Shows
Enterprising InvestorNerina Visser, CFA: Elevating Investment Impact Across Africa and the Middle EastGuest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, sits down with Nerina Visser, CFA, President’s Council Representative for the Middle East and Africa, during the CFA Institute LIVE 2025 conference. Their conversation spans the dynamic investment environment across the region and the evolving role of CFA Institute in supporting professionals navigating local and global challenges. Nerina discusses the structural realities shaping participation in the profession—including currency volatility, affordability, and access—and highlights new ways of thinking about program value relative to income levels. She also shares her advocacy for gender diversity through Women in ETF...2025-07-0113 min
Money, Markets and MastermindsPutting the ETF in fund selection ETFSA director Gareth Stobie discusses the surge in JSE-listed ETFs, sector trends and what investors should look ou..Welcome to 'Money, Markets, and Masterminds' – a Citywire South Africa podcast – that delves into the intricate world of finance, investment and strategic decision-making. My guest today is Gareth Stobie, the founder of CoreShares, which has blossomed into a flourishing passive investment management business and ETF issuer. At the point of its acquisition by 10X Investments – not too long ago – it had approximately R13,8bn under management. Stobie is now director of strategy and corporate development at ETFSA and is working with other industry stalwarts such as Mike Brown and Nerina Visser.Exchange-traded funds (ETFs) have been around since the early 1990s, but in rec...2024-06-2027 minMoney, Markets and MastermindsPutting the ETF in fund selection ETFSA director Gareth Stobie discusses the surge in JSE-listed ETFs, sector trends and what investors should look out forWelcome to 'Money, Markets, and Masterminds' – a Citywire South Africa podcast – that delves into the intricate world of finance, investment and strategic decision-making. My guest today is Gareth Stobie, the founder of CoreShares, which has blossomed into a flourishing passive investment management business and ETF issuer. At the point of its acquisition by 10X Investments – not too long ago – it had approximately R13,8bn under management. Stobie is now director of strategy and corporate development at ETFSA and is working with other industry stalwarts such as Mike Brown and Nerina Visser.Exchang...2024-06-2027 min
FinansiesFinansies 21 Mei 2024Ryk van Niekerk praat met Johan Gouws van Sasfin Wealth en Nerina Visser van etfSA oor die verskillende soort effektetrusts in Suid-Afrika.2024-05-2122 min
Nudging Financial BehaviourDiversification - Episode 9 | Season2In this episode of The Nudging Financial Behaviour Podcast, we’re looking at how you can overcome Home Bias by chatting about diversification. This is a risk management strategy for investing and a vital part of any investment portfolio.
To help us really understand diversification, we’ve got the queen of ETFs and of spreadsheets Nerina Visser as our guest. Nerina gives plenty of practical tips to help you get to grips with your portfolio and how to ensure you’re properly diversified.
Useful links:
More about Nerina Visser:
https://www.linkedi...2024-03-2632 minNudging Financial BehaviourTrailer for Episode 9 – DiversificationEpisode 9 of The Nudging Financial Behaviour Podcast is coming soon and we’re continuing our discussion on home bias by looking at diversification. We’ve also got Nerina Visser as our guest to help with some very practical tips.
2024-03-2200 min
Echocast RadioS08E01: ETF Investing and Trading in a world of evolving productsNerina Visser is a well-known ETF expert in South Africa. In this podcast, we discuss a number of new evolutions in the ETF space, including the recent approval of Bitcoin ETFs by the US Securities and Exchange Commission. We also look at how active ETFs and thematic ETFs can be employed by traders and investors alike.
CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider. Facebook · IG2024-02-0138 min
The ETF InvestorThe ETF Investor - Episode 51 - Precious Metal ETPs There has been a sudden surge in interest in precious metal ETFs in recent months, especially in platinum. What is driving this demand? Why can only some banks, and no asset managers, be issuers of commodity ETPs? In addition to platinum, we cover gold, silver, palladium and rhodium in this podcast.2023-05-2640 min
The ETF InvestorThe ETF Investor - Episode 50 - Actively Seeking Income Yield The options for income and yield in an investment portfolio continues to expand, and in this episode we feature two new ETFs available to investors for consideration. The JSE is also getting its first actively-managed ETF, decisively crossing the divide between index tracking and active management in exchange-traded products. There is no such thing as “passive” in investments.2023-05-0345 min
The ETF InvestorThe ETF Investor - Episode 49 - Enhancing Yield through Share Buybacks The appeal of dividends in an investment strategy is well-known, and arguably timeless, but supplementing this strategy with share buybacks is perhaps less well-known, and certainly not one that has been easily accessible for retail investors. The range of investment strategies available through the Actively-Managed Certificate (AMC) wrapper, listed on the JSE, continues to expand, and now also allows for easy access to an enhanced yield strategy, combining dividends and share buybacks in one portfolio.2023-04-2442 min
Be a Better InvestorBe aggressive with a passive strategy‘I believe the market will give me my results over time if I stick to my strategy’: ETF strategist and advisor, Nerina Visser.2023-04-1524 min
The ETF InvestorThe ETF Investor - Episode 48 - Spotlight on Liquid Private Credit Liquid Private Credit in the US market is an investment opportunity not readily available to South African investors in any form other than an actively-managed certificate (AMC). Prior to the global financial crisis in 2008, most companies raised capital and financing by traditional means such as either banks or via public debt, but subsequent regulatory changes restricted the amount of bank lending to smaller and riskier businesses. In simple terms, that’s where private credit stepped in to fill the gap thus created in the market.2023-03-2747 min
