Rumours and speculation are creating fear in markets

How is political uncertainty and Steinhoff affecting markets? Find out on CNBC Africa’s Power Lunch. 

An update on the Steinhoff Shoprite deal, markets and the rand

Listen to views about the latest market developments, and what is affecting the rand.

While Zimbabwe celebrates, what is happening in the markets?

Listen to views about current market developments, and the risks of investing in illiquid shares.

While uncertainty prevails closer to home, the global outlook continues to improve

Listen to views about which stocks offer value in the current environment, with a specific focus on Woolworths, Virgin Active and Mediclinic.

Find out why Reinet offers value, and Lonmin doesn’t  

Listen to views on global and local markets, including the volatile rand. Why was the recent Lonmin trading update weak and why does rand-hedge share, Reinet, offer value?

Local retailers are facing a tough competitive landscape

Listen to views on why defensive retailers serving the low end of the market may be a better choice in the current environment.

Rand volatility continues and US inflation remains stubborn

Listen to views about what may have influenced the slightly firmer rand, global markets, and local shares Stadio, Curro and Advtech.  

Will the local bull market continue to rise?

Local markets are up 13% for the year, but is this bull run sustainable? Find out what developments may affect markets in the final quarter, and listen to stock-specific views about Lonmin, Old Mutual and Vodacom.

Politics is affecting local and global markets 

With the ongoing threat of nuclear war internationally and the Gupta leaks affecting local companies, politics is contributing to the noise in local and global markets. 

A review of some recent company results and a macroeconomic update    

In this video, Kyle Burgess, Portfolio Manager at Nedbank Private Wealth, shares his views on CNBC Africa’s Power Lunch about the strong rand, the strong euro relative to the dollar, and some recent company results. He provides an overview of the recent listing of African Rainbow Capital and its interesting portfolio of companies. Watch this commentary for insights about recent results from FirstRand, Spur, Famous Brands and Afrox. 

Which stocks are showing resilience despite the challenging environment?

Following a week of record-highs, the market started the week relatively flat, largely because of the strong rand. In this video, Kyle Burgess, Portfolio Manager, discusses the latest results from key stocks on Business Day TV’s Markets Wrap. He highlights the challenges retailers are facing and discusses Bidvest’s resilient performance. Kyle’s stock pick is a toss-up between Curro and ADvTECH – watch the video to find out why. 

When markets are volatile, it’s crucial to understand sources of returns

Following a very positive July, the tide seems to have turned in both emerging and developed markets in August. In this video, Kyle Burgess, Portfolio Manager, discusses the dynamics of the markets on CNBC Africa’s Power Lunch. He highlights that locally, politics and rand volatility has been an ongoing theme for three years. This means it’s more important to determine where returns come from, rather than changing your outlook. Watch this commentary to hear his view of specific stocks and sectors, such as Naspers, FirstRand, and Exxaro.

Although the local market has performed well overall, a closer look reveals that risks remain

Following a very positive month for local markets, Grant Gilburt, Stockbroking Portfolio Manager, comments on where to from here on CNBC’s Power Lunch. He emphasises that the pockets of value in the market are closely linked to South Africa’s outlook, which means forecasting and political risks are at play. Grant also points out why the continuous bailout of state-owned enterprises remains a concern.

Positive performance in both local and international markets is encouraging

The local equity market rally that started in mid-June is still ongoing, and internationally, several S&P 500 companies are also beating estimates. Against this generally positive backdrop, Kyle Burgess, Portfolio Manager, shares his expert investment insights on CNBC’s Power Lunch. He specifically comments on the impact of the Barclays Africa deal on Barclays Plc, whether we can expect local banks to continue delivering solid earnings, and the challenges MTN has experienced in Nigeria. 

It has been a positive week on the JSE, but it’s best to steer clear of certain sectors

Kyle Burgess, Portfolio Manager, shares his investment insights on Business Day TV’s Markets Wrap. With a lot of the recent gains on the JSE coming from Naspers, he looks into the local and international factors that have contributed to Naspers’ new record highs. Meanwhile the resource and the construction sectors remain under pressure, with PPC and Group Five in particular facing challenges. Watch this commentary for more of Kyle’s insights, and why Woolworths is his current stock pick. 

Following the shocking UK election results and uncertainty around the Brexit negotiations, Kyle Burgess, Portfolio Manager, shares his views on current market developments. He specifically comments on the prospects for South African companies with UK exposure. With the ongoing trend of currency movements dictating market movements, Kyle highlights the importance of having a diversified portfolio and not reacting on panic.

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Providing expert advice and services on philanthropic activities is one of the key elements of our wealth management offering. Our Head of Philanthropy, Noxolo Hlongwane, explains that this has been part of Nedbank Private Wealth’s history and legacy since 1834, with the establishment of a trust for widows and orphans.

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Even though using available resources to give to those in need is a universal principle, the process is not the same across cultures and borders. Bheki Moyo, Executive Director of the Southern African Trust, explains how African philanthropy – built on values such as mutuality and community awareness – differs from Western philanthropy.

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Having grown up with a mother who was committed to bringing about change in her community, Noxolo Hlongwane has been socially aware from a young age. In this interview, she shares her personal journey, from her childhood dreams to where she is today: together with the rest of the Nedbank Private Wealth philanthropy team, Noxolo is transforming impact investing by ensuring the long-term sustainability of giving activities.

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Although local market performance has been muted for years, Kyle Burgess, Portfolio Manager, argues that there are spots of value in the market – they are just very hard to recognise. In fact, the different sectors have interchanged gains and losses over time, with industrials being the most consistent performer. He also highlights the uncertainty of the international landscape, most markedly the Brexit negotiations and UK security concerns. With the South African economy officially in recession, Kyle emphasises the attraction of rand hedges going forward.

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