Ninety One deputy managing director Natalie Phillips discusses whether passive investing remains enough as market leadership shifts, concentration risks increase and emerging markets present new opportunities for investors.
‘It's difficult for clients to understand every intricacy of every product out there; it makes things complicated, introduces inertia. The advice process is about narrowing things down to only those that are really suitable and reliable’ – Adriaan Pask, PSG Wealth.
Fortress CEO Steven Brown, speaking on Peregrine Capital's Building Conviction podcast, tells Jacques Conradie and Justin Cousins about the story behind one of the JSE's best turnarounds.
‘We do believe the reforms we are putting forward will help ease pressure on member households in terms of lowering healthcare contributions and decreasing out-of-pocket payments’ – Dr Samantha Iyaloo, public health specialist at the Council for Medical Schemes.
Nick Taylor, managing director of Nox Cape Town, discusses the importance of sustainability in short-term rentals, global volatility and short-let property demand.
Phakamile Hlubi-Majola, spokesperson for Misa, discusses the importance of local manufacturers in job creation, the Automotive Masterplan 2035 and imported vehicle dumping.
Dr Lumkile Mondi, lecturer at Wits Business School, explains why the loan is crucial for infrastructure maintenance and the credibility of municipal finances.
Attacq CFO Peter de Villiers highlights strong Waterfall performance, disciplined development and its sustainability-focused strategy for tenants.
Victoria Reuvers of WealthStrat discusses higher oil prices, rising bond yields and a stronger US dollar, as well as weaker US markets amid AI concerns. She also looks at the upcoming US Fed meeting, gold prices and the case for emerging markets and diversification.
Ryk van Niekerk – Moneyweb.