The ETF InvestorThe ETF Investor - Episode 47 - Diversification with ETFs“Diversification is the only free lunch in town”. This statement is famously attributed to Nobel laureate Harry Markowitz, and is often cited as your best defence against market risk. But what does diversification mean in practice, and how can we use ETFs to achieve this in a portfolio?2022-12-221h 07
The ETF InvestorThe ETF Investor - Episode 46 – Actively Managing CommoditiesCommodities represent an investment opportunity that is quite different from the more traditional asset classes such as equities and bonds, but one that is arguably not as well understood, and often quite difficult to access. Considering the current global inflation backdrop, as well as the synchronicity of traditional asset class performance, now is a good time to look for sources of uncorrelated risk-adjusted returns, such as those offered by a diversified basket of commodity exposures.2022-12-061h 12
The ETF InvestorThe ETF Investor - Episode 45 – Actively Managing and Compounding DividendsOne of the most universal investment objectives is the attractiveness of dividends, especially if this can be earned in addition to capital growth, and during times of increased uncertainty the value of dividends in support of total return become even more valuable. Given the high inflationary environment in which we find ourselves, with talks of a possible global recession thrown in, many investors are searching high and low for returns with the hope of preserving capital, especially in real terms.2022-11-241h 02
The ETF InvestorThe ETF Investor - Episode 44 - Active Management and Exchange-Traded Products - the Next GenerationETFs, ETNs, AMCs – three-letter acronyms that all fall under the umbrella of ETPs (exchange-traded products). It all sounds complicated and can become quite confusing. As an investor, how do you know which ones to invest in, and should you be concerned about the specific product structure of the investment? Simply put, ETPs offer the ability to diversify your portfolio by being invested in a basket of shares across different sectors and geographies, or get exposure to hard to come by commodities. Actively Managed Certificates, or AMCs, are also considered ETPs, so it offers many of the same benefits, but th...2022-11-1739 min
Easy Does It - A podcast by EasyEquitiesCooking up a great portfolio with Sven MeyerWe love it when a young INVSTR encourages people to save and invest. And our guest, Sven Meyer, is all about that at only 19 years of age at the time of recording.In the spirit of keeping things young and fresh, Sven and our host play a game of ‘Never Have I Ever’ to kick-off the chat, highlighting a few of the early lessons our guest has learned in his own investment journey.From goal-based investing to giving insight into how he learned to navigate finance jargon, as well as the 4% Rule he learned, this epis...2022-09-0621 minThe ETF InvestorThe ETF Investor - Episode 43 - SRI or ESG? What’s the difference?Socially Responsible Investments, and specifically strategies designed to focus on Reduced Fossil Fuel, are to some extent a subset of a broader ESG focus on investment strategies. On the surface it ticks all the right boxes for retail and institutional investors alike. But what are some of the nuances of which investors should be aware, and how do you assess it for suitability in your investment portfolio, perhaps alongside exposure to physical commodities?2022-07-2827 minThe ETF InvestorThe ETF Investor - Episode 42 - Inflation-linked bondsInflation has risen sharply around the world due to the twin effects of very accommodative monetary policies and supply chain disruptions post Covid lockdowns, only to be compounded by the sharply higher energy and agricultural prices after the Russian invasion of Ukraine. Inflation-linked bonds represent a possible hedge against the impact of rising prices in both our lives as consumers, but also in our investment portfolios.2022-06-1430 minThe ETF InvestorThe ETF Investor - Episode 41 - Innovation in Healthcare InvestmentsInvestments in healthcare products and services have expanded in recent years to also focus on new technologies and disruptive innovations, as the combination of the Covid pandemic and increased longevity and ageing populations have caused a shift in this traditionally defensive sector. What does this shift towards biotechnology, breakthrough innovations in life sciences and genomics, remote diagnosis and surgical procedures, to name but a few, mean for the investment case for healthcare?2022-05-2528 minThe ETF InvestorThe ETF Investor - Episode 40 - The Bogle EffectIn his recently published book – The Bogle Effect – Eric Balchunas credits Jack Bogle, the father of index investing and founder of the Vanguard Group, with saving investors over one trillion dollars (and counting), thanks to the direct and indirect effects of lower investment costs. Although the low cost structures of index funds take much of the credit, it is the unique mutual ownership structure of Vanguard that serves as the catalyst for investors receiving all the benefits of lower fees.2022-05-1948 minThe ETF InvestorThe ETF Investor - Episode 39 - New China Sectors: Life Beyond Technology & Infrastructure-led GrowthChina as an investment destination has challenged the most determined of investors in recent years. The long-term growth prospects and the importance of China in the global investment universe are well established, but the when, what and how to invest in China, remain key questions. The range of options available on the JSE continue to expand, and this latest offering from Sygnia Itrix focus on the “new sectors” in the Chinese economy. What are these, and how does it compare to the alternatives already available?2022-04-1427 minThe ETF InvestorThe ETF Investor - Episode 38 - About Unicorns and Actively-Managed FundsInvestments in little-known companies, illusive strategies and futuristic concepts comes with very specific risks, especially in the short-term, but with the appropriate long-term perspective, and alongside more traditional investment options in your portfolio, these could offer diversified and excess performance to investors. Such options are now available via actively-managed funds, and specifically as exchange-traded products, as we await the introduction of AMETFs – Actively Managed Exchange-Traded Funds – on the JSE.2022-04-0845 min
