MoneywebNOW

World Gold Council Strategist Joe Cavatoni weighs in on how central banks are rethinking their reserves.

PSG Old Oak's Schalk Louw unpacks how Dis-Chem stacks up against Clicks in the latest retail health results. Joe Cavatoni from the World Gold Council discusses record-breaking demand in their Q3 2025 Gold Demand Trends report. Plus, Simon weighs in on 'trade peace in our time” as Trump and Xi strike a long-awaited deal.

Belinda Sullivan from Alexforbes unpacks South Africa's score in the 2025 Mercer CFA Institute Global Pension Index.

Kieran Witthuhn from Anchor on the Fed's rate call and Nvidia's rise as the world's first $5 trillion company – but is it still worth holding? Nicholas De Clercq from Prescient Investment Management on why a handful of stocks are steering the JSE's direction. Belinda Sullivan from Alexforbes unpacks how South Africa fared in the 2025 Mercer CFA Institute Global Pension Index.

‘We're seeing deliverables actually come through now in terms of investment, in terms of equipment improvements' – Dylan Govender from Investec Business Banking.

Chantal Marx from FNB Wealth & Investments unpacks Balwin's upbeat results as lower rates lift sales. Dylan Govender from Investec Business Banking discusses local ports as they steadily get back on track. Sihle Tuta from PrimeXBT South Africa discusses regulation and rebuilding trust in the crypto and trading space.

RMB's Isaah Mhlanga shares insights on where investors should look for the next big opportunities across Africa.

Petri Redelinghuys from Herenya Capital Advisors unpacks Pick n Pay's latest results – with losses mounting even as Boxer lifts group performance. Naked co-founder Ernest North explains why car insurance remains key to safeguarding your financial well-being. RMB's Isaah Mhlanga shares insights on where investors should look for the next big opportunities across Africa.

Ninety One's Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns.

Nick Kunze from Sanlam Private Wealth unpacks South Africa's grey-list exit, the latest US CPI print, a potential US-China thaw – and why global markets are flirting with record highs. Ninety One's Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns. Absa CIB's Anthony Kirui discusses the Absa Africa Financial Markets Index 2025, which shows steady progress in deepening and strengthening markets across the continent.

Lafarge ‘was in a very difficult position when we took it over, and we are glad to say it is starting to make a small contribution' – Afrimat CEO Andries van Heerden.

PSG Wealth's Schalk Louw on Sasol's strong update that investors cheered, and Clicks's steady top-line growth paired with a sharp Heps rebound. Afrimat CEO Andries van Heerden on resilient results as Lafarge SA operations improve and local iron sales surge. Plus, Simon weighs in on gold's sudden ‘collapse' – and what comes next.

PwC's Leila Ebrahimi suggests we need to see pay for performance as an opportunity ‘not to get distracted by the numbers'.

Independent analyst Jimmy Moyaha on Famous Brands's results – modest growth but a note of cautious optimism ahead – and the question on everyone's lips: where does gold's slide end? John Morris from Bank of America unpacks why local fund managers are favouring domestic equities – and which sectors are drawing their attention. PwC's Leila Ebrahimi discusses the firm's latest executive pay survey, showing remuneration rebounded strongly in 2025.

‘Gold typically performs well when the dollar is under pressure, but currently it's totally out of whack' – Citadel Chief Economist Maarten Ackerman.

Zimele Mbanjwa from FNB Wealth and Investments unpacks the Foschini update that spooked the entire SA Inc market. Citadel's Maarten Ackerman on the glittering gold rally – and what it could mean for SA's economy and tax coffers. TransUnion SA's Ayesha Hatea explores how younger consumers are reshaping credit habits and redefining borrowing behaviour.

Jon Cherry from Cherryflava reckons Shoprite has almost transcended the idea that they're a business; they're now calling themselves ‘an institution'.

Petri Redelinghuys from Herenya Capital Advisors revisits his nuclear investment thesis as the sector grabs headlines again — from South Africa's renewed interest to AI-driven energy demand. Quintin Rossi, CEO of Spear Reit, unpacks results showing the company's loan-to-value ratio has halved. Jon Cherry from CherryFlava on Woolworths's mounting challenge as Shoprite captures customers – and market share – at scale.

'I think that … domestically we are likely to see the next few prints into the end of the year inching a little bit higher' – Momentum Chief Economist Sanisha Packirisamy.

Nick Kunze from Sanlam Private Wealth on Prosus sealing its Just Eat Takeaway.com deal. Bastian Teichgreeber, CIO at Prescient Investment Management, ahead of Friday's crucial grey-listing verdict – and what graduating off the list could mean for SA. Sanisha Packirisamy from Momentum unpacks Q3 market data, as global tariff risks stoke inflation while SA's lower inflation target boosts bond yields.

ETFSA's Mike Brown notes that after former heavy opposition ‘quite a few' active managers have joined the exchange-changed product industry and others will be joining very shortly.

