Investec: Recent Episodes
Investec
Investec is an international bank and wealth manager with primary operations in the UK and South Africa. On our Focus Radio podcast SA and UK channels you'll find a wealth of content about managing your money, the economy, investment and finance, alongside some honest and candid conversations with leaders, influencers and innovators from a wide range of fields.
In this episode of Everything Counts, we unpack one of the most overlooked opportunities to improve your financial position: your tax return.
Many people treat tax filing season as a simple compliance exercise and move on. But as our experts explain, your SARS tax return is actually a powerful financial health check that can help you avoid costly mistakes, stay compliant, and even unlock additional value.
We dive into:
●Why you should rethink how you approach tax filing
●The risks of blindly accepting SARS auto assessments
●Common tax mistakes that could cost you money
●Medical aid deductions and what you might be missing
●Travel claims, cost-to-company structuring, and share incentives
●What happens during a SARS audit (and how to prepare)
Whether you're a salaried employee, high-income earner, or managing multiple income streams, this episode gives practical, actionable insights to help you file with confidence and make sure you aren’t unknowingly leaving money on the table.
00:00 Introduction
01:15 Tax filing beyond compliance
01:48 What changes to report to SARS
03:50 Tax returns as a financial health check
04:43 The importance of keeping track of your own numbers
05:27 Should I accept SARS auto assessment?
06:45 Changes to tax auto assessments for 2026
07:37 How to submit medical aid tax certificate to SARS
09:30 Beyond medical certificates for tax
10:30 Disability claim SARS
12:06 Is travel allowance tax deductible?
15:30 Structuring a tax efficient remuneration package
17:13 Tax implications on shares
18:36 What does it mean if SARS is auditing you?
20:00 Tax verification vs audit
21:15 The value of a tax practitioner if you are audited
21:50 Audit mistakes to avoid
23:00 Tax audit tips for high net worth individuals
24:38 How to maximise your tax refund
36:40 Conclusion Investec Focus Radio SA
Hopes of a deal to reopen the Strait of Hormuz pushed Brent below $80/b last week, but progress has proved elusive. With talks dragging on and tensions across the region continuing, confidence in a breakthrough is fading and Brent has climbed back to around $84/b.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Brent crude has slipped below $83 a barrel after Donald Trump announced another ceasefire, echoing last week’s brief market relief before fighting resumed. This episode examines the binary outlook for oil: progress in talks or renewed hostilities.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
While global equities are up strongly over the last year, there’s been a clear slowing in momentum in the last six months. According to Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, this implies that much of the strong US earnings performance has been priced into the market. Investec Focus Radio SA
Artificial intelligence is moving faster than almost anyone expected. After attending two of the world's biggest technology conferences in Boston and San Francisco, Investec global equity analysts David Smith and Zane Bezuidenhout unpack what they learned from the executives shaping AI's future. From surging demand and infrastructure bottlenecks to agentic AI and the companies best placed to benefit, they explore what investors should be watching next.
00:00: Intro
1:01: Demand for AI even stronger than expected
2:07: Scale of demand has outstripped supply
3:30: What is Agentic AI?
4:44: When will agentic AI be truly embedded in our lives?
5:27: The rise of “intelligence per dollar” and “token optimization”
7:07: Are companies starting to see returns on their AI investments?
8:26: For investors, what distinguishes the winners in the AI race?
10:00: Continuity announcement: Investec Global Leaders Portfolio
10:54: Is China closing in on the US when it comes to AI prowess?
11:36: The increase of regulation
12:28: AI opportunities beyond the Mag 7
13:49: What could derail the AI investment story
15:16: One message for investors
15:57: Outro Investec Focus Radio SA
We've all heard the advice. Save more. Spend less. Start earlier.
In this episode of Everything Counts, Motheo Khoaripe is joined by Investec's Nirvashni Rajkumar (KZN team leader for the Investec financial planning team) and Dorothy Asomaning (Investec Wealth & Investment Wealth Manager) to explore why saving is about much more than building a bigger bank balance. Together they unpack how lifestyle inflation quietly limits our choices, why earning more doesn't always lead to greater financial freedom, and how giving your money a clear purpose can change the way you think about your future.
In this episode, we discuss:
•Why traditional conversations about saving no longer resonate.
•How lifestyle inflation quietly reduces financial freedom.
•Why financial freedom is about choice, not income.
•How to give your savings a meaningful purpose.
•The realities of saving while supporting family.
•Why behaviour shapes financial outcomes more than good intentions.
•The simple question that can change the way you think about saving.
If you've grown tired of traditional savings advice, this conversation offers a different perspective on what saving is really for.
Watch now and subscribe for more conversations that prove when it comes to money, everything counts.
00:00 Introduction
01:20 Has saving lost its meaning?
04:21 Why saving has become uninspiring
07:10 Can you accidentally out-earn your freedom?
08:23 The discipline of saving
16:40 Lifestyle inflation and financial choice
15:10 Saving while supporting family
18:50 What future is your money building?
20:35 Why behaviour matters more than willpower
25:00 Giving your savings a purpose
26:37 Closing thoughts Investec Focus Radio SA
Brent topped $100/b last week, driven by escalating US-Iran tensions and Houthi attacks threatening Saudi crude exports through the Red Sea. Prices have since retreated to around $90/b after the US paused action and Iran-Oman talks showed tentative progress.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Although US earnings for the second quarter have mostly beaten expectations, markets appear to have wanted more. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, says even companies such as Alphabet that have beaten forecasts have seen declines in their prices after results. Investec Focus Radio SA
Brent crude has risen above $90 a barrel as escalating US-Iran tensions revive fears of prolonged energy disruption. Attacks on military, energy and water infrastructure, alongside the effective closure of the Strait of Hormuz, have pushed oil, diesel, jet fuel and gas prices higher.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Increased competition among LLMs and uncertainty about the return on investment on AI capex are all weighing on the market performance on momentum stocks, such as semiconductor firms. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, looks at some of the dynamics in global stock markets. Investec Focus Radio SA
Are South African consumers past the worst of the fuel shock? Household budgets have been hit by higher fuel prices, rising inflation and pressure on real wages. But fuel prices are starting to fall. The risk is timing. Will relief arrive before households are forced to cut back further? Host Jeremy Maggs unpacks the consumer outlook with Annabel Bishop, Investec chief economist, on No Ordinary Wednesday. Investec Focus Radio SA
In this episode of Everything Counts, we unpack the real-world impact of geopolitical tension on global travel, from grounded flights and closed airspace to the human stories behind stranded passengers. What happens behind the scenes when airlines, advisors, and entire systems are forced to respond in real time?
Host Motheo Khoaripe is joined by Paolo Giuricich, Head of Investec Travel, and Otto de Vries, CEO of ASATA, to explore how the travel industry navigates air travel disruptions, and what it means for you as a traveller.
From operational chaos to extraordinary collaboration, and a powerful story of one family’s journey home, this conversation reveals a simple truth: travel works best when everything goes right, but its true value shows when everything goes wrong.
Topics covered:
●How global conflict disrupts air travel systems
●What happens when major travel hubs shut down
●The role of travel advisors during crises
●Why travel insurance matters more than you think
●A real-life story of resilience, uncertainty, and getting home
00:00 Introduction
01:10 How global conflict affects air travel
02:05 What did airspace closures in the Middle East mean for travellers?
06:03: Managing safety and expectations during airspace closures
07:15 How Investec helped customers stranded due to airspace closures
09:16 Behind-the-scenes crisis management during global travel disruption
10:50 The role of relationships within the travel industry
12:55 How travel insurance works during global travel disruption
16:37 A family stranded in Doha: How Investec helped
24:37 Benefits of using a travel advisor
26:37 Key takeaways from airline disruption management
28:17 Conclusion Investec Focus Radio SA
Global GDP growth looks set to be around 3% this year, as the global economy deals with headwinds from a supply shock because of the war with Iran and tailwinds from artificial intelligence spending, says Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International. While US and Chinese growth is set to slow marginally over the coming year, offset by rising growth in Europe, Japan and emerging markets ex-China. Investec Focus Radio SA
Despite the war in the Gulf, the last six months have been good for global equities. While the US market’s performance has been in line with the overall global performance, the standout has been South Korea, which, says Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, has helped emerging markets to outperform. Investec Focus Radio SA
Brent traded near $70/b last week, reflecting confidence that oil will keep moving out of the Persian Gulf despite continuing risks around the Strait of Hormuz. Some operators are using shuttle runs to maintain crude flows.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The global economy has held up but that does not mean risk has faded.
At the halfway point of 2026, growth has been stronger than feared and inflation has cooled, but not enough. Central banks remain cautious while energy markets are still exposed to Middle East disruption.
For South Africa, the global backdrop feeds directly into the rand, inflation, capital flows, commodity prices and the Reserve Bank’s room to move.
In the latest episode of No Ordinary Wednesday, Jeremy Maggs speaks to Investec economists Ryan Djajasaputra and Annabel Bishop about what could shape the second half of the year.
They discuss global growth, interest rates, fiscal credibility, South Africa’s investment case and the under appreciated risk of El Niño.
Read more on www.investec.com/now
Key highlights:
00:00 - Introduction
01:34 - Why inflation and interest rates surprised markets
04:26 - Global growth: Resilience amid uncertainty
06:13 - What global trends mean for South Africa
09:10 - South Africa's structural growth challenges
10:46 - Rethinking emerging markets
14:08 - Fiscal policy, debt and investor confidence
18:59 - The biggest global and local risks ahead
22:06 - South Africa's outlook: Risks and opportunities
24:57 - The key global indicators to watch
26:16 - South Africa's economic outlook Investec Focus Radio SA
Athletes often have a decade or two to earn what needs to last a lifetime.
So how do they turn short careers into long-term financial security?
In Part 2 of the Everything Counts: Sports Edition Wrapped episodes, host Motheo Khoaripe is joined by Springbok World Cup winner and Investec Sports head Schalk Brits, Investec financial adviser Vumi Dludlu, and wealth manager Moses Bokaba. Together, they unpack what athletes can do to move beyond simply earning money and start building lasting wealth.
From investing and retirement planning to family responsibilities, financial structures and life after sport, this conversation explores the practical decisions that can help turn income into long-term security.
In this episode:
✔ Why a first contract should trigger structure, not lifestyle inflation
✔ Why saving alone isn't enough to build wealth
✔ The importance of liquidity, investing and long-term planning
✔ How financial strategies differ across sports and career paths
✔ Why athletes need tailored financial advice
✔ Preparing for life after sport before retirement arrives
✔ Building wealth that can support future generations
While the examples come from sport, the lessons apply to anyone looking to make smarter financial decisions and build a more secure future.
00:00 Introduction
01:05 What athletes should do after signing a first major contract
04:50 Common money mistakes athletes make early in their careers
06:12 Why saving is not enough to build wealth
09:27 Liquidity, investing and long-term financial planning
12:20 Why athletes need tailored financial strategies
15:20 Financial planning for footballers, golfers, rugby players and Paralympians
15:53 Managing international careers and overseas income
16:22 Planning for life after sport
17:20 Retirement, identity and purpose beyond competition
18:05 Investing in yourself through education and skills
18:34 Building wealth that lasts for future generations
19:21 Final financial lessons and practical takeaways
20:22 Conclusion Investec Focus Radio SA
Oil markets enter the week looking calm despite renewed US-Iran tensions. Brent fell near $71 a barrel last Friday as hopes of normal shipping through the Strait of Hormuz improved, before a drone strike on a container ship.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
It’s not just the oil price that’s fallen this month. Platinum, gold, iron ore and copper are also down. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says it reflects a softer Chinese economy, US dollar strength and a new Fed chief who’s a hawk on inflation. Investec Focus Radio SA
In this episode of Investec Minds, former Anglo American and AngloGold Ashanti CEO Mark Cutifani reflects on the leadership decisions that shaped his career and the mining industry. In conversation with Investec's Nkateko Mathonsi and Patrick Mann, he shares insights on navigating crises, transforming organisational culture, driving innovation, improving mine safety and why mining will play a pivotal role in the global energy transition and economic development.
Chapters:
00:00 Intro
01:58 What Mark is up to today
03:28 Leadership lessons
04:49 Mark's corporate transformation playbook
06:35 Leading through crises
10:37 Improving mine safety
12:14 Changing the mining narrative
14:52 Mining's greatest opportunity and risk
17:52 Mining's shift back to growth
19:40 Why mining needs scale to attract capital and innovate
22:47 How Africa can unlock critical minerals investment
25:36 The challenges of building a downstream industry
27:41 Quick-fire questions
29:29 Conclusion Watch videos · Investec Focus Radio SA
Brent fell below $76/b last week after the U.S. and Iran reached an initial agreement, easing some of the war-related risk premium. However, uncertainty remains over the Strait of Hormuz, the conflict in Lebanon, and whether energy flows can return to normal, leaving markets caught between short-term supply risks and a longer-term oversupply outlook.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
While peace talks between the US and Iran have helped bring down oil prices and, with them, inflation expectations, Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says markets are reading Fed chief Kevin Warsh's commitment to price stability as a sign that a US rate hike is on the way. Investec Focus Radio SA
Is higher education keeping up with AI? For decades, the university degree has been treated as a reliable bridge between learning and work. AI is testing that bargain.
As technology changes what employers need, higher education faces a sharper test - not whether it can produce graduates, but whether it can prepare people to think, adapt and contribute to an economy being reshaped in real time.
In this episode of No Ordinary Wednesday, our host Jeremy Maggs, Jerome September, Dean of Student Affairs at Wits University and Lesley-Anne Gatter, Global Head of People & Organisation, examine what future readiness means for universities, employers and South Africa’s growth prospects.
Listen to the full conversation to find out more.
Read more on www.investec.com/now Investec Focus Radio SA
Markets welcomed reports of a US-Iran peace deal, with equity markets up and oil prices down sharply from recent highs. This could be good news for the global inflation outlook, though risks remain. Investec Focus Radio SA
Oil markets eased sharply after the US and Iran agreed the outline of an interim deal, although the agreement has not yet been formally signed and key details remain unpublished. President Trump announced the removal of the US naval blockade and the reopening of the Strait of Hormuz, while Pakistan confirmed a ceasefire between the parties.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Professional athletes can earn life-changing money before the age of 30.
So why do so many still struggle financially after retirement?
In this episode of Everything Counts: Sport's Edition, Motheo Khoaripe quizzes former Springbok and Investec head of Sports, Schalk Brits, financial adviser Vumi Dludlu, and Wealth Manager Moses Bokaba on the financial realities athletes face behind the scenes.
From sudden wealth and career-ending injuries to family pressure, lifestyle inflation and planning for life after sport, the conversation explores the money challenges that don't make the headlines.
Whether you're a professional athlete, entrepreneur or simply trying to make smarter financial decisions, the lessons in this discussion apply far beyond sport.
In this episode:
✔ Why earning more doesn't automatically create wealth
✔ The biggest financial mistakes athletes make
✔ How to prepare for retirement while still competing
✔ Managing pressure from family, friends and lifestyle expectations
✔ Building a trusted team of financial experts
✔ Turning short-term income into long-term wealth
00:12 Introduction
01:50 Why athletes need to prepare financially for retirement
04:10 The role of financial advisers in an athlete's career
07:00 The psychology of money management in professional sport
09:30 Building the right financial team
11:12 Managing wealth during a limited earning window
15:00 Making your money work harder through investing
16:24 Why financial literacy matters in sport
18:07 Discipline in sport versus discipline with money
19:31 Avoiding common financial mistakes
23:00 Managing social and lifestyle spending pressures
25:07 The impact of financial stress on performance
26:58 Estate planning and family financial conversations
28:22 Managing local and international income streams
30:25 Long-term financial planning for athletes
32:20 Conclusion Investec Focus Radio SA
Brent crude briefly approached $98/bbl after renewed military exchanges between Iran and Israel heightened concerns over Middle East supply risks. Iran launched rockets following Israeli strikes in Beirut, while Israel subsequently targeted Iranian military sites despite reported US efforts to restrain escalation.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Economic data in the US, such as jobs growth, have surprised to the upside of late, pointing to a resilient economy. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says this strength has unsettled markets, on rising expectations of rate hikes by the Fed. Investec Focus Radio SA
Marble's head sommelier, Wikus Human and Investec's Roy van Eck, discuss what to consider when graduating from casual wine purchaser to wine collector. Together with host Palesa Mapheelle, they explain how to identifying age-worthy vintages, and the risks and rewards of investing in wine to make a financial return. They also share their personal journeys into wine, what mistakes they they've made along the way, and why South African wines may still represent an undervalued opportunity.
KEY MOMENTS:
00:00: Introduction to Wine in Focus
00:38 Recognising the storms in Western Cape Winelands
00:58: Introduction to guests
01:56: The start of the wine journey for Wikus and Roy
04:02: Collecting wine for investment or consumption
05:00: How do you know that a wine is worth aging?
06:08: How sommeliers keep personal tastes at bay
07:03: Never buy one bottle at a time: Lessons on purchasing
08:00: The risks associated with investing in wine
09:51: Liv-Ex Fine Wine 1000 Index: Wine returns on the sharp decline
11:11: The reason behind falling wine prices
13:17: “En primeur” explained: buying wine still in the barrel
15:29: Wine regions and wine varietals worth noting
17:22: 2014 and 2023 deemed poor vintages but not across the board
17:44: SA offers quality and affordability
19:22: A sommelier’s observations on changing wine behaviour
20:50 When to drink a wine and when to hold onto it?
21:57: The future of SA’s wine market
23:49: One wine moment that Wikus and Roy will never forget
26:46: Outro Wine in Focus series page · Investec Focus Radio SA
China remains South Africa's largest trading partner, but the landscape of global trade is evolving. As compliance requirements tighten, supply chains face new pressures, and geopolitical tensions reshape trade flows, businesses must navigate an increasingly complex relationship with the world's second-largest economy.
