Money, Markets and Masterminds cover art

All Episodes

Money, Markets and Masterminds — 90 episodes

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Title
1

Portfolio construction is not about finding the next winner

2

FSCA enforcement chief on the misconduct putting advisers at risk

3

What should advisers really expect from a DFM?

4

Why the biggest regulatory shift in years is still to come

5

The adviser’s outsourcing dilemma

6

Finfluencers, financial literacy and the future of advice

7

The Long Game: The risks nobody is pricing in

8

Why asset allocation still trumps market noise

9

FSCA warns crypto licence is not a stamp of approval

10

Why some DFMs may not survive South Africa’s outsourcing boom

11

FSCA’s Astrid Ludin on two-pot, Cofi and the next era for regulation

12

DFM value has moved beyond portfolios

13

Where insurers are still failing customers

14

Advisers should not get distracted by the wrong things - DFM CEO

15

Why markets are trading the wrong war

16

FSCA’s frontline warning to pension fund trustees

17

How this DFM engineers portfolios when markets lose their nerve

18

Why top DFMs would rather miss rallies than lose clients

19

Inside the regulator’s AI rulebook: FSCA lifts the lid on finance’s next frontier

20

Morningstar warns: Preparation, not prediction, will shape 2026

21

The new power map investors cannot ignore

22

Boxing clever in a resilient global economy

23

Morningstar expands South African fund coverage

24

Why gold’s real value is in our heads

25

Public vs private markets: The investment borders are blurring

26

When employee benefits and advice worlds collide

27

Sponsored: How South African institutions are rethinking risk and returns with Investec

28

Are small caps finally having their moment?

29

Retiring in Africa: Cross-border lessons on building inclusive pension systems

30

How South Africa can fast-track growth

31

Mind Over Markets: Is the tide turning for US dominance?

32

What does it really cost to deliver financial advice?

33

When doing nothing is the smartest move

34

Advisers urged to bridge the retirement execution gap

35

The psychology of goal-based investing in turbulent times

36

The fixed income playbook - risk, rates, and real returns

37

Where FSCA and FCA part ways and where they don’t

38

Quality, conviction and calm: Investing through global turbulence

39

What Monopoly can teach about investing

40

Who inherits your client's pension if a minor dies first?

41

Active vs passive – who’s really winning in SA?

42

Podcast: Designing fund of funds that work with advisers — not instead of them

43

Trump’s 100 days - tariffs, turmoil and tactical moves

44

The Long Game: The new trade order is forcing investors to rethink everything

45

Betting on Beijing – Why China may be the smartest risk SA investors can take

46

Best practice leads to better advice

47

Is it time-out for Trump’s tantrum?

48

How to Trump-proof your portfolio

49

How taxes are killing South Africa’s economy

50

Podcast: How Trump fails economics 101

51

The Deep Seek effect - a game-changer for global markets?

52

Are US equities in bubble territory?

53

The FPI’s 2024 Planner of the Year tells his story

54

The impact of Asisa’s new equity fund classifications on DFMs and asset managers

55

Lessons from the frontlines with Trevor Garvin - Two decades of money management

56

Market Outlook 2025 – The Perils of Prediction and the Principles of Investing

57

Is it the year 20 twenty ‘thrive’ or 20 twenty ‘survive’?

58

Are umbrella funds truly delivering on their promises, or are they falling short of providing the value members deser

59

How Trump-proof is your portfolio?

60

Developments in emerging markets

61

Decoding the Top 50 Advisers list and how advisers made the cut

62

The many challenges faced by administrators under the two-pot system

63

With wills in the digital age, there is not always 'a way'

64

SA ETF fees remain elevated relative to our global peers

65

Alpha Female Report: Gender parity in portfolio management remains elusive

66

Responsible investing is much more than just picking companies that claim to be green

67

Why DFMs are geared to support advisers, not replace them

68

A random walk down bond street

69

SA private equity fundraising activity surges to a 13-year high

70

‘Market Pulse Monthly with Morningstar - The certainty of uncertainty - Reframing Risk

71

The impact of data and computing power on investment strategies

72

SA's battle against financial crime – legislative strength vs implementation weakness

73

As trustees can be held personally liable, comprehensive risk cover is key

74

Looking at the bright side of the South African economy with Adrian Saville

75

‘Market Pulse Monthly with Morningstar’ - Is SA on the cusp?

76

Putting the ETF in fund selection ETFSA director Gareth Stobie discusses the surge in JSE-listed ETFs, sector trends and what investors should look ou..

77

Numsa boss slams neo-liberal policies and pension fund reform

78

'Mind over Markets with Morningstar' - How sticky are flows, really?

79

Alexforbes addresses several misconceptions around the upcoming two-POT retirement system

80

Trustees need to ensure that members have access to financial advice

81

The rise in JSE company delistings has elevated investor concerns

82

Probate challenges and estate planning complexities

83

From past to present – the role of CPD in shaping financial, legal and tax advice

84

Unveiling the lasting value of brokers – insights from the funeral industry

85

How open are African pension funds to offshore allocations?

86

Prescribed assets - The potential erosion of investor choice and misallocation of capital

87

ASISA’s refreshed approach to the 2023 hedge funds statistics

88

Understanding the tax implications of the SA's two-pot retirement system

89

How government policies will affect taxpayers and their advisers

90

A PMs view of the mining industry's balance sheet and how gold has proved most resilient