19 March - US inflation a real threat to markets

Loading player...
Rand Swiss's Viv Govender on US ten-year Treasury yields as they surge. Riaz Haffejee, Metair CEO, talks results as increased local vehicle production boosts future earnings potential and Martin Freeman, Orbvest CEO, as the company launches another investment - Orvest Diversified Holdings 4
19 Mar 2021 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] The 5% bond yield reality

Sean Kelly of Parity Wealth navigates the new global hurdle rate and its impact on equities. ‘I think bonds deserve a much bigger seat at the table now, but it doesn't mean sell equities, buy bonds.’
7 Oct 2AM 6 min

The benefits of holding some cash

Chantal Marx from FNB Wealth and Investments on where to put new money as uncertainty rises and fuel tops R30/litre. Sean Kelly from Parity Wealth asks whether US bond yields above 5% mean it’s time to rethink your portfolio. And Lullu Krugel from PwC South Africa unpacks what’s holding back…
7 Oct 1AM 22 min

Reit balance sheets strongest in a decade

Independent analyst Jimmy Moyaha on Sappi’s struggles with its proposed graphic paper JV, plus Sanlam’s move to buy Santam. Ian Anderson from Merchant West Investments unpacks September’s Reit returns, driven by strong dividend increases from a number of recent results. Alan Quinn from Cars.co.za on how high fuel prices are…
6 Oct 1AM 21 min