In this episode of No Ordinary Wednesday, Investec Treasury Economist Tertia Jacobs and Head of Supply Chain Dylan Govender look at the forces reshaping Sino-South Africa trade and explore what these changes mean for local businesses and the broader economy.
Read more on www.investec.com/now
Chapters:
00:00 – Introduction
01:21 – The evolution of SA-Sino trade relations
02:38 – Will the zero-tariff trade deal change this asymmetry?
05:13 – New China export rules could impact SA exporters
06:40 – How SA is walking the tightrope of politics and trade
09:08 – The added complexity of BRICS
10:36 – South Africa must diversify imports of finished goods
12:16 – Investec wants the deadline of compliance to be extended
13:01 – Impact of China’s slowing economy on South Africa
15:13 – Businesses need sufficient working capital to get through delays
15:50 – The nature of Sino-SA relations over the next five years
17:40 – Closing Investec Focus Radio SA
“Respect money and it will respect you.”
That is one of the earliest money lessons Investec ambassador SA soccer midfielder playing for Mamelodi Sundowns and Bafana Bafana Teboho Mokoena learned growing up in Bethlehem – and it has shaped the way he thinks about football, family and financial freedom.
In this episode of Everything Counts: Sports Edition, Teboho shares how he went from earning his first salary of R3 500 a month to navigating bigger contracts, money mistakes, lifestyle pressure and the responsibility of building generational wealth.
He opens up about:
•The childhood lessons that shaped his money mindset
•What changed when football became a career
•The pressure that comes with earning more, quickly
•Money mistakes, including chasing fast returns
•Why financial literacy matters for footballers
•His plans for life after football
•Giving back to young players in Bethlehem
This is more than a football story. It is a conversation about discipline, responsibility and learning how to make success last.
Watch now and subscribe to Investec Focus Radio for more conversations that prove: when it comes to money, everything counts.
00:00 Introduction
00:45 Growing up in Bethlehem
01:56 Money lessons Teboho Mokoena learned from family
05:03 When football became a career
06:00 Making money as an athlete
06:33 Becoming a professional footballer
08:46 Teboho Mokoena on joining Mamelodi Sundowns
11:07 How family changed Teboho Mokoena’s money mindset
11:45 Teboho Mokoena’s money philosophy
12:10 Is there enough financial literacy for athletes in South Africa?
16:20 Teboho Mokoena’s time as an Investec ambassador
19:02 Managing money and pressure as a footballer
21:40 How Teboho Mokoena supports his hometown community
23:10 Plans for life after football
24:05 Teboho Mokoena’s financial advice for young people
26:06 Conclusion Investec Focus Radio SA
While the tech sector has been a well-known driver of earnings and performance on Wall Street, it’s also been the major contributor to emerging markets as well. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says that’s largely to the contributions of TSMC in Taiwan and Samsung and SK Hynix in South Korea, emerging markets are up 26% year to date and 54% over 12 months. Investec Focus Radio SA
Brent crude has recovered to around $93.50/bbl after falling below $90 last week on optimism that a US-Iran ceasefire agreement could ease tensions in the Gulf. However, reports of further negotiations, renewed military action around the Strait of Hormuz, and concerns over mine clearance have tempered expectations of a swift resolution.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Brent crude fell sharply this week after reports suggested the US and Iran are close to agreeing a deal to reopen the Strait of Hormuz and potentially ease sanctions on Iranian oil exports. Prices dropped from around $105/bbl to $96/bbl before recovering towards $98/bbl following limited US and Israeli strikes near the Strait.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
US President Donald Trump announced over the weekend that the US and Iran were close to finalising a deal to end the war. However, notes Investment Strategist Osa Mazwai, even if the Strait of Hormuz were to be reopened completely, it will take some time for traffic to return to normal and for energy prices to fall significantly – which could be a problem for Republicans in the US midterm elections. Investec Focus Radio SA
Ever wondered what actually happens behind closed doors at a wine competition? How do judges decide what makes a wine exceptional and what separates a gold medal from the rest?
In this episode of Wine in Focus, Palesa Mapheelle is joined by local wine doyenne, Michael Fridjhon and Wine Master and international judge, Heidi Makinen.
Together, they explain the rigorous judging process of the Investec Trophy Wine Show, what they look for in a winning wine, how to navigate judges’ disagreements and the importance of wine competitions to the local wine industry.
KEY MOMENTS:
00:00: Intro
00:38: Recognising the devastating storms suffered by the Western Cape winelands
01:47: Why are competitions necessary?
03:23: Comparing Investec Trophy Wine Show to other international competitions
04:26: Shaping consumer perceptions
05:43: The mechanics of judging
09:09: Judge’s chemistry
10:07: Explaining a flight of wines
10:34: Finding consensus between judges
13:47: Ensuring judge neutrality
15:14: The importance of blind tasting
18:00: What makes a winning wine?
20:20: SA wine industry transformation over 25 years: from bulk to beautiful
23:13: The Investec Trophy wine show “guarantee”
24:33: When wine turns from interest into a passion and a career
27:00: Outro Investec Trophy Wine Show · Investec Focus Radio SA
What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story.
Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply chains are all now being affected by the fallout from the Iran war.
In the latest episode of No Ordinary Wednesday, Jeremy Maggs speaks to Investec’s Osa Mazwai and Campbell Parry about why this is increasingly being described as an “everything shock.”
Could this crisis ultimately accelerate the global shift toward electrification, renewables and new energy systems?
Listen to the full conversation to find out more.
Read more on www.investec.com/now
Chapters:
00:00 - Introduction
01:38 - What makes this crisis different from previous oil shocks?
03:38 - What are markets beginning to price in?
06:00 - Why the Strait of Hormuz matters to global supply chains
08:50 - Will this delay global interest rate cuts?
10:47 - Are geopolitical risk premiums returning to markets?
13:12 - How exposed is South Africa to rising oil prices?
15:38 - Are South Africa’s structural reforms providing a cushion?
17:18 - Where could South Africa and Africa benefit from the crisis?
20:19 - Why energy and infrastructure opportunities matter now
20:30 - How important is logistics reform for South Africa?
22:04 - Rethinking South Africa’s long-term energy mix
23:29 - What might markets still be underestimating?
25:25 - Five years from now: what lasting impact will matter most?
26:21 - Closing remarks Investec Focus Radio SA
When markets feel uncertain, the hardest part isn’t the volatility, it’s knowing how to respond. In this episode of Everything Counts, chief investment strategist of Investec Wealth & Investment International Chris Holdsworth breaks down how to think about investing during uncertain times, and why behaviour often matters more than market conditions.
From geopolitics and inflation to shifting growth expectations, we separate market noise from the signals that actually matter – and explore how behaviour shapes long-term outcomes.
In this episode, we cover:
•What’s really driving economic uncertainty
•The difference between market noise and meaningful signals
•Why investors make mistakes during volatility
•Whether to stay invested or move to cash
•What “staying the course” looks like
•How to build a disciplined long-term investment strategy
•The role of diversification and offshore investing
Whether you’re new to investing or more experienced, this conversation focuses on what matters when markets feel unpredictable. Subscribe now for more conversations that prove when it comes to money, everything counts.
00:00 Introduction
01:00 What is driving economic uncertainty
02:30 Market noise vs real signals
04:00 How investors react when markets fall
06:00 Stay invested or move to cash
08:30 What “staying the course” really means
10:30 Mistakes new investors make
12:30 When to invest and what to ignore
14:30 What matters when making decisions
16:30 Diversification and offshore investing
18:00 Practical takeaways
19:30 Closing perspective Investec Focus Radio SA
Brent crude climbed above $111 per barrel as renewed Middle East tensions rattled energy markets. Saudi Arabia and the UAE reported fresh drone strikes, with analysts suspecting Iranian-backed militias operating from Iraq or Yemen. At the same time, US-Iran negotiations remain stalled, while Tehran’s proposed control over Strait of Hormuz shipping routes is unlikely to satisfy Washington or Gulf allies.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
While inflation is rising around the world – largely as expected – there are few signs of ‘stagflation’ (rising prices alongside slowing growth). However, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, GDP growth in the US and across Europe have been robust. Investec Focus Radio SA
Introducing Investec Minds, a new video podcast series from Investec Focus Radio SA. In each episode, Equity Research analysts from Investec Corporate and Investment Banking sit down with former CEOs to unpack the decisions that shaped their industries, the lessons they’ve learned, and how they see the future unfolding.
In episode one, Stephen Koseff, former Group CEO of Investec, joins Nkateko Mathonsi and Ross Krige to reflect on leadership, the opportunities for the banking industry, and the role business has to play in strengthening South Africa’s economic trajectory.
Chapters:
00:00 Intro
02:15 Life after Investec
04:57 Convincing Trevor Manuel about Investec's London listing
06:55 Culture at Investec: Why there aren't any job titles
08:24 Lessons on expanding abroad
12:10 Investec's UK and Australian expansion
14:12 Continuity announcement
15:03 The one year Stephen would revisit
15:45 A 10-year view on the SA banking sector
19:12 Have South African banks got their heads around the Africa opportunity?
20:33 How corporate South Africa can make a difference
25:15 South Africa’s moment: cautious optimism takes hold
27:11 If Stephen Koseff were president: fix infrastructure, unlock partnerships
29:03 Outro Watch the video version of this podcast · Investec Focus Radio SA
Oil prices have risen after Donald Trump rejected Iran’s latest nuclear proposal, increasing geopolitical uncertainty in energy markets. Details of the offer remain unclear, though reports suggest Iran may have proposed limiting uranium enrichment without dismantling nuclear infrastructure. Trump called the deal “totally unacceptable,” raising fears of prolonged negotiations or renewed conflict.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
A comparison between the first 50 days of the current war with Iran and the first 50 days of the Gulf War of the early 1990s, shows that markets have been more resilient this time around. Recent earnings numbers, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, have been resilient as well, and not just in the US – countries like Taiwan, SA, Brazil and South Korea are all set to record strong profit growth this year. Investec Focus Radio SA
Markets are moving fast but are investors moving with intent?
In the latest episode of No Ordinary Wednesday, we go beyond market headlines to unpack what investors are actually doing in a volatile, news-driven environment.
From trading the news cycle to navigating currency swings and concentrated markets, Investec’s Tinus Rautenbach and Bongani Nhleko share real insights from the Clarity platform, revealing where capital is flowing, how behaviour is shifting, and the risks investors may not see.
Listen now to understand the gap between perception and portfolio reality and what it means for your investment decisions.
Read more on www.investec.com/now
Chapters:
00:00 – Introduction: Markets driven by reaction, not fundamentals
01:43 – How investors react to breaking news
02:27 – Timing the market: speed vs sequencing
03:06 – Market resilience and the fragility of narrow leadership
04:17 – Flight to safety: textbook vs reality
05:54 – Trading the news cycle: does it add value?
06:53 – Diversification in a concentrated market
08:24 – Offshore investing: asset exposure vs currency impact
09:18 – Clarity platform overview (ad break)
09:55 – Sector trends: what investors are buying now
10:46 – Commodities, energy and tech: short-term trade or long-term shift?
12:12 – Beyond equities: rise of cash, crypto and alternatives
13:31 – Investor mistakes in volatile markets
14:31 – Trading frequency: activity vs discipline
16:27 – Positioning for inflation and higher rates
17:47 – Global conflict and the South African portfolio Investec Focus Radio SA
Tensions between the US and Iran have escalated again, with flashpoints centred on the Strait of Hormuz. Despite ongoing indirect negotiations, disagreements over the US naval blockade and Iran’s nuclear stance triggered renewed friction.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Success in sport can come quickly. Understanding money often doesn’t.
In this episode of Everything Counts: Sports Edition, Investec ambassador Cheslin Kolbe shares how his journey from humble beginnings to World Cup success shaped his approach to money, discipline and long-term planning.
From early lessons in saving to navigating his first professional pay cheque and learning from financial mistakes, Cheslin reflects on what it takes to build lasting financial security in a short and unpredictable career.
In this episode, we cover:
•Growing up with limited resources and learning to save
•The reality of earning as a young professional athlete
•Financial mistakes and lessons learned along the way
•The importance of investing and long-term planning
•Preparing for life after sport for athletes
•Teaching the next generation about money
This is more than a sports story – it’s a conversation about discipline, responsibility and building a future beyond the game.
If you care about:
•Financial literacy
•Career longevity
•Building wealth over time
•Learning from real-life money mistakes
this episode is for you.
Watch now and subscribe to Investec Focus Radio for more conversations that prove when it comes to money, everything counts.
00:00 Introduction
01:00 Early financial lessons
02:55 Sporting ambitions
06:30 First pay cheque and purchases
08:00 Lessons from early spending
09:09 Financial planning and moving abroad
10:30 Planning for life after sport
12:32 Locker room money conversations
13:50 Key financial principles
19:23 Money mistakes
21:55 Teaching children about money
24:00 Advice for athletes
25:00 Conclusion Investec Focus Radio SA
Despite concerns about the war with Iran, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, earnings have been resilient while markets have been looking through the energy shock. Equities are up, while equity market analysts have been upgrading their earnings estimates. Investec Focus Radio SA
Oil prices continue climbing amid stalled US–Iran negotiations, sustaining geopolitical risk premiums critical for UK commodities markets. Uncertainty around the Strait of Hormuz remains unresolved, with no clear timeline for reopening.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Ordinarily, you’d expect an oil shock to lead to not only higher inflation, but also weaker equities and a lower growth outlook. However, markets aren’t pricing in a stagflationary outcome. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, examines this apparent anomaly. Investec Focus Radio SA
Oil markets are volatile as mixed signals from US–Iran diplomacy unsettle sentiment. Prices fell sharply on Friday, with Brent dropping from near $100/bbl to ~$85, after apparent progress on reopening the Strait of Hormuz, but conflicting statements and a tanker attack suggest it remains closed.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
South Africa’s reform momentum is becoming more visible but so are the constraints that could stall it.
In the latest episode of No Ordinary Wednesday, Jeremy Maggs is joined by Rudi Dicks, Head of the Project Management Office in the Presidency; Martin Meyer, Head of Energy and Infrastructure Finance at Investec and Ayan Ghosh, Head of Cross-Asset Investment Strategy at Investec, to unpack the reality behind the narrative.
From energy gains to persistent bottlenecks in logistics and municipalities, the discussion examines whether progress is enough to sustain investor confidence and what still needs to shift for capital to follow.
Read more on www.investec.com/now Investec Focus Radio SA
Standing in for Chris Holdsworth, Osagyefo Mazwai discusses the latest on the conflict in Iran, and against this backdrop, signs of deterioration in both growth and inflation in the world’s major economies. While markets are not yet pricing in rate hikes in the US, they are in the Eurozone. Investec Focus Radio SA
US–Iran talks stalled over the weekend, with Washington demanding firm guarantees that Tehran won’t pursue nuclear weapons. While Iran signalled more negotiations may follow, tensions rose after Trump threatened a targeted blockade of the Strait of Hormuz. Oil prices opened higher, though the move reflects fading optimism from last week.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Tensions are rising as yet another Trump-imposed deadline on Iran looms, with the Strait of Hormuz at the center of a high-stakes geopolitical standoff. Despite escalating rhetoric and fragile backchannel diplomacy, markets have remained surprisingly calm, even as oil and refined product prices quietly surge beneath the surface.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
What does it really cost to become a professional golfer?
In this episode of Everything Counts: Sports Edition, Investec-sponsored SA professional golfer Kaiyuree Moodley shares what it really takes to build a career in professional golf – from funding a career on tour to managing pressure, uncertainty and financial mistakes along the way.
From picking up her first golf club at just four years old to competing on the Sunshine Ladies Tour and Ladies European Tour, Kaiyuree reflects on the financial and emotional realities behind the sport.
She opens up about:
•The true cost of becoming a professional golfer
•Why “making the cut” doesn’t always mean making money
•A costly currency mistake she’ll never forget
•Life as a student-athlete in the United States
•The financial pressures of performing for a paycheck
•Why visibility matters for the future of women’s sport
This is more than a sports story – it’s a conversation about discipline, resilience and building a sustainable career in an unpredictable profession.
If you care about:
•Financial literacy
•Career uncertainty
•Long-term financial planning
•Building a sustainable income
this episode is for you.
00:00 Introduction
01:15 How Kaiyuree Moodley got into golf
03:30 Early sacrifices and family support
06:00 Life as a student-athlete in the U.S.
08:30 The real cost of professional golf
11:00 Why making the cut doesn’t guarantee income
13:00 Kaiyuree Moodley’s biggest money mistake
15:00 The pressure of playing for a paycheck
17:00 Financial realities of women’s sport
19:30 Key money lessons and discipline
22:00 Financial literacy for young athletes
24:00 Closing thoughts
Watch the vodcast now on YouTube and subscribe to Investec Focus Radio for more conversations that prove: when it comes to money, everything counts. Investec Focus Radio SA
In this episode of What Next?, Professor Mike Kenny (Cambridge) and Jacinta Koolmatrie examine the breakdown of trust between communities and institutions. They discuss how centralised governance and economic shifts have driven local grievances, and argue that rebuilding trust requires sharing power, working at community pace, and supporting locally led solutions like community wealth building and Indigenous-led approaches.
CHAPTERS
00:00–09:00: Fracture, grievance and the limits of institutions
09:00–21:00: Power, disconnection and when listening fails
21:00-34:00: Place, community knowledge and what actually works
34:00–48:00: Stories, legitimacy and shaping the future What Next? · Investec Focus Radio SA
War in the Middle East continues to cost a long shadow over the global economy. Investec experts Callum McPherson, Head of Commodities; Philip Shaw, Chief Economist; and Clive Murray, Head of Equities, share the key updates. Investec
Interest rate cuts were meant to define 2026. Now, markets are bracing for hikes. In this episode of No Ordinary Wednesday, Investec’s Chief Economists Annabel Bishop and Phil Shaw examine how the energy shock is forcing central banks to reconsider their path. From London to Pretoria, policymakers face a familiar dilemma: tighten into slowing growth, or risk letting inflation take hold. Guest host Neo Ralefeta explores the implications for global growth and what it means for South Africa, from currency volatility to fuel supply risks and consumer costs.
