There have been some serious returns for locally listed ETFs so far in 2025. We dig into the winners (spoiler, they’re golden) and some of the losers.
Gold $4,500 by yearend, is it even possible?
Simon Brown dives into the explosive potential of gold hitting $4,500, what that means for local gold miners, and why the resource sector is stealing the show. He also breaks down the growing recession worries in the US, wild market uncertainty, and how Purple Group is finally showing signs of life. Plus, insights on the Rand.
A Global Defence ETF
With Europe committing to more defence spending as the US pulls back on being the worlds policeman, here’s a defence focused ETF for investors.
Trade Wars | Recession | What about your Portfolio?
Simon Brown discusses the implications of the recently passed budget, global economic concerns, and the impact of trade wars and tariffs. He emphasises the importance of strategic investment in uncertain times and analyses various sectors for potential opportunities and risks.
Shyft Global Now Offering JSE Shares
Simon Brown chats with Glynn Allen from Shyft Global on the history of the app and the recent introduction of JSE shares and a look ahead to new features.
Two US Stocks Looking Good | Commodities Quietly Having a Good Year
Simon looks at two US stocks on his radar; Amazon & Johnson & Johnson. Commodities quietly moving higher, will we get a budget locally and what of the Trump tariffs?
Standard Bank Power Hour: Effective Offshore Investing and the US Situs Tax
Simon Brown covers everything about investing offshore starting with locally listed options to moving money into a foreign currency and buying in the US, Europe or UK. Simon also looks at how to be efficient on tax and using Irish UCITS ETFs.
Buy ASML, Novo Nordisk, LVMH, Palantir and more ETNs on the JSE
FNB has listed more single stock ETNs on the JSE this time covering; ASML, Novo Nordisk, LVMH, Palantir, Disney, Airbnb, Broadcom and BlackRock. Two flavours, one with currency impact and one without.
Education Stock Highlights | Rhodium & Copper on the Move
This week Simon Brown looks at the three education socks after results (Stadio, ADvTech & Curro). He also looks at the Rhodium and Copper charts as both are moving higher, BYD battery advantage and the massive Remgro discount.
The Satrix Resi ETF is golden as gold miners make up 50% in the ETF
This ETF is great for investors who want exposure to commodities via resource miners and currently it is more then half gold miners so it having a great run.