Satrix
Autonomous Investing (AI) – Myth or Reality?
In an age dominated by AI innovations that blur the lines between reality and generative fiction, autonomous investing seems like the logical next frontier. Here, Nico Katzke of Satrix explores which parts of investing are likely to be impacted by AI – and (spoiler alert), the impact may not be what you expect.
Podcasts
PODCAST: No Ordinary Wednesday Ep106 – Beyond the balance sheet | Humanising wealth
What do the colours of a popular toothpaste tell us about how we think about wealth?
In the latest episode of the No Ordinary Wednesday podcast, Alexandra Nortier and Marc Romberg, joint heads of Wealth Management at Investec Wealth & Investment International, join Jeremy Maggs to explore how the nature of wealth is changing.
Financial Results
Nedbank Group Interim Results 2025
Nedbank has released group interim results with financial performance slightly ahead of guidance. Both HEPS and the interim dividend per share increased by 6%. Nedbank has placed their results here for the benefit of Ghost Mail readers.
Ghost Stories
Ghost Stories #70: A structured way to invest in China
With the launch of two new structured products that reference the Shanghai Shenzhen CSI 300 index, Investec has sculpted two payoff profiles that could appeal to investors of varying risk tolerances who are interested in gaining exposure to China. Brian McMillan and James Cook joined me to talk through the products.
Ghost Stories
Ghost Stories #69: Unpacking the Prime Kapital offer to MAS shareholders
Prime Kapital has launched a voluntary bid to acquire all the shares in MAS, with the SENS announcement and circular having been distributed to shareholders. To help you understand the deal, Martin Slabbert and Johan Holtzhausen (Chairman of PSG Capital) joined me on this podcast.
Dominique Olivier
Artificial intelligence isn’t emotional intelligence: you have (not) been warned
We’ve slapped warning labels on everything from cigarettes to vodka to energy drinks. But when it comes to one of today’s biggest threats to mental health, the packaging is spotless. No disclaimers, no alerts - just a friendly blinking cursor and a "therapist" that wants you to keep talking. Dominique Olivier unpacks a worrying use case for AI.
Sponsored
Gearing up towards China’s red-letter day?
By balancing risk with risk mitigation tools and capital protection, structured products linked to a broad index like the CSI 300 could offer both a protected pathway into the Chinese opportunity and strategic portfolio diversification. Investec takes you through their latest offering.
Ghost Stories
Ghost Stories #68: Clarity on managing risk for traders and investors
Tinus Rautenbach from Clarity by Investec is passionate about the markets and the full spectrum of its participants, from traders through to long-term investors. Clarity caters to them all, with Tinus joining me to share useful tips and insights into how volatility should be managed by different types of equity enthusiasts.
Sponsored
A Perspective on Fair Value in the South African Bond Market
In South Africa’s financial ecosystem, the concept of “fair value” arises frequently, particularly when discussing corporate bonds. Yet, for many investors, the differences between fair value and mark-to-market pricing, and why this might matter, can be misunderstood. Ian Norden of Intengo Market unpacks this issue and its impact on the market.
Dominique Olivier
The Merch Awakens: The Real Star Wars Empire
In the summer of 1977, a sound was heard that changed the world forever. This wasn’t the sound of a politician’s voice, or the chanting of protesters - no, this was the distinctive sound of a lightsaber powering up. And through some brave entrepreneurial strategies, George Lucas used it to begin a toy revolution.
Unlock the Stock
UNLOCK THE STOCK: PBT Group
In the 58th edition of Unlock the Stock, PBT Group returned to the platform to update us on the recent numbers and the latest strategic thinking.