The ETF InvestorThe ETF Investor - Episode 37 - SALTAs 2022, celebrating excellence in the ETP industryThe annual SALTAs (SA Listed Tracker Awards) celebrate the achievements of ETP issuers in South Africa, and gives insight into measuring success for ETFs and ETNs - total return performance, tracking efficiency, capital raising, efficiency in trading, and the flagship People's Choice Award.2022-03-3141 minThe ETF InvestorThe ETF Investor - Episode 36 - How Model Portfolios Work for YouWith an ever-growing range of exchange-traded products available on the JSE, ETF investors may find themselves overwhelmed with choice, and how to select a portfolio of ETFs that is consistent with their investment objective, risk tolerance, and time horizon. Model portfolios offer a solution to bridge this gap, but what are these, and how do they work?2022-03-2339 minThe ETF InvestorThe ETF Investor - Episode 35 - India: an Emerging GiantInvestments in emerging markets come in many different forms and until recently, exposure to India – the second-largest emerging market by GDP, and the 6th-largest on a global scale – could only be found as part of a broader emerging market ETF. The Satrix MSCI India Feeder ETF now allows for a more specific investment choice, but what is the current value proposition, and what exposure does it add to your portfolio?2022-02-2325 minThe ETF InvestorThe ETF Investor - Episode 34 - A new old name in the South African ETF landscapeFrom RMB to Ashburton and now FNB – what’s in a name? We explore the recent changes for the former Ashburton ETFs and re-visit the full range of exchange-traded products options offered by the Firstrand Group under the “FNB” brand, many of which are unique on the JSE.2022-02-1524 min
The ETF InvestorThe ETF Investor - Episode 33 - An All Share ETF to Own the MarketThe idea to “own the market” by simply buying a Top 40 ETF has evolved over time, as first sector ETFs – financials, industrial, resources – and later factor-based ETFs, such as dividends, value and momentum – were added to the range. But until this week, ETF investors were not able to buy a single, broad-based JSE All Share index in ETF form. How have the broad-based market indices evolved over time to bring us to this point, and how should you think about “owning the market”?2021-11-0831 min
The ETF InvestorThe ETF Investor - Episode 32 - Bitcoin and cryptocurrency ETFs - what are we waiting for?“When will we get a Bitcoin ETF in South Africa”? This question is asked with remarkable regularity, especially whenever the prices of cryptocurrencies experience a strong run. So why have we not seen it in South Africa yet, despite several attempts by different ETF issuers? What are the regulatory constraints, and what needs to be put in place before this can become a reality?2021-10-1549 min
The ETF InvestorThe ETF Investor - Episode 31 - ETCs? Exchange Traded CommoditiesCommodity ETFs, in some markets referred to as ETCs, derive their price entirely from the price of the underlying commodity, but physical commodities appear to have lost its lustre in recent weeks. Is this just a healthy pullback in a multi-year commodity super-cycle, or is there more to it? Most importantly, how can you invest in YOUR views using ETFs and ETNs?2021-09-2737 min
The ETF InvestorThe ETF Investor - Episode 30 - Building Infrastructure with ETFsSatrix recently listed its 22nd ETF on the JSE – a Global Infrastructure ETF. There is no doubt that the world is in desperate need of infrastructure investment, partly to replace old and outdated facilities, but also to build a “new” world that is fit-for-purpose. What is infrastructure? Why should you consider investing in it? What value can it bring to your investment portfolio?2021-09-1526 min
Magic MarketsMagic Markets #40: The ETF ExpertNerina Visser is the leading ETF expert in South Africa.
Magic Markets hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) had the pleasure of hosting her on Magic Markets in Episode 4 and they were excited to welcome her back for Episode 40!
In this show, some of the more technical elements of ETFs and ETNs are discussed. For example, there are important differences between the two structures when it comes to underlying risk.
Nerina also addresses the misconception that ETFs are purely a "passive" investment decision.
With plenty of laughs along the...2021-08-2629 min
The ETF InvestorThe ETF Investor - Episode 29 - ETFs wrapped in ETNsETFs and ETNs sound so similar, yet often the only thing they have in common, is that both are exchange-traded investment instruments. In a more recent development though, we now have ETFs that are wrapped in ETNs, thereby offering a combination of the two. How does this work in practise, what do you get when you buy one of these ETNs, and what is the difference between the so-called compo and quanto versions?2021-08-1926 min
The ETF InvestorThe ETF Investor - Episode 28 - Including Diversity in InvestmentsDiversification in investment portfolios has always been a powerful risk mitigator, but Satrix has taken this concept one step further, and applied it to an investment focus on companies that rate highly on inclusion and diversity in the workplace. In this episode, we explore the Satrix Inclusion and Diversity ETF, and how it may impact on investments.2021-08-1025 min
The ETF InvestorThe ETF Investor - Episode 27 - Global Healthcare: Bringing Health to your WealthIn this episode we take a closer look at the Sygnia Itrix Solactive Healthcare 150 ETF, and the investment case for healthcare exposure in long-term investment portfolios. How does this compare to other global ETF options already available on the JSE, and how can you decide if it deserves a place in your wealth-building strategy?2021-08-0619 min
Thou Shall Prosper!!Exchange Traded Funds (ETFs) vs Exchange Traded Notes (ETNs)ETFs have a not-so-well-known cousin—the exchange-traded note (ETN). ETNs are something that many retail investors may not know about. In this episode ,we have a fun chat with Nerina Visser, ETF Strategist and Advisor, director at ETFSA and the president of CFA South Africa. She shed some light on ETNs vs ETFs . 2021-08-0321 min
Thou Shall Prosper!!Let's talk about Tracking Difference and costs associated with ETFs (TER, TIC) and Cryptocurrency ETFsETFS are created to track an index, which means that ETFs aimed to replicate the performance and deliver the same returns as a particular index.Tracking difference shows how an ETF’s performance compares with that of its benchmark (Index Fund) over a stated period of time. In this episode, ETF Expert, Nerina Visser explains tracking difference and errors and costs associated with ETFs . She also touches on the cryptocurrency ETFs. 2021-08-0328 min
