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All Episodes

Money, Markets and Masterminds — 80 episodes

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Title
1

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

2

DFM value has moved beyond portfolios

3

Where insurers are still failing customers

4

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

5

Why markets are trading the wrong war

6

FSCA’s frontline warning to pension fund trustees

7

How this DFM engineers portfolios when markets lose their nerve

8

Why top DFMs would rather miss rallies than lose clients

9

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

10

Morningstar warns: Preparation, not prediction, will shape 2026

11

The new power map investors cannot ignore

12

Boxing clever in a resilient global economy

13

Morningstar expands South African fund coverage

14

Why gold’s real value is in our heads

15

Public vs private markets: The investment borders are blurring

16

When employee benefits and advice worlds collide

17

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

18

Are small caps finally having their moment?

19

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

20

How South Africa can fast-track growth

21

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

22

What does it really cost to deliver financial advice?

23

When doing nothing is the smartest move

24

Advisers urged to bridge the retirement execution gap

25

The psychology of goal-based investing in turbulent times

26

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

27

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

28

Quality, conviction and calm: Investing through global turbulence

29

What Monopoly can teach about investing

30

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

31

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

32

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

33

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

34

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

35

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

36

Best practice leads to better advice

37

Is it time-out for Trump’s tantrum?

38

How to Trump-proof your portfolio

39

How taxes are killing South Africa’s economy

40

Podcast: How Trump fails economics 101

41

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

42

Are US equities in bubble territory?

43

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

44

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

45

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

46

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

47

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

48

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

49

How Trump-proof is your portfolio?

50

Developments in emerging markets

51

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

52

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

53

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

54

SA ETF fees remain elevated relative to our global peers

55

Alpha Female Report: Gender parity in portfolio management remains elusive

56

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

57

Why DFMs are geared to support advisers, not replace them

58

A random walk down bond street

59

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

60

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

61

The impact of data and computing power on investment strategies

62

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

63

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

64

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

65

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

66

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..

67

Numsa boss slams neo-liberal policies and pension fund reform

68

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

69

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

70

Trustees need to ensure that members have access to financial advice

71

The rise in JSE company delistings has elevated investor concerns

72

Probate challenges and estate planning complexities

73

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

74

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

75

How open are African pension funds to offshore allocations?

76

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

77

ASISA’s refreshed approach to the 2023 hedge funds statistics

78

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

79

How government policies will affect taxpayers and their advisers

80

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