Épisodes

  • Morningstar warns: Preparation, not prediction, will shape 2026

    Morningstar warns: Preparation, not prediction, will shape 2026
    Dec 1 2025
    What does it really take to navigate 2026 without falling into the prediction traps that derail so many investors? In this final Mind Over Markets with Morningstar episode on Money, Markets, and Masterminds, Citywire South Africa sits down with Dan Kemp, Chief Research and Investment Officer at Morningstar to unpack the firm’s flagship Morningstar 2026 Global Outlook.
    From the dangers of overconfidence and the behavioural pitfalls triggered by uncertainty, to the rise of AI-driven concentration, shifting currency valuations and where genuine value is emerging across South Africa, the UK and China, this conversation cuts through the noise and focuses on what matters most: preparation.
    If you want a clear, grounded framework for the year ahead – one that helps you keep clients invested, disciplined and resilient – you will not want to miss this episode.
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    24 min
  • The new power map investors cannot ignore

    The new power map investors cannot ignore
    Nov 21 2025
    In this episode of Money, Markets and Masterminds, we sit down with Adrian Saville, Gibs professor and investment strategist, for the latest instalment of our underlying Long Game series. He argues that we have entered an age of fracture, where political upheaval, shifting economic gravity, military realignment and rising cultural influence are reshaping the global landscape all at once.



    From China’s new leadership and the eastward drift of economic power to the scramble for rare resources, the sidelining of climate risks and the coming leap in quantum computing, Adrian maps out the forces that will define the world investors must navigate next. He also explains why forecasting is a fool’s errand, and why the smartest investors focus instead on the constants that never change.



    If you want to understand the world your portfolios are about to inherit, this conversation is essential.
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    21 min
  • Boxing clever in a resilient global economy

    Boxing clever in a resilient global economy
    Nov 6 2025
    In this episode of Money, Markets, and Masterminds, Citadel chief economist Maarten Ackerman joins editor Ruan Jooste to unpack what has been a volatile yet unexpectedly resilient year for global markets. From the US dodging recession fears and Europe’s fiscal rearmament to China’s structural slowdown and South Africa’s quiet progress beneath the noise, Ackerman breaks down the global economic crosscurrents shaping investment strategies into 2026.
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    21 min
  • Morningstar expands South African fund coverage

    Morningstar expands South African fund coverage
    Oct 31 2025
    Morningstar has taken a major step in deepening its local presence, expanding its Manager Research coverage to include South African-domiciled funds for the first time. In this episode of Money, Markets, and Masterminds – part of the monthly Mind over Markets with Morningstar series – Citywire South Africa speaks to Michael Dodd, senior fund analyst at Morningstar South Africa, about how the new analyst-driven ratings bring global standards to local strategies.

    We unpack what the medalist rating system means for advisers and investors, how South African managers measure up against global peers, and why independent research is key in a market where performance has been driven by a handful of stocks.

    Listen now to hear how data-driven insights are reshaping fund selection and what’s next for Morningstar’s research footprint in South Africa.
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    18 min
  • Why gold’s real value is in our heads

    Why gold’s real value is in our heads
    Oct 23 2025
    In this Money, Markets, and Masterminds episode, investment strategist and Gibs professor Adrian Saville joins Citywire South Africa editor Ruan Jooste to explore the psychology behind gold. They break down the myth, math, and mania behind gold’s allure - and what its rise says about our collective faith in money, systems, and sanity.
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    20 min
  • Public vs private markets: The investment borders are blurring

    Public vs private markets: The investment borders are blurring
    Sep 29 2025
    In the latest episode of Money, Markets, and Masterminds, Citywire South Africa editor Ruan Jooste is joined by Morningstar South Africa’s head of investments, Sean Neethling, to unpack one of the hottest topics in finance: the convergence of public and private markets. From hedge funds and venture capital creeping into retail portfolios to new benchmarks mixing SpaceX with the S&P 500, the duo explores whether this democratisation is truly empowering investors – or just adding more complexity.

    Tune in for insights on fees, transparency, and what the shift could mean for South African portfolios.
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    16 min
  • When employee benefits and advice worlds collide

    When employee benefits and advice worlds collide
    Sep 15 2025
    In the latest episode of Money, Markets, and Masterminds, Citywire South Africa editor Ruan Jooste sits down with Bryan Nicol, independent financial adviser at Freedom Financial Planning; Duane Naicker, corporate partnerships executive at Alexforbes; and Johann Peens, independent employee benefits Specialist and financial adviser, to unpack one of the industry’s most persistent challenges: the messy handover between employee benefits and post-retirement advice.



    From the surge in digital platform usage under the two-pot system to the pitfalls of duplication and over-insurance, the discussion tackles how data sharing, fee transparency, product design, and real financial advice—not just benefit counselling—can transform outcomes for members.

    Tune in for sharp insights on closing South Africa’s retirement savings gap, and why advisers, employers, and providers need to collaborate more closely than ever.
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    45 min
  • Sponsored: How South African institutions are rethinking risk and returns with Investec

    Sponsored: How South African institutions are rethinking risk and returns with Investec
    Sep 3 2025
    In this sponsored episode of Money, Markets and Masterminds, brought to you in partnership with Investec for Institutions, we sit down with Richard Swain, head of institutional coverage at Investec. With more than two decades’ experience across London and South Africa in derivatives, equities and multi-asset solutions, Richard shares his career journey and lessons from navigating two Russian market crises.
    The conversation explores how South African pension funds, life companies, asset managers and hedge funds are adapting to shifting markets, what Regulation 28 reforms mean for allocations, and how innovative structuring and technology — from AI to multi-asset solutions — are shaping the institutional investment landscape.
    Tune in for practical insights on balancing growth, protection and liquidity in a fast-changing world.
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    37 min