Thou Shall Prosper!!ETF Diversification vs Diworsification with ETF Expert, Nerina VisserDiversification is very crucial in one's investment portfolio. A well-diversified portfolio reduces risk and increases rewards, while a diworsified portfolio does the complete opposite. In this episode, we have a chat with ETF Expert, Nerina Visser touching on ETF diversification vs Diworsification. We also touch on the ETF regulations and a simple explanation on how ETF dividends/distributions work. Simple analogies and examples are used across the episode to simplify the concepts. 2021-08-0337 min
Thou Shall Prosper!!Talking all things "Exchange Traded Funds (ETFs)" with Nerina Visser Part 1In this episode, we have an insightful Twitter space conversation with Nerina Visser , discussing Exchange Traded Funds (ETFs). Nerina Visser is a ETF strategist and advisor, Director at ETFSA and the president of CFA South Africa. In part 1 of the Tiwtter space , we discussed the basics of ETFs.2021-08-0329 min
Classic 1027TradingNerina Visser
Director at etfSA2021-06-1812 minClassic BusinessTradingNerina Visser
Director at etfSA Classic1027 on Twitter #ClassicBusiness · Classic1027 on Facebook #ClassicBusiness2021-06-1812 minEasy Does It - A podcast by EasyEquitiesETFs made Easy with Nerina Visser - Part 2Dj @ Large continues his conversation with the Queen of Exchange Traded Funds, Nerina Visser. Talking all things investing - from Nerina's first share, her career shift to the world of investing, to how the process of baking a cake can help you to better understand ETFs. Get your apron on and turn up the volume as we heat things up and break down exchange traded funds. No jargon, no complications. Let us know what you think of this episode by tweeting @EasyEquities or share the money love on instagram by tagging us. To sign up to...2021-06-1819 minEasy Does It - A podcast by EasyEquitiesETFs made Easy with Nerina Visser - Part 1On the first episode of season two, Dj @ Large hangs out with the Queen of Exchange Traded Funds, Nerina Visser. Talking all things investing - from Nerina's first share, her career shift to the world of investing, to how the process of baking a cake can help you to better understand ETFs. Get your apron on and turn up the volume as we heat things up and break down exchange traded funds. No jargon, no complications. Let us know what you think of this episode by tweeting @EasyEquities or share the money love on instagram by tagging...2021-06-1525 min
The ETF InvestorThe ETF Investor - Episode 26 - Custom Indices in Listed Real EstateListed real estate investments have been under quite a bit of pressure over the last year or two, and the global lockdown due to Covid pandemic just added insult to injury. Even global real estate stocks, although arguably more diversified than local investments, were weighed down by the strength in the rand which has appreciated more than 20% against the US dollar over the past year. But not all real estate indices are created equally, and in this industry, forced to adapt very quickly, there is a case to be made for indices that are also more responsive to change...2021-05-2433 min
The ETF InvestorThe ETF Investor - Episode 25 - Dividends, Distributions and Total Return ETFsThe returns we get from investments come in two parts – capital gains (or an increase in the price) and distributions, which could be either dividends or interest. It is easy to see the first part of this return equation, the price changes, from your investment platform or stockbroking account, but how do distributions work for ETFs?2021-05-1825 min
The ETF InvestorThe ETF Investor - Episode 24 - WTF (What The Factsheet!)Investors are often told to “do your homework”, to “understand what you invest in before you do so”, or even just “do your own research”, but what exactly does that mean, and how should ETF investors evaluate an ETF to decide if it’s right for you? In this episode we take a closer look at fact sheets, how to read it and identify the important information to help guide your investment decisions.2021-05-1023 min
The ETF InvestorThe ETF Investor - Episode 23 - African Sovereign Bonds and the Balloting ProcessIn this episode we turn our attention to an asset class that is at best not well understood by most investors, or at worst, a complete unknown, and that is African sovereign bond markets. We also discuss the ballot process required to change the investment strategy of an existing ETF.2021-05-0140 min
The ETF InvestorThe ETF Investor - Episode 22 – Going Truly GlobalIn this episode we metaphorically dust off our passports to embark on a round-the-world-trip, through a quick reminder of the global ETF investment opportunity set available to South African investors on the JSE, in general, and then taking a closer look at the latest offering in this space, the CoreShares Total World Stock Feeder ETF (share code: GLOBAL).2021-04-2633 min
The ETF InvestorThe ETF Investor - Episode 21 – Global ESG ETF options in SAIn this episode we follow on with the theme of episode 20, being ESG ETF investments, by looking at the specific options available to South African investors on the JSE. Sygnia recently listed the third ESG ETF on the JSE – the Sygnia Itrix S&P Global 1200 ESG ETF. How does this differ from the other two options already available?2021-04-1520 min
The ETF InvestorThe ETF Investor - Episode 20 - ESG - What is it, and Why should you care?In this episode we focus on ESG investments, as in Environmental, Social and Governance, and how to get exposure to this strongly growing global trend via ETFs. But what is ESG, other than the clarification of the acronym, and why should you care? Is this a trend that is easily captured in index form, and therefore through an ETF, or is this best left to active investment management?2021-04-0629 min
