Wednesday, May 20, 2026

RCL Foods interim 2026 results: continuous improvement initiatives support profitability

RCL Foods released results for the six months ended December 2025. Although dynamics in the sugar market weighed on overall group results, the balance of the business saw an improved underlying performance.

Why AI may not be the next big bubble

The talk in investment markets is that the AI "bubble" may soon burst. Nico Katzke, Head of Portfolio Solutions at Satrix, disagrees with these predictions, though he does caution investors about potential risks. What can we learn from the historical valuations of tech stocks?

The Finance Ghost Plugged in with Capitec: Ep 8 (Business Banking, but better)

Capitec understands the challenges faced by entrepreneurs. Throughout this season of The Finance Ghost Plugged in with Capitec, we’ve explored how affordable transactional banking and access to finance can help business owners grow.  But how does it all come together? And how did Capitec make such a strong impact on the business banking scene so quickly? This is The Finance Ghost in conversation with Karl Kumbier (Executive for Business Bank), Amrei Botha (Executive of Client Experience Delivery) and Sicelo Mkhize (Head of Distribution).

PODCAST: No Ordinary Wednesday Ep121 | Budget Speech 2026: What’s at stake?

South Africa’s 2026 Budget arrives at a pivotal moment. Debt is hovering near 78% of GDP. Growth is forecast at just 1.5%. Debt-servicing costs absorb around 5% of GDP. And yet, bond yields have fallen, sentiment has improved and S&P maintains a positive outlook. Is this genuine fiscal stabilisation or simply a window of opportunity? Jeremy Maggs sits down with Investec’s Chief Economist Annabel Bishop and Treasury Economist Tertia Jacobs.

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.

Satrix helps investors maximise yield with new Actively Managed Income ETF

The newly listed Satrix Income Actively Managed ETF is designed to offer investors a higher yield than traditional money market funds, along with all the benefits that come with ETF structures. Yusuf Wadee explains how to turn lazy cash into enhanced returns.

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.
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