Can US markets keep offering the best returns for investors?

Loading player...

Gary Booysen from Rand Swiss reflects on the eighth anniversary of his global equity portfolio, discussing the performance of his initial stock picks after nine years. Theuns Ehlers from Absa addresses the funding challenges for renewable energy projects. Kabelo Makeke from Standard Bank South Africa talks about the increase in first-time home buyers.

11 Jul 2024 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Understanding D&O Insurance

Mongezi Mpahlwa of Cox Yeats breaks down Directors and Officers Insurance – what it is, why it matters, and what it doesn’t cover.

25 Aug 3AM 5 min

Powell pivots as the Fed backs off inflation worries

Alex Duys of Umthombo Wealth discusses Jerome Powell's pivot to focus on jobs. Mongezi Mpahlwa of Cox Yeats breaks down director and officers insurance – what it is, why it matters, and what it doesn’t cover.

25 Aug 1AM 18 min

[TOP STORY] Spur vs Famous Brands: A tale of two restaurant giants

‘Really good numbers’ from Spur, whereas ‘a whole lot has gone wrong’ for Famous Brands, comments Keith McLachlan of Element Investment Managers.

22 Aug 3AM 7 min

Rate cuts: US likely, SA unlikely

Pooja Tanna from Perpetua Investment Managers: As Jackson Hole gets underway, will the side-room discussions be dominated by central bank independence? And looking ahead to the next FOMC and MPC rate decisions – are we likely to see a cut, a hold, or a hike? Keith McLachlan from Element Investment…

22 Aug 1AM 19 min

[TOP STORY] How credit can be good for you

Sanlam Credit Partnerships CEO Alet Griesel looks at good vs bad debt, and how women are leveraging credit to change their lives.

21 Aug 3AM 6 min

All episodes