In this excellent discussion with Nico Katzke, Head of Portfolio Solutions at Satrix Investments, we talked about a range of topics that are of great relevance to South African investors. This included:

For those willing to put in the effort to expand their investment knowledge and build wealth, this is a fantastic podcast. This podcast was first published here.

Satrix Investments Pty Limited and Satrix Managers RF Pty Limited are authorised financial services providers. Nothing you have heard in this podcast should be construed as advice. Please do your own research and visit the Satrix website for more information on all their ETF products.

Paul Miller is an ex-investment banker with extensive experience not just in the markets, but in junior mining as well. He understands how important it is for a market to have an active base of retail investors, connecting capital to opportunities and encouraging more listings. Access to capital is the lifeblood for the junior mining sector, but it goes far beyond that.

Through Utshalo, he is working to encourage listed companies to include retail investors in their capital raises, rather than only picking up the phone to a few investors in an accelerated bookbuild.

With Orion Minerals as the perfect example of what can be done in South Africa, Paul joined The Finance Ghost on this podcast to talk about why this is so important and how Utshalo can help. You can find out more about Utshalo at this link.

Utshalo is a division of Ince (Pty) Limited, a juristic representative of Insurance Supermarket Insurance Brokers (Pty) Limited, registration number 2012/044142/07, an Authorised Financial Services Provider, FSP number 43986

For investors who are looking for Japanese (Nikkei 225) or European (Euro Stoxx 50) exposure, Investec has launched two new structured products that provide potentially better returns than would otherwise be the case, while giving downside protection up to a certain level. It all comes down to how the index behaves over the time period of the investment,

To explain the opportunities and risks of each product, Andri Joubert of Investec Structured Products joined me on this podcast.

Applications close on 8 August, so you must move quickly if you are interested in investing. As always, it is recommended that you discuss any such investment with your financial advisor.

You can find all the information you need on the Investec website at this link.

Does Fedgroup think differently about preserving and growing wealth for their clients? Perhaps their position as one of the largest beekeepers in the country answers that question. In this show, Michael Field (General Manager: Investments) joined me to unpack the way Fedgroup thinks about investing.

The JSE has a small (and shrinking) pool of assets being chased by deep pools of capital. Alternative assets can offer inflation protection, diversification and stability in a portfolio that still includes exposure to traditional asset classes like equities and bonds.

After all, when the market can throw a lot of red numbers at you on your brokerage account in a tough year, having assets that are focused on stability and inflation protection can make all the difference.

For those who prefer to read, the full transcript of the show is available further down.

And remember, this podcast is for informational purposes only. Nothing in here should be taken as advice. Fedgroup Financial Holdings (Pty) Ltd is a licensed controlling company and companies within the group are authorised FSPs. Find out more about Fedgroup here.

With volatility as the theme in markets in a year of elections, it's important to keep your head as an equity investor. Take a long-term view and let the market do its job.

Easier said than done, of course.

To assist with practical tips and important insights into key principles in investing (ranging from more basic concepts through to advanced topics like cyclically-adjusted P/E ratios), Kingsley Williams (Chief Investment Officer at Satrix)* joined The Finance Ghost on this podcast.

The only free lunch in investing is diversification. This podcast will help you understand why, brought to you by Satrix.

There’s so much to listen to in this podcast, underpinned by Satrix’s commitment to South African investor education. To find out more about SatrixNOW, visit this link>>>

*Satrix is a division of Sanlam Investment Management

Disclaimer

Satrix Investments (Pty) Ltd is an approved FSP in terms of the Financial Advisory and Intermediary Services Act (FAIS). The information does not constitute advice as contemplated in FAIS. Use or rely on this information at your own risk. Consult your Financial Adviser before making an investment decision.

Satrix Managers (RF) (Pty) Ltd (Satrix) is a registered and approved Manager in Collective Investment Schemes in Securities.

While every effort has been made to ensure the reasonableness and accuracy of the information contained in this document (“the information”), the FSPs, their shareholders, subsidiaries, clients, agents, officers and employees do not make any representations or warranties regarding the accuracy or suitability of the information and shall not be held responsible and disclaim all liability for any loss, liability and damage whatsoever suffered as a result of or which may be attributable, directly or indirectly, to any use of or reliance upon the information. 

