Ghost Stories

Tivon Loubser is all about chasing the sun - and generating investment returns from solar projects. Thanks to South Africa's ongoing need for renewable energy projects of every size, there are tax benefits available to investors for doing this. We unpack the opportunity in this podcast. The podcast is brought to you by Twelve B Fund Managers, a private equity fund entitling tax pay

The world is increasingly focusing on private market opportunities and the benefits that they bring to a portfolio strategy. Whether equity or credit in nature, there are reasons to seriously consider the inclusion of private assets in a wealth strategy. In this podcast, Reginald Labuschagne (Head of Product and Strategy at Sanlam Private Wealth) and Harris Gorre (Partner at Grovep

When planning your wealth creation journey, it helps to understand all the tools available in the toolbox. Bond ETFs remain poorly understood by many investors, leading to portfolio strategies that don’t include fixed income investments. In this podcast with Siyabulela Nomoyi of Satrix*, we put the spotlight on bond ETFs. We covered topics like the relationship between interest r

The Global Accelerator offers 100% capital protection in dollars at maturity after five years, while giving exposure to global equity indices. To explain how it all works, Japie Lubbe of Investec Structured Products joined me on this podcast and covered the following topics: The design of the underlying equity basket The use of “insurance” in an equity portfolio and how this ca

There’s a lot more to blockchain technology than just the latest Bitcoin or Ether price. After the boom of NFTs and all kinds of other things during the pandemic, things clearly cooled off in this space - and for the better. In the meantime, corporates and entrepreneurs are busy in the background on tokenisation of assets to create digital assets. In a digital economy, digital as

Nico Katzke of Satrix* returns to Ghost Stories to talk about the latest buzzword of the moment: Artificial Intelligence (AI). This topic has been dominating market headlines for a while now and it poses both opportunities and risks. In this podcast, we discuss: The way in which some people run towards hype and others run in the opposite direction – talking to the different inves

Brian McMillan of the Structured Products team at Investec is back on Ghost Stories, this time to talk about the Investec Nikkei 225 Autocall. This product is designed to give investors exposure to the Nikkei 225 index over a period of up to five years with an enhanced return of up to 17% per annum in ZAR or 11.5% per annum in USD. Importantly, there is 100% capital protection prov

In this episode of Ghost Stories, Siyabulela Nomoyi returned to the platform once more to talk about two exciting product launches at Satrix. Of course, The Finance Ghost couldn’t resist kicking off the show with a question around whether Siya stuck to his festive season savings goals that were discussed at the end of 2023 in a previous episode! Moving on to all things ETF relate

Deon Lewis (co-founder of Futureneers) and James Rothmann (Projects Director and Tax Innovation Officer at Futureneers) joined The Finance Ghost to talk about the 12BA Renewable Energy Partnership and the opportunity it offers investors for a tax-enhanced investment in solar. On this podcast, we talked about topics including: The background of Futureneers and the investment track r

This is a big year for South Africa. Load shedding returned literally straight after the State of the Nation Address, creating a difficult foundation for the Budget Speech. The headlines are full of political activity in the build-up to elections. There's a lot going on. Tertius Troost is in the Tax Consulting team at Mazars, so this is a busy month to say the least. He took time a