Investec’s Vernon Sinden looks into a new transhipment model: Sending US-bound goods via Europe.

Schalk Louw from PSG Old Oak on strong Standard Bank results with NIR up 15% and a grim Truworths update. Investec’s Vernon Sinden talks a new transhipment model sending US-bound goods via Europe. Simon on why valuations ultimately always matter.

July vehicle sales a multi-year high of over 50k units – TransUnion Africa CEO Lee Naik.

Kea Nonyana from Scope Prime on positive market reaction to Grindrod and Capitec updates. Lee Naik, TransUnion Africa CEO, on July vehicle sales hitting a multi-year high of over 50k units. Citadel's Kirsten Smit on the rise and role of family offices.

CEO Sean Wibberley offers insights into the company’s impressive growth and innovative customer strategies.

Sithembile Bopela of FNB Wealth & Investments on Sasol’s stronger H2 update – stock remains cheap, but is there real value? Sean Wibberley, CEO of Weaver Fintech, on strong results as fintech now makes up over 90% of profit with retail in the background. Charl de Villiers of Ashburton Investments looks at what’s driving the strong global risk-on sentiment.

Old Mutual Wealth Investment strategist Izak Odendaal looks at the economic rollercoaster and how businesses are coping.

Matete Thulare from RMB on the gold outlook: With miners profiting, is there still a bull case and potential for another breakout? Izak Odendaal of Old Mutual Wealth on whether Trump’s tariffs are proving less impactful than expected. Rand Swiss’s Kyle Furlong discusses the advantages of a Swiss bank account.

Florbela Yates from Equilibrium shares how familiarity can hurt your portfolio.

Nick Kunze from Sanlam Private Wealth on what to watch in the upcoming Absa and Standard Bank results. Florbela Yates from Equilibrium, on country bias and the risks of overinvesting in the home market. FNB Wealth & Investments’ Samukelo Zwane on why we must rethink retirement as most investors aren’t saving enough.

Thanzi Ramukosi from Ninety One dives into the freight and logistics company’s turnaround – is real progress finally on track?

Odwa Magwentshu from Momentum unpacks the market's mixed reaction to Sappi’s results and trading updates from MTN and TFG. Thanzi Ramukosi from Ninety One dives into Transnet’s turnaround – is real progress finally on track? Simon weighs in: Why are markets hitting record highs just as the Trump tariffs kick in?

Petri Redelinghuys from Herenya Cappital Advisors shares insights on AMD, Nvidia, Intel – and the future of chip stocks.

What is Pooja Tanna of Perpetua Investment Managers’s outlook on global inflation and interest rates – including the US 10‑year Treasury yield – as tariffs begin to take effect? Petri Redelinghuys of Herenya Capital Advisors weighs in on AMD’s Q2 data centre chip decline – how does it compare to Nvidia’s performance? TPN's Waldo Marcus notes that while rental escalations outpace inflation, tenants remain committed to prioritising rent payments.

Tracey Davies, director at Just Share, highlights the wide wage gap at Woolies, where lower-paid staff struggle to earn a living wage.

Chantal Marx of FNB Wealth & Investments comments on trading updates from Pick n Pay and Shoprite. Tracey Davies, director at Just Share, highlights the wide wage gap at Woolies, where lower-paid staff struggle to earn a living wage. Duma Mxenge from Satrix explains why successful investing is consistent and unexciting.

Prescient CEO Bastian Teichgreeber advises investors to create well-diversified portfolios ‘able to weather the storm, whichever capital market scenarios play out'.

Petri Redelinghuys of Herenya Capital Advisors shares whether he remains bullish on gold and mining stocks – and which he prefers. Mpact CEO Bruce Strong unpacks the company’s results: solid performance from the paper division, challenges in plastics, and cost savings from solar PV power generation. Bastian Teichgreeber, CIO at Prescient Investment Management, discusses the potential global inflation impact of Trump’s tariffs kicking in on 7 August – and whether it’s cause for concern.

CEO Mpumelelo Tyikwe outlines how the balance sheet has been strengthened post the 2021 riots, with new reinsurers on board.

Nick Kunze from Sanlam Private Wealth comments on disappointing US jobs data and the dismissal of the BLS head. Sasria CEO Mpumi Tyikwe outlines how the balance sheet has been strengthened post-2021 riots, with new reinsurers now on board. Old Mutual’s Vuyokazi Mabude unpacks the 2025 Old Mutual Savings & Investment Monitor, which reveals growing optimism among South African consumers.