Simon’s weekly wrap: Local Reits still shining

Local Reits had a stellar 2024, and as we near the halfway point of this year, I caught up with Ian Anderson of Merchant West Investments to chat about their performance. Earnings and distributions are growing, and yields remain attractive. Most importantly, most local Reits still trade below their net asset value.

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

I spoke with Aiman Shanks from Schroders about their “quantamental investing” concept and how it fits into their broader investment approach. We also discussed global geopolitical tensions, how to adjust a portfolio to take this into account, and whether it really is Europe’s time, or will they disappoint again.

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

I chatted with 10X client relationship manager Kwesi Jackson about retirement and taking responsibility for your own retirement plan. We need to ensure that we’re saving enough and that our money is in the right fund for growth and low fees.

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

Santova has been a great small-cap on the JSE, and while recent results were perhaps a little light, I spoke with Keith McLachlan of Element Investment Managers about the stock. He’s happy with the numbers, pointing out that, importantly, they are growing clients, and their recent acquisition adds great potential and future revenue for the business.