Read more on www.investec.com/now Investec Focus Radio SA
Geopolitical tensions in the Gulf have intensified, adding renewed upward pressure on global energy prices. President Donald Trump initially gave Iran a 48-hour ultimatum to reopen the Strait of Hormuz, warning that failure to comply could trigger strikes on Iranian power infrastructure. This raised concerns about a broader escalation, particularly the risk of retaliatory attacks on energy assets across the region.
Markets found some short-term relief as the deadline was extended, first by five days and then by a further ten, with the current deadline now set for the 6th of April. While this suggests some room for diplomacy, the situation remains highly fragile.
The continued disruption in the Strait of Hormuz is still a major concern. It is a critical artery for global oil supply, moving around 16 million barrels per day, which is close to 20% of global demand. Any prolonged closure has significant implications for energy markets.
Looking ahead, uncertainty remains elevated. There is still a risk of further military escalation, including the possible deployment of US ground forces and potential strikes on key Iranian export infrastructure. For now, oil and gas prices are expected to remain under upward pressure.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
With little sign of an early resolution to the war in the Middle East, supply constraints on commodities such as oil, gas, and helium may well endure. Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International notes that fuel prices likely to feed through quickly into consumer inflation, central banks like the SA Reserve Bank are likely to face rate hikes this year. Investec Focus Radio SA
Clean and green growth has moved from ambition to execution, but the challenge is one of pace. Investment conditions are key: predictable rules, credible pathways, and coordination across value chains, finance and government. This episode of What Next? Leadership Conversations for a Better Future, Helena Norrman, Marina Grossi, and Sang-Hyup Kim explains why transition policy now sits at the centre of industrial strategy, competitiveness and geopolitics.
00:00 Predictability is the first enabler
07:30 Transition policy is industrial strategy
15:30 The foundations for future competitiveness is shaped by coordination today
26:30 Examples of effective coalitions What Next? An Investec-Cambridge podcast series · Investec Focus Radio SA
The new tax year is here, and the 2026 Budget Speech introduced important changes that could reshape how South Africans save, invest, and plan for retirement. In this episode of Everything Counts, host Motheo Khoaripe sits down with Vumi Dludlu, Investec financial adviser, and Johan Loubser, head of adviser enablement at Investec, to unpack what the 2026 National Budget means for your money, and how you can make the most of the new tax year from day one. From higher tax-free savings limits to a bigger retirement contribution deduction cap, the rules have shifted. But what do these changes actually mean for savers and investors in practice?
In this conversation, we break down:
●The increase in the tax-free savings annual limit to R46,000
●The higher retirement fund deduction cap and what it means for retirement planning
●How the new tax year creates an opportunity to reset your financial strategy
●Why starting contributions early can significantly boost compounding
●Other budget updates affecting portfolios, including capital gains tax exclusions and offshore investing allowances
Whether you're investing monthly, planning a lump sum contribution, or reviewing your long-term financial strategy, this episode explores practical steps you can take now to stay on track and maximise the new allowances.
00:00 Introduction
01:30 Why does the new tax year matter for investors?
02:45 Big changes from the 2026 Budget Speech
04:00 The new tax-free savings annual limit
06:55 The new retirement fund deduction cap
10:50 2026 tax updates that could affect how portfolios are structured
11:30 How does the 2026 Budget affect offshore investing?
12:40 Tax optimisation tips for the 2026 Budget
14:00 Practical tips for dealing with the 2026 Budget
16:00 Monthly vs lump sum contributions to your tax-free savings account
18:00 Conclusion Investec Focus Radio SA
Global energy markets have entered a critical phase, as geopolitical tensions in the Middle East threaten to spiral into a full-scale supply crisis. In this episode, we unpack the latest developments following Iran’s retaliatory strike on Qatar’s liquified natural gas facility, an attack that wiped out roughly 17% of its capacity and sent shockwaves through global markets. With vital energy infrastructure now directly in the firing line, the risk of prolonged disruption has surged to levels far beyond even a potential closure of the Strait of Hormuz.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Central banks in the US, Eurozone and Japan all kept rates unchanged last week. But behind these decisions lie rising concerns about the impact of the Iranian War on a range of prices that have a major impact on inflation. The duration and intensity of the conflict will be key determinants of the overall impact on the inflation and growth outlooks. Investec Focus Radio SA
Artificial intelligence is rapidly reshaping economies, societies and power structures yet much of the conversation has swung between uncritical optimism and existential fear. In this episode of What Next? We explore how leaders can reclaim agency over the future of AI, ensuring it serves human progress rather than narrow commercial or political interests. Vilas Dhar, President, Patrick J. McGovern Foundation; philanthropist, technologist and advocate for human-centred AI, in conversation with hosts Lindsay Hooper and Marc Kahn, argues that the real challenge is not whether AI will become uncontrollable (this is the realm of Sci-Fi), but whether societies can adapt quickly enough to its social, economic and cultural impacts. He makes the case for shifting the focus away from hype and dominance towards participation, institutional imagination and moral courage and for designing AI systems that restore human agency and democratic participation, while supporting inclusion and long-term resilience. Investec Focus Radio SA
Markets are sending a surprisingly calm signal in the face of escalating conflict with Iran. Oil prices are rising, supply chains are under pressure, and recession risks are quietly ticking higher, yet equities remain relatively steady.
In the latest episode of No Ordinary Wednesday, Jeremy Maggs is joined by Investec experts in SA and the UK - Callum Macpherson, Phil Shaw and Chris Holdsworth - to unpack what’s really at play.
The conversation explores what could happen if the conflict continues, what key indicators markets are watching and what risks to the global economy are already emerging. Investec
Markets are sending a surprisingly calm signal in the face of escalating conflict in the Middle East. Oil prices are rising, supply chains are under pressure, and recession risks are quietly ticking higher, yet equities remain relatively steady.
In the latest episode of No Ordinary Wednesday, Jeremy Maggs is joined by Investec experts in SA and the UK - Callum Macpherson, Phil Shaw and Chris Holdsworth - to unpack what’s really at play.
The conversation explores what could happen if the conflict continues, what key indicators markets are watching and what risks to the global economy are already emerging.
Read more on www.investec.com/now Investec Focus Radio SA
Oil markets experienced extreme volatility last week as escalating geopolitical tensions in the Middle East created significant uncertainty around global supply. Brent crude briefly surged toward $120/b, its highest level since 2022, as it became clear the conflict in the region could be prolonged. Prices later fell sharply, briefly nearing $81/b, after comments from president Donald Trump suggested the war was “pretty much” over, and a report circulated that the US had escorted a tanker through the Strait of Hormuz. Markets were further calmed by an International Energy Agency agreement to release 400 million barrels from strategic reserves.
Over the weekend, attention shifted to Iran’s Kharg Island export terminal, after Trump claimed nearby military facilities had been destroyed and suggested the oil terminal could also be targeted. Such an escalation could severely curtail Iranian exports and trigger retaliatory attacks on Gulf energy infrastructure. With continued strikes and limited reserve buffers, Brent has rebounded above $100/b, and further upward pressure remains likely.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
With uncertainty over how long, the Iranian conflict will last, it’s not just the oil market that’s been affected. Natural gas prices have risen, but so too have grain and aluminium prices, pointing to inflation pressures in the coming months. However, as Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, highlights, global equities are only 2% down, implying that equity investors expect a quick reopening of the Strait of Hormuz. Investec Focus Radio SA
In this episode, of the What Next series, we discuss the power of philanthropy in transforming markets, through investing in high risk innovation and early stage ideas that often require new economic thinking. Podcast hosts Investec's Marc Kahn and Cambridge's Lindsay Hooper invite Peter Bennett, founder of the Bennett Foundation and Leslie Johnston, founding CEO of the Laudes Foundation to explore how the power of philanthropy can be applied to large scale projects.
CHAPTERS:
00:00 Why Philanthropy Matters in a World of Systemic Challenges
11:49 Catalysing Markets, Changing Systems
19:55 Trends, Risks and the Future of Philanthropic Capital
29:18 Leadership for the Long Term: What Works, What’s Next What Next? An Investec-Cambridge podcast series · Investec Focus Radio SA
Most athletes train for medals. Few train for financial longevity. In this episode of Everything Counts: Sports Edition, Paralympic record holder Mpumelelo Mhlongo shares how he approached money with the same discipline he applies to sport − investing his first serious paycheque, supporting his family and building generational wealth that will outlast his career.
From scholarships and setbacks to smart contracts and long-term investing, this is a conversation about resilience, financial literacy and legacy.
If you care about:
•Generational wealth
•Financial discipline
•Building long-term financial security
•Smart money decisions under pressure
This episode is for you.
Watch now and subscribe to Investec Focus Radio for more conversations that prove: when it comes to money, everything counts.
00:00 Introduction
01:20 Mpumelelo Mhlongo‘s home life and starting to learn about money
04:15 The financial sacrifices that Mpumelelo Mhlongo’s family had to make
06:00 Mpumelelo Mhlongo’s academic journey and the financial implications
08:10 Mpumelelo Mhlongo’s early money management lessons
11:30 Athlete money management: Questions young people should ask themselves
13:00 What did Mpumelelo Mhlongo do with his first big paycheque?
14:10 The pressure to build a financially secure future for your family
15:30 Mpumelelo Mhlongo on financial discipline and money weak spots
16:30 Mpumelelo Mhlongo on his wife and early financial planning moments
17:50 Mpumelelo Mhlongo and his career in finance
19:30 Key lessons Mpumelelo Mhlongo has learned in his time at Investec
20:30 How important is money management as an athlete?
22:00 Athletes and money: What conversations are happening?
24:00 Key money management lessons from Mpumelelo Mhlongo
26:00 Mpumelelo Mhlongo on money mistakes
27:00 Charitable organisations that Mpumelelo Mhlongo works with
29:30 Mpumelelo Mhlongo on how grateful he is to his coach
31:00 Conclusion Investec Focus Radio SA
With no sign of the Strait of Hormuz reopening, energy markets are facing an extraordinary supply shock. Around 20% of global oil supply has effectively become unavailable, pushing Brent crude above $100 per barrel for the first time since 2022. While an emergency G7 meeting to discuss a coordinated reserves release, along with the drawdown of commercial inventories, may buy some time, these measures are temporary. If the conflict and the closure of the strait persist, demand will ultimately need to fall to match reduced supply.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
As the conflict in the Gulf continues, energy prices have risen sharply. Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International, examines the impact on global inflation and growth, as well as on President Donald Trump’s popularity ahead of the US midterm elections later this year. Investec Focus Radio SA
What Next? Leadership Conversations for a Better Future examines how leaders can build future-fit economies in a time of accelerating technological and societal change.
In this episode we're joined by educator, leadership thinker and author, Sudhanshu Palsule, Gillian Secrett, Director of Leadership and Culture at CISL and community leader and rector, Richard Springer. Together they examine what many describe as a growing ‘meaning deficit’ in society. They explore how fragmentation, consumerism and polarisation erode our sense of purpose, and discuss how leaders can help rebuild meaning through authenticity, empathy and genuine connection.
Chapters:
00:00 : Why Meaning Matters in Times of Fragmentation
07:00: When Meaning Gets Distorted: Identity, Consumption and Performative Purpose
15:00: Rebuilding Meaning Through Empathy, Shared Space and Human Connection
23:00: Leadership’s Role: Creating the Conditions Where Purpose Can Flourish What Next? An Investec-Cambridge podcast series · Investec Focus Radio SA
Private equity is shifting gears. As rates turn and investor confidence improves, funds are deploying again, and South Africa is firmly back on the radar. But this isn’t a return to excess, it’s a shift toward smarter leverage, disciplined execution and sharper capital structuring. In the latest episode of No Ordinary Wednesday, Jeremy Maggs speaks to Rishanth Pillay, Head of Sponsor Leveraged Finance at Investec Corporate & Investment Banking, about what’s driving the renewed momentum – and what could derail it.
Read more on www.investec.com/now Investec Focus Radio SA
Brent crude surged above $80 per barrel, after escalating conflict in the Middle East sharply increased fears of disruption through the Strait of Hormuz, one of the world’s most critical oil shipping routes. Just days earlier, Brent had been trading near $73, with markets broadly assuming that US-Iran negotiations would continue.
Escalation was recognised as a risk, but a large-scale disruption to Gulf shipping was not the base case. Over the weekend, that calculus changed. Insurance premiums on vessels transiting the Strait reportedly rose sharply or were withdrawn, naval assets were targeted, and conflicting statements around whether the Strait remains fully open have left markets navigating extreme uncertainty.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
What will be the impact of the hostilities in the Middle East on the world economy? Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International, examines the impact on oil prices, in particular, taking into account further disruption at the key Strait of Hormuz. Investec Focus Radio SA
In this episode, of What's Next, we explore how corporate values shape decision-making in a time of political polarisation and markets that reward short-term performance. Ethics expert, Alison Taylor, and experienced board chair, Karen Wood, discuss the tension between purpose and profit, the realities of trade-offs, and how leaders can stay grounded while building trust and aligning values with action.;
KEY MOMENTS:
00:00 – Setting the Scene: Values in an Age of Disruption
05:42 – Why Values Matter More Than Ever
19:56 – From Words to Action: Making Purpose Real
36:18 – Navigating Politics, Pressure and the Future of Leadership Investec Focus Radio SA
Please note: The tax-free savings account limits discussed in Everything Counts episode 42 reflect the regulations in place at the time of recording. Following changes announced in the Budget Speech on 25 February 2026, the annual contribution limit has been increased from R36 000 to R46 000 per tax year, effective 1 March 2026. This article has been updated to reflect new limit.
In this episode of Everything Counts, host Motheo Khoaripe is joined by Investec financial adviser Vumi Dludlu and head of adviser enablement Johan Loubser to break down everything you need to know about tax-free savings accounts in South Africa.
They explain:
•What a tax-free savings account (TFSA) actually is
•The annual limit and R500 000 lifetime contribution cap
•What happens if you exceed the TFSA limit
•Why you can’t “catch up” on missed contributions
•The impact of withdrawals on your lifetime allowance
•How TFSAs compare to retirement annuities and regular savings accounts
•Whether opening a TFSA for your child makes sense
If you’re searching for answers about TFSA rules, contribution limits, tax penalties, or how to invest tax-free in South Africa, this episode will give you clear, practical insights to help you make smarter long-term decisions.
00:00 Introduction
01:30 Why tax-free savings accounts were first introduced
02:00 What are tax-free savings?
03:45 Tax-free savings vs regular savings
05:00 What savings products should you pair a tax-free savings account with?
07:00 How do tax-free savings accounts work?
09:00 Tax-free savings account rules South Africa
11:00 Should you upload a lump sum to your tax-free savings account?
12:00 Can you transfer your tax-free savings to another provider?
14:30 Are tax-free savings accounts good for your child’s future
17:20 Can you use tax-free savings as emergency funds?
19:00 How much can you put into a tax-free savings account?
20:00 Conclusion Investec Focus Radio SA
It was a difficult Friday for US President Donald Trump, as the Supreme Court ruled against his tariffs, while GDP in the fourth quarter grew by less than expected and a core measure of inflation rose. But, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, Trump has already announced other measures to retain tariffs. Investec Focus Radio SA
Oil reached a fresh yearly high as US-Iran tensions intensified, with Washington boosting military presence while leaving room for negotiations. Markets rallied after Trump suggested a 10–15 day window for a deal, though speculative positioning remains measured, with strong demand for high-strike call options signaling limited expectations of a major price surge. Meanwhile, European energy markets have also strengthened, with Summer 2026 gas and baseload power prices rising, partly driven by movements in emissions allowances.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
What Next? Leadership Conversations for a Better Future examines how leaders can build future-fit economies in a time of accelerating technological and societal change.
This episode looks at the power shifts created by AI and digital systems - asks where real agency still lies.
Hosts Lindsay Hooper and Marc Kahn sit down with Thomas Lingard, who previously founded Unilever’s Global Advocacy team to influence international public policy on sustainable development and who now heads the Centre for Future Generations, to explore where the real opportunity and agency exist to ensure that emerging technologies are used in the best interest of humanity.
The discussion probes how digital power is concentrating, why regulatory systems are struggling to keep pace, and what it would take to steer emerging technologies toward societal benefit rather than narrow commercial gain. Thomas highlights the leadership capacities that now matter most: ethical judgement, systems intelligence, and the confidence to question deterministic narratives about technology.
The episode asks a central question: how do we build an economy where technology strengthens society - and who has the responsibility and agency to shape that path?
In partnership with the University of Cambridge Institute for Sustainability Leadership (CISL) and Investec. Investec Focus Radio SA
In the final episode of Art in Focus Series 2, Tristanne Farrell is joined by Alexander Richards (Stevenson), Jana Terblanche (Southern Guild) and Hamzeh Alfarahneh (Art Advisory) to unpack how narrative shapes perception, value and global positioning in African art. From curating across continents to challenging dominant canons, the conversation explores how exhibitions, galleries and collectors influence the stories that define the art world today.
KEY MOMENTS:
00:00: Introduction
01:28: Growing up in art: Legacy, exposure and finding your path
06:54: From artist to advisor: Roles in the ecosystem
10:04: Curating and collaboration: Serving the artist and shaping the narrative
18:38: Challenging the canon: Cross-regional dialogue and disruption
22:12: Access and engagement: Social media and audience power
27:03: No budget: A hypothetical collection
29:35: Conclusion Investec Focus Radio SA
Oil markets continue to gyrate as shifting signals from Washington and Tehran fuel uncertainty ahead of the next round of nuclear talks in Oman. Mixed rhetoric from both sides has left Brent caught between easing risk premium and renewed geopolitical tension, with traders closely watching for clearer direction.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
While US earnings have been strong, more and more companies are seeing artificial intelligence (AI) as a risk, rather than an opportunity, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, that while there’s been a selloff in sectors likely to be disrupted by increased AI deployment. Investec Focus Radio SA
South Africa’s 2026 Budget arrives at a pivotal moment. Debt is hovering near 78% of GDP. Growth is forecast at just 1.5%. Debt-servicing costs absorb around 5% of GDP. And yet, bond yields have fallen, sentiment has improved and S&P maintains a positive outlook.
