All Episodes

You need a strong stomach for deep value investing

Trying to drown out the noise ...

'The bigger risk is that gold goes higher, not lower’

From getting a foot in the door to investing in global giants

‘Don’t let something like Steinhoff derail you’ – Ashburton CIO

Keep it simple, sleep well at night, get (very) good returns

Does ‘bunking school and jumping off cliffs’ foretell future investing?

Could standup comedy lead to investment insights?

‘Hedge funds can be a risk-reducer or diversifier, or a return-enhancer’

'Don't invest in an investment you don't understand or can't value'

When your first investment experience is with unit trusts at age seven …

Lebo Thubisi started by selling paraffin from a customised bakkie

You can't be too distant from an investment you make'

To start investing, perhaps just go the fund route

For young investors penny stocks may be the way to go

The markets don't repeat, but they rhyme

40 years in the investment industry hasn’t wearied Wayne McCurrie

A Dale College graduate who never ‘invested’ in rugby

Very few young kids grow up with their own investment portfolio

Unveiling investment wisdom

A different approach to investing

Invested from age 10, saving his holiday-job earnings

Don’t start off by going long and short

Claire Rentzke: Junior MacGyver to polished investor

Presenting a very solid approach many young people would be wise to follow

Nolan Wapenaar: Navigating markets, lessons learned, and the pursuit of winners

A different kind of ‘angel’ investor

Half a varsity scholarship paid for his initial investment education

From ETF investor to Satrix CEO

Learning from bygone investment luminaries creates a solid foundation

'Start investing early, don't be scared to do the hard work'

‘Huge gap’ for retail investors to get on JSE – Makwe Masilela

'Steinhoff really shook me'

Jacques Conradie explores the power of emotions in investment choices

Asief Mohamed's investment journey: The good, the bad, and the best

'You don't have to go big when you start investing'

'My father taught me my first investment philosophy'

Investor at age six; now a hedge-fund specialist

A ‘hold for life’ investment strategy has stood many people in good stead

From learning investing ‘on the job’ to AI fund management

Be a better investor - Podcast

'Not everyone has the stomach to be a good investor'

'Money is like a mistress. If you don't look after it, it'll leave you'

'Investing if done correctly should be quite boring'

From rural KZN to the JSE: Langa Manqele's investment journey

'My property portfolio is my worst investment'

'Pile in when the shares are down'

Understand each business before investing

'It's time in the market that matters'

If you can pick 6/10 winners, you are doing well

‘Put something away every month – and forget about it’

“Don’t fall in love with companies or sectors”

Be aggressive with a passive strategy

99% of people would be better off investing in unit trusts

Young, smart and going places

Be a Better Investor - Luciano Benade

'You learn to trade by learning what not to do first'

Meet the asset manager who started managing his dad’s portfolio at varsity

‘Be wary of emotional investments’ – Jacobus Lacock

Gyongyi King's 'watch-and-learn' investment strategy

Investing: ‘Just do it', says Anthea Gardner

Every day you’re making a conscious decision to keep a share

Success comes from grit and going where few are willing to tread

Simon Brown: Where it began ...

You don't have to make money the same way your neighbour does

Don't harm yourself with emotional perspectives: Hlelo Giyose

True value investing allows a trusted share its ups and downs

'In a lot of spaces the long term is your best friend'

Don’t try to take profits too early

'Treat your investments like relationships'

Dr Michael Jordaan steps out of the shadows

‘Golden nuggets’ after 25/26 years in the small and midcap arena

Hit ratios, win-loss ratios, and shorting

The small-cap sector, a really tough place to pick winners

Beware of over-diversification

The importance of ‘violence’ in a portfolio

Don't get distracted or drawn in by the razzmatazz

EasyEquities has disrupted the SA investment market since inception

Old Mutual Private Client Securities’ investment philosophy

Ways in which investors or analysts generally approach share analysis

'We're at the backend of a bubble ...'

Venture capital and private equity – what's the difference?

Markets and music

Talking about the market, and especially fixed income

Market Commentator

Market Commentator

What Ninety One is buying and selling

Is SA a bit of a value trap following the events of the past decade?

Working in a ‘multi-family investment office’

Market Commentator Podcast

'We have stunning value in our equity and bond market' – Karl Leinberger

'SA is one of the top-performing equity markets over the last 120 years'

Behavioural change since Covid-19’s onset has impacted the performance of many companies

SA government bond yields may be down, but they’re still hugely attractive

5 FEBRUARY 2021-PATRICE ROUSSEAU CIO ASHBURTON

210129-Julian Koski CIO New Age Alpha

Asset management strategies change over the years

headlinee

Investing in alternatives: Blended approach for sustainable returns, social impact

Approaching a Reg 28 fund differently pays off

Cannon Asset Managers sees massive month-to-date performance

Morningstar Investment Management South Africa

What is Anchor Capital doing differently in its investment strategies?

Investing in South Africa and sub-Saharan Africa.

“Money is flowing to EMs, even South Africa”

Betting on the mega-caps

Value funds worldwide have underperformed, but Ninety One holds fast

How investible are so-called SA Inc stocks?

‘Bonds probably elicit the most robust debate at the moment’

Impressions of the domestic and international markets

Is the banking sector about to recover?

This is not the time to be looking for extraordinary returns

The upside for small-cap funds in tough times

27four Investment Managers changes tack, hopes to outperform

An uncertain economy requires diverse solutions

Historically, it's the worst time to move down the risk spectrum

'If there's a crisis unfolding, why be there for it?'

There's opportunity if you look beyond the panic

Market crashes happen, but so do recoveries

Just because it's cheap doesn't mean you should buy it

COVID-19: Have the markets overreacted?

Go long, or go short?

South Africa: Yield-rich but growth-poor

SA delinks from US performance but stays close to emerging markets

Specialising in long-term performance

Versatility is Vunani’s forte

Focusing on out of favour shares

‘There's a payoff to delayed gratification'

Market commentator with Delphine Govender

Allan Gray on local equities vs bonds vs cash

The man famous for shorting Steinhoff provides 2019 insight

Investors favour Sygnia’s FANG Fund

Volatility lingers but Ramaphoria on the rise

US economy speeding ahead but will it hit a wall by 2020?

Is populism the new normal?

2018 - The year of political risk

Local market underperforms international markets

A big bad bear market or a correction?

Don’t sneeze at the returns from cash

Trade wars favour emerging markets

Sani2C: It’s not just about the ride

Will hedge funds be a safe harbour in a possibly volatile year? Segment 01

Trump: A loose cannon but the equity markets love him Segment 01

Trump: A loose cannon but the equity markets love him Segment 01

The impact of Brexit and Trump on the markets Segment 01

We’re looking for 12% to 14% three-year returns from here Segment 01

Asset allocation is critical in our current economic climate Segment 01

Contrarian investing in South Africa Segment 01

Asset managers’ Naspers conundrum Segment 01

The SA market is not that bad, compared with global trends Segment 01

‘Index investors will under-perform for quite a while’ — Kokkie Kooyman Segment 01

Should business and politics mix? Segment 01