Sunday, September 14, 2025

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 #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.

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.

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: 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.

PODCAST: No Ordinary Wednesday Ep105 – Global consumer trends 2025

From AI-optimised shelf space to influencer-fuelled fast fashion, global consumer trends are in flux. Global Consumer Analyst at Investec UK, Eddy Hargreaves, joins No Ordinary Wednesday to explore retail innovation, brand strategy, and why selling to today’s cautious, connected shopper is trickier than ever.

Ghost Stories #66: The exit edge – is private equity still outpacing IPOs?

The latest C-suite Barometer study by Forvis Mazars paints a positive picture for private equity and alternative investments, with 26% of global executives planning to use these channels to raise funds in the year ahead. But why is this the case? And will private equity continue to outpace IPOs as the exit mechanism for choice?

Ghost Stories #65: Altvest unplugged – a no-limits conversation with Warren Wheatley

With edgy branding and a highly unusual approach in South Africa of building from the ground up in public (i.e. while listed on the JSE), Altvest is playing life on hard mode. CEO and founder Warren Wheatley knows this, yet he remains steadfast in his belief about what they are building. Get ready for over an hour of hard-hitting conversation around Altvest's assets, director remuneration and more.
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