Gold is a recession hedge heading into 2024

Loading player...
Petri Redelinghuys from Herenya Capital Advisors on what’s driving gold higher and his preferred gold miner.
Alan Solomon of Capital Appreciation on results that saw strong growth in annuity income.
Bianca Botes from Citadel Global on managing commodity and currency volatility risks in the agri sector.
5 Dec 2023 12AM English South Africa Business News · Business

Other recent episodes

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

Why the sudden rand weakness?

Capitec is 10% off its highs – is there value on offer? Danie Dörfling-Kruger from Moore Infinity weighs in on the results and where the opportunities are in local banks after a stellar 18 months. Niki Giles from Prescient Fund Services on the ETF boom and why actively managed ETFs…
2 Oct 1AM 20 min