Saturday, April 25, 2026

WEF2026 | What markets will be watching in Davos

The World Economic Forum Annual Meeting is here and markets are paying attention. As leaders gather in Davos, the conversations will likely shape risk premiums, capital allocation and investor confidence in the months ahead.  In episode one of Investec's special Davos Debrief podcast series, host Jeremy Maggs is joined by Chris Holdsworth, Chief Investment Strategist at Investec, to cut through the noise and focus on what really matters for investors.

What does Barbra Streisand have in common with Swedish pirates?

Humans are curious creatures. Tell us something is forbidden and suddenly it’s the only thing we want to see. Hide information and we’ll dig for it. Try to erase something and we’ll screenshot it, repost it, remix it, and turn it into a meme before the PR company has finished drafting the apology statement. Dominique Olivier explains the root of the "Streisand effect" and other examples just like it.

Ghost Stories #90: Beyond bricks and mortar, a global property ETF made for South African investors

The first Ghost Stories podcast in 2026 opens the door to global property investments with Satrix. In this lively and insightful discussion with Lauren Jacobs, Senior Portfolio Manager at Satrix, you'll learn about how Satrix is broadening the range of property investment opportunities for investors. Get ready to learn about the Satrix Global Property ETF and how it rounds out the offering.

CNBC Africa interview: can the 2025 momentum filter into JSE mid-caps?

In this interview that took place on 13th January with CNBC Africa, I spoke through the pockets of performance on the JSE in the past 12 months and some of the areas that were left behind. Investing is always forward-looking, so it really comes down to one big question: can the JSE's momentum in 2025 filter down into JSE mid-caps? And what should investors look out for?

Boring business billions

The world’s richest people aren’t always building apps or chasing disruption. Here are three stories that reveal how unglamorous industries keep minting billionaires. From billboards to pig farming and car mats, there are many ways to make it big.

Why ETFs Play a Vital Role in Private Markets

Exchange Traded Funds (ETFs) have emerged as a transformative solution, for public markets and also as a strategic bridge to private market exposure. The border between traditional and alternative asset management is dissolving. Clients are driving the convergence, seeking integrated solutions that blend public and private exposures. Duma Mxenge of Satrix explains.

UNLOCK THE STOCK: Southern Sun

In the 65th edition of Unlock the Stock, Southern Sun joined the platform to talk about the recent numbers and the strategic outlook for the business.

Ghost Stories #89: 25 years of Satrix – how indexation changed investing in South Africa

In the year 2000, a lot happened. There was some questionable pop music. There was also the Dot-Com Crisis, followed by a period that saw incredible equity returns in South Africa until the Global Financial Crisis hit in 2007/2008. And during that important period in our local market, we also saw the emergence and initial growth of ETFs in South Africa, spearheaded by Satrix. To reflect on 25 years of ETFs in South Africa, René Basson joined me to share the important milestones and fascinating stories that defined this journey. Join us as we look back on how Satrix made it possible for everyone to own the market.
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