Keith McLachlan of Integral Asset Management on Sabvest and holding company discounts offering an opportunity. Strategist Mohammed Nalla on digging into structural inflation, productivity gains and the all-important PCE.
FNB Wealth and Investment's Wayne McCurrie talks PnP as liquor and tobacco ban weighed on results. Karooooo CEO Zak Calisto chats the company's relisting on the JSE. Residential Reit Octodec's CEO Jeffrey Wapnick on results.
Chantal Marx of FNB Wealth and Investment on PSG buying back its preference shares. Elize Botha, MD of Old Mutual Unit Trusts, on the new ESG rating for their funds. Is this something you look at when buying a fund or stock? John Anderson of Alexander Forbes talks the optimal offshore allocation.
Rand Swiss's Gary Booysen discusses ideas on how to benefit from a bumper agri crop this year. Anchor's Nolan Wapenaar talks money market funds: the beginning of the end? Stanlib's Herman van Velze on his preferred local sectors.
Nick Kunze of Sanlam Private Wealth on the week ahead for markets. Spot Money CEO Andre Hugo talks the company's new shared accounts. Andrew Bradley, CEO of Fiscal, on the implications of a broken social contract.
Viv Govender of Rand Swiss on Coinbase listing and rand strength. Dave Nemeth, founder of Trend Forward, on rethinking the role of the mall. Chris Labuschagne, CEO of FNB Card, unpacks consumer spending trends during lockdown.