Tivon Loubser is all about chasing the sun - and generating investment returns from solar projects. Thanks to South Africa's ongoing need for renewable energy projects of every size, there are tax benefits available to investors for doing this. We unpack the opportunity in this podcast.

The podcast is brought to you by Twelve B Fund Managers, a private equity fund entitling tax payers to invest in a portfolio of renewable energy generating assets and benefit from the recently gazetted 125% 12BA wear and tear allowance. After successfully closing Fund I, and deploying all the raised capital in the previous financial year, Twelve B Fund II is open for investment. The fund will close at the earlier of R100m or 30 June 2024.

Please do your own research, discuss this with your independent financial advisor, and if you would like to set up a meeting with the Twelve B team, or would like more information, visit the Twelve B or Grovest websites.

Twelve B Fund Managers (Pty) Ltd is an approved juristic representative of Volantis Capital Proprietary Limited, an Authorised Financial Services Provider FSP No 49836.

The world is increasingly focusing on private market opportunities and the benefits that they bring to a portfolio strategy. Whether equity or credit in nature, there are reasons to seriously consider the inclusion of private assets in a wealth strategy.

In this podcast, Reginald Labuschagne (Head of Product and Strategy at Sanlam Private Wealth) and Harris Gorre (Partner at Grovepoint Investment Management) bring considerable experience to a discussion on private investment strategies and where they can be used in client portfolios.

You can connect with Reginald on LinkedIn here. More information on Sanlam Private Wealth can be found here.

More information on Grovepoint Investment Management (including the GIM Liquid Private Credit shares listed on the JSE: GIMPLC) can be found on the group website here.

Sanlam Private Wealth (Pty) Ltd, registration number 2000/023234/07, is a licensed Financial Services Provider (FSP 37473), a registered Credit Provider (NCRCP1867) and a member of the Johannesburg Stock Exchange ('SPW').

Nothing in this podcast should be taken as advice. You must always do your own research on opportunities and speak to your financial advisor.

When planning your wealth creation journey, it helps to understand all the tools available in the toolbox. Bond ETFs remain poorly understood by many investors, leading to portfolio strategies that don’t include fixed income investments.

In this podcast with Siyabulela Nomoyi of Satrix*, we put the spotlight on bond ETFs. We covered topics like the relationship between interest rates and capital values, the way in which these ETFs add value to a portfolio and the macroeconomic conditions that can lead to good outcomes here.

There’s so much to listen to in this podcast, underpinned by Satrix’s commitment to South African investor education. To find out more about SatrixNOW, visit this link>>>

*Satrix is a division of Sanlam Investment Management

(this article was first published here)

The Global Accelerator offers 100% capital protection in dollars at maturity after five years, while giving exposure to global equity indices.

To explain how it all works, Japie Lubbe of Investec Structured Products joined me on this podcast and covered the following topics:

Applications close 21 May 2024.

As always you must do your own research and speak to your financial advisor before investing in a product like this. You can find all the information you need on the Investec website at this link.

There’s a lot more to blockchain technology than just the latest Bitcoin or Ether price. After the boom of NFTs and all kinds of other things during the pandemic, things clearly cooled off in this space - and for the better. In the meantime, corporates and entrepreneurs are busy in the background on tokenisation of assets to create digital assets.

In a digital economy, digital assets are important.

The Fintech space is more widely understood. But again, it goes beyond just a payments solution on your wrist or your phone. As the world becomes increasingly cashless, there’s a lot of innovation in the financial space.

To unpack these areas in more detail and to understand how use cases are developing, I was joined by Wiehann Olivier (Partner and Head of Fintech & Digital Assets at Mazars) and Mia Pieterse (Partner and Fintech Specialist at Mazars).

You can connect with Wiehann on LinkedIn at this link and Mia on LinkedIn at this link.

About Mazars

Mazars is an internationally integrated partnership, specialising in audit, accountancy, advisory and tax services. Operating in over 100 countries and territories around the world, they draw on the expertise of more than 50,000 professionals - 33,000 in Mazars' integrated partnership and 17,000 via the Mazars North America Alliance - to assist clients of all sizes at every stage in their development.

To find out more about Mazars in South Africa, visit:

Website: www.mazars.co.za

Facebook: MazarsSouthAfrica

X: @Mazars_SA

LinkedIn: Mazars in South Africa