Sunday, March 29, 2026

Ghost Stories #92: Balancing global portfolios with Europe and Japan ETFs

The team at Satrix has clearly been busy. They've launched two brand new ETFs to help South Africans tweak their exposure to offshore markets. If you're ready to learn more about Europe and Japan, then you're in the right place. And since most offshore portfolios in SA are really just a proxy for Big Tech, this is diversification that is worth paying attention to. Siyabulela Nomoyi joined me to explain.

Ghost Stories #91: Building sonar for navigating private credit

Ian Norden, CEO of Intengo Market, returns to Ghost Stories to talk about the sector of the market that he is passionate about: listed and private credit. In a world of shrinking public issuance and growing demand for yield, will private credit be able to fill the gap? Learn about themes like hedge funds and alternative assets, along with how Intengo Market is building the data systems needed for this evolution of credit.

PODCAST: No Ordinary Wednesday Ep120 | Water risk is business risk

Water scarcity is no longer a future risk. It is already reshaping how businesses operate, invest and grow in South Africa. In this episode of No Ordinary Wednesday, recorded after an Investec and Proparco water-resilience event, Jeremy Maggs is joined by Dr Sean Phillips, Director-General of the Department of Water and Sanitation; Helen Hulett, water-security advisor; and Melanie Humphries, Head of Sustainable Solutions at Investec.

Davos 2026 | Navigating the new disorder

The World Economic Forum Annual Meeting in Davos offered fewer illusions, and more realism. The rules-based order is no longer assumed. Geopolitics is now embedded in balance sheets. Scale matters. Delivery matters more. Jeremy Maggs talks to Investec Group Chief Executive Fani Titi on the final episode of Investec's Davos Debrief series.

WEF2026 | AI: from hype cycle to hard choices

AI has moved beyond experimentation. It now sits at the centre of decision-making. At the World Economic Forum Annual Meeting in Davos, the conversation is clear - how can leaders use AI to drive growth, manage risk and reshape work.  In episode 2 of Investec's Davos Debrief series, Jeremy Maggs speaks to Lyndon Subroyen, Investec’s Global Head of Digital & Technology.

The Finance Ghost Plugged in with Capitec: Ep 7 (Driving more than turnover)

Priscilla Msimanga made the leap that so many dream of, yet few are willing to make: leaving a big corporate role and shifting into the grinding world of entrepreneurship. To add to the intrigue, she bought a Shell forecourt and stepped into specialist retail. From pumping fuel to serving food, this is a lovely story of rolling up those sleeves and learning how to run a business.

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.

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.
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