31 August - Discovery's update, Northam Platinum results and global fixed income

Hlelo Giyose from First Avenue Investment Management explains the yellow metal’s constancy compared to every other investment asset.

Matete Thulare of Investec on the rand, which has been holding on fairly well. But, is the collapse still to come? Hlelo Giyose of First Avenue Investment Management weighs in on gold, how it’s priced, and the stock-to-flow ratio impact on commodity prices. And, Simon's thoughts on using AI to…

Wiehahn Koch explores the bank’s innovative ‘purpose lending’, which links credit to specific life improvement goals like mobility and education – rather than mere consumption.

Kea Nonyana from PrimeXBT unpacks the latest from PPC, dives into iOCO’s results, and breaks down what the Fed’s dot plot signals for markets. Dr Roelof Botha shares insights from the Q4 2025 Afrimat Construction Index, highlighting key trends shaping the sector. Wiehahn Koch from Capitec explores the advantages of…

Head of Fixed Income Private Markets Johan Marnewick explains the fund’s structure, focusing on investing in operational renewable energy assets to deliver immediate returns, while supporting South Africa’s energy transition.