MoneywebNOW

US growth disappoints while inflation refuses to play along – Matete Thulare breaks down weak GDP and sticky PCE data still sitting well above target. Janina Slawski unpacks the December 2025 Manager Watch™️ Survey, with multi-managers steadily gaining ground in a shifting investment landscape. And Simon weighs in on the latest ceasefire developments – fragile, complex, and unlikely to be a smooth...

CEO Charles Savage looks back over ‘operational leverage’, client growth and market resilience. ‘Each R1 spent now delivers R11 in revenue’.

Oil holding firm – but no rush back to $60? Kea Nonyana from PrimeXBT unpacks the outlook, and whether markets simply grind higher from here. Purple Group CEO Charles Savage on results: operational leverage is kicking in as the business sharpens its client conversion strategy. And Sean Coleman, CEO of the South African Bookmakers Association, on the surge in online gambling – and the growing chunk...

Momentum Head of Asset Allocation Herman van Papendorp expects ‘earnings growth momentum might be slightly slower than pre-Iran, but it's still going to be there, still going to be significant’.

Chantal Marx from FNB Wealth & Investments unpacks directors’ dealings and whether investors should place much weight on insider buying or selling. Herman van Papendorp from Momentum asks whether the case for EM equities over DM still holds as the Iranian war rattles markets. And Robert Gwerengwe, CEO of Wesbank, looks at how consumers are responding to last week’s heavy fuel increases – and wheth...

Themba Sibiya from Sasria explains that the Wrap Cover change to highlight for clients is that the rates are now based on occupancy and the industry a client falls into.

Petri Redelinghuys from Herenya Capital Advisors unpacks the key trade to watch when the Iran conflict winds down. Anelmari Truter from Tax Consulting SA breaks down Sars’s intensified focus on high-wealth individuals and donation structures – what’s changing and what it means for taxpayers. Plus, Themba Sibiya from Sasria on the relaunch of its R500 million wrap cover, now locally priced to offer...

‘Treasury has indicated that there will be consistency and certainty around how retail hedge funds are taxed in line with traditional unit trusts, which … talks well to the motif of saving in South Africa’ – Hayden Reinders, Prescient Fund Services.

Petri Redelinghuys from Herenya Capital unpacks the market reaction to Donald Trump’s overnight speech. Hayden Reinders from Prescient Fund Services looks at who is actually investing in hedge funds, while Saad Sheikh from Enko Capital tackles the debate over whether private capital really belongs in a single asset class.

Dehan Scherman from National Debt Advisors has sound advice on navigating the payday poverty cycle experienced by so many South Africans.

Zimele Mbanjwa from FNB Wealth and Investments unpacks Remgro’s move to press ahead with the restructuring of its Mediclinic interests. Master Drilling CFO Andre van Deventer talks us through the group’s record revenue, while Dehan Scherman of National Debt Advisors looks at why more than 60% of consumers are running out of money before month-end.

James Hodge from the Competition Commission highlights the crucial role of consumers and businesses in reporting suspicious price hikes, especially in sectors like fuel, fertiliser and transport.

Independent analyst Jimmy Moyaha unpacks Sirius Real Estate’s €93.4 million acquisition of a defence-related property. Fatgie Adams from TransUnion looks at what an unchanged prime rate means for consumers still under pressure. And James Hodge from the Competition Commission warns against price gouging ahead of Wednesday’s fuel increase.

Keith McLachlan and Simon Brown explore this funding source for mining companies, comparing the situations of Franco-Nevada and Barrick Mining.

Nick Kunze from Sanlam Private Wealth unpacks the uncertainty grinding markets lower, while Reinet finally exits its stake in Pension Insurance Corporation for £2.9 billion. Keith McLachlan from Element Investment Managers explains streaming mining companies, how they work, and why they continue to attract investor interest. Plus, Satrix’s Siyabulela Nomoyi makes the case for a Q1 portfolio check-...

Meryl Pick of Old Mutual Investment Group explores the complexities of maritime insurance and underscores its crucial role in maintaining global trade and economic stability.

Gary Booysen of Rand Swiss weighs in on FirstRand upping its stake in Optasia. Will they one day buy it out? Plus, analysis on the market as the war marches on. Buy the dips? Buy gold? What about coal? Meryl Pick of Old Mutual Investment Group on why the closure of the Strait of Hormuz is more about insurance than actual closure by Iran. And, Simon’s thoughts on the fuel price increase set for nex...

Albert Botha from Ashburton Investments considers fuel-price consequences, the MPC decision and the stagflation spectre. Are we in for a rough ride?

Petri Redelinghuys of Herenya Capital Advisors on Sasol's sharp rebound since the lows of last year. Is there still value or is it profit taking time? Albert Botha of Ashburton Investments weighs in on today's tough MPC meeting. The expected rate cut is surely off the table even as SA saw 3% inflation for February. And, Masthead Group MD Joleen John on the Conduct of Financial Institutions (COFI)...

René Moonsamy from the National Debt Counselling Association looks at consumer rights before and after accessing credit, reckless lending and borrowing, and the evolving landscape of credit products like Buy Now, Pay Later. The Consumer Protection Act’s role in safeguarding consumers from unfair practices is also highlighted.

Chantal Marx of FNB Wealth & Investments on Netcare's update and if she’s seeing value in the current selloff? Futuregrowth Asset Management's Amrish Narrandes discusses their PE & VC funding, and recent investment into BNPL. René Moonsamy, chair of the National Debt Counselling Association, weighs in on how the NCA and CPA protect consumers.

‘I think that is going to have a large impact on our food production and … the higher fuel prices that we will definitely see in April’ – PwC chief economist Lullu Kruger.

Did we just get the Taco trade from Trump? Independent analyst Jimmy Moyaha weighs in, and also talks Thungela results. Advtech CEO Geoff Whyte on strong tertiary growth as school enrolments slow. Plus, PwC economist Lullu Krugel on how the Iran war could reshape the local economy.

‘If the bet is 100% that Pick n Pay won’t turn around that just seems too severe, and I’m prepared to bet against that' – John Biccard from Ninety One.

Nick Kunze of Sanlam Private Wealth weighs in on the potential long-term impacts and opportunities as the Iran war moves into its fourth week, and analyses TFG's trading update. Momentum Group CEO Jeanette Marais on the latest results. John Biccard of Ninety One on managing being a value investor and undertanding value and risk.