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.
-------- Â
21:18
--------
21:18
Boxing clever in a resilient global economy
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.
-------- Â
21:15
--------
21:15
Morningstar expands South African fund coverage
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.
-------- Â
17:40
--------
17:40
Why gold’s real value is in our heads
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.
-------- Â
19:48
--------
19:48
Public vs private markets: The investment borders are blurring
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.
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.
South Africa