MoneywebNOW Podcast
1) [TOP STORY] A noisy yet resilient year for US private credit
Harris Gorre of Grovepoint Investment Management reflects on US mid-market direct lending and private credit sector performance in 2025.
2) Another great year for local Reits
Keillen Ndlovu, independent property analyst, on another standout year for the local Reit market. Discounts to NAV have narrowed – but are the yields still compelling for investors? Harris Gorre of Gr...Show More
3) [TOP STORY] SA economic outlook as 2025 ends
Izak Odendaal from Old Mutual Wealth considers inflation and interest-rate prospects for 2026 – and why SA’s long-awaited green shoots are finally starting to surface.
4) Local retail a mixed bag in 2025, but is there value?
Izak Odendaal from Old Mutual Wealth Investment on the inflation and interest-rate outlook for 2026 – and why SA’s long-awaited green shoots are finally starting to surface. Chantal Marx of FNB Wealth...Show More
5) [TOP STORY] A good time to be a farmer in SA
Wandile Sihlobo from the Agricultural Business Chamber of SA looks back on 2025 crops, widespread foot-and-mouth vaccination, tariffs and the need for export diversification.
6) An amazing year for ETF investors
Nerina Visser from ETFsa reflects on a standout year for ETFs – from Satrix’s Resi10 soaring over 100% to the rise of actively managed fixed-income products, as SA marks 25 years of ETF innovation. Wa...Show More
7) [TOP STORY] Navigating financial stability in the technology rush
Momentum’s Sanisha Packirisamy reflects on the Sarb’s warning that an AI boom-and-bust could pose a real risk to SA’s economy.
8) After a stellar year, can precious metals repeat it in 2026?
Kea Nonyana from PrimeXBT unpacks a blockbuster year for commodities – from booming precious metals to oil’s supply-demand mismatch and copper’s surge in the AI and power build-out. Momentum’s Sanisha...Show More
9) [TOP STORY] Super Apps: The future of convenience
André de Wet of Flood hails the unlocking of the latest technology in digital transformation and e-commerce.
10) Mr Price selloff: Bargain or red flag?
Gary Booysen from Rand Swiss on Mr Price’s European leap – and why the market can’t stand it – plus the Fed’s surprising return to QE. André de Wet, CEO of Flood, on the rise of the super-app as South...Show More