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CEO Paul Mann reports on progress at The Virginia Gas Project, Quantum Leap Energy, Silicon 28, radiopharmacies and capital requirements.

Independent analyst Shaun Dendere unpacks strong results from PSG Financial Services, while Ninety One updates the market on assets under management. Paul Mann, CEO of ASP Isotopes, joins us on the company's business update released earlier this week. And Simon shares his thoughts on why you should never let a good crisis go to waste.

Viv Govender of FirstRand discusses how investment decisions in AI infrastructure are shaping competitive positioning across the industry.

US markets are back above pre-war levels – Kea Nonyana unpacks what's driving the rebound and whether recent US results are delivering any real standouts, good or bad. Viv Govender weighs in on the AI arms race and whether the Mag 7's solid run still has legs. Plus, John Loos looks ahead to 2026 GDP – with the consumer under pressure, what does that mean for growth?

‘I think for the investor the beauty is a single ETF that you buy on the JSE for the very low starting price of R10 a unit' – etfSA Director Nerina Visser.

Zimele Mbanjwa from FNB Wealth & Investments unpacks February mining output data, with a surge driven by a 50% jump in PGM production, and asks whether any PGM miners are starting to look attractive. Nerina Visser, director at ETFsa, joins us as an offshore ETF lists on the JSE this morning. Stephan Potgieter, CEO of BetterHome Group Mortgage Origination and BetterBond, looks at the continued rise of first-time buyers and growing demand for smaller homes, flats and townhouses.

Ian Anderson from Merchant West Investments weighs in on the local Reit sector's response to the war in Iran spooking markets, and some increased demand for office space.

Petri Redelinghuys from Herenya Capital Advisors unpacks how he navigates the fog of unreliable war-time information when making investment calls. Ian Anderson from Merchant West Investments weighs in on the local Reit sector after a sharp 12.3% drop in March – is this a buying opportunity or a warning sign? And Michael Dorn, CEO at RTgroup, argues that effective restructuring should be embedded within corporates as a continuous discipline – not just triggered in times of crisis.

Manpreet Gill, CIO for Africa, Middle East and Europe at Standard Chartered Wealth Solutions explains the advantage now of holding hedges and the part gold can play.

Nick Kunze from Sanlam Private Wealth asks whether markets are adjusting to the war amid failing peace talks. Keith McLachlan of Element Investment Managers weighs up stock-based compensation – the good, the bad and the very ugly. Manpreet Gill from Standard Chartered unpacks the inflation data, with no real surprises, and why the sharp drop in energy intensity makes the latest oil spike less severe.

Janina Slawski from Alexforbes weighs in on local equity returns and rand strength – a good story for local asset managers and investors over the past year, barring the recent Middle East fallout.

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 path forward.

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 happening outside the regulated system.

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 whether last year's vehicle trends are still carrying into 2026

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 more cost-effective protection for corporates.

‘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-in as a smarter, more strategic reset than a New Year's resolution.

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 next week (+R5 for petrol and +R9 for diesel).

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) Bill and concerns about the impact on IFAs.

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.

Hlelo Giyose from First Avenue Investment Management explains the yellow metal's constancy compared to every other investment asset.

Matete Thulare of Investec on the rand, which has been holding on fairly well. But, is the collapse still to come? Hlelo Giyose of First Avenue Investment Management weighs in on gold, how it's priced, and the stock-to-flow ratio impact on commodity prices. And, Simon's thoughts on using AI to help with investing.

Wiehahn Koch explores the bank's innovative ‘purpose lending', which links credit to specific life improvement goals like mobility and education – rather than mere consumption.

Kea Nonyana from PrimeXBT unpacks the latest from PPC, dives into iOCO's results, and breaks down what the Fed's dot plot signals for markets. Dr Roelof Botha shares insights from the Q4 2025 Afrimat Construction Index, highlighting key trends shaping the sector. Wiehahn Koch from Capitec explores the advantages of smart lending – and why the traditional lending model is under pressure.

Head of Fixed Income Private Markets Johan Marnewick explains the fund's structure, focusing on investing in operational renewable energy assets to deliver immediate returns, while supporting South Africa's energy transition.

Almost three weeks into the Iranian war, what's the impact on global equity markets? Anchor's Reko Nare unpacks the pressure points, with emerging markets taking more pain than developed peers. Tian Pan from Prescient China outlines the investment case for China – and what sets their new PANDA actively managed ETF apart. Plus, Johan Marnewick of STANLIB Asset Management joins us as the Khanyisa Energy Transition Fund reaches a first close of R5 billion.