Aspen ready to run higher

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Herenya Capital Advisors's Petri Redelinghuys talks markets as we close out a strong October for markets locally and globally. 10X CEO Tobie van Heerden unpacks the asset manager's annual retirement report. Varshan Maharaj Allan Gray talks pharmerging companies in frontier markets.

25 Oct 2021 1AM English South Africa Business News · Business

[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

[TOP STORY] Rising fuel costs, EVs and the shift in second-hand car markets

EVs have ‘become a conversation for certain people that we would never have expected before this year’ – Alan Quinn from Cars.co.za.

6 Oct 2AM 6 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

[TOP STORY] Finding value beyond the AI trade

Keith McLachlan of Element Investment Managers highlights sectors and stocks showing strong cash generation and defensive moats – and some not.

5 Oct 2AM 5 min