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Money, Markets and Masterminds

Money, Markets and Masterminds

Auteur(s): Citywire
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 The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.Citywire Finances personnelles Économie
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  • Advisers urged to bridge the retirement execution gap

    Advisers urged to bridge the retirement execution gap
    Jul 16 2025
    In the latest episode of Money, Markets, and Masterminds, editor Ruan Jooste speaks with Samukelo Zwane, product head at FNB Wealth and Investments, about the findings of this year’s retirement survey—and what they mean for financial advisers. While awareness around retirement is rising, execution remains weak, and a gap has opened between clients’ confidence and the quality of their plans. Zwane explained why inertia, not apathy, is the biggest threat to retirement readiness, how the two-pot system is reshaping advice, and why a good plan requires more than a checklist—it demands behavioural guidance and the emotional intelligence to meet each client where they are.
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    21 min
  • The psychology of goal-based investing in turbulent times

    The psychology of goal-based investing in turbulent times
    Jul 4 2025
    In the latest episode of Money, Markets, and Masterminds, Citywire South Africa is joined by Roné Swanepoel, head of sales at Morningstar Investment Management South Africa, for a conversation that brings the behavioural side of investing into sharp focus.

    This episode marks the 14th instalment of our Mind Over Markets podcast series with Morningstar and tackles one of the most pressing questions facing advisers and investors right now: How do you stay the course when the world feels like it’s coming apart?

    Swanepoel, who draws on Morningstar’s global research and behavioural frameworks, introduces listeners to the concept of mining for goals – a technique developed by the firm’s behavioural science team to help clients move from vague intentions to specific, emotionally grounded objectives. As she explains, when clients understand why they’re investing — whether it’s freedom, security, or legacy — the noise of the market becomes less distracting.

    This episode is a must-listen for any adviser navigating client conversations in today’s high-noise, low-conviction environment. Whether you’re facing clients spooked by headlines or needing to revisit your planning frameworks, this is a timely reminder that behaviour matters as much as allocation.

    Listen below for more below.
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    15 min
  • The fixed income playbook - risk, rates, and real returns

    The fixed income playbook - risk, rates, and real returns
    Jun 26 2025
    In this episode of Money, Markets, and Masterminds, Citywire South Africa editor Ruan Jooste speaks with Premier Miton’s Global head of distribution, Jonathan Willcocks, and head of fixed income, Lloyd Harris about how the firm is navigating today’s fixed income environment and what it means for South African investors.

    The conversation covers Premier Miton’s Section 65 rollout, portfolio strategy, macro risks, credit markets, ESG integration and how the Premier Miton Strategic Monthly Income Bond fund fits into South African advice models.

    Whether you’re rethinking duration, credit exposure, or income anchors, this episode offers valuable perspectives from one of the UK’s leading boutique managers.
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    26 min

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