MoneywebNOW

Sahil Mahtani from the Ninety One Investment Institute looks at US returns as mega IPOs and reduced buybacks expand the investment pool.

Analysis of US market returns as mega IPOs and reduced share buybacks expand the investment pool. Plus, why traders need to look beyond interest rate decisions when assessing market opportunities.

‘I'm a big, big fan of what AI brings to the party, but just a good old-fashioned expert is the right person to give you advice' – Andile Jonas, head of marketing at Momentum Savings.

Standard Bank delivers a standout set of results, while DRD Gold expects earnings to double. Independent analyst Jimmy Moyaha unpacks the numbers. Andile Jonas from Momentum Savings asks whether AI could ever replace your financial advisor, and Simon looks at what happens when the emerging-market ETF trade goes badly wrong.

Liza Nolte from AfriGIS uncovers the data revealing women's growing ownership in South Africa.

Faheema Adia from Momentum Securities unpacks Shoprite's strong update, with Sixty60 now accounting for 10% of revenue. Weaver Fintech CEO Sean Wibberley discusses results that delivered good revenue growth despite a slip in Heps. Plus, AfriGIS's Liza Nolte looks at the data, revealing the true economic position of women in South Africa.

Jeremy Sampson from Brand Finance discusses the 2026 Mining, Metals & Minerals Top 50 report, noting that zero local miners made the cut.

Chantal Marx from FNB Wealth & Investment unpacks the Merafe results and what the Nersa decision means for the micro cap, plus what's next for Brait after its R2.5bn rights issue – could a Virgin Active listing be on the cards? Jeremy Sampson from Brand Finance discusses their Mining, Metals & Minerals Top 50 2026 report, noting that zero local miners made the cut. And Sachin Chanderdhev from Absa Business Banking explains why resilience, rather than simply cutting costs, is becoming manufacturing's new competitive edge.

'If you are invested in emerging markets right now, we're not saying sell your position' – Duma Mxenge from Satrix.

Dylan Bradfield from Sharenet unpacks Friday's US jobs data and the latest Spur update, where adjusted Heps remains positive. Maarten Ackerman, chief economist at CAM Asset Management, looks at the long-term economic impact of the war in Iran. And Duma Mxenge from Satrix explains why chasing famous names is likely to hurt long-term returns.

Dhersan Chetty, equity analyst at Foord Asset Management, breaks down consumer confidence, discount strategies and private label growth among major retailers.

Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, from Foord Asset Management, looks at how SA's increasingly thrifty shopper is reshaping the retail landscape. Simon shares his thoughts on why hyperscalers are shifting from asset-light balance sheets to far more asset-heavy business models.

Prof Reza Daniels of Stellenbosch University explains how good data and careful analysis are South Africa's best tools against economic uncertainty.

Kea Nonyana from PrimeXBT on precious metal miners as PGMs surged and gold followed, plus updates from Super Group and Sabvest. Professor Reza Daniels from Stellenbosch University on how to know when economic data is reliable. Marc Dhalluin, CEO and co-founder of TruthsetsOnline, on online ad fraud and why up to half of digital ads may never be seen by a human.

'The risk that is emerging is a sort of geopolitical risk where access to your competitive advantage through AI could be cut off' – Dawie Scholtz, managing director and partner at Boston Consulting Group, BCG.

Zimele Mbanjwa from FNB Wealth & Investments unpacks Nedbank's seemingly flat results – and why removing the impact of the Ecobank stake disposal reveals a much stronger underlying performance. Dawie Scholtz from Boston Consulting Group discusses SA's critical AI crossroads as it weighs US versus Chinese technology. Duncan Armitage from Anchor shares practical investing lessons for 25-year-olds looking to make the right financial decisions early.

‘This release is quite interesting. Its decline this time around hides more positive things than it reveals' – Absa economist Sello Seleke.

Gary Booysen from Rand Swiss unpacks the US earnings season, with around two-thirds of the S&P 500 having reported – what's stood out, for better or worse? Sello Sekele from Absa CIB breaks down the latest July PMI data and explains why weaker readings may not be entirely bad news. Plus, Francis Marais of Old Mutual Wealth shares how to get offshore diversification right and avoid the common pitfalls.

Thethe Mokele from Pinsent Masons explores the decline of SA's construction sector and the rise of SMEs through joint ventures and government support.

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 a growing problem for retailers – and why consumers may not benefit as much as they expect.

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 close the funding gap for SA's underserved mid-corporate market.

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 credit market and the funding behind the R242 million Vikela Safari Lodge.

‘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 repeatedly make, and how to avoid getting caught up in market euphoria.

'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 the past week: ChatGPT's hacking success on Hugging Face and the launch of Kimi K3.

'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 tokenisation of assets could shape the future of investing.

‘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: Wednesday's CPI data and Thursday's MPC interest rate decision.

‘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 discusses the latest retirement survey, which shows more South Africans now have a retirement plan in place.

‘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 stop reporting engagement data, and why the market hit the stock.

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 shares his thoughts on the IPO hype cycle and why retail investors so often end up left holding the bag.