Below you'll find a list of all posts that have been categorized as “Video Invest”
Fifty-two actively managed ETFs on the JSE holding only about 9% of ETF assets. Simon Brown unpacks what these funds really are (unit trusts in an exchange-traded wrapper), who is listing them, and what they cost.
The SPIVA data delivers the verdict: most active equity managers lag the index, but active income funds are the exception, and some now come at close to passive cost.
South Africans do not go offshore for yield — we already earn it at home. So why start from a 60/40 portfolio? Nerina Visser of ETFSA joins Simon Brown to unpack the new ETFSA Oyster Global Balanced AMETF (JSE: OYSTER): an 80/20 growth-to-income portfolio in a single ticker, with tilts to AI infrastructure, US mid-caps and physical gold you can hold tax-free.
Precious metals were on a tear and broader commodity markets were flashing signals that hadn’t been seen in years, before the selloff earlier this year. Gold, platinum, palladium, rhodium and copper are all seeing much higher demand while supply struggles to keep up.
Simon Brown and Johan Erasmus examine the secular trends driving demand, the supply-side pressures shaping prices, and whether the conditions are ripe for a sustained super cycle.
Most investors treat offshore exposure as a growth play. But your global portfolio can also pay you a steady income in hard currency. This video shows you how to build an offshore income stream that lands in dollars, not rands. Starting with JSE-listed shares and ETFs, then moving to the main event: US-listed income ETFs. He covers high-dividend and dividend-growth options and how to hold them sensibly from South Africa.
Finding income is an important part of a portfolio for many investors. In this video the conversation is on the 1nvest JSE REIT and Bond ETFs. The difference, inflation risks and different yields investors can expect.
In this Standard Bank Power Hour, Simon Brown unpacks what was actually knowable in 2002, what was luck, and what can be turned into a repeatable process for spotting the next great compounder.
He walks through the tests that separate a genuine multi-bagger from a story stock, then applies the framework live to current local and offshore names.
This in-depth interview explores the role of market makers, liquidity, ETF valuation, and offshore ETFs, providing valuable insights for investors and traders. Learn how market makers operate, how ETF prices are determined, and strategies for trading large volumes effectively.
With 1nvest
Investing in offshore ETFs can be a powerful strategy for diversifying your portfolio and gaining exposure to global markets. By understanding the structure, benefits, and potential risks associated with these investment vehicles, you can make informed decisions that align with your financial goals.
With 1nvest
AI can now build a DCF model, write an equity research report, and screen stocks. All from a prompt. Simon Brown demos Claude Opus 4.7, shows where it gets it wrong, and explains how to get more out of it without getting burned.
Standard Bank Power Hour
Be tax efficient and maximise your wealth with tax-free investing, ETFs & Reg 28 strategies. Simon Brown unpacks limits, the ETP explosion & smart portfolio building.
Standard Bank Power Hour
