[TOP STORY] Finding value beyond the AI trade

MoneywebNOW by Moneyweb Radio

Keith McLachlan of Element Investment Managers highlights sectors and stocks showing strong cash generation and defensive moats – and some not.

Related Episodes

Continue listening to more episodes from MoneywebNOW.

Oct 9, 2026 - 9:27

‘Climate affects credit risk, market risk, strategy, capital allocation – and in this sense ultimately sh...

Oct 9, 2026 - 20:30

Kea Nonyana from PrimeXBT on the Prosus food delivery update. Is the sector worth a bite, and are Prosus...

Oct 8, 2026 - 6:54

Nedbank Private Wealth’s The Giving Report reveals a shift towards younger generation philanthropy and in...

Oct 8, 2026 - 20:24

Afrimat hits a rough patch and Premier Group faces a Competition Commission probe – Alyssa Viljoen from M...

Oct 7, 2026 - 6:31

Sean Kelly of Parity Wealth navigates the new global hurdle rate and its impact on equities. ‘I think bon...

Oct 7, 2026 - 22:01

Chantal Marx from FNB Wealth and Investments on where to put new money as uncertainty rises and fuel tops...

Oct 6, 2026 - 6:17

EVs have ‘become a conversation for certain people that we would never have expected before this year’ –...

Oct 6, 2026 - 21:18

Independent analyst Jimmy Moyaha on Sappi’s struggles with its proposed graphic paper JV, plus Sanlam’s m...