29 Jan - 2021: What investment themes will we see?

The best opportunities which we fund are when there's cross-collaboration between faculties – and that's when you really get something unique. Wayne Stocks, Stocks & Strauss.

Nick Kunze from Sanlam Private Wealth unpacks this week’s fuel price cuts and why South African consumers still have little reason to celebrate. We also discuss South Korea’s market volatility despite surging global chip demand. Horacia Naidoo-McCarthy from Allan Gray explains how uncertainty often drives poor investor behaviour – and…

‘I think employers can play a very meaningful role in assisting and supporting [their] people’ – John Anderson from Sanlam Corporate Investments.

Schalk Louw from PSG Old Oak unpacks Hyprop's strong update and why value stocks and emerging markets are outperforming this year, while the Mag 7 trade near their lowest valuations for 2026. Sanlam Corporate's John Anderson discusses the findings of the 45th Sanlam Benchmark Survey, exploring how South Africans are…

‘I think we're going to see more of that sort of luxury spending still under pressure in the second half of the year and more of a focus on the essential spending’ – Independent economist Elize Kruger.