Simon Brown explores major market trends, from TSMC’s AI-driven success to gold’s steady rise and Brent oil’s troubling implications. He also covers the Sasol bounce, Grindrod Mozambique troubles and the Trump meme coins.
A Doomsday ETF from Dr Doom
A Doomsday ETF from Dr. Nouriel Roubini focusing on the fears of inflation and climate change with a low correlation to US equities and lots of focus on gold, agri and US bonds.
Predictions 2025 with; Marc Ashton, Keith McLachlan & Simon Brown
For the twelfth year in a row Marc Ashton, Keith McLachlan & Simon Brown get together and make three predictions each for year ahead and their view on the Top40 and Rand, but not before scoring the previous years efforts.
That’s a Wrap we Look Back at an Excellent 2024
In the final show of the year Simon looks back at the many winners (and a few losers) of 2024. There have been some excellent returns, but will they carry on into 2025? He covers; indices, equities, rates, inflation, commodities and currencies.
Standard Bank Power Hour: Position your portfolio for 2025
The final Standard Bank Power Hour is presented by Simon Brown. He starts by revisiting last years predictions to see what he got right (and wrong) before looking ahead to the political and economic events expected in 2025 finishing with his predictions for the year ahead. He covers; commodities, crypto, AMCs, currencies, markets and stocks.
The Worst JSE Listed ETFs for 2024
The list of the worst JSE listed ETFs for 2024. The good news is that it is a very small list, only ten ETFs and dominated by PGMs and offshore bonds.
Top JSE Listed ETF Returns for 2024
It’s been a good year in markets and locally listed ETFs have done some great returns. Tech tops the list, but there are some real surprises from the likes of cash and income as well as local property.
Bitcoin Fails at $100k & Hello Boxer
Boxer listing, how to play it? Bitcoin retracing, US$ strength, two-pot money starting to show up and Anglo sells more Anglo Platinum. MPC response, coffee and an offer for the Super Group SG Fleet listing in Australia.
SA’s First ETF is 24 Years Old, Happy Birthday Satrix 40
Back in 2000 the first ETF listed on the JSE, The Satrix 40. Since then it’s annualised return is over 11%, beating the S&P500 and delivering excellent returns for local investors and bringing a whole new way of investing using passive products.
Standard Bank Power Hour: Finding value in SA Inc?
Keith McLachlan, CIO at Integral Asset Management, is well known for his extensive knowledge of the smaller JSE listed stocks and finds opportunity in a number of them. Focusing in the winners from the two-pot withdraws and new visa regime. He details seven potential winers.