ÜBER DIESE EPISODE
Nick Kunze from Sanlam Private Wealth unpacks weaker-than-expected US jobs data and, with US and local elections a month away, how he’s positioning portfolios. Keith McLachlan from Element Investment Managers on where he’s finding offshore value beyond the AI trade. Tim Carr, investment director at Schroders, shares their latest multi-asset views, including the opportunity in EM bonds.
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Südafrika
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VERGANGENE FOLGEN SUCHEN
Vorhandene Folgen von MoneywebNOW durchsuchen.
WEITERE EPISODEN IN DIESEM PODCAST
Citadel Fiduciary partner Mbonisi Ndlovu reviews the impacts of the proposed Regulation of Trusts Bill 2026.
A look at China’s stock market struggles as US markets reach new highs, and why South Africa is ill-prepared for its ageing population.
Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS.
A look at the sharp sell-off in Bytes Technology shares following its results and acquisition of CyberOne, and whether South Africa’s auditing profession is ready for the future.
Barry Kaganson, CEO of Auria Senior Living, points to the worrying projection that ‘about one in six South Africans will be over the age of 60 by 2050’ – many requiring mental, physical and financial assistance.
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