JSEDirect with Simon BrownIt's a bull market (#436)Simon Shares A great research report on Blue Gem covering Renergen (JSE code: REN). What I really like about the report is that Keith shows you all his workings so you can make your own call on his working and decide. Spur (JSE code: SUR) were a horror show, no surprise it was the six months to end December with all the various lockdown levels. Two things struck me. They're positioning themselves well for the post-pandemic dining life, dark kitchens, exploring drive-through were feasible. But the biggie was how the company has changed in the last decade or so. It...2021-03-0417 minWorldWide Markets with Simon BrownIt's a bull market (#436)Simon Shares A great research report on Blue Gem covering Renergen (JSE code: REN). What I really like about the report is that Keith shows you all his workings so you can make your own call on his working and decide. Spur (JSE code: SUR) were a horror show, no surprise it was the six months to end December with all the various lockdown levels. Two things struck me. They're positioning themselves well for the post-pandemic dining life, dark kitchens, exploring drive-through were feasible. But the biggie was how the company has changed in the last decade or so. It...2021-03-0417 min
The ETF InvestorThe ETF Investor - Episode 19 – Tesla inclusion in the S&P500, why only now?In this episode, the final one for 2020, we finish off with a nice Christmas bonus for investors in Tesla. The electric vehicle company will be included in the S&P500 index from the start of trading on Monday 21-Dec-2020. We discuss why now, and what this means for investors in S&P500 ETFs.2020-12-1817 min
The ETF InvestorThe ETF Investor - Episode 18 - ETF FAQsIn this episode we are going back to basics to answer some of the most frequently asked questions. Having said that, even if you are an old hand at ETFs, there may be some new insights for you in this episode, such as investing in cryptocurrencies via ETFs.2020-12-0410 min
The ETF InvestorThe ETF Investor - Episode 17 - 20 Years of ETFs in SAIn this episode we celebrate the 20th birthday of the ETF industry in South Africa, which was born on the 27th of November 2000 when the Satrix 40 ETF was listed on the Johannesburg Stock Exchange. Since then, the industry has seen many firsts, remarkable growth, and broadening opportunity through both the breadth and the depth of the range of products, ETF issuers, investor types and investment strategies that can be accessed via Exchange-Traded Funds.2020-11-2427 min
The Fat Wallet Show from Just One LapFast Fatty the Second (#226)We use my long-awaited holiday to catch up to some user questions for the next three weeks. We hope you enjoy the shorter episodes as much as I plan on enjoying my break! Suzanne After finding your podcast during hard lockdown, I have been binge listening …..and can honestly say: You have changed my life! Thank you! I have kicked Sanlam and their 5.4% TIC under the arse, and moved my Retirement Annuity to OUTvest. The buggers charged me a R30,000 exit fee; but thanks to OUTvest’s amazing product – within 5 months I made up the...2020-11-1630 min
The ETF InvestorThe ETF Investor - Episode 16 - Global Bond ETFsIn this episode we focus on global bond ETFs, and specifically the six options available on the JSE. This is not intended to be a look at the value proposition of investing in global bonds, but rather a comparative look at the different options, how they differ, and where they are similar.2020-09-1715 min
The ETF InvestorThe ETF Investor - Episode 15 - Gold ETFs and the debenture structureIn this episode we focus on gold investments, and how gold ETFs in particular, give you easy and safe access to the yellow metal whose perceived value dates back at least to Biblical times. For South Africa as a country, an economy, and indeed, a stock market which was built on gold, this is fundamental. Add to this its performance in 2020, and you’ll see why this topic is so important and relevant. We also explore the debenture structure, and how it is different from a CIS - a unit trust.2020-08-2430 min
The ETF InvestorThe ETF Investor - Episode 14 - SheInvestsIn this episode we commemorate Women’s Month in South Africa as we celebrate the strength and resilience of women, the rock of our society. The JSE has interesting research that shows that women engage with investor communication more than men, but when it comes to taking action, they tend to fall short of their male counterparts. Some of the key reasons for this difference is sited as the general lack of education and particularly, of the lack of financial confidence in women. We discuss how ETFs help to bridge this gap.2020-07-3119 min
The ETF InvestorThe ETF Investor - Episode 13 - Exchange Traded NotesIn this episode we shift focus from ETFs, to their lesser known cousins ETNs – Exchange Traded Notes – to see how this type of investment instrument is different from an ETF, and how they are similar. The common denominator here is that they are all traded on an exchange, so the point of access is all the same, but the underlying investment may differ in its construct and the rules and regulations that govern it.2020-07-1321 min
The ETF InvestorThe ETF Investor - Episode 12 - Investing in ChinaIn this episode we travel east, to look at the investment opportunity presented by China, the second largest economy in the world, and the most populous nation on the planet. Satrix will be listing the MSCI China ETF on the JSE on the 22nd of July, offering investors access to this exciting global market, locally. We explore what exposure this ETF offers, and how its costs compare to alternatives.2020-07-0721 min
The ETF InvestorThe ETF Investor - Episode 11 - Fund-of-Funds Structure for ETFsThis episode takes a closer look at different fund structures, and how it affects the way in which the assets in the fund underlying the ETF, is managed – we explore the impact it has on costs and tracking error. Whereas the first ETFs were single asset class, and single market investments, this has evolved to include multi-asset class investments and funds covering multiple jurisdictions and geographic regions, and the fund-of-funds structure is one that brings efficiency and cost benefits to investors.2020-06-2614 min
The ETF InvestorThe ETF Investor - Episode 10 – Investing in TechThis episode focus on how one can invest in technology, especially in companies that benefit from the increased demand for online and technology solutions in the light of a change in the way we work, play and shop, due to the Covid-19 pandemic and lockdown. With Wes Hellyar of Moth Innovate.2020-05-2623 min
