Chantal Marx – Head of Investment and Research at FNB Wealth – discusses investment trends, highlighting the oversubscribed Boxer IPO, WeBuyCars’ strong growth and cautious optimism around crypto. She advises trimming US tech exposure while exploring value in diversified miners and small to mid-cap stocks. With December’s slowdown, she urges seizing overlooked opportunities in quieter markets.
Video production by Frances Hamman
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date 2024-11-26 16:45:03
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Here is a summary of the transcript in 300 words or less:
Shantel Mars, Head of Investment Research at FNB Wealth and Investments, joins us to discuss current investment trends. She notes that retail investors are showing interest in well-known companies such as Boxer, which is set to list on November 28th, and WeBu, which has seen its share price double since listing. Shantel believes that investors are looking for value and are attracted to companies with strong earnings growth and attractive valuations.
She highlights two pockets of value in the South African market: small to mid-cap stocks, such as Invicta and Udo-rette, which are trading at low price-to-earnings (PE) ratios, and industrial Rand hedges, like Richmond and AI, which have been undervalued due to their exposure to China and Europe. Shantel notes that these companies may be attractive for investors looking to diversify their portfolios.
Regarding the US market, Shantel is optimistic about the new Chairman of the Federal Reserve, Scott Belsent, citing his experience in managing a hedge fund. She believes that he may bring a fresh approach to monetary policy, which could benefit investors. On crypto, Shantel advises a cautious approach, suggesting a 5% allocation to a diversified portfolio and regular review.
In conclusion, Shantel emphasizes the importance of a well-diversified portfolio, including exposure to different asset classes and markets. She encourages investors to have a long-term view and not to get too attached to any one stock or sector. With the holiday season approaching, she suggests taking some profits and re-allocating to areas that show promise, but still keeping an eye on market trends.
