Podcasts
A responsible investing roadmap
Given the lack of global ESG standardisation and its politicisation, how should investors approach responsible investing and measure its impact? Investec Wealth & Investment International has launched a comprehensive guidebook on the topic. In the latest episode of the No Ordinary Wednesday, Jeremy Maggs speaks to the authors, Boipelo Rabothata, ESG Specialist and Co-Fund Manager of the Investec Global Sustainable Equity Fund and Maxine Gray, Business Strategist at Investec Wealth & Investment International.
Ghost Wrap
Ghost Wrap #79 (CA Sales Holdings | RCL Foods + Rainbow | Motus | Bidvest)
In this episode of Ghost Wrap, I covered interesting recent news from CA Sales Holdings, RCL Foods and Rainbow Chicken, Motus as well as Bidvest. Ghost Wrap is made possible by ForvisMazars.
Ghost Stories
Ghost Stories #44: Mastering your portfolio – ETFs and single stock investing
With a strong belief that both ETFs and single stocks are relevant to any long-term portfolio strategy, The Finance Ghost hosted Siyabulela Nomoyi of Satrix to talk about why ETFs are so helpful - especially in the context of Tax-Free Savings Accounts (TFSA). Siya didn't waste the opportunity to ask questions about single stock research as part of the discussion, showing just how different the process is for choosing ETFs vs. single stocks.
IG Markets
The Trader’s Handbook Ep5
In Episode 5 of The Trader's Handbook, we explore pairs trading strategies with the real-world example of Mr Price vs. Truworths, along with some hard lessons learnt from the demo account.
Ghost Wrap
Ghost Wrap #78 (Italtile | ADvTECH and STADIO | Harmony)
Italtile had a better second half as expected, but new risks have emerged. ADvTECH and STADIO have shown us that private education can be lucrative, provided the business model is right. Harmony got its gold production sorted at exactly the right time.
Ghost Wrap
Ghost Wrap #77 (Absa & Standard Bank | MTN | NEPI Rockcastle)
Absa and Standard Banks are both banks, yet the share price performance has been so different. MTN's nightmares in Nigeria continue. NEPI Rockcastle is one of the best property funds on the local market.
IG Markets
The Trader’s Handbook Ep4
In Episode 4 of The Trader's Handbook, we explore the different types of trading strategies in pursuit of the perfect fit for each type of trader.
Ghost Wrap
Ghost Wrap #76 (Italtile & Cashbuild | Quilter | AngloGold & Gold Fields)
Italtile and Cashbuild are interesting plays for an improvement in consumer discretionary spending. Quilter released strong results. AngloGold and Gold Fields had such different production results, yet its Gold Fields out there doing deals.