The ETF InvestorThe ETF Investor - Episode 9 - Dividend StrategiesThis episode looks on dividend strategies, how they can be accessed using ETFs, and how they are affected by the wave of dividend deferrals, delays, and even outright cancellations, as companies focus on protecting balance sheets and cash on hand to weather the Covid-19 storm2020-05-2140 min
The ETF InvestorThe ETF Investor - Episode 8 - Satrix SA Bond ETF new listingSatrix lists its 16th ETF on the JSE on Thursday 7 May - the Satrix SA Bond ETF. How is this different from other bond ETFs, including inflation-linked bond ETFs? And what is the outlook for SA bonds post the WGBI exclusion?2020-05-0628 minThe ETF InvestorThe ETF InvestorIn this episode we focus on the Standard Bank Oil ETN to better understand the investment opportunity to get exposure to oil as a commodity. This comes on the back of the historic and unprecedented event of oil prices, and in particular the WTI – the West Texas Intermediate – oil future for May, falling to below zero at the start of this week.2020-04-2117 min
The ETF InvestorThe ETF Investor - Episode 6 - Bond indices, and SA dropping out of the WGBIThis episode focus on bond indices, how they are constructed, who governs the index rules, and how changes can drive investor demand for specific bonds. There is also specific reference to South Africa being dropped from the FTSE WGBI (World Government Bond Index) at the end of April.2020-04-1422 min
The ETF InvestorThe ETF Investor - Episode 5 - Volatility Managed ETFs from ABSAABSA offers a series of ETFs that assist in managing the volatility of equity investments, something that has suddenly become very pertinent in the dramatic sell-off and swings experienced in markets since late February. How do these work, and how can they benefit you in your portfolio?2020-04-0721 min
The ETF InvestorThe ETF Investor - Episode 4 - Investment strategies during times of market crisesMarket crises cause anxiety for investors - both retail and professionals - and as much as we cannot control or influence market movements, we can do so with our own reactions to the market turmoil. In this podcast we revisit some rational and prudent investment strategies to help navigate turbulent waters.2020-03-3127 min
The ETF InvestorThe ETF Investor - Episode 3 - etfSA Investor HubThe etfSA Investor Hub offers investors who want to manage their own ETF investments, and make their own investment decisions, a fully digital platform to do just that. In this podcast, Mike Brown, MD of etfSA, discusses the rationale of taking over the CoreShares Online platform, with Gareth Stobie, MD of CoreShares.2020-03-2419 min
The ETF InvestorThe ETF Investor - Episode 2 - Retirement AnnuitiesIn this episode we take a closer look at using ETFs in retirement savings, and how you can use it to benefit you now – by saving tax upfront, how the flexibility of it allows you to build up long term savings whenever you earn money, whether from a regular salary or from ad hoc part-time work or from project-based consulting income, and what to do with it when you reach retirement age.2020-03-1717 min
RSG: Persoonlike finansies met MoneywebPersoonlike finansies: Hoe pas goud by 'n beleggingsportefeulje in?Nerina Visser - etfSA2020-03-1720 min
The ETF InvestorThe ETF Investor - Episode 1 - Tax-Free Investment AccountsIn this first episode of The ETF Investor podcast series, we look at tax-free investments, an opportunity that should be the first investment for any investor. But what is it, who can have one, how do you get involved, and of course, how do you use ETFs in tax-free investments.2020-03-1010 min
JSEDirect with Simon BrownWhat's the NAV? (348)Simon Shares The Power Hour from last week by Nerina Visser on ETF fees is awesome and online. What's the net asset value? Net asset value (NAV) is from the balance sheet and is asset less liabilities. The break up value of the company. A share will typically trade above this value as we're buying future profits, not break up value. Tangible NAV (TNAV) is better as this excludes things such as goodwill, so is a real number of actual assets. Goodwill is when you buy a business and pay more than the NAV for the...2019-04-1817 minWorldWide Markets with Simon BrownWhat's the NAV? (348)Simon Shares The Power Hour from last week by Nerina Visser on ETF fees is awesome and online. What's the net asset value? Net asset value (NAV) is from the balance sheet and is asset less liabilities. The break up value of the company. A share will typically trade above this value as we're buying future profits, not break up value. Tangible NAV (TNAV) is better as this excludes things such as goodwill, so is a real number of actual assets. Goodwill is when you buy a business and pay more than the NAV for the...2019-04-1817 min
WorldWide Markets with Simon BrownFear and loathing on the JSE (#347)Simon Shares A strong start to the year and so far it seems to be continuing (even as the Rand trdes belw R14) - long may it last. Important to remember that Rand strength is not always the end of the world for our market as it signals foreign buying. S&P500 ETFs. Up coming events; 11 April ~ JSE Power Hour: Know your fees with Nerina Visser Fear and loathing on the JSE We're seeing a new trend on the JSE whereby stock prices are slaughtered after poor (or even just modest) results. Sure bad results...2019-04-1122 minJSEDirect with Simon BrownFear and loathing on the JSE (#347)Simon Shares A strong start to the year and so far it seems to be continuing (even as the Rand trdes belw R14) - long may it last. Important to remember that Rand strength is not always the end of the world for our market as it signals foreign buying. S&P500 ETFs. Up coming events; 11 April ~ JSE Power Hour: Know your fees with Nerina Visser Fear and loathing on the JSE We're seeing a new trend on the JSE whereby stock prices are slaughtered after poor (or even just modest) results. Sure bad results...2019-04-1122 min
WorldWide Markets with Simon BrownSell like a pro (#346)Simon Shares Up coming events; 11 April ~ JSE Power Hour: Know your fees with Nerina Visser Selling like a pro We tend to focus on the buying, enteries and selling at profit. But what of selling at a loss? Far to often i hear people state it has fallen too much and so there's no point in selling - this is false. Ignore the loss you already have and focus on the loss ahead of you. A stock that has fallen 90 can fall another 90% and when people ask where's the bottom? The answer is...2019-04-0407 minJSEDirect with Simon BrownSell like a pro (#346)Simon Shares Up coming events; 11 April ~ JSE Power Hour: Know your fees with Nerina Visser Selling like a pro We tend to focus on the buying, enteries and selling at profit. But what of selling at a loss? Far to often i hear people state it has fallen too much and so there's no point in selling - this is false. Ignore the loss you already have and focus on the loss ahead of you. A stock that has fallen 90 can fall another 90% and when people ask where's the bottom? The answer is...2019-04-0407 min
