Consumer stocks still require caution

Consumer stocks still require caution

From MoneywebNOW by Moneyweb Radio

May 5, 2026 · 19 min

About this episode

The episode discusses the impact of rising fuel prices on consumer spending and features insights from investment experts on market reactions and sustainable finance.

Another fuel price surge for May is piling pressure on consumers. We speak to Gary Booysen from Rand Swiss about the impact on discretionary spending. Reza Hendrickse from PPS Investments unpacks how they positioned portfolios as war in Iran broke out, the market reaction they expected, and their current view on EMS exposure. Sam Mokorosi from the JSE on last month’s launch of Africa’s first Nature-Linked Performance-Based Bond – and what it could mean for sustainable finance on the continent.

People in this episode

Guests: Gary Booysen, Reza Hendrickse, Sam Mokorosi

Topics covered

  • consumer spending
  • fuel prices
  • investment strategies
  • sustainable finance
  • market reactions

Keywords

  • consumer stocks
  • fuel price surge
  • discretionary spending
  • investment portfolios
  • sustainable finance
  • Nature-Linked Bond

Mentioned in this episode

Organizations: Rand Swiss, PPS Investments, JSE

Products: Nature-Linked Performance-Based Bond

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