paul Makube of FNB Commercial explains why red meat remains the biggest strain on household food bills. Tanya Tosen from Tax Consulting SA highlights how bracket creep is eroding South Africans’ take-home pay.

22 Sep 1AM 18 min

[TOP STORY] Obligatory crypto reporting and SA tax compliance

Wiehann Olivier from Forvis Mazars SA comments on Sars's release of the draft Crypto-Asset Reporting Framework regulations.

19 Sep 3AM 8 min