Senior equity analyst Philip Short on how Flagship is navigating global uncertainty, style agnosticism, and FX risk.

Nick Kunze from Sanlam Private Wealth talks markets: Nampak's results as the turnaround continues and Sasol gets R3.9 billion from Transnet. Philip Short of Flagship Asset Management on adjusting global portfolios during tariffs and higher yields. Morningstar Investment Management SA's Roné Swanepoel offers tips on staying steady in times of uncertainty.

CEO Quinton Rossi notes: ‘We've got over 500 fintech businesses in Cape Town employing over 40 000 people,’ and the GNU ‘has been really good for business, particularly within the Western Cape’.

Schalk Louw from PSG Old Oak unpacks Investec's strong results. As someone who primarily focuses on equities, he shares how he’s interpreting the recent spike in global bond yields. Spear Reit CEO Quintin Rossi reflects on the company’s latest results and the encouraging rise in demand for international business process outsourcing (BPO) within South Africa. And Simon chats about the rand — what it’s really telling us, and why it might be saying more than you think.

The JSE newcomer comprises a focused portfolio of 11 top US stocks to invest in. CEO Justiné Brophy explains: ‘What you want is an equally weighted core that's going to be there with the best according to sector for the investor.’

Lonwabo Maqubela of Perpetua Investment Managers weighs in on Naspers and Prosus — are they still effective vehicles for Chinese exposure, with potential upside from a narrowing NAV discount?

Justiné Brophy, CEO of AnBro Capital Investments, introduces their new Titans ETN on the JSE — a focused portfolio of 11 top US stocks.

Andrew Amoils from New World Wealth discusses findings from their 2025 USA Wealth Report, highlighting a 78% rise in US millionaires over the past decade.

This year Google's parent company plans to invest hugely, primarily in AI and cloud infrastructure, reports Old Mutual Wealth research analyst Nadine Chetty-Khan.

Independent analyst Jimmy Moyaha on Sasol's capital markets day, which sent the stock higher, and Renergen's possible buyout. Nadine Chetty-Khan from Old Mutual Wealth talks about Alphabet's AI spending: Is it overdoing it or positioning itself for the long term? Tumelo Mabitsela, CEO of Kutlwanong Centre for Maths, Science & Technology, on prioritising education spend in Budget 3.0.

Over the years there has been a large change in retirement fund regulation, adding a significant burden to the administration process for smaller businesses – Niki Giles, Prescient Fund Services.

Gary Arnold, CEO of Astral, on the results: Revenue was higher, but cost pressures saw profit fall markedly.

Bianca Botes, Citadel Global, on how managing rand volatility could be a competitive advantage.

Niki Giles of Prescient Fund Services on umbrella funds and how they can help smaller companies with the complexity of staff retirement needs.