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Nedbank Private Wealth’s The Giving Report reveals a shift towards younger generation philanthropy and increased time donations: Tracy Muller, head of Advice and Philanthropy.

Afrimat hits a rough patch and Premier Group faces a Competition Commission probe – Alyssa Viljoen from Merchant West Investments weighs in. Kyle Wales from Prospr Invest on putting investors in the driver’s seat with a self-managed RA. Tracy Muller from Nedbank reveals where wealthy South Africans are giving – with almost R6bn donated in 2025.

Sean Kelly of Parity Wealth navigates the new global hurdle rate and its impact on equities. ‘I think bonds deserve a much bigger seat at the table now, but it doesn't mean sell equities, buy bonds.’

Chantal Marx from FNB Wealth and Investments on where to put new money as uncertainty rises and fuel tops R30/litre. Sean Kelly from Parity Wealth asks whether US bond yields above 5% mean it’s time to rethink your portfolio. And Lullu Krugel from PwC South Africa unpacks what’s holding back SA’s economic growth.

EVs have ‘become a conversation for certain people that we would never have expected before this year’ – Alan Quinn from Cars.co.za.

Independent analyst Jimmy Moyaha on Sappi’s struggles with its proposed graphic paper JV, plus Sanlam’s move to buy Santam. Ian Anderson from Merchant West Investments unpacks September’s Reit returns, driven by strong dividend increases from a number of recent results. Alan Quinn from Cars.co.za on how high fuel prices are changing consumer buying habits when shopping for a car.

Keith McLachlan of Element Investment Managers highlights sectors and stocks showing strong cash generation and defensive moats – and some not.

Nick Kunze from Sanlam Private Wealth unpacks weaker-than-expected US jobs data and, with US and local elections a month away, how he’s positioning portfolios. Keith McLachlan from Element Investment Managers on where he’s finding offshore value beyond the AI trade. Tim Carr, investment director at Schroders, shares their latest multi-asset views, including the opportunity in EM bonds.

‘Unit trusts are fractional, so they're very easy to put on a list. ETFs trade on the exchange, but you can trade them intraday. So they each have their own positives – and negatives’: Niki Giles from Prescient Fund Services.

Capitec is 10% off its highs – is there value on offer? Danie Dörfling-Kruger from Moore Infinity weighs in on the results and where the opportunities are in local banks after a stellar 18 months. Niki Giles from Prescient Fund Services on the ETF boom and why actively managed ETFs are surging. Plus, Simon gets into RSA Retail Savings Bonds: how they work, the risks and who should be considering t...

Pattern CEO James Townsend looks at how shrinking waistlines are disrupting fashion retail and sizing standards.

Has the rand lost its rattlesnake bite? Investec’s Matete Thulare crunches the numbers as big moves fade and trading ranges tighten. Pattern CEO James Townsend unpacks how the GLP-1 weight-loss boom could shake up fashion retail. Plus, INN8 Invest’s Leigh Kohler on making uncertainty work for investors and finding outperformance in the new normal.

Andrew Fulton from Eighty20 considers meat inflation and agricultural volatility amid foot-and-mouth disease and shifting consumer habits.

Zimele Mbanjwa from FNB Wealth and Investments unpacks British American Tobacco’s Capital Markets Day presentation and asks whether there’s still value in a declining industry. Hiten Keshave, co-founder of Unconventional Capital & Advisory, on why corporate enterprise development isn’t creating more viable long-term suppliers. Plus, Eighty20’s Andrew Fulton looks at declining meat prices after foo...

Petri Redelinghuys from Herenya Capital Advisors contemplates gold retreating to $4 000/oz, when to buy, and which miners stand out.

Alyssa Viljoen, MD at Merchant West Investments, unpacks PPC’s disappointing update and Clicks’ bigger push into the competitive beauty space. Petri Redelinghuys from Herenya Capital Advisors on gold heading for $4 000 – and when it’s time to buy, which miners stand out? Plus, Mark Phillips from PPS Investments explores offshore investment opportunities beyond the AI trade.

‘I would say that successful investors are buying the productive capacity of a place as much as the actual building on it’ – capital market analyst Casey Sprake

Where can investors find returns as a rocky year enters its final quarter? Independent analyst Jimmy Moyaha weighs in. AG Capital’s Casey Sprake explores Africa’s property opportunities and why certainty matters, while Adishan Naidoo unpacks a structured note linked to the local platinum sector.

Mongezi Mtati, senior brand strategist at Rogerwilco, points out that ‘It changes lives … if you get home at six or seven in the evening and suddenly don't have power and don't have water, don't have the money to buy the fast food … for supper for a family of four to six’.

Rates are rising – but how high can yields go? Pooja Tanna from Perpetua Investment Managers on local and US rates and where the US 10-year yield tops out. Mongezi Mtati from Rogerwilco unpacks their latest Township Customer Experience Report as consumers feel the squeeze. Plus, Simon on life insurance – when it matters and why.

De Wet Taljaard from Investec Sustainable Solutions thinks the second-hand EV and NEV market will open up electric mobility to a broader spectrum of SA consumers.

Pick n Pay has a new CEO-designate – but are beaten-down Pick n Pay and Spar finally offering value? Chantal Marx from FNB Wealth and Investments weighs in. EV sales are surging off a low base. De Wet Taljaard from Investec Sustainable Solutions asks: Is South Africa ready to go electric? And SA’s banks delivered largely strong first-half numbers. Rivaan Roopnarain from PwC South Africa digs into...

Yushavia Ramlall from Intengo Market highlights the need for operational readiness and Treasury’s challenges.

Danie Dörfling-Kruger from Moore Infinity unpacks Oceana’s latest update as fish shortages hit much-loved Lucky Star, and looks at the outlook for food producers ahead of a potential drought season and higher input costs. Yushavia Ramlall, COO at Intengo Market, explains the switch from Jibar to Zaronia and what it means for the debt market. Plus, Gilbert Punt, CEO of Kuda FX, on how CFOs can bett...

‘Suddenly we open our eyes and things are busy happening around us’, notes PSG Financial Services chief economist Johann Els.