Thursday, June 25, 2026

New Investec structured product helps investors maintain tech exposure with downside protection

Strong earnings in the tech sector have driven the Nasdaq to new highs recently. But with concerns about high valuations, investors are looking for ways to participate in the sector while protecting their downside. The Investec Nasdaq 100 Geared Growth structured product could address those needs, as explained by Brian McMillan in this piece.

Nico Katzke | What we get wrong about bubbles

There is growing talk in investment markets that the AI "bubble" may soon burst. Evidence suggests that those predictions are misplaced, although investors should remain cautious about risks. Nico Katzke gives us his take on the AI sector "bubble".
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Ghost Bites (Anglo American | Growthpoint | Nedbank | Optasia | Primary Health Properties | Schroder European Real Estate)

Growthpoint wants quality, not quantity. Nedbank's performance looks decent. Anglo American has unlocked important copper synergies. Optasia, Primary Health Properties and Schroder European Real Estate delivered important corporate updates.

Ghost Bites (Attacq | FirstRand | Grindrod | Labat Africa | Sibanye-Stillwater | Vunani)

Pre-close updates came through from Attacq, FirstRand and Grindrod. Sibanye-Stillwater's Capital Markets Day is an important source of information on the strategy. Vunani has swung into profitability. Labat Africa has promised an investor roadshow - and they are paying a dividend!

 

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GHOST WRAP – Earnings season brings out the bulls and the bears

With the August / September earnings season behind us, it's helpful to look at share price moves over the past 30 days on the JSE to see how sentiment has shifted. The PGMs have driven the Top40 higher, while insurance has taken a breather.

GHOST WRAP – The JSE Winners’ Club in 2025

At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?
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