Asset Managers’ bull market winners

Bryn Hatty of Stonehage Fleming Investment Management SA explores the transformative impact of AI beyond tech giants and stresses the growing role of private markets.

Independent analyst Jimmy Moyaha unpacks AVI’s solid results, with the group managing to hold margins despite a tough operating environment. Mpact CEO Bruce Strong joins us on a mixed set of results – and why, with major capital projects now largely complete, the business should start seeing the payoff. Plus,…

Keith McLachlan of Element Investment Managers explains how higher petrol and diesel prices drive up transport costs, affecting producers and retailers differently.

Nick Kunze from Sanlam Private Wealth breaks down the latest US jobs data, the move in oil, and Grindrod's latest results. Keith McLachlan of Element Investment Managers unpacks how food inflation hits retailers versus producers. Morningstar’s Ryan Murphy joins us to discuss how investors can recognise – and manage –…

Alex Tsepaev from B2PRIME Group explores some ‘crisis’ mistakes that investors jump into.