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In this episode of Ghost Stories, The Finance Ghost is joined by Siyabulela Nomoyi from Satrix to unpack one of the most important, yet often misunderstood, concepts in investing: benchmarks. From retail portfolios to institutional mandates, we explore why returns only tell half the story and why every investment outcome needs a meaningful point of comparison.

Artificial intelligence is moving faster than almost anyone expected. After attending two of the world's biggest technology conferences in Boston and San Francisco, Investec global equity analysts David Smith and Zane Bezuidenhout unpack what they learned from the executives shaping AI's future. From surging demand and infrastructure bottlenecks to agentic AI and the companies best placed to benefit, they explore what investors should be watching next. This podcast is hosted by Jeremy Maggs.

Telkom's first quarter is a strong foundation for the rest of the year. Metair's restructuring efforts are taking hold. Datatec has expanded further in the US.

Accelerate Property Fund has a cleaner balance sheet, but will the market care? In the UK, Hammerson and Primary Health Properties offer two very different strategies. Hyprop has closed a deal in Eastern Europe, while Stor-Age has added Xtraspace to its portfolio.

With the August / September earnings season behind us, it's helpful to look at share price moves over the past 30 days on the JSE to see how sentiment has shifted. The PGMs have driven the Top40 higher, while insurance has taken a breather.

At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?