WorldWide Markets with Simon BrownAvoiding the next Steinhoff (# 345)Simon Shares No Brexit deal with 8 days to go. A mess of epic proportions. Load shedding is in full force (well only force 4 with more stages to go) and it's bad. Seems we can expect a 'stable' electrical grid sometime towards the end of the year, albeit stable may still include stage 1 load shedding according to experts I have spoken to. The reasons we know and frankly don't matter. It also doesn't matter who wins on 8 May, this is not a problem that goes away over night. For us individually it s a hassle, a real hassle. For business it...2019-03-2123 minJSEDirect with Simon BrownAvoiding the next Steinhoff (# 345)Simon Shares No Brexit deal with 8 days to go. A mess of epic proportions. Load shedding is in full force (well only force 4 with more stages to go) and it's bad. Seems we can expect a 'stable' electrical grid sometime towards the end of the year, albeit stable may still include stage 1 load shedding according to experts I have spoken to. The reasons we know and frankly don't matter. It also doesn't matter who wins on 8 May, this is not a problem that goes away over night. For us individually it s a hassle, a real hassle. For business it...2019-03-2123 min
Money Show FAQsWhat does it mean when a company is ‘listed’? – listener (The Money Show)Refilwe Moloto asks Nerina Visser (Strategist and Advisor at ETF SA) to provide an answer.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.2018-04-0509 min
The Fat Wallet Show from Just One Lap#91: ETFs in your 20sLast week I was lucky enough to join my ETF inspiration Nerina Visser on ETF Investor on Business Day TV. We attempt to answer the ETF questions of a beginner investor who invested in an Easy Equities basket. This week’s Fat Wallet is the audio of that programme. You can watch the videos below. Kris 123 Listen / download here. Subscribe to our RSS feed here. Subscribe or rate us in iTunes. Sign up here to receive an email every time a new show goes live. 2018-03-1221 min
The Fat Wallet Show from Just One Lap#86: Index all the thingsFollowing last week’s investment crisis episode, indices seem to be on everyone’s mind. We decided to dedicate this episode to all things index. Navi wanted to know which ETFs we’ll be investing in this year. The Ashburton 1200 looks very appealing for us both. Nobody saw this coming - least of all us. Frank Denys made a case for ETNs that practically had us throwing our money at him. It’s a product I intend to learn more about. In the meantime, I strongly suggest you direct your ETN questions to our friend Nerina Visser from etf...2018-02-0548 min
Podcast 5Steinhoff International will negatively affect South Africa's assetsThere are concerns that what is happening at furniture chain Steinhoff International will negatively affect South Africa's assets. Portfolio manager at Old Mutual Investment Group, Peter Brooke says the situation has also raised serious questions about South African corporate governance. Steinhoff International's shares crashed on Wednesday after it revealed accounting irregularities and its CEO quit. This has shocked investors who had backed the rapid reinvention of Steinhoff to an international retail empire. Financial strategist Nerina Visser says the situation at Steinhoff International is unprecedented and is likely to affect other companies...2017-12-0700 min
The Fat Wallet Show from Just One Lap#44: Choosing an RA providerFor most of us, a retirement annuity is the biggest investment we’ll ever make. More than any other investment decision, your RA should be scrutinised and prodded at every opportunity. This week Alexis Whitehead wanted to know how to choose a provider. We often mention 10X, although Sygnia claims to be cheaper. etfSA.co.za, home of our bestie Nerina Visser, also offers index-tracking RAs. Which is the right choice? Equipping yourself with the right tools to make financial decisions, I believe, is the best way to healthy finances in the long run. I believe I sh...2017-04-1752 min
The Fat Wallet Show from Just One Lap#43: Investing in troubled timesDue to Simon’s travels we recorded this episode a few short hours before news of the S&P ratings downgrade reached us. I was depressed about the state of affairs even then. I don’t know if I would have been able to get out of bed for a recording after the downgrade. Weirdly we had a question about the downgrade on ice for this episode, so we delve into what it means. I also found this interview with our bestie Nerina Visser very helpful. So much was said and written about it in the 24 hours afte...2017-04-1055 min
The Fat Wallet Show from Just One Lap#17: Warning! We say "ethics"WARNING: This episode contains some insipid moralising. Vomiting might ensue. Please allow me a moment to be a little philosophical. It’s my birthday week. This can be your gift to me. Last week I featured the NewFunds NewSA ETF. It’s an ETF that invests in companies based on their empowerment ratings. As our bestie Nerina Visser points out in the article, the ETF has a few glitches. It’s over exposed to the local market, because locally-listed international companies aren’t required to be BBBEE compliant. The weighting methodology leads to problematic exposures. All things consider...2016-09-1938 min
JSEDirect with Simon Brown#228: Where to for the Rand?Where to for the Rand? Simon Shares The Dow Jones, S&P500 and Nasdaq all closed at all time highs for the first time since December 1999. Dog stocks, don't mix price and fundamentals. I been buying PTXTEN after exiting my STXDIV and not being blown away by DIVTRX. If you had R300, which ETF would you buy? We ask Nerina Visser & Keith McLachlan for their view. Trading Master Class, an index trading system is online. Garth MacKenzie TradersCorner.co.za Where too for the rand? We've seen it stronger this year after a...2016-08-1822 minWorldWide Markets with Simon Brown#228: Where to for the Rand?Where to for the Rand? Simon Shares The Dow Jones, S&P500 and Nasdaq all closed at all time highs for the first time since December 1999. Dog stocks, don't mix price and fundamentals. I been buying PTXTEN after exiting my STXDIV and not being blown away by DIVTRX. If you had R300, which ETF would you buy? We ask Nerina Visser & Keith McLachlan for their view. Trading Master Class, an index trading system is online. Garth MacKenzie TradersCorner.co.za Where too for the rand? We've seen it stronger this year after a...2016-08-1822 min
