Portfolio construction is clearly a passion point for Nico Katzke of Satrix. He's also a fan of analogies, so you can expect to learn about whether it's the elephant or the mouse that swings the bridge that they are crossing. But beneath the fun, there's a serious learning opportunity here about how asset allocation drives the returns in a multi-asset balanced fund. Identifying the elephant is a very important part of the process.

Rules-based, or indexed, balanced funds still account for only about a tenth of assets in South Africa’s Multi-Asset High Equity segment, according to our analysis of industry assets under management (AUM) data. Yet this cohort is attracting a far larger share of new money, drawing around 23% of category flows over the past year and 53% over five years. Kingsley Williams of Satrix explains why.

In this episode of Ghost Stories, The Finance Ghost is joined by Colleen Wagner, CFO of Satrix, to unpack the concept of decision fatigue and why it so often causes long-term financial goals to fall to the bottom of the priority list. Colleen shares a number of practical strategies for breaking the stress cycle and getting back on track.

In this episode of Ghost Stories, The Finance Ghost is joined by Siyabulela Nomoyi from Satrix to unpack one of the most important, yet often misunderstood, concepts in investing: benchmarks. From retail portfolios to institutional mandates, we explore why returns only tell half the story and why every investment outcome needs a meaningful point of comparison.

Satrix, the leading provider of index-tracking investment products in South Africa, has announced the further expansion of its offering into another African country outside of South Africa. The company selected the Botswana Stock Exchange (BSE) as the platform for the secondary listing of three of its JSE-listed exchange traded funds (ETFs), with the listings having gone live on 9 July.

Nonhlanhla Mphelo, Senior Portfolio Manager at Satrix, unpacks common misconceptions about emerging markets. The risk-reward setup for these markets looks interesting, particularly as developed markets have become more concentrated in tech.

Volatility feels like risk. The daily noise, the red screens, the uncomfortable drawdowns - these are the stress points for investors. This is what might keep you out of the market altogether. But what if the real risk was avoiding the markets over the long-term, rather than managing the bumps along the way? Kingsley Williams of Satrix explains.

In this episode of Ghost Stories, I was joined by Satrix’s Nico Katzke to unpack a global market that feels eerily calm in the face of rising risk. From Middle East tensions and the growing threat of energy disruption to the curious resilience of equity markets, the conversation explores whether investors are underpricing just how fragile the current environment really is.