MoneywebNOW

[TOP STORY] Is a recession still on the horizon?

Sebastian Mullins from Schroders Australia examines the ‘missing recession’.

25 Sep 3AM 7 min

Can quantitative easing help boost China’s growth

Matete Thulare from RMB discusses China's decision to lower bank reserve requirements and push down the market benchmark interest rate to stimulate lending activity. Sebastian Mullins from Schroders Australia examines the "missing recession" and questions whether inflation is truly behind us. Andrew Amoils from New World Wealth reviews the 2024…

25 Sep 12AM 19 min

[TOP STORY] Why are the PGMs creating excitement?

Petri Redelinghuys from Herenya Capital points out that some auto manufacturers that committed to being ‘100% EV’ by 2030 are rethinking that pledge.

23 Sep 3AM 5 min

More rand strength expected

Wayne McCurrie from FNB Wealth and Investments analyses Investec's trading update and discusses the rand's current fair value. Petri Redelinghuys of Herenya Capital Advisors highlights key levels to watch for platinum and palladium. David Morobe from Business Partners Limited addresses how private equity and venture capital are filling the funding…

23 Sep 1AM 18 min

[TOP STORY] Discovery Bank is ‘seeing growth across the board in kind of all segments’

‘That's what's driven us towards that over a million client milestone, says CEO Hylton Kallner.

20 Sep 3AM 10 min

Remgro's corporate action costs hit profits

What to do with the extra savings now that rates are coming down and a look at Discovery Bank's FY results.

20 Sep 1AM 20 min

[TOP STORY] Structured products offering security and strong growth potential

Samukelo Zwane from FNB Wealth and Investment explains that the CapitalPreserver 100 has a 100% capital guarantee, and the FNB CapitalPreserver AutoCall 3 guarantees your capital if the index falls by between 1% and 30%.

19 Sep 3AM 6 min

The ins and outs of the luxury asset-backed lending market

Shaun Dendere from Trive South Africa on Raubex and Southern Sun trading updates. Manuel Franck of Lamna Financial on the growing trend of luxury asset-backed lending and their Pawnbroking Index. Samukelo Zwane from FNB Wealth and Investments introduces two new structured products offering 2x upside and 100% capital protection.

19 Sep 1AM 19 min

[TOP STORY] An exciting week for monetary nerds

Old Mutual Group chief economist Johann Els gives a reasoned prognostication of US and SA interest-rate cuts for the remainder of 2024.

18 Sep 3AM 6 min

The benefits of a shrinking JSE

Independent analyst Carmen Mpelwane on OUTsurance's results, special dividend, and strong earnings. Johann Els from Old Mutual Group on central banks beginning the rate-cutting cycle. Eugene Botha from Momentum Investments on concerns over a shrinking JSE.

18 Sep 12AM 19 min

[TOP STORY] The importance of the US consumer for global and SA investors

‘We talk about job growth, but of course [US] unemployment is at 4.3%, with some fairly significant revisions downwards’ – JD Hayward from Flagship Asset Management.

17 Sep 2AM 5 min

How much will rate cuts help consumers?

Kieran Witthuhn from Anchor on Adobe's 8% stock drop despite strong earnings. FNB CEO Harry Kellan on results, consumer health, and the impact of rate cuts on household finances. JD Hayward from Flagship Asset Management on why the US consumer is crucial for SA investors.

17 Sep 1AM 20 min

[TOP STORY] Wine master Tim Atkin enthuses about SA’s wine scene

SA wines are as good as those of any country in the world, ‘and possibly better value, actually’ – says the co-chair of the International Wine Challenge.

16 Sep 3AM 6 min

How will markets respond to rate cuts?

Nick Kunze from Sanlam Private Wealth discusses a critical week ahead with the FOMC, MPC, and BoJ meetings, Barloworld's challenges, and excitement in the PGM sector. Rivaan Roopnarain of PwC South Africa highlights key insights from the H1 2024 banking report. Tim Atkin, co-chair of the International Wine Challenge, weighs…

16 Sep 1AM 22 min

[TOP STORY] The evolving future of financial advice in a digital era

‘Making sure that we have specialists in their field who are helping clients achieve their goals’ can’t have anything other than a good outcome, reckons James Rainbow at Schroders UK.

13 Sep 3AM 5 min

Do not be short PGM stocks

Schalk Louw from PSG Old Oak shares his view on Discovery’s trading update and whether it's the right time to invest in PGM miners or to hold off. James Rainbow of Schroders UK explores the evolving future of financial advice in a digital era. Simon reflects on his experience taking…

13 Sep 1AM 20 min

[TOP STORY] Pan African Resources’ Barberton mines still delivering after 140 years

CEO Cobus Loots reports higher gold production, with low-cost mines helping manage expenses.

12 Sep 2AM 6 min

Super Group struggles in tough trading conditions

Chantal Marx from FNB highlights Super Group's revenue growth despite profit declines due to tough trading conditions. Pan African Resources CEO Cobus Loots reports higher production, with low-cost mines helping manage expenses. Economist Maarten Ackerman from Citadel discusses the rand's strength compared to other emerging market currencies and provides an…

12 Sep 1AM 21 min

[TOP STORY] The perils of performance-chasing

‘Buy low, sell high’ is the golden rule to investing, but very difficult to do in practice because behavioural biases kick in: Roné Swanepoel – Morningstar SA.

11 Sep 2AM 6 min

Why AngloGold opted for equity over cash in latest deal

Independent analyst Jimmy Moyaha comments on AngloGold Ashanti's acquisition of an Egyptian gold mine, primarily funded through equity. Attacq CEO Jackie van Niekerk discusses the company's strong results, with a 19% increase in FY dividends. Roné Swanepoel from Morningstar SA highlights data showing that chasing returns often results in lower…

11 Sep 1AM 20 min