Episodios

  • #29 US approaches crunch point as debt soars

    #29 US approaches crunch point as debt soars
    May 21 2025
    Moody’s, after some deliberation, joined its peers and knocked the US off its AAA perch. Markets seemingly shrugged it off, but it’s not that simple. John Stopford unpacks the implications, including why Trump’s Big Beautiful Bill’ could trigger a Truss-style trauma.

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    15 m
  • #28 A new investment reality takes shape

    #28 A new investment reality takes shape
    May 14 2025
    Ninety One’s 2025 Capital Market Assumptions was recently published based on data until the end of March, before the Trump tariff shock that so unnerved market participants. But as Daniel Morgan explains, many asset classes have already come full circle. Looking ahead, however, he anticipates a decade of modest returns where outperformance is unlikely to come from broad exposure alone, requiring investors to be more selective.

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    15 m
  • #27 Cash Talk: Why the SARB is holding back

    #27 Cash Talk: Why the SARB is holding back
    May 9 2025
    Inflation is under control in South Africa and the price of money surely set to fall. Despite an uncertain international backdrop, the SARB is expected to cut interest rates twice this year. Vivienne Taberer examines the case for cuts, why prices are behaving in South Africa and why the MPC is hawkish.

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    6 m
  • #26 Tariffs, OPEC and shale: Where oil and gas markets are headed in 2025

    #26 Tariffs, OPEC and shale: Where oil and gas markets are headed in 2025
    Apr 30 2025
    Paul Gooden breaks down the complex forces moving oil and gas prices in 2025 — from OPEC’s fragile balancing act to the fading punch of US shale. But the real story might be in natural gas, where AI demand, electrification, and LNG exports are shaping a compelling new growth curve. This is energy investing beyond the headlines — analytical, forward-looking, and grounded in a global perspective.

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    15 m
  • #25 Keeping your footing when markets feel like shifting sand

    #25 Keeping your footing when markets feel like shifting sand
    Apr 30 2025

    Hannes van den Berg, unpacks how the team is navigating 2025’s waves of volatility. From sentiment swings and shifting earnings trends to gold’s safe-haven rally and the trade tensions shaping global equities — this conversation offers a timely look at what’s working (and what’s not) and why conviction matters more than ever.

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    18 m
  • #24 Fact over fury: dissecting Trump’s first 100 days

    #24 Fact over fury: dissecting Trump’s first 100 days
    Apr 24 2025
    A 100 days have flown by. Under the stewardship of Donald Trump, the US and the world have had to sit up and take notice, sometimes for all the wrong reasons. Philip Saunders and Lindsay Williams try to remain non-partisan when discussing this most divisive of US Presidents by analysing his impact on an assortment of asset classes. While Lindsay quietly gnashes his teeth, Philip methodically stands away from screaming headlines and presents facts and prospects.

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    30 m
  • #23 Cash Talk: Making your cash work smarter – strategies in a changing rate environment

    #23 Cash Talk: Making your cash work smarter – strategies in a changing rate environment
    Apr 14 2025

    In this episode, we explore how corporate cash can work harder—without compromising on liquidity or safety. With the repo rate steady and a VAT hike ahead, Tsitsi Hatendi-Matika unpacks practical strategies that can be tailored to match corporates' operational cash flow cycle.

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    8 m
  • #22 Europe warrants a revisit as market forces change

    #22 Europe warrants a revisit as market forces change
    Mar 19 2025
    The Trump administration’s varied and often controversial executive orders and policy changes have kept market participants on edge. US assets, having been a dominant force for investors for so long have recently underperformed. The fear is that certain measures, notably tariffs, will crimp economic growth and push inflation higher. Philip Saunders discusses whether these fears are justified and if other geographies might take advantage, with a focus on Europe.

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    14 m
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