Offshore value to beat growth again in 2023

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Petri Redelinghuys of Herenya on his main investment theme for next year. Pieter Hugo of M&G Investments on how 87% of investment returns are made in retirement. Jonti Strimling of GroWise Capital on how small business funding has changed in the past year.

15 Dec 2022 12AM English South Africa Business News · Business

[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

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

[TOP STORY] The rise of retail investors and active ETFs in SA

‘Unit trusts are fractional, so they're very easy to put on a list. ETFs trade on the exchange, but you can trade them intraday. So they each have their own positives – and negatives’: Niki Giles from Prescient Fund Services.

2 Oct 3AM 6 min