Every year we end the JSE Power Hour sessions with a presentation from Just One Lap founder, Simon Brown. He looks ahead to the year coming and puts his head on the block predicting how these trends will play out in your portfolio. Simon also starts every yearend session by reviewing his previous year’s predictions, ...
Video: Twenty years of ETFs with Mike Brown
Mike Brown (etfSA) started life at the chamber of mines before starting Satrix in 2000 and listing South Africa's first Exchange Traded Fund (ETF), the Satrix40 (STX40). Simon chats to him about the early days of the industry, how it has evolved and where it goes next. Standard Bank Power Hour: AMCs and Structured Products ...
Video: Searching for income
Locally interest rates are the lowest they've been in generations with prime at 7% after starting the year at 10%. This puts serious pressure on investors looking for income both in their investments and saving deposits. The traditional high yields from listed property have collapsed and even those listed stocks, such as banks, with traditional ...
Video: Local and offshore property
Keillen Ndlovu, Head of Listed Property at Stanlib, presents this JSE Power Hour on the listed property looking at both local and offshore markets. Covid-19 has had a massive impact but some listed property sectors are doing well. Keillen looks at debt levels and risks of covenant breaches and staying within REIT status and gives ...
Video: Under the hood of a robo-advisor
Putting together a state of the art advice algorithm requires some serious data crunching. Analysing over a hundred year’s worth of data teaches one a thing or two about markets and trends. In this presentation, Grant Locke, the brains behind OUTvest, shares some of the incredible insights he’s gained in the process of putting together ...
Video: Pro-active passive management
Nerina Visser of etfSA is one of the foremost Exchange Traded Fund (ETF) experts in South Africa and while Just One Lap takes the one ETF to rule them all approach, Nerina takes a much more nuanced approach. In this JSE Power Hour Nerina focuses on how to analyse and evaluate individual ETFs for their suitability for ...
Video: Pandemic portfolio management
Ringing in the new decade, few people thought by July 2020 we’d be living through a dystopian nightmare. And yet, the dramatic impact of Covid-19, global lockdowns and the accelerated rise of global protectionism has fundamentally changed the world we live in. But, while you may have assumed financial markets would react negatively, many client’s ...
Video: What it means to invest globally, locally?
Kingsley Williams (CIO at Satrix) goes deep into investing offshore using locally listed ETFs. He looks at different ETFs, their holdings, sector and country weightings.
Video: Managing risk as a trader
Garth Mackenzie from Traders Corner is a well-known South African trader. His TV show ran weekly for ten years with a live R100k portfolio that managed a profit each and every year. Risk management was one of the most critical factors in ensuring consistent profits over the decade and this video focuses on that aspect of ...
Video: Solvency and liquidity in the time of COVID-19
With COVID-19 shutting down more than half the planet, the gradual reinstatement of services and reopening of businesses will most likely result in balance sheets coming under severe pressure. Balance sheets are at the heart of any company financials, and from that, we get solvency (debt) and liquidity (cash). In extraordinary times these are now ...