Making sense of the global investment environment
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Londa Nxumalo – Portfolio manager, Allan Gray
Other recent episodes
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This evening we dive into the latest market movements with PSG R21, we speak to Standard Bank and Sanlam about their recent results, we examine SA’s current account, we hear from Founders at Work about their upcoming masterclass in Durban, which will equip business owners with the tools to scale…
Market Watcher: Higher oil price, rising concerns
Nelis Brink of PSG R21 runs us through the day's market moves, with the oil price continuing to pull focus. He also discusses market sentiment, the dollar index, tensions in the Middle East, the rand, and mixed developments across local sectors.
Structural measures see Sanlam’s earnings decline
Abigail Mukhuba – CFO, Sanlam
SA’s current account moves into surplus for first time in over two years
Johann Els – Chief Economist, PSG Financial Services
‘The sheer might and diversity of this institution is its competitive advantage’
Sim Tshabalala – CEO, Standard Bank Group