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Simon’s weekly wrap: Value vs growth debate rages on

The debate about value versus growth investing is as old as investing itself. Sean Kelly from Paragon Wealth Managers and I discussed the differences and some great long-term data that supports the view that a truly diversified portfolio requires both.

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

Just Share, the local shareholder activist organisation, turned five, and I chatted with executive director Tracey Davies about the NGO’s time in the market. I asked if she’s seeing boards becoming more open and also about the challenges with electronic AGMs.

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

It’s tough out there, and consumers are looking for ways to cut expenses. Dropping car insurance is one option. I spoke with Ernest North from Naked about why car insurance is critical, and he offered some insights on how we can reduce our car insurance, saving a little every month.

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

FNB released its second-quarter Commercial Property Broker Survey and I spoke with John Loos about the findings. All sectors (retail, office, industrial) are under pressure, but office continues to really struggle as work-from-home remains popular, at least partly, in many businesses.

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

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