Ghost Stories #120: Motus Holdings – more than just new cars

Motus sells one in every five new cars in South Africa. This 20% market share tends to put the company in conversations focused on new vehicle sales, but there's far more to the group once you go digging. CEO Ockert Janse van Rensburg and CFO Brenda Baijnath have shared generously on this podcast. The outcome is a fantastic reference point for anyone doing research on Motus.

Ghost Stories #119: Standard Bank and Java Capital – building an integrated platform

Standard Bank and Java Capital have partnered to build an integrated real estate advisory and co-investment platform. Brian Marshall and Andrew Brooking joined me on this podcast to explain exactly how this joint venture will work, why it has been put in place and what it means for clients.

Ghost Stories #118: The elephant, not the mouse – how strategic asset allocation underpins a balanced fund

Portfolio construction is clearly a passion point for Nico Katzke of Satrix. He's also a fan of analogies, so you can expect to learn about whether it's the elephant or the mouse that swings the bridge that they are crossing. But beneath the fun, there's a serious learning opportunity here about how asset allocation drives the returns in a multi-asset balanced fund. Identifying the elephant is a very important part of the process.

Ghost Stories #117: The next frontier – Satrix’s Africa expansion

For more than 25 years, Satrix has helped South Africans access local and global markets through ETFs. Now, the business is taking that expertise beyond the country's borders, with listings in Namibia, Botswana and Kenya as it works to bring simple, low-cost investment solutions to a new generation of African investors. Duma Mxenge of Satrix explains the strategy and the infrastructure needed to make this possible.

Ghost Stories #116: Burstone’s property platform play

Burstone has evolved from a traditional property company into something very different. Instead of relying on shareholders to fund growth, the company is increasingly using institutional partners and private capital to scale its platform. But can that model deliver the returns that investors are looking for? Andrew Wooler (CEO of Burstone Group) joined me to unpack the thinking behind the strategy.

Ghost Stories #115: Life after JIBAR – how Intengo simplifies the ZARONIA era

Debt has never been simple, but the shift from JIBAR to ZARONIA has added a whole new layer of complexity. Ian Norden of Intengo Market joined me to unpack what South Africa's new benchmark rate means for borrowers, lenders and treasury teams - and how Intengo can help.

Ghost Stories #114: The STADIO growth formula

STADIO CEO Chris Vorster and CFO Ishak Kula joined me to unpack how the group reached its 56,000-student target. Perhaps more importantly, we discussed how STADIO plans to grow to 80,000 students by 2030 while maintaining academic quality, affordability and attractive returns on capital.

Ghost Stories #113: What every CFO should know about changing auditors

Changing auditors is not something most CFOs do often, but when the moment arrives, the decision can have far-reaching implications for governance, stakeholder confidence and the effectiveness of the audit process. In this episode of Ghost Stories, The Finance Ghost is joined by Yolandie Ferreira, Head of Audit Africa at Forvis Mazars, to explore what companies should consider when appointing a new auditor and why the process is about much more than compliance.

Ghost Stories #112: Decision fatigue – why important financial decisions get delayed

In this episode of Ghost Stories, The Finance Ghost is joined by Colleen Wagner, CFO of Satrix, to unpack the concept of decision fatigue and why it so often causes long-term financial goals to fall to the bottom of the priority list. Colleen shares a number of practical strategies for breaking the stress cycle and getting back on track.

Ghost Stories #111: Global equities with 100% capital protection and geared upside (Japie Lubbe of Investec)

The award-winning Investec Structured Products team brings you the latest iteration of International Titans Basket Ltd. This product offers 100% capital protection and geared upside (with a cap), referencing a basket of underlying global equity indices. Bringing decades of experience and passion to this discussion, Japie Lubbe walks us through exactly how the structure works.

Ghost Stories #110: Putting performance in context – choosing the right benchmark

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.