Ghost Stories
Ghost Stories #63: The Think Big South Africa Competition with PSG
PSG Financial Services is the proud sponsor of the Think Big South Africa competition, in collaboration with Economic Research Southern Africa (ERSA). PSG wants to encourage South Africans to get involved in their country at the highest level, bringing forward policy ideas and constructive solutions to drive conversations and real change in our country. PSG CEO Francois Gouws joined me to explain why.
Podcasts
PODCAST: No Ordinary Wednesday ep101 – a 20-year perspective on global investing
Twenty years on, the managers of the Investec UCITS World Axis Core Fund reflect on what two decades of global investing have taught them and what investors should expect next. No Ordinary Wednesday is hosted by Jeremy Maggs.
Podcasts
INVESTEC PODCAST: Wine in Focus ep 1 – Investing in Wine: Pairing Enjoyment with Returns
Wine in Focus is an Investec Focus Radio five-part vodcast series hosted by Lerato Motshologane, a dealmaker at Investec for Business and founder of Discover Wines. Lerato chats to wine makers, investors, farmers and judges on everything from how to invest in wine, to innovations changing the way we farm, and South Africa's growing prominence on the international fine wine market.
Sponsored
Nuances of the South African Listed Debt Market
Intengo Market brings you this overview of the South African listed debt market. Characterised by its unique structure, participant dynamics, and liquidity constraints, this is a space worth examining for institutional and retail investors alike
Podcasts
PODCAST: No Ordinary Wednesday ep100 – a world in flux
From a global pandemic to fractured supply chains, energy shocks, inflation spirals, rate hikes, AI disruption, war, and geopolitical realignment - the last four years have been anything but dull. The 100th episode of No Ordinary Wednesday is a discussion on regional trends that will shape the years to come.
Ghost Stories
Ghost Stories #61: A day in the life of a portfolio manager (Lauren Jacobs at Satrix)
Ever wondered how the nuts and bolts of ETFs work? What goes into index tracking and making sure that it is achieved at the lowest possible cost? And are all indices created equal from a complexity perspective? Lauren Jacobs at Satrix shows you what a day in the life of a portfolio manager looks like.
Podcasts
PODCAST: USA Inc – a superpower stumbles
With the recent global markets turmoil, driven by US President Donald Trump’s tariffs policies, questions are being asked about the future of US exceptionalism. Jeremy Maggs hosts this episode with Annelise Peers and Richard Cardo of Investec.
Satrix
What’s Trumps in a Topsy-Turvy World?
Nico Katzke of Satrix covers a number of critical investment trends in the current environment, ranging from the appeal of gold through to the risks facing bonds. As always, diversification is key.
