Citywire Money, Markets and Masterminds

Active vs passive – who’s really winning in SA?

Loading player...
In this month’s Mind Over Markets episode, we unpack the first ever South African Active/Passive Barometer from Morningstar. Citywire South Africa editor Ruan Jooste sits down with Michael Dodd, senior fund analyst at Morningstar South Africa, to break down which managers outperformed in 2024 — and which ones didn’t make the cut. From local equity and bonds to global property and emerging markets, this data-driven conversation offers selectors and advisers clear direction on when active adds value… and when passive wins hands down. Tune in for more details.
30 May 2025 English South Africa Investing

Other recent episodes

Why Graviton’s DFM deal with Portfolio Analytics matters for advisers

The growing regulatory burden on independent financial advisers, coupled with succession pressures and the rise of advice networks, is reshaping South Africa’s discretionary fund management (DFM) industry. In the October DFM edition of Citywire South Africa’s Money, Markets, and Masterminds podcast, editor Ruan Jooste speaks to Imraan Jakoet, head of…
30 Oct 26 min

How to survive an FSCA inspection

In October’s Regulatory Rulebook episode of Money, Markets and Masterminds, Marrelie Victor, the Financial Sector Conduct Authority’s Departmental Head of Financial Advisers and Intermediaries, joins Citywire South Africa editor Ruan Jooste to discuss weak needs analyses, missing records of advice, replacement product disclosures and generic risk assessments. She also explains…
27 Oct 18 min

What the IOPS conference means for South Africa’s retirement funds

In September’s Regulatory Rulebook episode of Money, Markets and Masterminds, Financial Sector Conduct Authority (FSCA) divisional executive Zareena Camroodien discusses the key issues raised at a Cape Town conference hosted by the International Organisation of Pension Supervisors (IOPS), the FSCA and the World Bank. From value for money and pension…
30 Sep 34 min

Portfolio construction is not about finding the next winner

Trying to pick the best fund or next winning manager is one of the misconceptions investors and advisers can bring to portfolio construction, according to Symmetry head of DFM Kim Rassou. In the September Money, Markets and Masterminds DFM Discussion, Rassou tells Citywire South Africa editor Ruan Jooste why Symmetry…
4 Sep 33 min

FSCA enforcement chief on the misconduct putting advisers at risk

In the latest episode of Money Markets and Masterminds, Citywire South Africa editor Ruan Jooste sits down with Financial Sector Conduct Authority (FSCA) divisional executive for enforcement Gerhard van Deventer to unpack the regulator’s 2025/26 Regulatory Actions Report. They discuss what is driving record enforcement activity, where advisers risk crossing…
28 Aug 39 min
All episodes