Is this genuine fiscal stabilisation or simply a window of opportunity?
In the latest episode of No Ordinary Wednesday, Jeremy Maggs sits down with Investec’s Chief Economist Annabel Bishop and Treasury Economist Tertia Jacobs to unpack:
•Whether debt has truly peaked
•How meaningful the commodity revenue windfall is
•The risk of further “stealth” tax pressure on households
•Municipal reform and infrastructure momentum
•What it would take to secure a credit-rating upgrade
Read more on www.investec.com/now Investec Focus Radio SA
From stitched fabrics and beaded surfaces to gel capsules and monumental sculptures, this episode of Art in Focus explores how personal memory becomes cultural narrative. Mary Sibande, Sahlah Davids and Leila Abrahams join Tristanne Farrell to talk identity, heritage, healing and how artists transform lived experience into work that resonates locally and globally.
KEY MOMENTS:
00:00 Introduction
00:49 Meet the guests: Mary, Leila and Sahlah
01:51 Making meaning from heritage and identity
06:08 The creative process, materials and making
08:08 Colour, symbolism and meaning
13:55 Growth, influence and change
19:43 Support, belief and opportunity
21:54 Responsibility, reach and return
28:54 Aspirational acquisitions
30:05 Conclusion Series page for Art in Focus on Investec website · Investec Focus Radio SA
Earning, spending, investing and shopping overseas has never been easier, but it has never been more complex either. If your money is constantly moving between currencies, countries, and platforms, it can feel like you’re doing everything right on paper while still losing value through fees, exchange rates and timing.
In this episode of Everything Counts, Motheo Khoaripe explores what it really means to live a global financial life. He’s joined by Dan Buntman, Product Lead for International Banking at Investec, and Bonnie Dalglish, Private Banking Forex Lead, to unpack how South Africans are spending, earning and investing in an increasingly borderless world.
The conversation dives into the explosive growth of online and global shopping, the rise of multicurrency lifestyles, and why so many people feel their money is harder to track than ever before. From foreign income and international subscriptions to offshore investing, travel, and digital nomad life, the episode highlights the hidden costs and blind spots that can quietly erode your finances.
You’ll learn how exchange rates, fees, and payment timing impact your money, why separating currency conversion from spending can be a game changer, and how new banking technology is simplifying global payments behind the scenes. The experts also explain how multicurrency accounts and intelligent routing can help reduce friction, avoid unnecessary conversions, and give you more control when your life stretches across borders.
If your lifestyle, income, or investments are international (or heading that way) this episode will help you understand how to make your global money work harder for you, with less stress and more control.
00:00 Introduction
02:00 How popular is online shopping?
04:00 How are South Africans online shopping overseas?
05:10 Banking allows global shopping
06:10 How are South Africans living and spending across borders?
09:00 What to consider when it comes to multi currency spending
09:30 Buying foreign currency vs global spending
11:00 How banking innovations make international spending easier
12:00 What is a multi currency account?
13:00 The technology behind multi currency accounts
15:15 Benefits of a multi currency account
17:05 How many people are using multi currency accounts?
19:30 Key takeaways for international spending
21:00 Conclusion Investec Focus Radio SA
Oil prices softened into the end of last week following talks between the U.S. and Iran, which were described by both sides as constructive. While the meeting has eased immediate fears and pushed Brent back to around $67/b from recent highs near $70/b, markets remain cautious given the long road ahead and persistent supply-side pressures.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The world economy appears to be in good shape. Global composite purchasing managers index numbers are on the rise, with US manufacturing enjoying a significant uptick in January, and Germany’s factory orders have risen strongly too. All in all, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, the numbers support expectations of global GDP growth of 3% this year. Investec Focus Radio SA
For years, we’ve comforted ourselves with the idea that young people will “save the world.” But is that hope realistic - or an unfair projection? Many young people care deeply about climate, justice and inequality, yet face economic precarity, political disillusionment and shrinking civic space. How can youth today find real agency and meaningful work amid systemic barriers and concentrated power? Hosts Lindsay Hooper and Marc Kahn are joined by:
•Clover Hogan — climate activist and founder of Force of Nature, helping young people turn climate anxiety into action.
•Ravi Naidoo — CEO of the Youth Employment Service (YES) in South Africa, the world’s largest private-sector-funded youth internship programme.
Together, they explore what leadership looks like for a new generation, the myths and realities of youth activism, and how today’s leaders can support young people not just to inherit the future, but to shape it. Investec Focus Radio SA
When ideas meet machines and many hands shape one work, where does creativity begin? In episode 3 of Art in Focus series 2, Investec’s Tristanne Farrell invites curator Antonia Strauss, artist Aaron Philander and gallerist Brett Bellairs to unpack how technology is transforming not just into how art is made and sold, but how it’s experienced and valued. From AI to VR, African artists are engaging with tech and repurposing in new ways, challenging traditional notions of originality and artistic value.
KEY MOMENTS:
00:00 Introduction
00:52 Meet the Guests: Antonia, Aaron, and Brett
01:27 Personal journeys into the art world
06:37 Artistic voice, collectors and emerging practice
09:58 Challenges and opportunities for young artists
11:40 The Role of AI and technology in contemporary art
13:11 What makes an artwork an original?
16:25 The Ship of Theseus and art restoration
18:05 Conceptual art and temporal nature
19:24 The Lost Leonardo and authorship
21:30 Found objects and personal narratives
23:47 The future of digital and AI art
25:20 Protecting artists' intellectual property
26:08 Trends and movements in the art market
28:15 Encouraging young collectors
30:28 Dream art collections
32:30 Conclusion Investec Focus Radio SA
Water scarcity is no longer a future risk. It is already reshaping how businesses operate, invest and grow in South Africa.
With water demand in Gauteng at record levels and ageing infrastructure under strain, water has become a material constraint on business continuity, supply chains and long-term competitiveness. For many companies, water security is now as critical as energy security.
In this episode of No Ordinary Wednesday, recorded after an Investec and Proparco water-resilience event, Jeremy Maggs is joined by Dr Sean Phillips, Director-General of the Department of Water and Sanitation; Helen Hulett, water-security advisor; and Melanie Humphries, Head of Sustainable Solutions at Investec.
Together, they discuss how water risk is moving from the margins of ESG into core business strategy, and what practical resilience looks like for South African companies navigating a water-stressed economy.
Key podcast moments:
01:55 - Why Gauteng’s water demand is reaching critical levels
02:57 – Why government is calling for a 40% reduction in water use
04:20 – How municipalities can fund infrastructure amid high non-revenue water
07:44 – How business understanding of water risk has evolved
09:07 – How South African businesses are responding to water risk
10:50 – What Gauteng’s realistic interim water plan looks like
14:21 – What data companies need to invest smartly in water resilience
15:44 – How companies can understand where their water comes from
16:38 – How businesses should think about the return on resilience investment
17:20 – What water solutions businesses are pursuing and where gaps remain
19:16 – How Investec supports technical partnerships on water resilience
19:59 – Where private sector involvement adds the most value
22:38 – What CEOs should stop and start doing about water risk
23:42 – What government needs most from business in the next five years
24:31 – Closing reflections on partnership and opportunity
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business, and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
In this episode of podcast series, What Next? Michael Liebreich and Rory Sutherland lift the lid on how to shift behaviour at scale to achieve the energy transition. Marc Khan and Lindsey Hooper interview the pair on the sociopolitical backlash we have seen in some sectors with regard to climate action. The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec Focus Radio SA
Brent surged above $70/b last week, nearing $72/b, as markets priced in the risk of U.S. military action against Iran. Sentiment has since cooled after confirmation that talks are under way, with prices easing back toward $65/b. While the immediate risk premium has faded, uncertainty around the outcome of negotiations is likely to keep markets on edge.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, makes sense of a busy few days on financial markets, which saw sharp falls in precious metals prices. Despite the dramatic drop in gold, platinum and silver prices, precious metals prices are back to where they were in early January. Investec Focus Radio SA
From discovering and nurturing emerging artists, to building trust-based relationships with collectors, Emma van der Merwe of Everard Read, Shona van der Merwe of RESERVOIR Projects and Anelisa Mangcu of Under the Aegis, discuss the increasing prominence and role of women in the art ecosystem. These three gallerists open up about how they navigate a world traditionally dominated by men, challenges overcome - mentorship, and the often unseen but crucial collaboration of women across the art market.
KEY MOMENTS:
00:00 Introduction and guest intro
01:36 Personal journeys into the art world
07:19 Strategies for establishing authority
08:21 Discovering and elevating new artists
12:03 Women-led galleries and curatorial perspectives
17:59 Collaboration and support within the art ecosystem
19:10 Building relationships with collectors
21:48 Mentorship and cultivating a community
27:02 Defining an artist
30:51 Curatorial voice and career highlights
31:29 Daily drivers and inspiration
33:41 Art collections and personal favourites
36:49 Dream art acquisitions
38:52 Conclusion and closing remarks Investec Focus Radio SA
Starting your first real job with a decent pay check should feel exciting but what if it mostly feels confusing, stressful and a little scary? If you’ve made money mistakes before, missed payments or taken on debt you didn’t fully understand, you’re not alone… and you’re not out of options.
In this episode of Everything Counts, Motheo Khoaripe sits down with Investec’s Keshnie July, Lending Product Owner and Lehlogonolo Ramushu, Credit Risk Consultant, to talk about how young professionals can recover from financial missteps and start building a stronger, more intentional money future.
The conversation tackles what it really takes to bounce back after defaulting, overextending yourself or ignoring those dreaded payment reminders. From understanding your credit report, to budgeting realistically, facing debt head on and asking for help when you need it, this episode breaks down the practical steps that make recovery possible.
The episode also touches on separating needs from wants, avoiding impulse-driven debt, navigating “easy credit” offers and making smarter decisions before taking on new financial commitments. As the discussion shifts toward building wealth, the experts share simple, realistic strategies for saving, creating an emergency fund, paying off debt faster and laying the groundwork for long-term financial security.
If you’re a young professional trying to reset your money mindset, get out of debt or turn your first proper salary into something meaningful, this episode will help you move from survival mode to stability and eventually, to growth.
00:00 Introduction
01:00 Debt management: How to bounce back from money mistakes
02:00 How to build better money habits
03:47 Biggest financial mistakes that young adults make
04:50 Affordability assessment: What young professionals should ask before taking on more debt
06:19 What do you do when you run into financial problems?
08:47 Recovering from debt
10:25 Strategies for building wealth in the long term
10:50 The importance of building an emergency fund
11:20 The importance of having savings
12:10 Practical steps for young professionals starting their wealth journey
15:05 Compare savings accounts with good interest rates
15:20 Conclusion Investec Focus Radio SA
Brent crude has climbed above $66/b this morning, its highest level since Iran-related tensions peaked earlier this month. The rally reflects renewed geopolitical nervousness and a series of supply-side disruptions, prompting markets to price in a higher short-term risk premium.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Standing in for Chris Holdsworth this week, investment strategist Osagyefo Mazwai looks at the latest US growth numbers. While GDP growth at a headline level looks robust, it reveals some concerns about personal income, which has been lagging expenditure. The US labour market has also been softening, so while the Federal Open Markets Committee is unlikely to cut this at its meeting this week, markets will nonetheless look for signs of further weakness in employment. Investec Focus Radio SA
The World Economic Forum Annual Meeting in Davos offered fewer illusions, and more realism. The rules-based order is no longer assumed. Geopolitics is now embedded in balance sheets. Scale matters. Delivery matters more.
In the final episode of our Davos Debrief podcast series, Investec Group Chief Executive Fani Titi argues that the defining advantage in today’s global economy is adaptability - the ability of countries and companies to operate amid volatility without waiting for certainty.
Read more on www.investec.com/now Investec Focus Radio SA
In this episode, we examine the erosion of trust between institutions and communities, and why rebuilding legitimacy depends on place-based, locally led approaches Mike Kenny and Jacinta Koolmatrie.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
AI has moved beyond experimentation. It now sits at the centre of decision-making. At the World Economic Forum Annual Meeting in Davos, the conversation is clear - how can leaders use AI to drive growth, manage risk and reshape work.
In episode 2 of our Davos Debrief series, Jeremy Maggs speaks to Lyndon Subroyen, Investec’s Global Head of Digital & Technology, on why AI is a platform shift, not a passing trend, and what that means for strategy, talent and long-term competitiveness.
Key podcast moments:
00:00: Introduction
01:30: Inside Davos: the spirit of dialogue
02:10: AI’s economic promise and the platform shift
03:05: Balancing AI opportunity and disruption
04:22: Innovating fast without crashing: managing AI risk
05:12: From builders to users: how AI diffuses into society
06:06: Investing in people for an AI-augmented economy
07:16: The skills that matter most in an AI world
08:17: Keeping humans in step with rapid technological change
09:23: Rethinking operating models for the future of work
11:44: Cybersecurity, geopolitics and the dark side of innovation
12:58: Governance, ethics and guardrails for AI at scale
14:01: AI as a growth engine for the global economy
15:11: Sector winners and the universal impact of AI
15:36: Emerging markets and the opportunity to leapfrog
17:04: The one question leaders must ask after Davos
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business, and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
We are joined by Helena Norrman (SSAB), Sang-Hyup Kim (GGGI) and Marina Grossi (CEBDS – Brazilian Business Council for Sustainable Development). Together, we focus on how leaders can accelerate clean and green growth by tackling real execution challenges.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
Oil markets were volatile last week as tensions around Iran pushed Brent close to $67/b before easing back below $64/b after fears of imminent U.S. military action subsided. While the immediate risk premium has faded, prices remain elevated compared with earlier this year, reflecting ongoing concerns over potential disruptions to sanctioned crude flows.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Chris Holdsworth looks at some of the key takeouts from Investec’s latest global asset allocation committee meeting. These include decisions to maintain an underweight position in US equities – based on the country’s economic outlook and high valuations – and to increase the allocation to Japanese equities. Investec Focus Radio SA
The World Economic Forum Annual Meeting is here and markets are paying attention. As leaders gather in Davos, the conversations will likely shape risk premiums, capital allocation and investor confidence in the months ahead.
In episode one of our special Davos Debrief podcast series, host Jeremy Maggs is joined by Chris Holdsworth, Chief Investment Strategist at Investec, to cut through the noise and focus on what really matters for investors.
Podcast key moments:
00:00 - Introduction
01:49 - How should investors interpret the 2026 Global Risks Report findings
02:28 - Does a shift in risk weighting change the thinking around capital allocation and diversification?
03:03 - Are investors underestimating the economic side of global risk?
04:47 - Are investment opportunities and risks in a more multipolar or contested economic order?
05:24 - Where do you see growth potential right now, both in developed economies and in emerging markets?
07:03 - How should investors balance their innovation upside with systemic risk exposure?
08:02 - How do investors think about resilience, whether for portfolios, for businesses or economies?
08:47 - What are the three signals or outcomes that you'll be watching closely at WEF2026?
10:03 - From an investment perspective, how material are positive economic signals from South Africa?
11:55 - What’s the one thing investors should be watching this week when it comes to South Africa's positioning in global portfolios?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business, and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
How can we harness AI to deliver human progress, not just corporate profits? Listen today to gain a clearer idea of how the promise of AI’s excites with possibilities.
We speak to Vilas Dhar, President of Patrick J. McGovern Foundation and philanthropist, technologist and advocate for human-centred AI, to discuss the social and political dynamics in an AI-driven world.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
Michael Liebreich and Rory Sutherland lift the lid on how to shift behaviour at scale to achieve the energy transition. Marc Khan and Lidnsay Hooper interview the pair on the sociopolitical backlash we have seen in some sectors with regard to climate action.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
Drowning in credit offers the moment you land your first paycheck? You’re not imagining it, from store cards to buy-now-pay-later, young professionals are being pulled into debt faster than they can say “credit approved".
In this episode of Everything Counts, host Motheo Khoaripe sits down with Investec’s Keshnie July, Lending Product Owner and Lehlogonolo Ramushu, Credit Risk Consultant, to unpack why so many young people find themselves overwhelmed by debt so early in their careers and what you can do to avoid falling into the debt trap.
From building a healthy credit record without sabotaging your future, to spotting bad deals, understanding unsecured loans and recognising the emotional and social pressures that drive overspending, this conversation takes you inside the real-world decisions that shape your financial life.
You’ll hear why “easy credit” isn’t always your friend, how small habits snowball into big consequences and the practical steps every young professional can take to stay in control, protect their credit score and build a foundation for long-term wealth.
If you’re earning your first salary, navigating credit for the first time or trying to break free from financial stress, this episode will equip you with the clarity and confidence you need to make smarter money decisions.
00:00 Introduction
01:14 Why are so many young people in debt?
02:13 Building a credit record
02:35 The impact of credit decisions
03:48 The marketing of debt
04:27 Unsecured loans and how easy it is to fall into the debt trap
05:03 Importance of reading the fine print
06:14 How much debt is too much?
07:15 Controlling your money habits
07:55 Understanding your finances
09:00 The importance of financial literacy
11:22 Financial mistakes young professionals make
14:36 Financial advice for young professionals: How to spot a bad deal
16:45 The long-term consequences of too much debt
17:20 How debt and credit usage affect your credit score
18:50 What is good debt?
