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Old Mutual Wealth investment strategist Izak Odendaal thinks the Sarb will consider the bigger risk here to be a rise in the unemployment rate.

Zimele Mbanjwa from FNB Wealth and Investments unpacks the latest Absa results. The bank screens as the cheapest locally – but do the numbers actually translate into real value for investors? Sean Wibberley, CEO of Weaver Fintech, joins us as the company hits four million customers and lands major partners Takealot and Shoprite on its BNPL platform. And Izak Odendaal from Old Mutual Wealth Investment weighs in on the oil price’s impact on global inflation – and what it could mean for the next moves from central banks.

Bryn Hatty of Stonehage Fleming Investment Management SA explores the transformative impact of AI beyond tech giants and stresses the growing role of private markets.

Independent analyst Jimmy Moyaha unpacks AVI’s solid results, with the group managing to hold margins despite a tough operating environment. Mpact CEO Bruce Strong joins us on a mixed set of results – and why, with major capital projects now largely complete, the business should start seeing the payoff. Plus, Bryn Hatty, CIO of Stonehage Fleming Investment Management SA, on three investment trends that matter for South African investors.

Keith McLachlan of Element Investment Managers explains how higher petrol and diesel prices drive up transport costs, affecting producers and retailers differently.