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.

Chief Commercial Officer Pieter Hugo weighs in on active and passive strategies coexisting – and how to make the most of offshore opportunities.

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s latest results as the brewer squeezes margins. STANLIB’s Pieter Hugo weighs in on active and passive strategies coexisting – and how to make the most of offshore opportunities. Simon shares his thoughts on the Sarb’s push to shift the inflation target to 3%, even as talks with Treasury continue.

PMX’s Brendan de Jongh points out that not knowing noise from signal can result in long-term damage to investment portfolios.

Kea Nonyana from Scope Prime breaks down the surprise in US Q2 GDP growth and unpacks what the Sarb MPC might do next in response to shifting global and local conditions.

John Reade from the World Gold Council explains how central banks are cooling on the US dollar, while gold demand remains strong despite ongoing supply constraints.

Brendan de Jongh from PortfolioMetrix emphasises the importance of filtering through the flood of financial news.

Nico Katzke from Satrix thinks hoping that AI ‘will disintermediate advisors or make fund managers completely redundant is probably a bridge too far’.