19:50 Debt consolidation and debt review
21:50 Conclusion Investec Focus Radio SA
Before turning to our 2026 Hedging Considerations note circulated on Friday, markets are digesting developments in Iran over the weekend. Rising tensions and the risk of broader regional instability have added a fresh geopolitical premium to oil prices, with Brent firming as investors assess the potential implications for supply and sentiment.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In the first episode of Macro Monday for 2026, our Chief Investment Strategist Chris Holdsworth looks at market performance over the last year. While US equities added 18% in 2025, it lagged behind global equities (up 23%) and an array of countries, including South Africa. One of the top-performing currencies last year was the rand, which benefited from improved fundamentals and a weaker US dollar. Investec Focus Radio SA
Political uncertainty in Venezuela has resurfaced as a risk factor for oil markets, with US intervention and mixed signals around a leadership transition driving short-term price volatility. Despite this, Venezuela’s constrained and sanctioned production limits its immediate impact on global supply.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Listen to Frank Kilbourn of Strauss & Co. and Ashleigh McLean of Whatiftheworld Gallery on how galleries and auction houses navigate market cycles, build sustainable artist careers, and assign value in a constantly shifting art ecosystem. They also share invaluable insider-insights on upcoming artists to watch.
Key moments:
00:00 Introduction
01:19 Guests' personal journeys into the art world
05:48 Understanding the Primary and Secondary art markets
08:09 Market dynamics and pricing strategies
17:44 Building and sustaining an artist’s career
23:26 Current market trends and shifts
30:49 Dream art acquisitions Landing page to explore all of Art in Focus podcast series · Investec Focus Radio SA
As the year wraps up, it's the perfect moment to pause, reflect, and refocus. From building a resilient wealth mindset to navigating digital risks, future-proofing your estate plans, rethinking retirement, and making smarter energy choices — this year’s conversations have reshaped how we think about money, security, and long-term wellbeing.
In this special Year in Review episode of Everything Counts, we revisit the ideas that pushed us to grow, question assumptions, and plan with greater intention. From the habits that unlock financial confidence to the rising trends changing how we work, save, protect ourselves, and power our homes, this roundup captures the big shifts shaping a more empowered financial future.
Whether you’ve taken small steps, bold leaps, or simply absorbed new insights along the way, this episode is your invitation to carry that momentum forward. Here’s to entering the new year with clarity, courage, and a mindset built for possibility.
00:00 Introduction
01:00 What is a wealth mindset?
03:50 The importance of mentorship and learning about money
05:00 How do you start again when things go wrong?
07:30 Estate planning and drafting a will in South Africa
08:00 What happens if you don’t have a will?
09:00 What makes a will valid in South Africa?
10:00 Impact of poor savings habits and why early retirement planning is key
13:30 How a financial advisor can help with retirement planning
15:00 What happens if you outlive your retirement savings?
16:00 Business cybersecurity and common scams
17:10 Business email compromise
18:00 Understanding social engineering
19:00 The use of AI in cybercrime
20:00 Cybercrime to look out for
22:00 Home solar systems in South Africa
23:00 Solar installation regulations in South Africa
24:30 Solar compliance and safety considerations
28:00 Conclusion Investec Focus Radio SA
Group Chairman of Standard Chartered, José Viñals, Sarah Kemmitt, former lead of the UN Net Zero Banking Alliance and Dr. Nina Seeger, Director of CISL Centre for Sustainable Finance discuss how finance can accelerate sustainable development more effectively. From addressing the mispricing of climate and nature risk, to correcting market distortions, tackling permitting bottlenecks and supporting coherent policy, the conversation highlights the conditions needed to align global capital with a cleaner, fairer, more resilient global economy. Investec Focus Radio SA
We sit down with two leaders reshaping philanthropy, Peter Bennett and Leslie Johnson. Philanthropy funds much of the world’s high-risk innovation, early-stage ideas and new economic thinking - often long before markets or governments are able to act. So what role can it play in driving systemic change?
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
In this episode, we sit with guests, former Group Chairman of Standard Chartered, José Viñals, Sarah Kemmitt, former lead of the UN Net Zero Banking Alliance, and Dr. Nina Seeger, Director, CISL Centre for Sustainable Finance, to explore how finance can accelerate sustainable development more effectively. From addressing the mispricing of climate and nature risk, to correcting market distortions, tackling permitting bottlenecks and supporting coherent policy, the conversation highlights the conditions needed to align global capital with a cleaner, fairer, more resilient global economy.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
Feeling like your December budget melts faster than an ice cream in the sun?
You’re not alone; even the most disciplined savers lose control when the festive season hits.
In this episode of Everything Counts, Motheo Khoaripe sits down with Investec financial advisor Nirvashni Rajkumar to unpack why we overspend in December, how festive marketing and emotions cloud our judgment, and the practical steps you can take right now to avoid a financial hangover in January.
From understanding the psychology behind “DeZemba,” to making your 13th cheque last, and setting a realistic December budget the whole family can get behind. This conversation is packed with real-world strategies to help you celebrate without regret.
If you want to end the year with clarity, avoid holiday overspending, and start the next one strong, you’re in the right place.
00:00 Introduction
01:30 Why are we prone to overspending during the holiday season?
03:00 How festive marketing drives holiday season spending
04:00 The psychology of holiday spending
06:00 When should we start budgeting for December?
07:00 Planning for holiday season spending isn’t a one-person job
08:15 How your financial advisor can help with your December budget
10:00 How to make your 13th cheque last: Confronting financial vulnerabilities
14:00 Top tips to avoid blowing your December budget
15:00 Setting a realistic December budget
18:00 Teaching children about delayed gratification
19:00 Hacks to getting the most out of your holiday season spending
23:00 How to plan and budget for the year ahead
26:30 How to end the year with financial clarity
27:30 Conclusion Investec Focus Radio SA
Gillian Tett and Professor Bob Eccles discuss how anti-ESG sentiment and political tensions, particularly stemming from USA, are reshaping climate policy, corporate behaviour, and markets. These two globally respected interpreters of political economy and corporate purpose examine what this means for global action, and how leaders can navigate the fragmented landscape.
00:00 - 12:30 Understanding the Pendulum: How We Arrived at Today’s Polarised Landscape
12:30 - 23:30 The Political Realignment: ESG Backlash, Cultural Fractures & the New “Stakeholders”
23:30 - 37:00 What’s Happening on the Ground: The Reality of Corporate Adaptation
37:00 - end Pathways Forward: Language, Consensus-Building & the Leadership Mandate Investec Focus Radio SA
Gillian Tett and Professor Bob Eccles join us as we examine how anti-ESG sentiment and political tensions are reshaping climate policy, corporate behaviour, and markets, and what leaders can do to navigate this landscape.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
We examine what many describe as a growing ‘meaning deficit’ in society. Along with Sudhanshu Palsule, Gillian Secrett, and Richard Springer, they explore how fragmentation, consumerism and polarisation erode our sense of purpose, and discuss how leaders can help rebuild meaning.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
The latest global purchasing managers index numbers show that there’s little indication of a slowdown in global growth. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says the US numbers have also been strong, but key indicators show that US inflation is above target levels. Investec Focus Radio SA
As we close out the year, we’re taking stock of the global energy landscape - from oil markets caught between geopolitical tension and shifting fundamentals, to Europe’s winter gas outlook and the risks that lie ahead. Today, we’ll break down where the market stands, what’s driving price movements, and what to watch as we head into the new year.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In this episode, we explore whether corporate values really matter when markets, politics and societal expectations pull in different directions. We’re joined by Alison Taylor, author of Higher Ground, and Karen Wood, Chair of global mining and metals company South32, and Thomas Lingard from think tank, the Centre for Future Generations to try an unpack the possible impact of AI and how values and purpose actually show up in boardrooms and tough decisions.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
A discussion of Africa’s energy transition as both an economic strategy and a question of agency, featuring insights from Professor Carlos Lopes and investment leader Jasandra Nyker. They argue that while the world often views Africa through the narrow lens of risk, fragility, or aid dependency, the continent increasingly sees itself as a driver of innovation, industrialisation, and clean energy leadership.
00:38 – 04:09 Rethinking Africa’s Energy Future
04:09 – 10:45 From Dependency to Agency
10:45 – 24:24 Mobilising Capital & Redefining Risk
24:24 – 46:49 Leadership for a Just and Ambitious Transition Investec Focus Radio SA
The year-end episode of the No Ordinary Wednesday podcast confronts a familiar contradiction: markets that looked buoyant, and an economy that often didn’t. In conversation with our Chief Investment Strategist Chris Holdsworth, we dissect the year’s dissonance and the lessons it leaves behind - above all, that in a noisy world, valuation discipline and diversification remain the investor’s most dependable anchors.
Podcast key moments:
00:00 - Introduction
01:51 - What is the Global Investment Strategy Group (GISG)?
02:59 - What are the core principles that anchor the GISG investment philosophy?
04:20 - What defined global markets in 2025?
06:04 - Why hold back at a time when markets appear optimistic
07:04 - What does the GISG expect for the global economy in 2026?
08:03 - What are the big risks ahead?
08:52 - Outlook for the dollar
09:49 - How should investors be thinking about constructing portfolios
10:14 - What is South Africa’s risk score?
11:10 - How does the GISG investment philosophy guard against behavioural errors?
11:58 - What has 2025 taught you about investing in uncertain times?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business, and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
This episode examines the power shifts created by AI and digital systems with global sustainability leader Thomas Lingard. Lindsay Hooper and Marc Kahn explore where real agency lies, why governance is struggling to keep up, and what leadership capacities now matter most as technology reshapes the foundations of the global economy.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
This festive season, scamsters are busier than ever. From fake travel deals to holiday shopping traps, the pressure to click quickly can make anyone vulnerable.
In this episode of Everything Counts, Motheo Khoaripe sits down with fraud expert Kevin Hogan and cybersecurity specialist Nomalizo Hlazo to unpack the most common holiday scams and how to stay protected when excitement meets urgency.
The episode covers why holiday scams are so effective, tools to identify scams and the red flags you should be on the lookout for. Remember that holiday scams aren’t always about getting you to make a purchase; they can often be phishing scams to get your details.
Stay safe this festive season!
00:00 Introduction
01:50 Why is the holiday season a big one for scamsters?
02:50 Why are people less wary around the festive season?
03:50 Common holiday scams in South Africa
05:00 Red flags that may signal a holiday scam
08:00 Can consumers avoid holiday scams by using proper channels?
09:00 Tools to identify scams
11:00 Debunking myths about holiday scams
12:00 Payment-related red flags to look out for
15:20 Holiday scams can be phishing scams
17:00 How to protect yourself from scams: Virtual Cards vs Instant EFT
20:00 Digital hygiene to avoid holiday scams
23:30 Advice for avoiding holiday scams
25:30 Conclusion Investec Focus Radio SA
While November was flat for global markets, they’ve performed well over six and 12 months. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International discusses South African equities that have stood out, with a 43% gain in US dollar terms over the past 12 months, compared to 19% for the global benchmark, reflecting the role of rising commodity prices in supporting South African markets. Investec Focus Radio SA
Brent crude has firmed this morning, approaching $64/b as a series of geopolitical risks, from rising U.S.–Venezuela tensions to attacks on Russian oil infrastructure, push a risk premium back into the market and reverse last week’s optimism around Ukraine peace talks.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In this episode we host Dominic Vergine, CEO and founder of Monumo to discuss how AI can play a central role in advancing positive people and planet outcomes and the real impact of this technology.
00:00 – 01:41 | Setting the scene – AI and leadership in a changing world
01:41 – 18:25 | Targeted applications and real-world impact of AI
18:25 – 31:57 | AI, society, and the economy – risks, regulation, and opportunity
31:57 – 41:31 | The future of AI – sustainability, education, and leadership Investec Focus Radio SA
In this episode, Mark Kahn speaks with Professor Carlos Lopes and investment executive Jasandra Nyker about Africa’s energy transition. Our guests reframe Africa’s narrative from risk to opportunity, showing the continent to be a dynamic platform for innovation and reinvention, with green energy at its core as a driver of industrial transformation, inclusive growth, and sustainable development.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
In this episode, we host Dominic Vergine, CEO and founder of Monumo. We discuss how AI can play a central role in advancing positive people and planet outcomes and the real impact of this technology.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
Oil prices have come under renewed pressure as markets reassess the geopolitical risk premium following signs of progress toward a potential Ukraine peace plan. Earlier strength driven by fresh U.S. sanctions on Russian oil producers has faded, with traders now focusing on shifting diplomatic dynamics and the possibility of reduced supply disruption risk.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The latest US jobs numbers were not encouraging, with nonfarm payrolls revised down for the eighth month in a row and unemployment rising to 4.4%. Despite this, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, the Fed doesn’t seem to be in a rush to cut rates, as inflation remains sticky. Investec Focus Radio SA
Clover Hogan and Ravi Naidoo join to discuss youth anxiety, climate realities and how young people can gain real influence in shaping a more just, sustainable future.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
In the debut episode of 'What Next' - Marc Kahn and Lindsay Hooper bring in Faustine Delasalle, CEO of the Mission Possible Partnership and Katie Fergusson, SVP, Studies and Development at Anglo-American to discuss some surprising advancements being made by heavy industry, like steel manufacturing. While technologies for low-carbon, resource efficient steel, cement, heavy transport and mining are advancing rapidly, deployment still lags behind what’s required.
00:00 Introduction
01:50 Clean Growth & Industrial Revolution
03:23 Guests background in sustainability
04:40 Are We Moving Fast Enough?
06:36 Technology, Policy, and Market Forces
08:00 Scenarios for Industrial Acceleration
09:03 Mining’s Role in the Transition
10:01 Innovation in Mining- examples of new technologies
13:14 Scaling Innovation: Lessons Learned
19:46 More mining less extraction
21: 06 Value Chains, Policy, and Market Signals
24:52 Partnerships and Vertical Integration
27:07 Social Impact and Just Transition
31:57 Policy Shifts for Decarbonization
34:06 Leadership Insights
37:11 Closing Reflections Investec Focus Radio SA
Medicine is moving into a world where software spots patterns before humans sense symptoms, and breakthrough therapies can move markets faster than earnings reports. Longevity is rising, costs are climbing, and global healthcare systems are left to wonder whether innovation will save them or bankrupt them first.
In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Dr Jimmy Muchechetere from Investec Investment Management UK to unravel the forces rewiring global healthcare, from the boom-and-bust frenzy around weight-loss drugs to AI promising to predict illness long before it strikes.
Podcast key moments:
00:00 Introduction
01:34 Are we reaching the limits of human longevity?
02:13 Are weight-loss drugs a bubble or a structural shift?
04:13 How the White House–pharma deal changes drug pricing
06:58 Who wins and loses in a world with fewer illnesses?
08:10 Why longevity is becoming a macroeconomic risk
10:28 Who holds power in an AI-driven pharmaceutical world?
12:27 How to maintain trust when AI outperforms humans in diagnostics
13:51 How AI is transforming preventative medicine
16:27 Will data expertise surpass clinical expertise?
17:35 Who is accountable when AI influences medical decisions?
18:57 Why regulation must catch up with rapid AI innovation
20:47 Will AI-driven healthcare widen inequality?
22:39 How demographics and geopolitics shape healthcare tailwinds
23:56 How leaders build conviction in a VUCA healthcare landscape
25:22 The next frontier in personalised and preventative medicine
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business, and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
In this episode Marc Kahn, Investec's Chief Strategy and Sustainability Officer, Lindsay Hooper, CEO at CISL and guests Faustine Delasalle, CEO of the Mission Possible Partnership and Katie Fergusson, SVP, Studies and Development at Anglo American discuss what’s it going to take to replace high carbon energy and resource-intensive systems with cleaner, greener and more efficient alternatives.
The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec
Are you worried about what your children are doing online or how to handle it if your child is the one causing harm?
In this episode of Everything Counts, host Motheo Khoaripe sits down once again with Emma Sadleir Berkovitz, founder of the Digital Law Company and Africa’s leading expert on social media law and digital risk. Together, they tackle one of the most difficult topics in parenting today: what to do when your child becomes a cyberbully and how to guide them towards responsible, empathetic online behaviour.
From the legal consequences of cyberbullying to the real-world impact of digital actions, this episode explores the cyberspace fallacy and the lasting effects of online harm. You’ll learn how peer-to-peer digital abuse manifests, the dangers of oversharing online and how online anonymity fuels online cruelty, all while discovering tools to help your children develop resilience, empathy and accountability.
Emma also shares insights on digital literacy, the growing movement for a ‘smartphone-free childhood’ and practical strategies for parents to keep children safe online.
If you’re a parent, teacher or caregiver navigating the challenges of raising kids in a connected world, this episode is your roadmap to understanding, prevention and empowerment.
Stay informed, stay intentional and help your children build a healthier relationship with technology, one click at a time.
00:00 Introduction
01:00 How to parent a child that is a cyberbully
02:50 Legal consequences of cyberbullying
04:50 The cyberspace fallacy
07:00 How prevalent is peer-to-peer harm?
11:00 The digital world as an extension of the real world
14:00 The dangers of oversharing online
17:00 Empowering kids with social scripts
17:50 Online anonymity makes cyberbullying worse
19:10 Increase in mental health issues for children
21:00 Smartphone Free Childhood
22:30 Digital literacy starts at a young age
24:30 Parents need to educate children on their online responsibilities
26:30 Tips for parents to keep children safe online
30:00 Conclusion Investec Focus Radio SA
Oil markets were volatile last week, with Brent swinging between $62 and $65/b as shifting supply signals, geopolitical tensions, and broader market sentiment drove sharp intraday moves. Despite the fluctuations, prices remain stuck in a well-defined range, capped by persistent oversupply concerns and resistance near the 50-day moving average.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
October inflation surprised on the downside in just over half of the major countries that have reported numbers so far. There was no number for the US, due to the government shutdown, but, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, other indicators point to a rate of around 3%, with some upside risk. Investec Focus Radio SA
Brent crude fell to $62.84/b last week after Saudi Aramco sharply reduced its official selling prices, signalling weaker demand in Asia. Other Gulf producers followed suit, adding pressure. The decline, in line with softer equity markets, has since steadied with Brent back near $64/b.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Global growth is on the rise again, while the US has seen upgrades to its growth forecasts, despite the ongoing shutdown. But while the US seems in good shape, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, there are early signs of softness in China, based on import numbers and high frequency data. Investec Focus Radio SA
South Africa’s economic story is balancing between risk and resolve, discipline and delivery. As the country prepares for its first Mid-Term Budget Policy Statement (MTBPS) under a coalition government, National Treasury faces a difficult equation: stabilise debt, restore credibility and still find space for growth. In this episode of No Ordinary Wednesday, Jeremy Maggs is joined by Investec’s Annabel Bishop, Tertia Jacobs, and Osa Mazwai to unpack the policy choices shaping the 2025 mini budget.
