MoneywebNOW
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MoneywebNOW
Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown. The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app...
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240 episoodi![[TOP STORY] Moving beyond cash and bonds for growth](https://cdn.iono.fm/files/p216/logo_5240_20250910_202551_1400.jpeg){kind=logo}
[TOP STORY] Moving beyond cash and bonds for growth
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.
CMH proposes buying back 15% of issued shares
Chantal Marx from FNB Wealth & Investments unpacks Ninety One’s surging AUM and the drivers behind its strong growth. Karooooo CEO Zak Calisto discuss...
[TOP STORY] Moving money offshore? What Sars really needs from you
‘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...
Crypto blowup is a cautionary tale for traders
Petri Redelinghuys from Herenya Capital Advisors on the dangers of not grasping the true risks of gearing – a reality laid bare when crypto accounts w...
[TOP STORY] Navigating the offshore investment maze
Brandon Naidoo from Liberty Group South Africa unpacks the intricacies of 130 000 options.
More Trump tariffs rattle markets
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...
[TOP STORY] Equites: From UK success to SA opportunities
CEO Andrea Taverna-Turisan discusses half-year results to August 2025 and explains the company’s new focus on SA’s logistics market.
JSE stock offering value with market at records
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.
An...
[TOP STORY] Inflation fatigue: are consumers running on empty?
‘Everyday goods cost more, permanently more. … That squeezes your discretionary spending and your confidence.’ – Anchor Capital Economist Casey Sprake...
Do City Lodge share buybacks point to a higher price?
Independent analyst Jimmy Moyaha says City Lodge’s share buybacks and stronger results hint at renewed momentum — and possible opportunity. Anchor’s C...
[TOP STORY] Rethinking bonds: The new rules of portfolio defence
'Things have to change in your portfolio to reflect the shifts that we've had since Covid' – Sahil Mahtani from Ninety One.
Illegal mining still a risk for the industry
Sithembile Bopela from FNB Wealth and Investments on Datatec’s upbeat update, which sent the share price higher. Sahil Mahtani from Ninety One on whet...
[TOP STORY] Digging into Mr Price’s ‘free cash flow to EV yield’ metric
Keith McLachlan from Element Investment Managers explains: 'We’re trying to get a sense of what true profits are'.
US markets are pricey … but don’t fight the highs
Petri Redelinghuys from Herenya Capital Advisors on whether pricey US markets have him worried. Keith McLachlan from Element Investment Managers break...
[TOP STORY] SA’s challenges with tariffs, inflation and central bank independence
Herman van Papendorp from Momentum Investments considers SA investors should have both nominal and inflation-linked bonds in their portfolios over the...
Five themes driving the gold bull market
Nick Kunze from Sanlam Private Wealth highlights local vehicle sales hitting decade highs, explores whether this is a genuine opportunity, and comment...
[TOP STORY] How ETFs are making investing more accessible
Ben Meyer from Prescient looks back on 25 years of ETF growth in South Africa, though still a small slice of the CIS market.
PGM story still positive, but beware of Fomo
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 o...
[TOP STORY] Actively managed funds vs passive in H2 2025: Spiva insights
Tim Edwards from S&P says, ‘Sometimes people think that a passive approach, getting the market, is settling for average … our data suggests no, it's n...
Reduced ETF fees gives R20m back to investors
Lonwabo Maqubela from Perpetua Investment Managers on Capitec’s stellar performance, with Heps and dividends surging around 26%. Tim Edwards from S&P...
[TOP STORY] Is your business ready to dance with uncertainty?
‘There's room for change, there's room for innovation, there's room to be agile. It's dependent on business leaders and companies and stakeholders wor...
Which healthcare stock does your portfolio need?
Could the recent positive update from Netcare, compared to Life Healthcare, signal that the healthcare sector is worth considering for investors? Chan...
[TOP STORY] Active vs passive strategies in a changing market
Francois van der Merwe of Sanlam Investments Multi-Manager dives into the active vs passive investing debate – and reveals the conditions when active...
