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CEO Paul Mann reports on progress at The Virginia Gas Project, Quantum Leap Energy, Silicon 28, radiopharmacies and capital requirements.

Independent analyst Shaun Dendere unpacks strong results from PSG Financial Services, while Ninety One updates the market on assets under management. Paul Mann, CEO of ASP Isotopes, joins us on the company’s business update released earlier this week. And Simon shares his thoughts on why you should never let a good crisis go to waste.

Viv Govender of FirstRand discusses how investment decisions in AI infrastructure are shaping competitive positioning across the industry.

US markets are back above pre-war levels – Kea Nonyana unpacks what’s driving the rebound and whether recent US results are delivering any real standouts, good or bad. Viv Govender weighs in on the AI arms race and whether the Mag 7’s solid run still has legs. Plus, John Loos looks ahead to 2026 GDP – with the consumer under pressure, what does that mean for growth?

‘I think for the investor the beauty is a single ETF that you buy on the JSE for the very low starting price of R10 a unit’ – etfSA Director Nerina Visser.

Zimele Mbanjwa from FNB Wealth & Investments unpacks February mining output data, with a surge driven by a 50% jump in PGM production, and asks whether any PGM miners are starting to look attractive. Nerina Visser, director at ETFsa, joins us as an offshore ETF lists on the JSE this morning. Stephan Potgieter, CEO of BetterHome Group Mortgage Origination and BetterBond, looks at the continued rise of first-time buyers and growing demand for smaller homes, flats and townhouses.

Ian Anderson from Merchant West Investments weighs in on the local Reit sector’s response to the war in Iran spooking markets, and some increased demand for office space.

Petri Redelinghuys from Herenya Capital Advisors unpacks how he navigates the fog of unreliable war-time information when making investment calls. Ian Anderson from Merchant West Investments weighs in on the local Reit sector after a sharp 12.3% drop in March – is this a buying opportunity or a warning sign? And Michael Dorn, CEO at RTgroup, argues that effective restructuring should be embedded within corporates as a continuous discipline – not just triggered in times of crisis.

Manpreet Gill, CIO for Africa, Middle East and Europe at Standard Chartered Wealth Solutions explains the advantage now of holding hedges and the part gold can play.

Nick Kunze from Sanlam Private Wealth asks whether markets are adjusting to the war amid failing peace talks. Keith McLachlan of Element Investment Managers weighs up stock-based compensation – the good, the bad and the very ugly. Manpreet Gill from Standard Chartered unpacks the inflation data, with no real surprises, and why the sharp drop in energy intensity makes the latest oil spike less severe.

Janina Slawski from Alexforbes notes that 2025 was amazing in terms of local equity returns and rand strength – a good story for local asset managers and investors.

US growth disappoints while inflation refuses to play along – Matete Thulare breaks down weak GDP and sticky PCE data still sitting well above target. Janina Slawski unpacks the December 2025 Manager Watch™️ Survey, with multi-managers steadily gaining ground in a shifting investment landscape. And Simon weighs in on the latest ceasefire developments – fragile, complex, and unlikely to be a smooth path forward.

CEO Charles Savage looks back over ‘operational leverage’, client growth and market resilience. ‘Each R1 spent now delivers R11 in revenue’.

Oil holding firm – but no rush back to $60? Kea Nonyana from PrimeXBT unpacks the outlook, and whether markets simply grind higher from here. Purple Group CEO Charles Savage on results: operational leverage is kicking in as the business sharpens its client conversion strategy. And Sean Coleman, CEO of the South African Bookmakers Association, on the surge in online gambling – and the growing chunk happening outside the regulated system.

Momentum Head of Asset Allocation Herman van Papendorp expects ‘earnings growth momentum might be slightly slower than pre-Iran, but it's still going to be there, still going to be significant’.

Chantal Marx from FNB Wealth & Investments unpacks directors’ dealings and whether investors should place much weight on insider buying or selling. Herman van Papendorp from Momentum asks whether the case for EM equities over DM still holds as the Iranian war rattles markets. And Robert Gwerengwe, CEO of Wesbank, looks at how consumers are responding to last week’s heavy fuel increases – and whether last year’s vehicle trends are still carrying into 2026

Themba Sibiya from Sasria explains that the Wrap Cover change to highlight for clients is that the rates are now based on occupancy and the industry a client falls into.

Petri Redelinghuys from Herenya Capital Advisors unpacks the key trade to watch when the Iran conflict winds down. Anelmari Truter from Tax Consulting SA breaks down Sars’s intensified focus on high-wealth individuals and donation structures – what’s changing and what it means for taxpayers. Plus, Themba Sibiya from Sasria on the relaunch of its R500 million wrap cover, now locally priced to offer more cost-effective protection for corporates.

‘Treasury has indicated that there will be consistency and certainty around how retail hedge funds are taxed in line with traditional unit trusts, which … talks well to the motif of saving in South Africa’ – Hayden Reinders, Prescient Fund Services.

Petri Redelinghuys from Herenya Capital unpacks the market reaction to Donald Trump’s overnight speech. Hayden Reinders from Prescient Fund Services looks at who is actually investing in hedge funds, while Saad Sheikh from Enko Capital tackles the debate over whether private capital really belongs in a single asset class.