Listen here or watch the discussion on Investec’s YouTube channel.
We explore:
•Why fiscal consolidation remains the cornerstone of market confidence
•How a commodity windfall and better tax receipts are buying Treasury time
•The debate over lowering the inflation target and what it means for growth
•And whether South Africa’s improving structural reforms can finally lift potential GDP
Podcast key moments:
00:00 – Introduction
02:51 – What’s behind the debt-to-GDP ratio divergence?
05:03 – How closely are markets watching South Africa’s debt challenges?
06:40 – How does the debt trajectory intersect with SA’s long-term growth prospects?
08:28 – Inflation targeting expectations
09:35 – Would a lower inflation target risk dampening nominal GDP?
11:36 – Revenue vs spending
13:36 – Searching for a new fiscal anchor
15:21 – Is SA on the path to fiscal consolidation?
17:12 – What’s driving the government bond rally?
18:16 – Progress on structural reforms
20:44 – To what extent is the fiscal story intertwined with commodity cycles?
22:13 – What rating agencies are looking for
24:30 – How the mini budget could influence the MPC’s tone on interest rates
25:57 – What would success look like for the 2025 MTBPS?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business, and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Are you concerned about keeping your children safe online in an age where screens are everywhere?
In this episode of Everything Counts, host Motheo Khoaripe sits down with Emma Sadleir Berkovitz, founder of the Digital Law Company and Africa's leading authority on social media law and digital risk, and Ndivhuwo Mulaudzi, a cybersecurity awareness training specialist at Investec. Together, they unpack the realities of cyberbullying, online predators and managing children’s online behaviour in today’s digital world.
From understanding the risks of social media, implementing parental control tools, teaching online safety and digital hygiene, to identifying the warning signs of online grooming, this conversation is a complete guide for parents, educators and guardians looking to keep children safe online.
Learn practical strategies to balance screen time, encourage open communication, use parental control apps and educate children about internet dangers. Whether your child is just starting to go online or is already active on social media, this episode equips you with the knowledge, tools and confidence to navigate the digital world safely.
Stay informed, stay prepared and make sure your children enjoy the internet while staying protected from online risks.
00:00 Introduction
01:30 Children are online from an early age: Should parents be worried?
02:30 Parental control and monitoring for kids online
04:00 Basic digital hygiene for kids: Online safety practices for families
05:45 Digital literacy and open communication is key to keeping children safe online
07:00 Parental advisory on online games
08:30 Understanding the online risks for children: Cyberbullying and online predators
10:00 Teaching online privacy: How to prepare your child for internet safety
11:50 The legal risks of sharing photos online
13:30 Emotional impact of cyberbullying and online extortion
15:30 How can parents reduce internet risks for their children?
16:20 How parental control tools can help to keep kids safe on the internet
18:15 Best parental control apps explained
21:30 Top online safety tips for parents
24:10 Warning signs for parents to look out for
27:14 Conclusion Investec Focus Radio SA
Japanese and emerging market equities led the way in October, returning 12% and 4% respectively, helping to lift global equities by 2%. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International looks at how markets have been performing over the last month and year. Investec Focus Radio SA
Several OPEC+ members agreed over the weekend to unwind a small portion of their additional voluntary cuts in December, while signalling a pause in further output increases until the end of March next year. The move, largely in line with expectations, suggests the group is prioritising market stability after recent price weakness, leaving oil prices modestly firmer around $65/b this morning.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Are you worried about whether your retirement savings are safe and working as hard as they can?
This episode of Everything Counts dives deep into the realities of moving your retirement savings offshore and what it means for South Africans planning for the future.
Join host Motheo Khoaripe as he chats with Investec’s Kate Robson, co-head of My Investments, and Johan Loubser, head of adviser enablement, to explore the myths, benefits and risks of offshore retirement investing. From currency risk and diversification to tax rules, estate planning and offshore investment returns, they unpack everything you need to know to make informed decisions.
Learn how offshore retirement plans can protect your savings, why spreading your investments across countries and currencies matters, and the steps to ensure your portfolio is aligned with your long-term goals. Discover why careful planning, expert advice and understanding the rules are key to making offshore investing work for you.
Whether you’re just starting to save, considering retiring overseas, or looking for smarter ways to grow and protect your retirement savings, this episode empowers you to take control of your financial future.
00:00 Introduction
01:58 Offshore investing vs offshore retirement investing
02:45 Offshore investing for people retiring locally vs retiring abroad
05:15 Regulation 28
06:37 Is offshore investing only for the wealthy?
08:33 Benefits of offshore investing
09:48 Timing an offshore investment right
12:18 Matching your retirement savings to where you’ll spend
15:35 Tax implications of investing abroad
17:16 Estate planning with offshore investments
20:32 Risk vs reward of offshore investing
21:46 The role of a financial adviser in offshore investments
23:20 Where offshore retirement investing fits into a portfolio
24:52 Conclusion Investec Focus Radio SA
Global equities have had a good run since the Liberation Day jitters in April, with Japan and South Africa being standout markets. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says markets are awaiting the next moves, but clouding the outlook has been the US government shutdown, which meant that the September jobs numbers could not be released. September inflation data could also be delayed. Meanwhile South Africa’s PMI numbers are improving, which should have a positive Impact on GDP. Investec Focus Radio SA
OPEC+ members agreed over the weekend to proceed with a modest production increase of around 137 kb/d for November, continuing the phased unwinding of last year’s voluntary cuts. While largely in line with market expectations, the decision is expected to have limited impact on overall supply given existing overproduction among several members.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The US market is trading ~40% above fair value. What could cause those lofty valuations to deflate? This week on No Ordinary Wednesday, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, unpacks the key findings of Investec’s latest Global Investment View, highlighting risks for global investors and where opportunities lie outside the US, including: Europe is loosening fiscal policy to support growth, China is rolling out stimulus, with commodities rallying in response and in South Africa equities remain cheap with commodities and improving SOEs providing tailwinds.
Podcast key moments:
00:00 – Introduction
01:17 - The global investment strategy group keeps its global risk score unchanged
02:48 - What’s keeping valuations elevated in the US?
04:04 - AI driven investment providing a new growth engine
05:14 – Inflation risks in the US
05:41 - Why Europe and China look relatively attractive
07:18 – Why do SA risk assets remain cheap?
08:15 – Eskom, Transnet and the SA economy
09:44 - Local bonds have rerated
10:47 – What should investors be watching in the next 12 to 18 months
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
There have been some mixed messages on the US data front recently. US GDP in the second quarter was revised upwards, even as labour markets have been softer and consumer confidence has been weak. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says with a key inflation indicator remaining sticky, this presents challenges for the Fed and the trajectory of interest rates. Investec Focus Radio SA
Geopolitical tensions and supply constraints are impacting energy markets. Russian diesel restrictions, continued Ukrainian strikes on refineries, and evolving U.S. policy signals have tightened supply, contributing to Brent trading above $70/b for the first time since early August.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Worried about the personal risks when your phone and your digital identity, falls into the wrong hands?
This episode of Everything Counts dives deep into the realities of phone theft and the ripple effects it can have on your banking, social media, passwords and more.
Join host Motheo Khoaripe as he chats with Kevin Hogan, Head of Fraud Risk at Investec and cybersecurity expert Anna Collard to uncover how fraudsters gain access, the myths about phone security and the vital steps you must take immediately to secure your money and digital life.
Learn about the importance of long passwords, biometric security, virtual cards for safer online shopping, spotting phishing scams, managing your digital footprint and using tools like remote wipe and password managers. Discover why acting fast, staying vigilant and adopting good digital habits can keep you one step ahead of fraudsters.
Whether you’ve experienced phone theft or want to safeguard your digital world before it happens, this episode empowers you to protect what matters most.
00:00 Introduction
01:20 What do you do if your phone is stolen?
02:00 Phone security isn’t bulletproof: weak passwords are common
03:00 How to keep your phone secure: Strong passwords and facial recognition
04:00 Delink stolen device from your banking accounts
05:00 How fraudsters use your WhatsApp, iTunes and social media accounts
06:00 What do fraudsters look for once they have your phone?
07:30 Security tips for online shopping
10:00 The risks of using a credit card
10:40 What are virtual cards and how do virtual cards work?
12:00 How can you check if a website is legit?
13:00 Why you shouldn’t use instant EFT payments
15:00 Everyday habits that can lead to digital security risks
16:10 Don’t conduct financial transactions in public
16:35 Risk of not updating software
18:00 What is NFC and how does it work?
18:30 Paying using Apple Pay or Google Wallet
20:15 How secure are biometrics features on your phone?
21:00 Remote wipe function: What it is and how does it work?
22:00 What is a faraday pouch?
22:40 How to keep your email account safe
23:45 ISPs in South Africa don’t have 2FA for email
24:30 The value of a password manager
26:15 Digital mindfulness: How to stay safe online
27:00 The threat of social engineering
29:15 Update your passwords and change your passwords regularly
30:30 Conclusion Investec Focus Radio SA
It was a busy week on the monetary policy front last week. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International discusses how the Fed opted to cut rates in response to a softer labour market (despite elevated inflation), while the Bank of Japan kept rates steady, but adopted a hawkish tone. Locally, he looks at how South African real rates remain high after the Reserve Bank left rates unchanged. Investec Focus Radio SA
Despite stepped-up Ukrainian strikes and fresh EU measures aimed at curbing Russian oil exports, Brent continues to trade in the $65–$70 range. Market sentiment remains cautious, with limited signs of momentum ahead of the September OPEC+ meeting.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
South Africa’s logistics system may be strained, but it is not without promise. In the latest episode of No Ordinary Wednesday, host Jeremy Maggs is in conversation with Vernon Sinden, Head of Logistics at Investec for Business about how innovation, private partnerships and smarter supply chains can unlock growth and boost competitiveness. Investec Focus Radio SA
Recent geopolitical events, including the Israeli attack on Doha and Russian drones entering Polish airspace, have influenced energy markets. On the other hand, the International Energy Agency's (IEA) latest report suggest a potential surplus.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
It’s becoming clear that the US labour market is cooling while at the same time inflation is increasing. Therefore, while markets are expecting a cut in US rates by the Fed this week, there could be some risk to the view that the Fed will cut rates another five times over the next year. Investec Focus Radio SA
Worried about the growing threat of cybercrime and fraud targeting your business?
This episode of Everything Counts is your essential guide to understanding and combating modern business cybersecurity risks. Join host Motheo Khoaripe as he speaks with Professor Danny Myburgh, digital forensics expert, and Kevin Hogan, Head of Fraud Risk at Investec, to uncover the latest scams like business email compromise, ransomware, fake payment notifications and more.
Learn how cybercriminals exploit trust, hijack email systems, use AI-driven tools to impersonate you and manipulate communication channels to steal from your business. Discover practical tips on securing your passwords, spotting fake payment instructions, protecting your email, adopting two-factor authentication and why independent verification is critical.
Whether you’re a small business owner or part of a larger organisation, this conversation will empower you to strengthen your ‘human firewall’ and stay one step ahead of evolving fraud tactics.
Tune in to make your business cybersecurity smarter, more resilient and ensure that when it comes to protecting your money and reputation, Everything Counts.
00:00 Introduction
01:25 Common cybersecurity threats businesses are facing
02:40 Increase in scams: Deposit scams, investment scams, crypto scams
03:10 Common types of banking fraud
04:00 How phishing works
05:00 The link between ChatGPT and fraud
05:50 What to look out for: Ransomware and data exfiltration
06:30 Cyberattack statistics in South Africa
07:50 What are fake payment notifications and instructions?
09:50 Social engineering: How fraud targets trust
10:30 Email hacking: Filters targeted by scamsters
15:00 What to do if your email has been hacked
16:20 What is email spoofing?
19:30 How often should you change your passwords?
21:20 Business banking tools to prevent hacks
23:00 Using a password manager
24:20 How cybersecurity training keeps your ‘human firewall’ strong
24:57 What does banking security look like?
27:00 Investec Global Client Support Centre
27:15 Conclusion Investec Focus Radio SA
The eight core OPEC+ members have agreed to a modest increase in oil output for October, surprising markets after recent cuts. As production dynamics shift, the implications for global supply and pricing are significant.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investors are growing concerned about a possible US recession, as the labour market weakens and PMI numbers decline, notes Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International. Market are now expecting three US rate cuts this year and five next year. Investec Focus Radio SA
The six resources stocks among South Africa’s “Magnificent 10” are shining on the back of gold and platinum strength, but can the rally withstand US inflation, China’s demand shifts and local logistics woes? Host Jeremy Maggs asks Osa Mazwai, investment strategist at Investec Wealth & Investment International and Campbell Parry, commodities and natural resources analyst at Investec Investment Management.
Podcast key moments
00:00 - Introduction
02:03 - South Africa’s fiscal position & Transnet challenges
04:16 - Performance of South African resource stocks
06:38 - US inflation & global spillovers
08:40 - Metals outlook: gold, copper & thermal coal
10:14 - Rate cuts & ripple effects on metals
11:31 - South Africa’s “magnificent 10”
13:18 - Treasury breathing space from precious metals
15:22 - Global investor perceptions of South Africa
16:48 - Global demand dynamics & tariff pressures
19:05 - Building fiscal resilience beyond commodities
20:46 - Commodities investment outlook
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Despite ongoing market uncertainties, Brent continues to trade around $68/b. The recent meeting between India, China, and Russia signals a unified front against US sanctions, while the upcoming OPEC+ meeting is unlikely to result in significant policy changes.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Oil prices rally on worries about Russian oil exports in view of the imminent increase in tariffs on India, which aim to dissuade India from buying in Russian oil
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Volatility in many asset classes remains low, despite the unclear outlook for tariffs, US growth, jobs and interest rates. Meanwhile, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, the Fed remains cautious about the US economy, and markets are expecting a cut next month and four to five cuts next year. Investec Focus Radio SA
Planning a dream trip but feeling overwhelmed by flights, hotels and travel budgets?
This episode of Everything Counts is your essential guide to smart travel planning. It covers how to get the best value, avoid common pitfalls, and create authentic experiences without breaking the bank.
702’s Motheo Khoaripe is joined by Paolo Giuricich (Head of Investec Travel) and Liezl Gericke (Head of International - Africa, Middle East, and Asia Pacific) at Virgin Atlantic to share how industry insiders get more value when they travel: from when to book flights, how loyalty programmes can boost your journey, to using technology and trusted advisors to maximise every rand spent.
Whether you’re a first-time traveller or a seasoned explorer, this conversation will help you plan smarter, travel better and make every trip truly count.
00:00Introduction
02:00Investment in travel: How expectations have changed
03:00How a travel advisor can help you get the most out of your holiday budget
04:30Out-of-season holidays and affordable family vacations
06:00When to best book flights
07:45Don’t bank on last-minute holiday deals
08:50Avoid peak season travel if possible
10:00Travel is part of the holiday
12:45Are airline loyalty programmes worth it?
13:15Virgin Atlantic loyalty programme
14:50How bank and airline rewards work together
15:30Investec Travel benefits
19:45How to avoid going over your holiday budget
20:00Best travel apps
20:30Using AI for travel planning
21:30Conclusion Investec Focus Radio SA
Inflation is at 3%. The Reserve Bank wants to lock it there. Interest rates are edging down. But the bigger picture is far from settled:
•Growth is stuck below 1%
•US tariffs threaten trade and jobs
•The rand’s strength rests on fragile global sentiment
•Consumers are squeezed and government finances remain stretched
In this episode of No Ordinary Wednesday, Jeremy Maggs speaks to Investec Chief Economist Annabel Bishop about the shifting sands of macroeconomic policy, and what it means for business, households and markets.
Podcast key moments:
00:00 – Introduction
01:16 - What’s behind the SARB’s shift in inflation targeting? And will it or not result in significant rates cut?
04:44 - What would be the key triggers for either accelerating or pausing rate cuts?
07:43 – What sectors are potential bright spots and which structural drags are most likely to keep the annual growth rate anchored near one percent?
11:12 - What scale of impact do you anticipate tariffs will have our growth, trade balance, and broader economic outlook?
13:59 – How resilient is the South African consumer, and where are we seeing the greatest pressure on household spending?
16:22 - The rand has found support from recent dollar weakness, but how much of this strength is simply global sentiment, and how much reflects genuine improvements in South Africa’s economic fundamentals?
18:44 - How would you characterise current financial-market sentiment towards South Africa?
23:29 - Which key economic indicators will you be tracking most closely in the coming months, and why do they matter for South Africa’s outlook?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Following the Trump - Putin meeting after market close on Friday, initial uncertainty about the outcomes has shifted to optimism, with Russia agreeing to provide Ukraine with security guarantees. As markets react to this development, attention turns to the complexities of negotiations and their potential impact on oil, gas, and electricity prices.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Inflation is picking up in the world’s leading economies, and while US inflation surprised on the downside, there are signs of inflationary pressures in other areas. According to Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, it all points to some lively discussion at this week’s gathering of central bankers at Jackson Hole. Investec Focus Radio SA
Planning your next trip? Don’t leave home without comprehensive travel insurance, warn the experts. In this episode of Everything Counts, Motheo Khoaripe chats to Paolo Giuricich, head of Investec Travel, and Anrieth Symon, head of Travel at Bryte Insurance about the potential risks of relying solely on ‘free’ or ‘complimentary’ insurance when heading abroad.
