Simon’s weekly wrap: Chasing top funds? It could cost you

I spoke with Evan Walker from 36ONE Asset Management about local retailer results. While most have been solid, with some standout performances, he cautions that high expectations have driven up prices in some areas, despite improvements in the local economy.

You can also listen to this podcast on iono.fm here.

Agoa negotiations are underway as the treaty is set for renewal next year. I spoke with Noor Kapdi from Dentons Africa, who remains optimistic about securing a favourable deal. He emphasised that Africa is a key market for the US, with South Africa being the continent’s standout economy.

You can also listen to this podcast on iono.fm here.

I spoke with Roné Swanepoel from Morningstar SA about the risks of chasing returns. Their data reveals that consistently buying top-performing funds each year often leads to lower returns, rather than improved performance.

You can also listen to this podcast on iono.fm here.

Pan African Resources saw higher production in its latest results, though costs slightly exceeded management’s guidance. I spoke with CEO Cobus Loots, who remains optimistic about the company’s long-term potential as a low-cost producer, supported by a robust pipeline of economically viable gold reserves.

You can also listen to this podcast on iono.fm here.