Épisodes

  • #63 US rates on hold, questions in motion

    #63 US rates on hold, questions in motion
    Jan 29 2026
    One of Jerome Powell’s last acts as Fed chair was to do nothing. Or so it may seem. In the face of sluggish employment but lively growth, US rates were left unchanged. But will benign inflation continue and ultimately sway future decisions to ease? Philip Saunders analyses the situation.

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    8 min
  • #62 Keep calm and carry on yielding

    #62 Keep calm and carry on yielding
    Jan 28 2026
    A stronger rand. Lower inflation. Rate cuts on the horizon. Malcolm Charles explains why South African bonds remain one of the most attractive income trades on the board, despite a blockbuster 2025. However, with the easy gains behind us, discipline and risk management will be essential.

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    15 min
  • #61 Could the momentum run out?

    #61 Could the momentum run out?
    Jan 22 2026
    In 2025, quality investing was overshadowed by AI exuberance, precious metals and momentum-driven market leadership. As volatility re-enters the picture, those same forces are being tested. Sumesh Chetty reflects on why the balance between growth, valuation and resilience is becoming harder to ignore. From gold’s rise to a reassessment of South African assets, he explores what may matter more as 2026 unfolds.

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    18 min
  • #60 Beyond supply and demand – how politics is driving oil prices

    #60 Beyond supply and demand – how politics is driving oil prices
    Jan 14 2026
    The oil price is once again being shaped by forces far beyond the fundamentals of supply and demand. Geopolitics has re-entered the equation in a meaningful way, from instability in Venezuela to rising tensions in Iran. Layered onto this is Donald Trump’s political calculus. His domestic priorities are tightly interwoven with his international stance on energy and geopolitics. Paul Gooden unpacks the complex forces influencing black gold and sets out where volatility may create opportunity.

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    11 min
  • #59 Is SA Inc poised for a breakout?

    #59 Is SA Inc poised for a breakout?
    Dec 8 2025
    The JSE has delivered a standout year, led by resource names, but the real story, according to John Biccard, is only just starting. He explains why SA Inc is primed for a powerful re-rating, what the bond–equity divergence really tells us, and which sectors and stocks will dominate his portfolio as it enters 2026 with conviction.

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    16 min
  • #58 The dichotomy of defence: Are today’s safest bets tomorrow’s cyclical risks?

    #58 The dichotomy of defence: Are today’s safest bets tomorrow’s cyclical risks?
    Dec 2 2025
    The AI boom has turned the most cyclical parts of the market into perceived safe havens, while true defensives languish. Clyde Rossouw unpacks the tension between AI euphoria, a weakening consumer, and where genuine opportunities may actually lie.

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    11 min
  • #57 MTBPS: Targets met, reforms on track

    #57 MTBPS: Targets met, reforms on track
    Nov 13 2025
    From the surprise early announcement of a lower inflation target to reduced bond issuance and cautious revenue projections, Sisamkele Kobus and Adam Furlan discuss why the market’s reaction was upbeat, and how improved fiscal and monetary alignment could support greater market stability ahead.

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    10 min
  • #56 Active expertise, now on the JSE

    #56 Active expertise, now on the JSE
    Nov 12 2025
    Ninety One marks a milestone moment with the launch of its first two actively managed exchange-traded funds (AMETFs) on the JSE, bringing almost 35 years of active investment expertise into a listed, accessible format. Siobhan Simpson explains how Ninety One is evolving to meet changing investor needs and broaden access to its active investment skill while offering a glimpse of what’s to come.

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    7 min