Podcasts about sanlam investments

This evening we dive into market movements with Trive, we speak to the Mayor of Cape Town about a petition opposing the city's proposed tariff hikes as well as its recent rating from Moody's, and the Sarb gives us information about a new Zaronia initiative and how consumers will be impacted. Sanlam Investments unpacks evolving investor sentiment amid tariff uncertainty, and we speak to Recharged.co.za about SA's first solar electric vehicle charger. SAfm Market Update - Podcasts and live stream

This evening, we dive into market movements with Rand Swiss, speak to energy analyst Chris Yelland about traded electricity markets that could be in SA's very near future, RMB gives insight into municipal funding models as the government looks to revise them, Sanlam Investments helps us make long-term investing decisions in a time of volatility, and we look at funeral cover with Metropolitan. SAfm Market Update - Podcasts and live stream

Stephen Grootes speaks to Feroz Basa, Head of Global Emerging Markets at Sanlam Investments, about the alarming parallels between the current US tariff hikes and those of the 1930s, and how this escalation could potentially trigger a global economic downturn, impacting emerging markets, including South Africa. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Feroz Basa, Head of Global Emerging Markets at Sanlam Investments, about the alarming parallels between the current US tariff hikes and those of the 1930s, and how this escalation could potentially trigger a global economic downturn, impacting emerging markets, including South Africa. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

This evening we look at the markets with FNB Wealth and Investments, speak to PwC about Moody's comments regarding SA's budget and cabinet rejecting the revised version, Forvis Mazars unpacks the proposed wealth tax, Werksmans Attorneys discusses Google's denials of anti-competitive behaviour in the news industry, Sanlam Investments gives us a bond market update, and we speak to Grain SA about the recent infestation of African armyworms. SAfm Market Update - Podcasts and live stream

Independent analyst Jimmy Moyaha discusses Anglo Platinum's results, special dividend, and demerger, while Sanlam Investments's Teboho Makhabane explores green job opportunities in South Africa. Meanwhile, Glenn Ambrose from ZURU highlights the rise of 'kidults' as more adults return to playing with toys.

‘Green projects are usually very hard to find, and you need to have different investors and people coming together.' Sanlam Investments is sponsoring the African Green Economy Summit from 19-21 February: Teboho Makhabane, head of ESG and Impact.

This evening we look at the markets with PSG Wealth, Sanlam Investments unpacks the latest MPC interest rate decision, Juwi Renewable Energies gives us insights into its R6bn worth of solar projects planned for 2025, we speak to Standard Bank about energy trends ahead of the annual mining indaba, and in our SME of the Week, we speak to Duster Dollies, a cleaning company based in Pretoria and Centurion started due to a mother's drive to support her family. SAfm Market Update - Podcasts and live stream

HOT TOPIC Topic: Mid Term Budget Analysis Guest: Patrick Buthelezi - Economist at Sanlam Investments

Expert : Topic: MPC: Sarb expected to keep rates on hold Guest: Patrick Buthelezi, Economist, at Sanlam Investments

‘I think impact investing still doesn't get as much allocation as we need it to as a country, given the need. But it's more intentional now' – Teboho Makhabane from Sanlam Investments.

Business Brief: Topic: Elections and your investments Guest: James Turp, Fixed Income Portfolio Manager and Head of investment strategy at Sanlam Investments

Independent analyst Jimmy Moyaha discusses the latest developments around Anglo American. The miner wants to spin out Anglo Platinum and De Beers to create value. Could De Beers return to the JSE after delisting in 2001? Octodec MD Jeffrey Wapnick discusses the company's interim results. Sanan Pillay from Sanlam Investments on navigating alternative investments and finding the right fund manager.

Arthur Kamp, Chief Economist at Sanlam Investments and Senior Associate Director of tax Incentives at Deloitte Africa discuss the fear in increased taxation, rising prices, and unions may want an increase in wages.See omnystudio.com/listener for privacy information.

Markets James Turp Fixed Income Portfolio Manager at Sanlam Investments

Sanlam Investments says it investigating one of its employees after a Cape Town motorist was reportedly attacked for displaying pro-Palestine posters on her vehicle. The woman wrote on X that she was a target of hate speech by another motorist who confronted and attacked her for showing solidarity with Palestine as the conflict between Hamas and Israel rages on. Her post has since gone viral with the alleged aggressor being identified as a Sanlam employee. For more on this Sebenzile Nkambule spoke to ANC leader in the Western Cape legislature, Cameron Dugmore

Markets with James Turp Fixed Income Portfolio Manager at Sanlam Investments

Hot Topic: Why are prices increasing so much with Patrick Buthelezi, Economist at Sanlam Investments

Tackling your questions tonight is Roy Mutooni from Sanlam Investments and Shane Watkins from All Weather Capital Stock Watch

The Monetary Policy Committee (MPC) has decided to keep the repo rate on hold at 8.25%. To unpack this decision, Business Day TV spoke to Koketso Mano, Senior Economist at FNB and Portfolio Manager for Fixed Income at Sanlam Investments, James Turp.

