Satrix
Autonomous Investing (AI) – Myth or Reality?
In an age dominated by AI innovations that blur the lines between reality and generative fiction, autonomous investing seems like the logical next frontier. Here, Nico Katzke of Satrix explores which parts of investing are likely to be impacted by AI – and (spoiler alert), the impact may not be what you expect.
Podcasts
PODCAST: No Ordinary Wednesday Ep106 – Beyond the balance sheet | Humanising wealth
What do the colours of a popular toothpaste tell us about how we think about wealth?
In the latest episode of the No Ordinary Wednesday podcast, Alexandra Nortier and Marc Romberg, joint heads of Wealth Management at Investec Wealth & Investment International, join Jeremy Maggs to explore how the nature of wealth is changing.
Financial Results
Nedbank Group Interim Results 2025
Nedbank has released group interim results with financial performance slightly ahead of guidance. Both HEPS and the interim dividend per share increased by 6%. Nedbank has placed their results here for the benefit of Ghost Mail readers.
Ghost Stories
Ghost Stories #69: Unpacking the Prime Kapital offer to MAS shareholders
Prime Kapital has launched a voluntary bid to acquire all the shares in MAS, with the SENS announcement and circular having been distributed to shareholders. To help you understand the deal, Martin Slabbert and Johan Holtzhausen (Chairman of PSG Capital) joined me on this podcast.
Sponsored
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
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.
Sponsored
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.
Podcasts
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
Ghost Stories #67: Martin Slabbert (Prime Kapital) on the Hyprop – MAS offer
Martin Slabbert of Prime Kapital has strong views on the Hyprop offer to MAS shareholders. As a follow-up to the press release dealing with his concerns around the deal, he joined me on this podcast to dig deeper into key concepts including around the deal mechanics, the relationship between Prime Kapital and MAS and the various permutations going forwards.
Ghost Stories
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
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.