Together, they break down why travel insurance isn’t just a “nice-to-have”, the difference between complimentary and comprehensive travel insurance, as well as what’s actually included in your policy.
So, when you’re planning an international adventure, don’t leave your peace of mind behind. This conversation will empower you to make informed, confident travel decisions.
00:00 Introduction
01:30 Why is travel insurance important?
02:30 What is comprehensive travel insurance?
04:45 Does travel insurance cover medical expenses?
06:00 Is travel insurance mandatory?
07:30 What should travel insurance cover?
10:30 Common travel insurance claims
14:00 What does travel insurance not cover?
15:00 Travel insurance exclusions
16:15 How pre-existing conditions affect your travel insurance
17:30 Travel insurance for seniors
18:30 What does travel insurance cost?
19:15 Complimentary vs comprehensive travel insurance
20:30 What does complimentary Investec travel insurance cover?
21:45 Medical travel insurance vs medical aid
25:10 When should you buy travel insurance?
26:00 Travel insurance for South Africans travelling locally
27:00 Conclusion Investec Focus Radio SA
Mixed signals persist for the US economy and its corporates. While there was a notable rebound in the composite PMI in July, there were contrasting outcomes across the different series, and bankruptcies are at five-year highs. Wall Street earnings have been strong, but share buybacks and insider buying also give a mixed message says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International. Investec Focus Radio SA
With Trump's deadline for a Russian ceasefire passing, Brent crude fell to $65.50/b, indicating market speculation about potential deals. As focus shifts back to rising OPEC+ output and summer demand, the implications for global oil and gas markets remain uncertain.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
What do the colours of a popular toothpaste tell us about how we think about wealth? In the latest episode of the No Ordinary Wednesday podcast, Alexandra Nortier and Marc Romberg, joint heads of Wealth Management at Investec Wealth & Investment International, join Jeremy Maggs to explore how the nature of wealth is changing.
Podcast key moments:
00:00 – Introduction
01:16 – Is there a fundamental shift in how ultra-high net worth individuals perceive wealth?
02:36 – A deeper framework to capture the full complexity of a client's financial life
05:37 – What does a humanised framework to wealth management mean?
09:56 – Security and peace of mind through a humanised framework
10:50 - What are your values and purpose of your wealth?
14:00 – In the age of AI and robo advice, the human role has never been more important
16:47 - How are older wealth creators managing the emotional complexities of relinquishing control?
20:22 - How do you balance the commercial imperatives of active portfolio management with a more reflective human led advisory approach?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Despite a better-than-expected second-quarter GDP print, there are concerns about the US economy as high tariffs kick in and jobs growth stumbles. With nonfarm payrolls revised down sharply, markets now expect US rate cuts next month, despite sticky inflation says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International. Investec Focus Radio SA
OPEC+ has officially decided to unwind the remaining voluntary cuts, which aligns with recent market trends. This move, combined with the latest developments in US tariffs, has significant implications for oil supply and pricing.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe. Each episode unpacks practical aspects of personal finance-how to save, spend, invest, and make smart decisions to boost your financial wellbeing.
In this episode, Motheo explores the trend of unretirement, where people return to work after retiring or delay retirement past the age of 65. Join experts Kate Robson (co-head of Investec, My Investments) and Nicolette Mashile (award-winning financial literacy author also known as the ‘Financial Bunny’) as they discuss what’s driving the shift, the impact of poor savings habits, and why early retirement planning is essential.
Learn how financial advisers and tax professionals can help you navigate retirement income, tax implications, and the risks of outliving your retirement savings. Whether you’re planning ahead or already retired, discover practical tips to secure your financial future and make the most of your golden years.
00:00 Introduction
02:00 What is unretirement?
03:00 Why is unretirement becoming the norm?
05:40 Why you shouldn’t withdraw from your retirement savings
07:00 The value of compounding investments
08:00 How to match your current lifestyle in retirement
10:00 Why you need to start planning for retirement early
11:30 What does unretirement look like?
13:00 Unretirement opportunities
14:00 Unretirement and taxation
16:00 The value of a financial advisor in unretirement
17:45 Tax and unretirement
20:00 What happens when retirement funds run out?
21:15 Why you might not have enough saved for retirement
23:30 Make retirement savings a habit
24:30 Conclusion Investec Focus Radio SA
Oil prices have edged higher following the recent EU trade agreement with the US, which prevents the imposition of higher tariffs. While details are still being finalized, the agreement is seen as a positive step for oil markets, with OPEC+ members set to meet next weekend to discuss September production.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Despite the uncertainty about tariffs, equity markets have been strong around the world, putting the early April declines behind them. This has coincided with a weaker US dollar and a stronger gold price, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International. Investec Focus Radio SA
From AI-optimised shelf space to influencer-fuelled fast fashion, global consumer trends are in flux. Global Consumer Analyst at Investec UK, Eddy Hargreaves, joins No Ordinary Wednesday to explore retail innovation, brand strategy, and why selling to today’s cautious, connected shopper is trickier than ever.
Podcast key moments:
00:00 – Introduction
01:21 – Developed vs. emerging market consumers
02:32 – Inflation, discounts and luxury sales decline
05:05 – How tariffs affect pricing, brand perception and supply chains
07:28 – AI transforming retail
12:36 – Digital media, influencers and personalisation shift
13:07 – Personalisation data at scale
16:07 – Innovation vs. convenience
20:05 – Sustainability ethics under pressure
23:16 – What’s driving the demand for tailored products globally?
25:18 – Beverages and energy drinks markets growing
27:28 – Weight loss drugs reshaping food, apparel, and wellness sectors
31:54 – Temporary trends or structural shifts?
33:40 – Rise of Chinese brands
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Oil prices have stayed relatively stable over the past week, strengthening slightly following the announcement of fresh EU sanctions on Russia. Key developments include a new cap on Russian oil prices and expanded sanctions targeting the financial sector, raising questions about the market's response to looming US tariffs.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
US inflation appears to be heading to 3% by September, above the target rate of 2%. According to Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth his may explain the Fed’s caution on interest rates, even as Fed chief Jerome Powell remains under pressure from President Donald Trump. Investec Focus Radio SA
In this final episode, we turn our focus to sustainability and innovation. We go back to where it all begins...the land, the soil, the foundation that supports every vine, every bottle, and every story. Host Lerato Motshologane is joined by Rosa Kruger one of SA's most respected viticulturists and the founder of the Old Vine Project. And Johnathan Grieve, the pioneering force behind Avondale Wines. One of South Africa's most forward-thinking biodynamic wine estates.
00:00: Introduction – Old Vines, innovation and alternatives
02:05: Wild and free – Rosa’s path to purpose
04:41: Art and agriculture – Johnathan’s alternative evolution
06:20: Beyond a buzzword – What does organic really mean?
07:52: More than the soil – A people first approach to sustainability
11:49: The Old Vine Project – Unearthing legacy, celebrating soul
15:58: Listen and learn - Let nature lead the way
22:10: Farming for the future – Longevity and resilience
24:40: Old world, new wisdom – Where does South Africa sit?
27:42: The sustainability dream – Exploring value and vision
29:54: A toast – Growing and glowing together Wine in Focus series page · Investec Focus Radio SA
Discover how your psychology shapes money habits and learn how to build a healthier, more mindful relationship with your finances.
In this episode of Everything Counts, we explore how deep-seated psychology and early life experiences shape our financial habits.
Host Motheo Khoaripe is joined by Professor Charlene Lew and Investec financial adviser Kgomotso Motloung to unpack why we sometimes sabotage our savings and how to break the cycle.
Learn practical strategies to rebuild a healthier relationship with money − from budgeting and goal-setting to mastering your emotional triggers.
00:00 Introduction
01:50 Psychology behind our money behaviours
02:50 How mindset and personality affects your money behaviour
04:00 How early experiences shape our relationship with money
05:00 Emotional spending and how to stay in control
05:45 Why your relationship with money matters to your financial adviser
07:00 How societal norms affect our relationship with money
08:15 Financial comfort vs discomfort
11:00 The sunk cost fallacy
13:30 How to be rational about financial wellness
14:30 Psychological effects of debt
16:15 How to build positive money habits
18:30 Practical strategies to getting onto a good financial path
20:15 Choosing a financial partner for good financial advice
22:15 How a financial adviser can help you to get your money under control
23:15 The importance of having a vision for the future and setting financial goals
25:15 Conclusion Investec Focus Radio SA
Brent prices strengthened last week despite ongoing geopolitical risks, as the IEA adjusted its 2025 and 2026 demand forecasts and highlighted a surplus in the market. Meanwhile, developments in US trade policy and a shift in Trump's stance on Russia add further complexity to the outlook for oil prices.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Based on the latest announcement, the effective US tariff rate on imports is now about 18%, the highest since the 1930s. Despite this, says Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth, markets remain relatively calm – and the US equity market is still pricing in strong earnings growth – suggesting that the Trump administration won’t follow through on many of the tariffs. Investec Focus Radio SA
South Africa has spent more than a decade in economic drift – growing slower than its emerging market peers, losing investor confidence, and missing out on vital tax revenue. So, how do we get back on track? In this episode of No Ordinary Wednesday, Jeremy Maggs is joined by Cumesh Moodliar, CEO of Investec South Africa, and Osagyefo Mazwai, Investment Strategist at Investec Wealth & Investment International, to unpack the hard truths, and outline a roadmap to recovery and long-term prosperity.
Podcast key moments:
00:00 – Introduction
02:09 – How will the latest tariffs announced by US President Donald Trump affect the South African economy?
04:36 - How do you interpret the opportunity cost of the lost decade of growth in SA?
07:27 - What should the number one priority be for government?
09:30 – Why is boosting confidence is one of the most powerful levers for growth?
10:27 - What specific reforms do you think will signal that SA is open for business?
12:28 – Has SA we missed the golden opportunity with the commodity boom?
13:59 - How vulnerable is SA to these pressures, and could they complicate our domestic growth strategy?
17:38 - Can current composition of the GNU accelerate reforms quickly enough to match the urgency economic growth?
20:10 - How does South Africa avoid getting left behind in the fight for capital, trade and competitiveness?
21:19 – Is South Africa an attractive investment destination?
22:52 - What could South Africa look like in 2035?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Wednesday is the day when US President Donald Trump’s Liberation Day tariffs are set to come into effect. There’s still some uncertainty about what will happen, says Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth and even a further postponement of the tariffs is a possibility. Investec Focus Radio SA
Eight OPEC+ members met over the weekend and agreed to a production increase of 548 kb/d for August, surpassing previous monthly increases. While this decision comes as a surprise to the market, the actual impact on supply may be limited due to several members already exceeding their targets.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe.
Each episode unpacks practical aspects of personal finance-how to save, spend, invest, and make smart decisions to boost your financial well-being.
In this episode, Motheo sits down with Itumeleng Merafe, head of Investec Private Banking, to explore how a wealth mindset can set you up for financial success.
They discuss the habits that set successful people apart – from setting financial goals, to building resilience, staying flexible and investing in yourself. You’ll hear powerful insights into the minds of high achievers, how to master the wealth mindset in a world of social comparison, and the difference between savings and investing.
Whether you’re just starting to learn about money and investing or looking to level up your financial thinking, this episode delivers practical steps and mindset shifts that can help you take control of your future.
00:00 Introduction
01:00 What is a wealth mindset?
03:00 How do you support a wealth mindset on a daily basis?
05:00 How important is flexibility in building long-term wealth?
06:50 How is wealth created through savings?
08:00 Distinctive habits that contribute to financial success
09:30 Delayed gratification and setting financial goals
12:00 The value of mentorship and learning about money
12:30 Balance is key to the wealth building mindset
13:15 How do you start again when things go wrong?
15.40 Mental shifts for cultivating a growth-oriented mindset
18:30 The importance of adaptation
20:45 Leadership and the wealth mindset
22:30 Setting financial goals with a wealth mindset
24:30 Risk taking and understanding your own risk appetite
27:00 Myth busting: what sets successful people apart?
29:30 The role of your financial advisor in wealth building Investec Focus Radio SA
In this fourth episode, we spotlight two women winemakers whose award winning wines and youthful leadership style are transforming the traditionally male-dominated industry. Praisy Dlamini, CEO and winemaker at Adama Wines and Kiara Scott, head wine maker at Hazendal Wine Estate are not just making exceptional wines—they’re laying the groundwork for a more inclusive and diverse industry.
00:00: Introduction – What women bring to the wine making process
05:03: From sugarcane to cellar doors – Praisy’s path
07:09: How to navigate success and accolades at such a young age
08:51: First, but not the last – Pioneering protégés
10:56: Praisy’s leadership style
12:19: Inclusion starts with action
14:08: Promo Trophy Wine Show and where to purchase award winning wines
15:04: Real diversity means representation at the top
18:03: Wine by women - Adding the feminine flair
19:50: Mentorship and multiplication - Growing the next generation
23:21: Resilience in real time - What keeps you going?
25:52: Looking ahead - The dream for SA Wine
28:00: A toast to leadership and legacy
28:30 Closing thanks and where to subscribe to Investec Focus Radio Investec Focus Radio SA
After a tumultuous few weeks, energy markets have calmed down. With supply risks from the Middle East seemingly dissipated, the focus now shifts back to concerns over weak demand growth and the potential impact of US tariffs on energy markets.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice Investec
The US dollar has weakened against most global currencies, but remains strong against most, on a purchasing power parity basis. Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth argues that should the dollar weaken further, it could be good for emerging market equities and for commodities. Investec Focus Radio SA
At the midpoint of 2025, the global economy stands at a precarious intersection of cooling inflation on one side, rising geopolitical tensions on the other. In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Investec Chief Economists Annabel Bishop (South Africa) and Phil Shaw (UK) about the shocks and signals shaping markets from the Strait of Hormuz and the US tariff clock to South Africa’s subdued growth and greylisting outlook.
Podcast key moments:
00:00 – Introduction
01:20 - How are markets reacting to Middle East risk premium?
02:37 - How significant is the risk that supply disruptions there could derail the fragile global recovery?
04:00 - What's South Africa’s inflationary forecast and will prices rise at the pump?
05:58 - Can the South African Reserve Bank afford to be hawkish?
08:02 – Do major central banks have room to cut interest rates?
09:58 - How exposed is South Africa's sovereign risk profile to another bout of foreign investor retreat?
13:18 - How has the global economy reacted to the tariff threat?
15:05 - South Africa also bracing itself for what's next on the tariff front
17:16 – Dollar outlook
18:23 - What impact will the dollar weakness have on emerging markets?
20:17 – Will Europe’s growth strengthen in coming months?
21:38 – South Africa’s growth outlook
24:16 – Should South Africa get off the grey list, how would rating agencies react?
26:35 - Critical risks and opportunities in the global economy in the next six months
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Following the weekend’s air strikes by the US on Iran’s nuclear facilities, markets are keeping an eye on Iran’s response, says Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth. In particular, any attempts to shut the Strait of Hormuz will have an impact on markets, with 20% of global oil and LNG passing through the strait. Investec Focus Radio SA
The US strikes on Iranian nuclear facilities and the potential closure of the Strait of Hormuz have raised alarms in the oil and gas markets. Disruptions could lead to higher prices, with markets reacting to these emerging risks.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The wine industry contributes R56.5 billion to our economy annually, and for every one job produced on a wine farm, another 10 are created further down the value chain. In this episode CEO of SA Wine, Rico Basson and Victor dos Reis, a senior transactor in the Leverage Finance team at Investec discuss the industry’s growth prospects, how exporters can mitigate US trade tariffs and how the future of the industry relies on it moving from a bulk to a value business.
00:00: Introduction – Industry insights and global opportunities
01:10: SA Wine’s economic footprint – Beyond the glass
04:10: The multiplier effect – Careers across the wine economy
07:10: Wine tourism – Driving local growth
09:05: Expanding the experience – Attracting more tourists
10:43: The tariff threat – Challenges in the US market
14:40: Diversifying markets – Where to next?
15:43: Infrastructure matters and collaboration counts
19:27: Foreign investment – A global vote of confidence
21:40: What drives global investment in SA Wine?
23:32: Regional growth and new opportunities
24:58: Looking ahead – A 10-year vision for SA wine
26:58: A toast to progress and looking ahead Buy trophy winning wines · Investec Focus Radio SA
Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe. Each episode unpacks practical aspects of personal finance; how to save, spend, invest and make smart decisions to boost your financial well-being.
In this episode, Motheo is joined by Winstone Jordaan (Grid Cars), Ndia Magadagela (Everlectric), Gresham Pillay (Volvo Cars South Africa), and Jenni Verschoor (Investec Sustainable Solutions) to chat about new energy vehicles in South Africa.
They cover the different types of new energy vehicles available, the costs involved, the range of an electric vehicle and whether South Africa has enough EV charging points.
They also go into the savings gained through a new energy vehicle, how to insure it and how to manage an electric vehicle amidst loadshedding and South Africa’s energy crisis.
If you’re thinking about getting a hybrid or electric car in South Africa and you want to know if it’s worth it, then this episode is full of expert advice and critical guidance.
00:00 Introduction
01:20 What are new energy vehicles?
03:00 What are the different types of new energy vehicles?
04:30 Tips to maximise electric car savings
05:15 Electric vehicles vs fuel vehicles
06:50 Consider your needs before buying an electric vehicle
07:30 Are there enough EV charging stations in South Africa?
10:00 Tips to get the most savings from your new energy vehicle
11:00 Range of an electric vehicle
14:45 Maintenance, insurance and long-term electric vehicle costs
18:00 Electric vehicle market: How much is an electric car in South Africa?