Markets: Roy Mutooni Portfolio Manager, Analyst at Sanlam Investments

Tackling your questions tonight is Roy Mutooni from Sanlam Investments and Grant Nader from Benguela Global Fund Managers Stock Watch

Patrick Buthelezi – Economist at Sanlam Investments SAfm Market Update - Podcasts and live stream

Why are prices increasing so much with Patrick Buthelezi, Economist at Sanlam Investments

Markets with James Turp Head of Fixed Interest at Sanlam Investments

Roy Mutooni from Sanlam Investments joins Business Day TV for a broader look at the day's market movers

Tackling your questions tonight is Roy Mutooni from Sanlam Investments and Ricus Reeders from PSG Wealth Hole in One Ruimsig Stock Watch

Roy Mutooni from Sanlam Investments discusses some of this week's stock performances. Stock Watch

Roy Mutooni from Sanlam Investments joins Business Day TV for a broader look at this afternoon's market performance

Tackling your questions tonight is Roy Mutooni from Sanlam Investments and Thamsanqa Netha from Shiloh Capital Stock Watch

Roy Mutooni from Sanlam Investments joined Business Day TV for a roundup of stock performances this week and to answer viewers' stock-related questions Stock Watch

Tackling your questions tonight is Roy Mutooni from Sanlam Investments and Drikus Combrinck from Capicraft Stock Watch

Roy Mutooni from Sanlam Investments joins Business Day TV for a broader look at the day's market movers.

Roy Mutooni from Sanlam Investments joins Business Day TV for a broader look at the day's market movers

Patrick Buthelezi Economist at Sanlam Investments on the Reserve Bank's repo rate decision

Famous Brands, Sun International and Reunert are on the radar of Vanessa van Vuuren from Sanlam Investments.

FNB's Sithembile Bopela talks Coronation's results as it skips the dividend due to the Sars fine provision. Is there value post the fine? Phoevos Pouroulis from Tharisa on results which were boosted by chrome prices as PGM production falls 16%. Vanessa van Vuuren from Sanlam Investments on opportunities in the mid-cap SA Inc stocks and why all the bad news shouldn't sway you.

This edition of the Business Day Spotlight focus the growth and outperformance of smaller JSE listed stocks outside of the Top 40. Our host Mudiwa Gavaza is joined by Vanessa van Vuuren, portfolio manager for the SIM Small-Cap Fund at Sanlam Investments. Topics of discussion include: Sanlam's small cap investment thesis; outlook for the SA economy; companies that have managed to do well in recent years; and rules around portfolio management. Business Day Spotlight is a TimesLIVE Production.

A review of the week's stock performances with Roy Mutooni from Sanlam Investments. Stock Watch

Carmen Mpelwane from Sanlam Investments joins Business Day TV for a broader look at the day's market movers

Carmen Mpelwane from Sanlam Investments talks the DRD Gold and Barloworld updates. Andrew König of Redefine on results as diesel costs hurt local profits and office rentals continue to struggle. Karooooo's Zak Calisto unpacks their latest FY results.

Greg Katzenellenbogen from Sanlam Investments joins Business Day TV for a broader look at the day's market movers.

Carmen Mpelwane from Sanlam Investments on the Capitec results that disappointed the market. Morningstar's Francis Marais on the role and concerns of guaranteed products in a portfolio. Izak Smit from PPS unpacks results and trends within the insurance sector.

A surprise interest rate increase is the focus in this edition of the Business Day Spotlight. Our host Mudiwa Gavaza is joined by Patrick Buthelezi, economist at Sanlam Investments. Topics of discussion include: a review of SA's latest interest rate decision; rationale for the surprise hike in rates; and factors affecting economic growth forecasts for the year. Business Day Spotlight is a TimesLIVE Production.

In this edition of the Business Day Spotlight, we look forward to the upcoming national budget presentation by National Treasury. Our host Mudiwa Gavaza is joined by Patrick Buthelezi, economist at Sanlam Investments. Topics of discussion include: impressions of the recently held state of the nation address; expectations for the upcoming national budget; energy availability; and an outlook of interest rates and inflation. Business Day Spotlight is a TimesLIVE Production.