Odwa Magwentshu from Momentum on RFG's Premier offer, PSG Financial Services's strong results, and gold's historic nine-week winning streak. Mike Brown from ETFsa unpacks his Q3 Exchange Traded Product report. Simon weighs in on Nvidia, TSMC and ASML — do these tech giants have Buffett-style moats?

Sarah Nicholson of JustMoney calls today's bargain-hunting a ‘national sport'.

Viv Govender from Rand Swiss on upbeat results from ASML and LVMH — with the latter lifting global luxury stocks. Sarah Nicholson from JustMoney unpacks insights from their Money and Me survey – how South Africans are earning, spending and saving. Naledzani Mosomane from Standard Bank Group on a thriving informal township economy worth nearly R1 trillion.

Ninety One's Duane Cable on why the once ‘safe' portfolio has turned risky – and where conservative investors can still find refuge as yields tighten.

Chantal Marx from FNB Wealth & Investments unpacks Ninety One's surging AUM and the drivers behind its strong growth. Karooooo CEO Zak Calisto discusses Q2 results and how the group plans to keep up last year's stellar momentum. Ninety One's Duane Cable on why the once “safe” portfolio has turned risky – and where conservative investors can still find refuge as yields tighten.

‘As long as you can justify how you made your money and that you have paid the taxes, you should have no problem' – Nicholas Botha from Tax Consulting SA.

Petri Redelinghuys from Herenya Capital Advisors on the dangers of not grasping the true risks of gearing – a reality laid bare when crypto accounts were wiped out after Friday's 10% drop. Ben Pierre Malherbe, CEO of Calgro M3, discusses results showing softer revenue and Heps as the group prioritises infrastructure investment at Bankenveld. Nicolas Botha from Tax Consulting SA breaks down the key rules and considerations when moving money offshore.

Brandon Naidoo from Liberty Group South Africa unpacks the intricacies of 130 000 options.

Nick Kunze from Sanlam Private Wealth on whether investors should buy the dip as Trump's 100% China tariffs shake markets. Brandon Naidoo from Liberty Group South Africa unpacks how to navigate 130 000 offshore fund options. Gary Booysen from Rand Swiss talks their Triple Index Autocall structured product aimed at investors cautious of lofty valuations.

CEO Andrea Taverna-Turisan discusses half-year results to August 2025 and explains the company's new focus on SA's logistics market.

Schalk Louw from PSG Old Oak on whether there's still value to be found on the JSE as the CEO steps down amid a booming equity market. Andrea Taverna-Turisan, CEO of Equites Property Fund, discusses the group's strong results as it exits the UK and ramps up speculative local developments. Simon shares his thoughts on the US government shutdown and its potential impact on the broader economy.

‘Everyday goods cost more, permanently more. … That squeezes your discretionary spending and your confidence.' – Anchor Capital Economist Casey Sprake.

Independent analyst Jimmy Moyaha says City Lodge's share buybacks and stronger results hint at renewed momentum — and possible opportunity. Anchor's Casey Sprake unpacks the inflation hangover and fallout from the US government shutdown. CFI South Africa's George Khoury looks at how money stress affects mental health and small steps to ease the strain.

'Things have to change in your portfolio to reflect the shifts that we've had since Covid' – Sahil Mahtani from Ninety One.

Sithembile Bopela from FNB Wealth and Investments on Datatec's upbeat update, which sent the share price higher. Sahil Mahtani from Ninety One on whether investors still need government bonds if they're struggling to play their traditional role as portfolio shock absorbers. PwC's Andries Rossouw, unpacks their latest mine report.

Keith McLachlan from Element Investment Managers explains: 'We're trying to get a sense of what true profits are'.

Petri Redelinghuys from Herenya Capital Advisors on whether pricey US markets have him worried. Keith McLachlan from Element Investment Managers breaks down his free-cash-flow-to-EV yield – what it means and how to use it. Mark McChlery from PayJustNow on the ever-earlier start to Black Friday – what discount levels drive the best conversions and which categories will lead this year.

Herman van Papendorp from Momentum Investments considers SA investors should have both nominal and inflation-linked bonds in their portfolios over the next six to 12 months.

Nick Kunze from Sanlam Private Wealth highlights local vehicle sales hitting decade highs, explores whether this is a genuine opportunity, and comments on the absence of US jobs data. George Cheveley from Ninety One breaks down the five key themes driving gold bulls. Herman van Papendorp from Momentum Investments outlines the strong investment case for local bonds, equities, and Reits.

Ben Meyer from Prescient looks back on 25 years of ETF growth in South Africa, though still a small slice of the CIS market.

Kieran Witthuhn from Anchor on the gold and PGM surge — and how they're positioning portfolios at these levels. Ben Meyer from Prescient on 25 years of ETF growth in South Africa, though still a small slice of the CIS market. Simon on Fed Chair Powell's warning that stocks are 'fairly highly valued'.