MoneywebNOW

Petri Redelinghuys from Herenya Capital Advisors unpacks AngloGold Ashanti's results and asks whether gold miners are still worth holding. Thethe Mokele of Pinsent Masons explores the key shifts reshaping South Africa's construction industry, while Shaun Meintjes from Consult by Momentum shares practical insights on preparing your children to inherit your wealth.

‘I think it's vital that people understand that once you've given the funds to the trust, they now belong to the trustees to look after for the benefit of the beneficiaries’: Elana Nel, fiduciary specialist at Ninety One.

Josh Viljoen from Merchant West Investments unpacks Mondi's tough results – and why the market still liked what it saw – before turning to Woolies's trading update, which points to a challenging second half. Elana Nel from Ninety One explains whether a foreign trust has a place in your estate plan and the key considerations before making that decision. Simon shares his thoughts on why deflation is...

Andrea Slabber from Trade Intelligence considers the steep rise in online gambling a big factor curbing growth over the past year.

Dylan Bradfield from Sharenet, unpacks Valterra's very strong results despite softer PGM prices over the period, and shares his quick take on the latest FOMC decision. Andrea Slabber from Trade Intelligence joins us with fresh insights into SA's R109 billion liquor retail market. Kasief Isaacs, CEO of Creation Capital, discusses the firm's newly launched R3 billion hybrid debt fund and its aim to...

Sean Kelly of Parity Wealth explores why the ‘Mag Seven’ isn't the only game in town anymore.

Chantal Marx from FNB Wealth and Investments unpacks Boxer’s latest update as food deflation persists, and explains why the market gave Canal+ results such a warm reception. Sean Kelly from Parity Wealth joins us to discuss growing global fragmentation, what it really means for investors, and how portfolios should adapt. Jason Green from Fedgroup rounds out the show with a look at SA’s private cre...

‘We actually need periods where the market loses its sensibilities and relaxes its typical risk tolerance, spurring the development of technologies that propel society forward’ - Nico Katzke, head of portfolio solutions, Satrix.

Danie Dörfling from Moore Infinity unpacks Vodacom's latest update, including the dividend payout ratio cut, and asks whether telcos still deserve a place in an investment portfolio. PayInc CEO Stephen Linnell joins us to discuss the evolution of payments as consumers increasingly shift to apps and digital wallets. Plus, Satrix's Nico Katzke explores asset bubbles, the mistakes investors repeatedl...

'It's a bit of a wild time, but it's certainly very exciting to figure out what to do' – Jacques Conradie, CEO of Peregrine Capital.

Kea Nonyana from PrimeXBT unpacks Alphabet’s latest results, with capex now approaching $200 billion, and what they mean alongside Intel’s numbers. Peregrine Capital CEO Jacques Conradie joins us to discuss technological advancements and the biggest macro risks facing the local market. Plus, Thomas Berry from PSG Wealth shares how to make the most of tax allowances to help grow your wealth.

Mark Salmon from Differential Capital explains the firm's acquisition of Cementation Africa from Murray & Roberts's business rescue, how the deal was structured, and whether a future listing is on the cards.

Kea Nonyana from PrimeXBT unpacks Mr Price's latest trading update, alongside production updates from Anglo American and Kumba. Mark Salmon from Differential Capital explains the firm's acquisition of Cementation Africa from Murray & Roberts's business rescue, how the deal was structured, and whether a future listing is on the cards. Simon also shares his take on two major AI breakthroughs from th...

'A great example we're working on is the tokenisation of a vineyard near Stellenbosch in the Western Cape’ – Bitexen CEO Mark Diuga.

Faheema Adia from Momentum unpacks Pepkor's deal to combine Flash and Shop2Shop, creating a R20 billion revenue business. Maahir Jakoet of the Old Mutual Global Islamic Equity Fund explains Shari’ah investing and why it can be an effective low-volatility strategy for a wide range of investors. Plus, Mark Diuga, CEO of Bitexen South Africa, joins us to discuss digital ownership and why the tokenisa...

‘I think we're looking at an environment where rates can perhaps stay higher for longer’ – Tertia Jacobs, Treasury Economist and Fixed Income Specialist, Investec.

Zimele Mbanjwa from FNB Wealth & Investments unpacks Sasol's business performance metrics. Or has the investment case become all about oil prices and geopolitical conflict? Benay Sager from DebtBusters discusses the latest 2026 Money Stress Tracker and what it reveals about the financial pressure facing South Africans. Tertia Jacobs from Investec looks ahead to this week's key macro events: Wednes...

‘What we're seeing now is that for the under- and over-60s side hustles are becoming the new normal’, notes Renee Coughlan from FNB Wealth and Investments.

Independent analyst Jimmy Moyaha unpacks Thungela – one of his picks in the Moneyweb Investor Challenge. It's been a wild ride for the coal miner, but does it still deserve a place in investors' portfolios? Therese Grobler from Momentum Financial Planning explains why inconsistency is one of the biggest threats to long-term investing success. Renee Coughlan from FNB Wealth and Investments discusse...

‘Monetary policy for us is one of the bigger risks that we see at the moment’ – Warren Buhai, senior portfolio manager at STANLIB Asset Management.

Nick Kunze from Sanlam Private Wealth unpacks the sharp selloff in tech, with the Nasdaq now down more than 8%, while US bank earnings continue to impress. Warren Buhai from STANLIB Asset Management asks whether AI remains a compelling investment opportunity or if it's becoming a growing source of risk. Keith McLachlan of Element Investment Managers weighs in on Netflix's results, the decision to...

In expounding on Akamatsu’s 'flying geese' theory, First Avenue Investment Management’s Hlelo Giyose highlights domestic champions who solidify their home base and then take their businesses overseas.

Alyssa Viljoen, MD of Merchant West Investments, unpacks BHP Group's latest update. With copper and iron ore driving the story, is BHP now a stronger investment case than Anglo American? Hlelo Giyose, CIO at First Avenue Investment Management, explains his "flying geese" theory and why emerging market domestic champions are increasingly taking their businesses beyond their home borders. Simon shar...

Ricardo Smith from Absa Investments weighs up consumer pressures, inflation and what to expect.

'They're not there to incriminate everyone or try to restructure the market. They want to understand the market. They want to see how it operates' – Mark Thomas. Pinsent Masons.