In this week’s episode, we cover the Fed’s latest rate cut and outlook for 2025, Trump’s proposal to ease corporate reporting, and Intel’s surge after a $5B Nvidia partnership. Locally, we unpack the SARB’s rate decision, Naspers’ stock split, and key market moves on the JSE, rand, gold, and oil. 

Listen now to gain valuable perspectives from the experts!

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In this week's episode, we unpack the market movers and major stories from the previous week.

Listen now to gain valuable perspectives from the experts!

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We are thrilled to announce the consolidation of the investment teams from Efficient Private Clients, Naviga Solutions, Select Manager, and Efficient Select into a single, powerful entity: Efficient Invest.

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e: [email protected] | t: 087 944 7999

Q4 of 2024: Expert insight from Etienne Viljoen.

As always, please contact us if you have any questions or we can help with your market- and investment-related queries.
 
e: [email protected] | w: www.efpc.co.za | t: 087 944 7999

Listen now to gain valuable perspectives from the experts!

e: [email protected] | t: 087 944 7999

SPECIAL MARKET CALL EPISODE: GEORDIN HILL-LEWIS!
 
 Market Call session with Dawie Roodt and special guest, Geordin Hill-Lewis!

Join Geordin Hill-Lewis and Dawie Roodt as they dive into South African politics, local government challenges, and the role of private partnerships in driving economic development. 
 

Listen now to gain valuable perspectives from the experts!

e: [email protected] | t: 087 944 7999

This week’s episode emphasises the importance of understanding risk versus reward when investing in cryptocurrencies.

Once investors have accepted cryptocurrencies as an alternative asset class, the focus falls on utility, and willing buyers and sellers. A client’s risk appetite will determine how much of their entire portfolio to invest in cryptocurrencies.

Listen now to gain valuable perspectives from the experts!

e: [email protected] | t: 087 944 7999

Cryptocurrencies are a cost-efficient system that can help to increase the transaction ability of many things as well as economic activity. It is important to understand the role of private currency, such as Bitcoin, and the potential benefits of cryptocurrencies.

Listen now to gain valuable perspectives from the experts!

e: [email protected] | t: 087 944 7999

Demystifying AI Investing: A Dive into Tech Giants & Cutting-Edge Tech. 
This week, we peel back the curtain on AI investments. We'll analyze how Microsoft, Meta, Amazon, and Apple are pushing the boundaries of AI, from chatbots and AI assistants to the Metaverse and microchip marvels. 

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e: [email protected] | t: 087 944 7999

Is AI just a buzzword or a business revolution in the making? In this first part of our AI & Technology series, our guest, Renier van Zyl, CFA, Portfolio Manager at Efficient Private Clients, cracks the code on how this game-changing tech is reshaping industries and redefining revenue streams.

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e: [email protected] | t: 087 944 7999

Listen to our Quarterly Feedback by portfolio manager, Renier van Zyl. In this episode we answer the following questions:

1. What were the key narratives in emerging markets for the entire 2023 and particularly in Q4?
2. What forces defined the performance of developed markets in 2023?
3. Gold and Bitcoin surged last year—what distinct forces influenced their trajectories?
4. What were the major themes in Q4 2023, and what adjustments were made to portfolios?
5. Looking ahead to 2024, what market expectations do you have, and how do you plan to navigate this environment?

Listen now to gain valuable perspectives from the experts!

e: [email protected] | t: 087 944 7999