20 May - Where to invest in the food value chain?

Nick Kunze from Sanlam Private Wealth unpacks the uncertainty around the Strait of Hormuz – is it disruption, resolution, or a slow grind toward stability? Henré Prinsloo of Momentum Corporate explains why your death benefits may not end up with your nominated beneficiary – and what you need to know…

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…

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…