As we wrap up the first half of 2025, we take stock of how markets have fared both locally and abroad. Joining us for this mid-year market review is Meryl Pick, Head of Equities Research at Old Mutual Investment Group. In this wide-ranging conversation, we unpack the performance of the JSE relative to global markets, assess the trajectory of the US market amid its recent dip and recovery, and explore the shifting geopolitical landscape and its implications for investors.

We also dive into the ongoing commodities cycle examining where we are and which sectors and assets have stood out in the past six months. A must-listen for anyone navigating today’s complex investment environment. Kaya FM