Wednesday, June 4, 2025

Ghost Stories #61: A day in the life of a portfolio manager (Lauren Jacobs at Satrix)

Ever wondered how the nuts and bolts of ETFs work? What goes into index tracking and making sure that it is achieved at the lowest possible cost? And are all indices created equal from a complexity perspective? Lauren Jacobs at Satrix shows you what a day in the life of a portfolio manager looks like.

GHOST WRAP – April’s droppers and whoppers

There may have been many public holidays in April, but that didn't stop the market from reacting to the broader geopolitical turmoil. With recession concerns as a key theme, which stocks did well and which ones delivered a nasty drop? This podcast is an overview of recent big share price moves among larger local companies on the JSE, revealing some interesting trends. Ghost Wrap is brought to you by Forvis Mazars.

PODCAST: USA Inc – a superpower stumbles

With the recent global markets turmoil, driven by US President Donald Trump’s tariffs policies, questions are being asked about the future of US exceptionalism. Jeremy Maggs hosts this episode with Annelise Peers and Richard Cardo of Investec.

What’s Trumps in a Topsy-Turvy World?

Nico Katzke of Satrix covers a number of critical investment trends in the current environment, ranging from the appeal of gold through to the risks facing bonds. As always, diversification is key.

The IVF pioneer that the world (almost) forgot

Science doesn’t just progress in laboratories. It unfolds in the margins, shaped by the people, politics, and institutions around it. The story of IVF, when told in full, reminds us that breakthroughs are often born twice: once in the petri dish, and again in the public imagination. Dominique Olivier explains how IVF was really developed.

PODCAST: Tariffs – Pause and effect

Where are investors seeking refuge amid uncertainty? And will the recent rebound in global stocks last? In this episode of No Ordinary Wednesday, Investec Wealth and Investment International's Chief Investment Strategist Chris Holdsworth, and investment strategist Osa Mazwai explore the ongoing impact of US President Donald Trump’s tariff policies.

Satrix triumphs at SALTA 2025

Satrix, South Africa's premier provider of index-tracking investment products, maintains its leading position at the prestigious 2025 South African Listed Tracker Awards (SALTA) held at the Johannesburg Stock Exchange (JSE) in Sandton on 3 April 2025. The leading indexation house, which commands 38% of South Africa's ETF market share, took home a total of 10 accolades.

UNLOCK THE STOCK: CA Sales Holdings

In the 51st edition of Unlock the Stock, regular attendee CA Sales Holdings returned to the platform to talk about the recent performance and strategic focus areas for the group.
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