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.…

In the second podcast from Citywire’s London studios, Money, Markets, and Masterminds tackles one of the hottest issues in advice today: regulation. Citywire South Africa editor Ruan Jooste is joined by Jack Gilbert, editor of sister title Citywire New Model Adviser, to map how the global counterparts – South Africa’s Financial Sector Conduct Authority (FSCA) and the UK’s Financial Conduct Authority (FCA) – are reshaping the landscape. The changes include South Africa’s sweeping Conduct of Financial Institutions bill and the UK’s new consumer duty regime, a new set of rules aimed at improving consumer protection in the UK financial services industry. Listening to this podcast will give readers insights on tech-driven supervision, finfluencer crackdowns, crypto rules and the data demands coming every adviser’s way.…

In this episode of Money, Markets, and Masterminds, editor Ruan Jooste sits down with Joseph Stephens, senior analyst at Guinness Global Investors, to unpack how their global equity income and innovation strategies are positioning amid rising tariffs, sector volatility, and shifting investor sentiment. With clarity on dividends, resilience, and risk, the conversation offers timely insight for fund selectors navigating today’s uncertainty. Watch the vodcast version, recorded in London, on www.citywire.co.za.…

What if Monopoly wasn’t just a board game but a behavioural finance simulator? Adrian Saville, MBA professor at Gibs, joins Money, Markets, and Masterminds for the fourth instalment of our ‘Long Game’ series — and it’s not child’s play. Citywire South Africa explores how he and his Gibs colleague, Professor Charlene Lew, reimagined the game to mirror real-world investing conditions. Their version introduces income inequality, random shocks, and moral quandaries — all to expose the investor’s greatest risk: themselves. From overconfidence and first-order thinking to coalition dynamics and ethical blind spots, Saville shares the hard-hitting insights that have emerged from 15 years of running this simulation with MBA students. Whether you’re an adviser, fund selector, or simply fascinated by financial decision-making, this episode will challenge the way you think about strategy, risk and behavioural finance.…

When a parent passes away, benefits meant for their children often get caught in legal red tape. In this episode, we unpack beneficiary funds, guardianship gaps and why a will may not be enough. Fairheads’ chief executive David Hurford (pictured above) joined Citywire South Africa to explore how advisers can protect families from painful – and costly – estate planning oversights.…

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.…

In this episode of Money, Markets, and Masterminds, recorded in situ at the Independent Wealth Retreat at Fancourt, Citywire South Africa sits down with Stuart Green, portfolio manager at Platinum Portfolios. With a career spanning the UK’s Treasury, institutional multi-management, and private wealth, Green shares how his team builds a fund of funds that advisers can actually use — without crossing into discretionary fund manager (DFM) territory. We also talk about investment positioning, offshore exposure, adviser partnerships, and where Platinum Portfolios sees global opportunity today. Tune in below for more.…

Markets are jittery. US tariffs are biting. AI is going global. In this episode of Money, Markets and Masterminds, Morningstar SA’s head of investments, Sean Neethling, returns to the Citywire South Africa studio to unpack the biggest themes from Trump’s first 100 days from US tech’s fall from grace to a surging gold price. What does it all mean for investors? How should South Africans think about local bonds, global rotation, and fair value for the rand? Tune in for timely insights—and a sharp take on what comes next.…

In the latest episode of Money, Markets and Masterminds, academic and investment specialist Adrian Saville returns to the Citywire South Africa studio for a wide-ranging conversation on what he calls a ‘Through the Looking Glass’ moment in global economics. Drawing parallels with Lewis Carroll’s surreal classic, Saville argues that the rules of the economic game are being rewritten in real time – and warns investors against clinging to outdated playbooks. As Donald Trump’s sweeping tariffs rock markets, Saville unpacks why the recent drop in the S&P 500 – erasing trillions of dollars in market value – is more than a cyclical correction, it is structural. Instead, he outlines a disciplined strategy anchored in diversification, decorrelation and defensiveness. From shifting allocations away from overvalued US tech stocks to tapping opportunities in China, Japan and defensive sectors, Saville illustrates how his team has stayed ahead of the MSCI All Country World index this year by adapting early. Listen to the discussion for more expert insight.…

Is it time for South African pension funds and private investors to reassess their bias toward developed markets – especially the US – and look to the East? In this double interview, Citywire South Africa speaks with RisCura founder and director Jarred Glansbeek and Altvest chief investment officer Akshay Karan about China’s economic choreography, valuation mismatches, and why early-stage Chinese tech could be a worthwhile high-conviction bet. Listen to the recording for an analysis of China’s investment influence.…

Behind every piece of great advice is a solid foundation. In this episode of Money, Markets, and Masterminds, Citywire South Africa sits down with Rita Cool, the head of individual consulting strategy and part of the Best Practice division at Alexforbes, to discuss what best practice really means for financial advisers and in the South African context. From standardising client experiences and preparing for intergenerational wealth transfer to adapting advice for local realities like black tax and traditional marriages, this conversation is a must for advisers aiming to future-proof and standardise their practice.…

In this episode of Money, Markets & Masterminds, Citywire South Africa is joined by Morningstar SA’s head of investment Sean Neethling to unpack the so-called Trump tariff tantrum. With sweeping US tariffs hitting markets globally – and South Africa not spared – we explore what this geopolitical jolt means for investors, asset prices, inflation, and interest rates. Neethling offers a level-headed analysis of the risks and opportunities emerging from this protectionist pivot, including which sectors and countries are most exposed, why US small caps might still offer value, and how local bonds are holding up under pressure. Whether you’re feeling fearful or greedy, this episode is your anchor in uncertain waters – full of insights to help you ask the right questions and position portfolios for whatever is next. Tune in to find out more.…

In this episode of Money, Markets, and Masterminds, Citywire South Africa sits down with Chantelle Baptiste, portfolio manager and head of equity research at Fairtree, to discuss the biggest financial trends shaping 2025. With market swings following every Trump statement, growing policy uncertainty, and South Africa’s own economic challenges, how can investors stay ahead? Baptiste shares insights on inflation risks, gold as a safe haven asset, China’s changing role, and practical strategies to protect and grow portfolios in turbulent times. Join us for a deep dive into market resilience, investment opportunities, and the power of staying nimble.…

With value-added tax (VAT) hikes, rising income tax burdens, and thousands of non-compliant taxpayers, has South Africa’s economy reached its tax tipping point? In this episode of Money, Markets, and Masterminds, Citywire South Africa and Keith Engel, CEO of the South African Institute of Taxation, break down the true impact of government tax policies. We explore whether the country is pushing past the top of the Laffer Curve, how tax complexity is strangling businesses, and the economy, and why endless hikes might do more harm than good. Is the government collecting enough—or just wasting more? Engel exposes tax loopholes, compliance failures, and the risks of squeezing businesses too hard. With practical solutions and bold insights, this episode uncovers what needs to change in South Africa’s tax system before it’s too late.…

In this episode of Money, Markets and Masterminds, Citywire South Africa is joined by economist Professor Adrian Saville for the second instalment of the bi-monthly chapter of ‘The Long Game’. We break down economic principles, challenge political rhetoric and assess US President Donald Trump’s economic policies against real-world data. From tariffs and trade wars to the strength of the US dollar and global growth trends, this discussion offers sharp, data-driven insights for fund selectors, financial advisers, and institutional investors. Tune in below for expert analysis on how Trump’s tariff policies distort trade, why a weak dollar may hurt rather than help US competitiveness, what market signals like the S&P 500 and policy uncertainty index reveal about his presidency, and where investors can find real growth opportunities in global markets.…