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.
