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Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown.
The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.
The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.
305 Episodes
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![[TOP STORY] Moving beyond cash and bonds for growth](https://s3.castbox.fm/ad/66/07/33609536d6c686f39749d17f5cb2ecd912_scaled_v1_400.jpg "[TOP STORY] Moving beyond cash and bonds for growth")
Ninety One’s Duane Cable on why the once ‘safe’ portfolio has turned risky – and where conservative investors can still find refuge as yields tighten.
Chantal Marx from FNB Wealth & Investments unpacks Ninety One’s surging AUM and the drivers behind its strong growth. Karooooo CEO Zak Calisto discusses Q2 results and how the group plans to keep up last year’s stellar momentum. Ninety One’s Duane Cable on why the once “safe” portfolio has turned risky – and where conservative investors can still find refuge as yields tighten.
‘As long as you can justify how you made your money and that you have paid the taxes, you should have no problem' – Nicholas Botha from Tax Consulting SA.
Petri Redelinghuys from Herenya Capital Advisors on the dangers of not grasping the true risks of gearing – a reality laid bare when crypto accounts were wiped out after Friday’s 10% drop. Ben Pierre Malherbe, CEO of Calgro M3, discusses results showing softer revenue and Heps as the group prioritises infrastructure investment at Bankenveld. Nicolas Botha from Tax Consulting SA breaks down the key rules and considerations when moving money offshore.
Brandon Naidoo from Liberty Group South Africa unpacks the intricacies of 130 000 options.
Nick Kunze from Sanlam Private Wealth on whether investors should buy the dip as Trump’s 100% China tariffs shake markets. Brandon Naidoo from Liberty Group South Africa unpacks how to navigate 130 000 offshore fund options. Gary Booysen from Rand Swiss talks their Triple Index Autocall structured product aimed at investors cautious of lofty valuations.
CEO Andrea Taverna-Turisan discusses half-year results to August 2025 and explains the company’s new focus on SA’s logistics market.
Schalk Louw from PSG Old Oak on whether there’s still value to be found on the JSE as the CEO steps down amid a booming equity market.
Andrea Taverna-Turisan, CEO of Equites Property Fund, discusses the group's strong results as it exits the UK and ramps up speculative local developments.
Simon shares his thoughts on the US government shutdown and its potential impact on the broader economy.
‘Everyday goods cost more, permanently more. … That squeezes your discretionary spending and your confidence.’ – Anchor Capital Economist Casey Sprake.
Independent analyst Jimmy Moyaha says City Lodge’s share buybacks and stronger results hint at renewed momentum — and possible opportunity. Anchor’s Casey Sprake unpacks the inflation hangover and fallout from the US government shutdown. CFI South Africa’s George Khoury looks at how money stress affects mental health and small steps to ease the strain.
'Things have to change in your portfolio to reflect the shifts that we've had since Covid' – Sahil Mahtani from Ninety One.
Sithembile Bopela from FNB Wealth and Investments on Datatec’s upbeat update, which sent the share price higher. Sahil Mahtani from Ninety One on whether investors still need government bonds if they’re struggling to play their traditional role as portfolio shock absorbers. PwC’s Andries Rossouw, unpacks their latest mine report.
Keith McLachlan from Element Investment Managers explains: 'We’re trying to get a sense of what true profits are'.
Petri Redelinghuys from Herenya Capital Advisors on whether pricey US markets have him worried. Keith McLachlan from Element Investment Managers breaks down his free-cash-flow-to-EV yield – what it means and how to use it. Mark McChlery from PayJustNow on the ever-earlier start to Black Friday – what discount levels drive the best conversions and which categories will lead this year.
Herman van Papendorp from Momentum Investments considers SA investors should have both nominal and inflation-linked bonds in their portfolios over the next six to 12 months.
Nick Kunze from Sanlam Private Wealth highlights local vehicle sales hitting decade highs, explores whether this is a genuine opportunity, and comments on the absence of US jobs data. George Cheveley from Ninety One breaks down the five key themes driving gold bulls. Herman van Papendorp from Momentum Investments outlines the strong investment case for local bonds, equities, and Reits.
Ben Meyer from Prescient looks back on 25 years of ETF growth in South Africa, though still a small slice of the CIS market.
Kieran Witthuhn from Anchor on the gold and PGM surge — and how they’re positioning portfolios at these levels. Ben Meyer from Prescient on 25 years of ETF growth in South Africa, though still a small slice of the CIS market. Simon on Fed Chair Powell’s warning that stocks are 'fairly highly valued'.
Tim Edwards from S&P says, ‘Sometimes people think that a passive approach, getting the market, is settling for average … our data suggests no, it's not quite settling for average. It might in fact be considerably better than average’.
Lonwabo Maqubela from Perpetua Investment Managers on Capitec’s stellar performance, with Heps and dividends surging around 26%. Tim Edwards from S&P Dow Jones Indices breaks down the latest SPIVA report, revealing most active funds lag behind the index. Kingsley Williams, CIO at Satrix, announces a reduction in the TER for one of their flagship JSE-listed ETFs.
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