War pushing commodities and inflation higher

Loading player...
Nick Kunze of Sanlam Private Wealth on City Lodge results and market expectations for the week ahead, as war in Europe continues.Alex Stanic of JP Morgan Asset Management International, on the value creative growth strategy they use when investing.Shelley Lotz of Savca on why exchange controls should be completely lifted.
27 Feb 2022 11PM English South Africa Business News · Business

Other recent episodes

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

Do elections matter for markets?

Nick Kunze from Sanlam Private Wealth unpacks weaker-than-expected US jobs data and, with US and local elections a month away, how he’s positioning portfolios. Keith McLachlan from Element Investment Managers on where he’s finding offshore value beyond the AI trade. Tim Carr, investment director at Schroders, shares their latest multi-asset…
5 Oct 1AM 20 min