Investment Seminar 8 June 2016‘Exploring the concept of risk in index tracking investments’ - Nerina VisserNerina is an independent ETF strategist and advisor, offering consulting services to the investment industry, financial advisors and private individuals with a focus on exchange traded products and benchmark indices. She is a director of the etfSA Portfolio Management Company where she oversees the management of specialist investment portfolios of Exchange Traded Products for a broad range of clients – from large institutions, retirement funds and trusts, to private individuals. She also serves as Vice President on the board of the CFA Institute South Africa Society.2016-06-0841 min
JSEDirect with Simon BrownJSE Direct 216: A simple diverse ETF portfolioA simple diverse ETF portfolio Simon Shares Balwin (JSE code: BWN) knocked their results out of the park, but my bigger picture concerns remain. Standard & Poors down grade or not is next Friday. I did a Twitter poll that came in split by 1 vote. So nobody knows. Twitter poll on SP downgrade Complexity of costs. Come industry make it simple. Mining: Returning to the mean? Peter Major did an excellent JSE Power Hour for us, the video is here. On the ETF blog this week we look at the Pref shares ETF (JSE code: PREFTX). 2 June...2016-05-2636 minWorldWide Markets with Simon BrownJSE Direct 216: A simple diverse ETF portfolioA simple diverse ETF portfolio Simon Shares Balwin (JSE code: BWN) knocked their results out of the park, but my bigger picture concerns remain. Standard & Poors down grade or not is next Friday. I did a Twitter poll that came in split by 1 vote. So nobody knows. Twitter poll on SP downgrade Complexity of costs. Come industry make it simple. Mining: Returning to the mean? Peter Major did an excellent JSE Power Hour for us, the video is here. On the ETF blog this week we look at the Pref shares ETF (JSE code: PREFTX). 2 June...2016-05-2636 min
JSEDirect with Simon BrownJSEDirect 178: Property Investing and Being Over Weigth a ShareNerina Visser ETF consultant
Chatting property as an investment and using one of the three Exchange Traded Funds (ETFs). She also touched on bond ETFs, the new CoreTop50 and Tax Free Accounts.
We get mail
Clive
Your boot camp was appreciated yesterday however it has raised a query in my mind. I own DSY, which is 25% owned by RMI which I own, which is owned 30% by REM which I own. On that basis do you think that my focus is too concentrated in terms of correlation?
Ridwaan Moolla ABSA Stockbrokers
Likes;
MTN
T...2015-07-3029 minWorldWide Markets with Simon BrownJSEDirect 178: Property Investing and Being Over Weigth a ShareNerina Visser ETF consultant
Chatting property as an investment and using one of the three Exchange Traded Funds (ETFs). She also touched on bond ETFs, the new CoreTop50 and Tax Free Accounts.
We get mail
Clive
Your boot camp was appreciated yesterday however it has raised a query in my mind. I own DSY, which is 25% owned by RMI which I own, which is owned 30% by REM which I own. On that basis do you think that my focus is too concentrated in terms of correlation?
Ridwaan Moolla ABSA Stockbrokers
Likes;
MTN
T...2015-07-3029 min
JSEDirect with Simon BrownJSEDirect 170: ETFs with Nerina Visser, TFG Dividend and Top40 ChangesNerina Visser on Exchange Traded Funds (ETFs)
A a thirty minute Q&A session answering questions and talking about;
Tracking errors
Inflation linked bonds
The new S&P Givi ETFs (Global Intrinsic Value Index)
Active ETFs
And more, much more
We get Mail
Alwyn
Please explain The Foschini Group (TFG) crip or cash dividend option? was that a sneaky rights issue? thanks for the great show.
Anees
The scenario is I know what share to buy but at present I don't have money for all of them. So I'm building capital as I go along. My dil...2015-06-0444 minWorldWide Markets with Simon BrownJSEDirect 170: ETFs with Nerina Visser, TFG Dividend and Top40 ChangesNerina Visser on Exchange Traded Funds (ETFs)
A a thirty minute Q&A session answering questions and talking about;
Tracking errors
Inflation linked bonds
The new S&P Givi ETFs (Global Intrinsic Value Index)
Active ETFs
And more, much more
We get Mail
Alwyn
Please explain The Foschini Group (TFG) crip or cash dividend option? was that a sneaky rights issue? thanks for the great show.
Anees
The scenario is I know what share to buy but at present I don't have money for all of them. So I'm building capital as I go along. My dil...2015-06-0444 min
JSEDirect with Simon BrownJSEDirect 154 - Model ETF Portfolio with Nerina Visser, Q&A with Keith McLachlanNerina Visser ETF strategist at ETFSA.co.zaWe discuss building an Exchange Traded Fund (ETF) portfolio with either; R300 monthly, R1,000 monthly or a larger lump sum. The end of the conversation is also around tax and in particular the R30,000 tax free CGT and how one can make use of it.
ETFs and ETNs covered include; BBET40, DBXWD, PTXTEN, RMBINF, STXDIV, DIVTRX, LVLTRX and SBAEI.
Q&A with Keith MaCachlan of Alpha Wealth and SmallCaps.co.zaA half session with listener driven questions. We cover different investment models, risk free ra...2015-02-051h 01WorldWide Markets with Simon BrownJSEDirect 154 - Model ETF Portfolio with Nerina Visser, Q&A with Keith McLachlanNerina Visser ETF strategist at ETFSA.co.zaWe discuss building an Exchange Traded Fund (ETF) portfolio with either; R300 monthly, R1,000 monthly or a larger lump sum. The end of the conversation is also around tax and in particular the R30,000 tax free CGT and how one can make use of it.
ETFs and ETNs covered include; BBET40, DBXWD, PTXTEN, RMBINF, STXDIV, DIVTRX, LVLTRX and SBAEI.
Q&A with Keith MaCachlan of Alpha Wealth and SmallCaps.co.zaA half session with listener driven questions. We cover different investment models, risk free ra...2015-02-051h 01
Market Update with MoneywebGuest market watcher: Nerina Visser - ETF.co.zaGold mining index up 32% for January,2015-02-0207 min