Tackling your questions tonight is Roy Mutooni from Sanlam Investments and Kayalethu Nodada from Old Mutual Investments Stock Watch

Deryck Janse van Rensburg of Anchor Capital on the smaller JSE stocks that often get overlooked but can deliver great returns. Carmen Mpelwane of Sanlam Investments on a tough year, but one in which value and good returns were possible.

Nersan Naidoo – CEO, Sanlam Investments

Anchor's Deryck Janse van Rensburg on Murray & Roberts's sale of Clough in a desperate effort to raise cash. Feroz Basa of Sanlam Investments on the perfect storm in the US and Europe which could spark a cyclical dash to emerging markets. The JSE's Shameela Ebrahim talks the importance of the private sector being involved in conversations taking place at COP27.

Developed markets are not nearly as attractive as emerging markets, reckons Feroz Basa from Sanlam Investments.

Arthur Kamp – Chief economist, Sanlam Investments and Isaah Mhlanga – Chief Economist, Alexforbes

The Consumer Price Index (CPI) for the month of March has risen to 5.9% year-on-year compared with 5.7% per cent in February. That's according to newly-released Statistics South Africa figures. On a month-on-month basis, CPI was also higher in March at one per cent compared with zero-point-six per cent in February. The South African Reserve Bank has an inflation target range of three to six per cent. Director for CPI Operations at Stats SA, Lekau Ranoto provides a rundown of the figures. We also speak to Patrick Buthelezi, Economist at Sanlam Investments. 

In the third episode of the Breaking & Entering new series, we deep dive into the world of classical music, and how an academic musician can easily move towards asset management. Chris Ford now manages the Sanlam AI Artificial Intelligence fund, but there was a time when his job was about deciphering eco-musicology and why French music is still very much a world of its own. A holder of bachelors and masters in music and now head of growth equities at Sanlam Investments, Ford talks about the ‘need for silence' both in asset management decision-making and a string quarter performance.

Alex Duys Umthombo Wealth on EOH results and Mr Price acquisition. Feroz Basa, Head of Emerging Markets at Sanlam Investments on the potential in emerging markets as developed markets look fragile. Izak Odendaal strategist at Old Mutual Wealth Investment on the local and US housing markets and why your primary residence is not an investment.

The bottlenecks in South Africa's export corridors – caused in large part by State-owned logistics company Transnet's inability to provide sufficient capacity – would likely undermine any opportunities that could arise from commodity supply shortages and higher prices as more sanctions are implemented against Russia, financial services provider Sanlam Investments equity analyst and fund manager Andrew Snowdowne told Engineering News on March 4. Following Russia's invasion of Ukraine on February 24, sanctions have now been imposed on Russia by the European Union, the UK, the US, Canada, Australia and Japan, while certification of the Nord Stream 2 pipeline project has been suspended by Germany. Prior to the invasion, Russia provided more than 10% of the global supply of palladium, natural gas, gold, oil and coal. Much of this will now need to be sourced elsewhere, with South Africa potentially in a position to fill the gap if it could only get product out of the country. “We're not in a position to necessarily take full advantage of the situation because of Transnet's infrastructure problems and inefficiencies. It's a very sad situation,” Snowdowne said. He noted that, for now, there was much speculation and little certainty owing to the rapidly changing situation in Ukraine. Although supply chains appeared to be relatively unaffected for the time being, he said it was definitely not “business as usual”. Snowdowne explained that geopolitical events typically impact commodity supply more than demand. Sanctions are not currently targeting commodity flows and, in Sanlam's view, are unlikely to do so directly, owing to the current power situation in Europe, the broader inflation backdrop and the market dislocation that followed 2018 sanctions on Russian aluminium producer Rusal. Nevertheless, Snowdowne said there was the potential for exports from Russia to be disrupted by either indirect effects or by Russia's own choice to restrict exports. He said that recent history of geopolitical events suggested that the effects on markets are unlikely to be persistent because they do not change the underlying economic realities. Snowdowne said this may well be the case again, but the potential for a significant negative commodities supply shock creates the risk that “this time it's different”, and that prices might rise sharply to reflect a risk premium. “This should of course be very bullish for commodity prices, against a backdrop of broadly tight supply-demand balances. However, one should be cognisant that the follow-on impact of dramatic cost-push price inflation, is demand destruction,” he noted. Snowdowne said a marked intensification of an upward trend in commodity prices had occurred over the past six weeks, as persistent physical demand was reinforced by investors searching for inflationary hedges. “When played out against the background of lingering production disruptions due to Covid-19, supply chain dislocations and limited supply growth, the result has been a powerful uplift for commodities as an asset class,” he said. POSITIVE DRIVERS Beyond geopolitical factors, Snowdowne noted that there were several positive drivers for commodities. The first of these was general under-investment. He said that a period of substantial over-investment and poor capital allocation between 2007 and 2011 was followed by lower capital expenditure and increased shareholder distributions. Moreover, the cost of capital is now also higher owing to environmental, social and governance concerns. The second driver was demand recovery post Covid-19. “We expect the impact of an end of destocking and significant restock to drive demand for many commodities to levels higher than many expect – most notably in the platinum group metals as the semi-conductor shortage in the automotive sector continues to normalise,” Snowdowne said. Thirdly, commodities have historically been an effective hedge against inflation, although many surveys suggest investor alloca...

