[TOP STORY] Surviving the storm: mastering trading

'Things have to change in your portfolio to reflect the shifts that we've had since Covid' – Sahil Mahtani from Ninety One.

Sithembile Bopela from FNB Wealth and Investments on Datatec’s upbeat update, which sent the share price higher. Sahil Mahtani from Ninety One on whether investors still need government bonds if they’re struggling to play their traditional role as portfolio shock absorbers. PwC’s Andries Rossouw, unpacks their latest mine report.

Keith McLachlan from Element Investment Managers explains: 'We’re trying to get a sense of what true profits are'.

Petri Redelinghuys from Herenya Capital Advisors on whether pricey US markets have him worried. Keith McLachlan from Element Investment Managers breaks down his free-cash-flow-to-EV yield – what it means and how to use it. Mark McChlery from PayJustNow on the ever-earlier start to Black Friday – what discount levels drive…

Herman van Papendorp from Momentum Investments considers SA investors should have both nominal and inflation-linked bonds in their portfolios over the next six to 12 months.