Gold on track to hit $5 000 soon
Matete Thulare from RMB weighs in on the US dollar’s 2025 slide – with the DXY down nearly 10% this year, is further weakness on the horizon? Francois...
[TOP STORY] Zar sensitivity is a feature – not a bug
Bianca Botes from Citadel Global takes us through the forces behind the rand’s sharp swings.
Glitter or fade: Is silver offering value post-peak?
Nick Kunze from Sanlam Private Wealth unpacks silver’s surge as it edges toward all-time highs, while Mike Oswin from the World Gold Council explains...
![[TOP STORY] The SME Confidence Index and the future of small businesses in South Africa](https://cdn.iono.fm/files/p216/logo_1601242_20250926_120305_1400.jpeg){kind=logo}
[TOP STORY] The SME Confidence Index and the future of small businesses in South Africa
David Morobe from Business Partners shares the importance of highlighting small business challenges, because resolution can ‘shape the environment and...
South Africa remains a compelling play for global investors
Petri Redelinghuys analyses recent market trends. Andrew Amoils of New World Wealth on the rise of crypto millionaires. David Morobe of Business Partn...
![[TOP STORY] Navigating interest rates amid inflation and US political pressures](https://cdn.iono.fm/files/p216/logo_1600697_20250925_090901_1400.jpeg){kind=logo}
[TOP STORY] Navigating interest rates amid inflation and US political pressures
'I think the main character in this whole drama is probably Trump himself, because it is a historically unprecedented degree of public interference in...
Markets digest Trump’s UN speech as he touts falling energy prices and slams climate policy
Kea Nonyana from Scope Prime unpacks Trump's comments at the UN General Assembly. Cassidy Nydahl from Franc introduces a new tool designed to bring fi...
![[TOP STORY] South Africans are stretching to afford new cars](https://cdn.iono.fm/files/p216/logo_1600049_20250925_090732_1400.jpeg){kind=logo}
[TOP STORY] South Africans are stretching to afford new cars
While affordability is deteriorating, women aged 35-45 are more inclined to buy a new vehicle and males tend to opt for used vehicles from the more es...
Canal+ clinches MultiChoice takeover, targets growth
Analyst Jimmy Moyaha on PPC’s turnaround plan and Canal+’s takeover of MultiChoice. Jonathan Kohler, Landsdowne Property Group CEO, on how South Afric...
![[TOP STORY] Why more South Africans are paying tax without realising it](https://cdn.iono.fm/files/p216/logo_1599574_20250925_090540_1400.jpeg){kind=logo}
[TOP STORY] Why more South Africans are paying tax without realising it
Tanya Tosen from Tax Consulting SA highlights how bracket creep is eroding South Africans’ take-home pay.
South Africans pay the price as red meat costs soar on supply shocks
Sanlam Private Wealth’s Nick Kunze unpacks Investec’s latest trading update and progress on its share buy-back programme. Paul Makube of FNB Commercia...
[TOP STORY] Obligatory crypto reporting and SA tax compliance
Wiehann Olivier from Forvis Mazars SA comments on Sars's release of the draft Crypto-Asset Reporting Framework regulations.
PnP trades below sum of parts, value or trap?
Schalk Louw from PSG Old Oak says Pick n Pay’s sum-of-parts makes it free, but asks if it is valuable. Wiehann Olivier from Forvis Mazars SA comments...
[TOP STORY] Customer sentiment is shaping the future of the telecoms industry
PwC partner Basheena Bhoola shares new insights from the PwC SA Telecommunications Sentiment Index.
FOMC meeting shows rising tensions at the Fed
Perpetua’s Pooja Tanna unpacks last night’s FOMO rate call and Fed chair Powell’s remarks. Prescient’s Vishal Rama weighs in on the MPC decision later...
[TOP STORY] Evergreen YeboYethu from Vodacom ‘doing really well’
‘The discount to fair value ... makes it look quite attractive’ – Craig Gradidge, Gradidge Mahura Investments.
Reit results continue to shine
Chantal Marx FNB Wealth & Investments on a good dividend from Hyprop results and everybody wants Libstar after they promise to unlock shareholder valu...