In this edition of the Business Day Spotlight, we talk about the investment opportunities offered by small to medium sized companies on the JSE. Our host Mudiwa Gavaza is joined by Vanessa van Vuuren, a portfolio manager and equity analyst at Sanlam Investments. The discussion focuses on the potential of small to medium sized stocks on the JSE for wealth creation; the performance of these companies - before and after the pandemic; the lack of attention that such stocks suffer from; the impact of the economy on company prospects; Sanlam's investment philosophy around such stocks; and an outlook of which sectors see good growth in the coming decades.

Vanessa van Vuuren, Portfolio Manager and Equity Analyst at Sanlam Investments, Classic1027 on Twitter #ClassicBusiness · Classic1027 on Facebook #ClassicBusiness

Vanessa van Vuuren, Portfolio Manager and Equity Analyst at Sanlam Investments,

Arthur Kamp - Chief economist, Sanlam Investments

Guest: Jason  Liddle  | Head of Distribution at Sanlam Investments Sustainable investing has grown in strength and appeal, particularly during the pandemic- there are, however, some lingering myths surrounding sustainable investing, which need busting. Jason Liddle, head of distribution at Sanlam Investments. See omnystudio.com/listener for privacy information.

Feroz Basa - head of global emerging markets at Sanlam Investments

In this episode we talk to "one of the most innovative and award-winning heads in digital for the financial industry." Ya'eesh Cader, co-founder of Getlaw an online start-up legal services platform. Ya'eesh is also the head of digital & e-commerce at Sanlam Investments. Getlaw - the Uber for lawyers was designed by digital natives built for a mobile first market. GetLaw offers free legal advice to those who were most vulnerable during the COVID-19 pandemic. We get a double whammy as Ya'eesh talks about digital disruption and innovation from both a start-up and corporate perspective. Digital is disrupting product innovation, pricing models, business processes and the way people design for digital. Don't miss out, download this episode, subscribe and tune in now.

In this episode we talk to "one of the most innovative and award-winning heads in digital for the financial industry." Ya'eesh Cader, co-founder of Getlaw an online start-up legal services platform. Ya'eesh is also the head of digital & e-commerce at Sanlam Investments. Getlaw - the Uber for lawyers was designed by digital natives built for a mobile first market. GetLaw offers free legal advice to those who were most vulnerable during the COVID-19 pandemic. We get a double whammy as Ya'eesh talks about digital disruption and innovation from both a start-up and corporate perspective. Digital is disrupting product innovation, pricing models, business processes and the way people design for digital. Don't miss out, download this episode, subscribe and tune in now. Webpage · Instagram Page

COVID-19 has not only brought the financial challenges facing the world to the forefront of everyone's minds, but has shed a particular lens to the dire situation many African economies and companies face. Already we have seen high debt levels, now exacerbated by commodity price declines, currency woes and investor flight to safe haven assets; Africa perhaps faces a credit crisis of epic proportions. In the first instalment, Invest Africa Insight's ‘Africa's Funding Conundrum?' webinar series provided the view from the international investment community. In this webinar we will continue the conversation but feature industry leaders from African institutions on how they will address the financing requirements, liquidity support and credit available to the continent. Globally we see central banks and governments alike flooding their economies with unprecedented levels of support and stimulus; will Africa benefit or be left to its own designs? Thank you to to our moderator, Sanjeev Gupta, Executive Director, Africa Finance Corporation and to our panellists: Edward Marlow, Managing Director, Global Markets, Credit Suisse, Lesley Ndlovu, CEO, African Risk Capacity, Mervyn Shanmugam, CEO Alternatives, Sanlam Investments and Anita Yadav, Partner, Aspire Cap and Founding Board Member of The Gulf Bond and Sukuk Association.