21:30 Financing a new energy vehicle and a charger
24:00 Dealing with loadshedding: Plan your EV charging times
25:50 Insuring a new energy vehicle
28:30 Tips to avoid electric vehicle theft
29:00 New energy vehicle trends
31:30 Conclusion Investec Focus Radio SA
The conflict between Israel and Iran has intensified, impacting gas supplies as Chevron shuts down production at the Leviathan field due to security risks. While oil supplies remain unaffected, the market is reacting with volatility, and OPEC+ may adjust its plans in response to these developments.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
South Africa needs to produce 10 times more engineers to compete globally. But, in 2023, only 3% of matric students achieved a distinction in mathematics, and over 77% got less than 50%. These figures highlight a growing STEM (Science, Technology, Engineering and Maths) skills gap, a challenge we must address to fuel economic growth and tackle the ongoing youth unemployment crisis. In this special Youth Month edition of No Ordinary Wednesday, Jeremy Maggs speaks to Prof. Kobus Maree, a leading educational psychologist and Setlogane Manchidi, Investec’s Head of Corporate Social Investment, on the catalytic power of maths and science for economic growth and employability.
Podcast key moments:
00:00 – Introduction
01:43 - What makes gateway subjects, maths and science, foundational for young people?
05:11 - What kinds of skills – beyond content knowledge – does success in maths and science cultivate in learners?
08:37 – What is the Promaths programme? And what is driving this investment for Investec?
11:07 – Does matric pass rate reflect performance and participation in maths and science?
12:48 – How have Promaths students performed over the past 20-years?
15:07 – What is the connection between school-level success in maths and science and employability in high-growth industries?
19:31 - What are the key improvements we need to make in how we teach maths and science in our schools?
23:36 - What has Promaths taught you about equity and access?
27:08 - What message would you give to South Africa’s youth this Youth Month?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Trade policy uncertainty continues to weigh on the US dollar, with even the euro gaining against the dollar despite last week’s rate cut by the ECB. Chief Investment Strategist of Investec Wealth & Investment International, Chris Holdsworth looks at how currencies are taking their cue from growth trajectories, rather than interest rate differentials. Investec Focus Radio SA
Brent crude oil prices have strengthened at the end of last week, despite discussions of potential production hikes from OPEC+. Factors such as limited cuts to Saudi selling prices and ongoing overproduction by several members are supporting prices, while the market remains in its current range, with the possibility of reaching $70/b if it breaks out.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In episode 2, Michael Fridjhon, Chairman of the Trophy Wine Show, Tom Carson, one of the international judges, and Bruce Jack - founder of Flagstone wines and Bruce Jack wines- discuss wine competitions crucial role in the wine ecosystem. More than just an opportunity for winemakers to win awards, they ensure local wines remain internationally competitive, whilst encouraging innovation and transformation in the wine industry.
00:00: Introduction – Wine, legacy and leadership
02:18: Origins and impact of the Trophy Wine Show
04:24: International perspectives – Tom Carson’s insights
05:35: Remembering Len Evans – Training the next generation
08:03: Judging standards and the selection process
09:51: Why the academies matter – Beyond the echo chamber
11:32: Bruce Jack – endorsements and the power of awards
12:58: Where are South African wines gaining ground?
14:10: South Africa’s wine evolution – changing palates and practices
16:32: How can South Africa grow its global footprint?
18:48: The future of SA wine – A 10-year vision Investec Focus Radio SA
In this episode, Motheo is joined by Sylvia Da Costa from Investec Sustainable Solutions, Darryl Brennan from Burgess Plumbing and Nkuleleko Mabila from Green Cape to tackle one of South Africa’s most urgent challenges: water outages and the need for reliable backup water systems.
The panel unpacks the realities of South Africa’s water crisis, including infrastructure issues, climate change impact, and rising demand. They discuss the different types of water backup systems available, what homeowners should consider before installing one, and the importance of compliance with local regulations.
They also cover the process and cost of installing a borehole, the legal requirements for borehole registration and the benefits of investing in alternative water solutions for peace of mind and cost savings. Plus, the team highlights tech innovations that help monitor water usage and prevent leaks, ensuring your system is efficient and future-proof.
If you’re considering a backup water system or want peace of mind during outages, this episode is packed with expert advice and practical tips you can’t afford to miss.
00:00 Introduction
01:45 South Africa’s water crisis
03:25 What to consider before getting a water backup system
04:50 Backup water system compliance
06:16 Water purification vs filtration: Which is best?
07:20 Water filtration maintenance tips
08:38 What is backwashing?
08:56 Mistakes to avoid during backup water system installation
09:47 Tech-powered water innovations
10:56 Concerns around boreholes
13:24 Cost of a borehole in South Africa
14:15 Benefits of using a backup water system
15:00 What to look for in a backup water system
15:40 Backup water system success story
17:15 Local council vs homeowners’ responsibility around water wastage
19:10 Water efficient fittings at home
20:30 Conclusion Investec Focus Radio SA
OPEC+ has agreed to increase production, setting July's output at 410 kb/d above June and 822 kb/d above the original target. Despite these increases, oil prices rose, likely due to geopolitical tensions, including strikes on Russian airfields that may affect production.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Trade policy uncertainty remains elevated, with US President Donald Trump responding to a court setback with the doubling of tariffs on steel and aluminium. Chinese trade talks appear to have stalled, while the US may retaliate with a tax on foreign owners of US securities, who come from countries deemed to unfairly tax US businesses. Listen to the weekly market round-up from the Chief Investment Strategist of Investec Wealth & Investment International, Chris Holdsworth. Investec Focus Radio SA
Twenty years on, the managers of the Investec UCITS World Axis Core Fund reflect on what two decades of global investing have taught them and what investors should expect next. From shifting geopolitics to enduring investment truths, this episode of No Ordinary Wednesday with Investec Investment Management’s Head of Multi-Manager Investments Ryan Friedman and Fund Manager Bronwen Trower, explores the art of staying the course in aa world that rarely does.
Podcast key moments:
00:00 – Introduction
01:28 - What is the Investec World Axis Range Fund of funds and where does it sit in an investor’s portfolio?
03:04 - What makes the Investec World Axis Range Fund of funds different?
05:28 – As a fund manager, how do you maintain a disciplined, long-term allocation framework amid extreme volatility and policy uncertainty?
09:08 – What’s the biggest misconception that investors have about global investing today?
10:11 - Where are investors looking in fixed income?
12:18 - The dollar has been fluctuating for months, what is happening? And are there other currencies we should be thinking about?
17:10 - How does South Africa look relative to the rest of the world?
18:43 - Private markets at all rage at the moment
21:24 - What has anchored your investment philosophy across such divergent cycles?
22:45 - What’s the one lesson you take from managing this fund across two turbulent decades and what’s next?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Oil prices remained stable last week despite significant news, with Brent holding around $65/b amid OPEC+ discussions and Trump's comments on EU trade. Bearish factors may lead to further declines if trade talks falter. Meanwhile, gas and power prices in Europe have risen due to maintenance outages in Norway, pushing winter gas futures to their highest levels since early April.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
This week, Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, looks at what’s clouding the US economy outlook including uncertainty about tariffs, weakening consumer sentiment and higher bond yields, partly stemming from a new tax bill that could add billions of dollars to US government debt in the coming years. Investec Focus Radio SA
In this debut episode of Wine in Focus, we hear from Johan Malan from Wine Cellar, Mike Ratcliffe - co-founder of Vilafonté and Investec's Roy van Eck on why and how to invest in fine wine. They cover how you tell the difference between a premium vintage and a plonk, how to age wine, a wine bond, and close with their hopes for South Africa's wine industry.
00:00: Intro
01:54: Wine as an alternative asset class
03:29: Basic investment case for wine
05:12: Tips on what separates a fine wine from an average one
09:00: Are stickers a sign of pedigree?
10:24: How to store wine
11:38: Should you ensure your fine wine?
13:44: How do you apply patience and allow fine wine to improve?
17:35: What returns to expect from fine wine investment
21:53: First of its kind: Wind bond
23:53: The SA wine industry in the next 10 years Investec Focus Radio SA
Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe. Each episode unpacks practical aspects of personal finance-how to save, spend, invest, and make smart decisions to boost your financial well-being.
In this episode, Motheo is joined by De Wet Taljaard (Technical Advisor at Investec Sustainable Solutions), Kirk Palmer (Director at Solafi), and Andrew Winstone (CEO at Energy LED) to tackle one of South Africa’s hottest topics: solar power and energy efficiency for households.
They break down the current state of the energy crisis in South Africa, the realities of Eskom, and the future of electricity. The panel shares actionable tips on how to reduce your energy bill; from switching to LED lighting to using your geyser smartly and choosing energy efficient appliances.
The panel explains the different types of solar systems, the cost of solar panels for home and how to choose a solar system for your home.
Whether you’re ready to invest in solar or just want to make your home more energy efficient, this episode is packed with expert advice to help you make informed decisions and take control of your energy future.
00:00 Introduction
01:36 The current energy crisis in South Africa
03:05 The Energy Availability Factor (EAF)
04:28 The impact of power failures in municipalities
05:10 How to curb the cost of power failures in your home
05:50 How to use lights to reduce energy consumption and save costs
07:39 Energy efficient options to cut costs in the home
8:36 How to use the energy efficiency metric
09:14 Insulation in the home
10:24 Home solar system costs and the return on investment
12:49 Types of solar systems on the market and the costs involved
14:50 Maintenance and lifespan of solar systems
15:30 Choosing the right solar system
17:32 Sectional titles and body corporates
18:45 Compliance and safety considerations
20:10 Eskom direct connected customer requirements
21:20 Why registration is the responsibility of the business or homeowner
21:52 Meeting the requirements to get your system registered
22:17 Financing opportunities for solar systems
22:45 Funding solutions for Investec clients
23:18 Cape Town versus Johannesburg: feeding back into the grid
25:32 Energy saving tips
26:08 Increasing energy independence and savings for the future
27:20 How can you prepare for South Africa’s growing water crisis? Listen to the whole Everything Counts series on Investec Focus Radio SA Investec Focus Radio SA
In this episode Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, discusses a general decline in inflation numbers around the world in April, indicating little reason for concern yet. However, uncertainty about policy and tariffs makes forecasting difficult, especially in the US. Investec Focus Radio SA
Recent developments on a potential Iran nuclear deal have impacted the oil market, with Brent hovering around $65/b. The IEA's report shows upward revisions in oil demand for 2024-2026, but concerns about oversupply persist, especially with the potential increase in Iranian crude later this year.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
From a global pandemic to fractured supply chains, energy shocks, inflation spirals, rate hikes, AI disruption, war, and geopolitical realignment - the last four years have been anything but dull. As we celebrate the 100th episode of the No Ordinary Wednesday podcast, we pause the relentless churn of the news cycle to reflect on the macro themes that have defined our world since this show first aired in May 2021. In this episode, we’ve gathered a veritable global panel of Investec leaders from Johannesburg, London, Mumbai, and Dubai to share their insights on what has shaped their regions and the critical forces they will be monitoring in the coming years.
Podcast key moments
00:00 - Introduction
01:37 – How have macro trends influenced the UK
05:14 – What are the most significant factors impacting South Africa’s economy?
08:09 – What macro trends have impacted India?
10:33 – UAE’s story of reinvention
14:09 – What key forces are you watching closely that could shape strategy and opportunity in UK, South Africa, UAE and India?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
The oil market rallied into the end of last week on optimism about talks between China and the US on trade. Callum Macpherson, Head of Commodities at Investec UK, discusses what progress has been made and what does this mean for energy markets.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The world’s leading economies are seeing a deceleration in manufacturing activity, although they remain in expansive territory. In the US, earnings are being revised down, largely in response to the fall in GDP growth that this implies. Meanwhile the Fed is keeping rates steady in the face of an uncertain inflation outlook, but China is cutting rates to stimulate its economy. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, analyses high frequency data of economic activity across the world. Investec Focus Radio SA
In this episode, Lieze-Marie Brink and Jacques Van Niekerk from the Investec Tax and Fiduciary team dive into the critical aspects of wills and estate planning in South Africa. They explore why having a will is essential, especially in ensuring your assets are distributed according to your wishes, and the importance of establishing trusts.
Jump to topics of interest:
00:00 Introduction
01:00 Marriage and wills in South Africa
02:50 Life partnerships and wills
03:30 Divorce and wills
04:30 Estate planning after having children
05:30 Testamentary trusts and risk
09:00 Laws of intestate succession
10:30 Adding failing provisions to your will
12:30 The value of trusts and wills
15:00 Do you need an offshore will for offshore assets?
16:00 Example: UK-based investment
17:00 Example: Property ownership in France (forced heirship laws)
20:00 What happens if your beneficiaries move abroad? Listen to the whole Everything Counts series · Investec Focus Radio SA
OPEC+ have announced an increase in output over the weekend. Callum Macpherson, Head of Commodities at Investec UK, discusses what has been decided and the motivation behind the move.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Despite the tariff turmoil last month, US equities overcame the initial Liberation Day turmoil to end higher over the month. However, as Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, points out, the rest of the world has been outperforming the US. Investec Focus Radio SA
Post the tariff turmoil, investors are reconsidering their exposure to the US market. In this episode of No Ordinary Wednesday, Annelise Peers, Chief Investment Officer at Investec Switzerland, and Richard Cardo, Portfolio Manager and Head of Single Manager Investments at Investec, who oversees the Investec Global Leaders Fund, delve into the macroeconomic and market dynamics reshaping global asset allocation. Investec Focus Radio SA
Brent set a new recent high in its recovery from the sell-off at the start of this month. Callum Macpherson, Head of Commodities at Investec UK discusses market prospects in the current global environment.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In this episode, Lieze-Marie Brink and Jacques Van Niekerk from the Investec Tax and Fiduciary team discuss the key aspects of estate planning and drafting a will in South Africa. They cover what should be included in a will, how to get started, and the importance of updating it after major life changes.
Jump to topics of interest
00:00 Introduction
01:30 Why wills are important
02:45 The cost of a will
03:35 What happens if you don’t have a will
04:15 The laws of interstate succession
05:00 What makes a will valid in South Africa?
08:00 Where to start with drafting a will in South Africa
08:45 How often do you need to update your will
12:30 Consider your marriage regime when drafting your will
14:30 Religious provisions in your will
15:10 Joint wills
17:00 Will vs letter of wishes
19:00 Offshore assets and jurisdiction
21:30 Where should wills be kept?
23:00 The importance of talking to your loved ones about deceased estate administration Everything Counts podcast series · Investec Focus Radio SA
In this episode, we discuss the recent rise in the oil market to $68/b and the factors driving this change, including US-Iran talks. We also touch on the implications for oil prices, US-China trade relations, and the current state of European electricity and gas markets. Tune in for insights into the future of these sectors.
Please note: This podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Where are investors seeking refuge amid uncertainty? And will the recent rebound in global stocks last? In this episode of No Ordinary Wednesday, Investec Wealth and Investment International's Chief Investment Strategist Chris Holdsworth, and investment strategist Osa Mazwai explore the ongoing impact of US President Donald Trump’s tariff policies.
Podcast key moments:
00:00 – Introduction
01:09 – What’s been the market reaction since Trump’s tariff about turn?
01:46 – Why was there a huge bond sell-off?
03:05 – What does the US bond market turbulence mean for SA?
04:21 – Is the US still a go-to safe haven?
05:26 – What other safe havens are investors looking to?
06:58 – Can China rely on domestic demand to drive growth?
08:39 – How does the tariff pause on SA impact investor sentiment?
10:11 – What are markets watching regarding the GNU?
12:05 – Currency expectations?
13:09 – Recession in the US?
14:37 – How are tariffs disrupting global supply chains?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
US markets have been behaving unusually of late, with Treasury yields rising (weakening) even as the US dollar weakens. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, argues that this reflects a sizeable negative shift in perceptions about the US economy, with US assets failing to exhibit their usual safe haven qualities in times of trouble. Investec Focus Radio SA
With the latest Tariff announcements from US President Donald Trump, oil has rallied following. Callum Macpherson, Head of Commodities at Investec UK discusses the oil price outlook, amid uncertainty in the market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In this special edition of Investec’s No Ordinary Wednesday podcast, we delve into the recent market turmoil following President Donald Trump's controversial tariff announcements, which led to a staggering $5 trillion loss in the S&P 500 in just two days. Investec Wealth & Investment International’s Chief Investment Strategist, Chris Holdsworth, and Investment Strategist, Osagyefo Mazwai discuss implications for the global and local economies, investment portfolios and the future of markets.
Podcast key moments:
00:00 – introduction
01:01 - What’s the Global Investment Strategy Group’s view on Trump’s strategy and how does it impact its risk score?
03:00 - Is this all bark and no bite on Trump’s behalf? Could Trump roll back any of the tariffs?
03:54 - Is there method in Trump’s madness? Could these tariffs play to his ambitions of boosting local manufacturing, reducing debt and improving the life of the majority of Americans?
05:55 - US recession fears are mounting, are these valid? What would the knock-on consequences be for global growth and earnings?
06:39 – Where are the opportunities for investors amidst the chaos?
07:50 - South Africa’s exposure to tariffs?
09:24 - What options does the South African government have when it comes to responding to the tariffs?
10:30 – The uncertainty with the government of national unity is weighing heavily on local markets. How will this play out?
12:17 - With all this uncertainty, how is Investec’s Global Investment Strategy Group positioned on South Africa?
13:30 - South Africa has strong trade ties with both the US and China. How could these tariffs affect the country’s trade balance?
14:22 - Should we be concerned about further rand weakness?
15:20 - With no end in sight to geopolitical tensions and global trade shifts, what is the outlook for the global economy over the next 12 months?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
When planning your estate, understanding the tax implications on a deceased estate is crucial. In this episode of Everything Counts, we dive into estate duty, capital gains tax, income tax after death, and how trusts can help with tax efficiency and asset protection.
Joining the discussion are:
•Nikki Bush: Renowned speaker and author, who shares her personal journey of loss and resilience.
•Lieze-Marie Brink: Legal and financial expert at Investec, providing crucial estate planning insights.
•Navashni Rajkumar: Financial advisor dedicated to financial literacy and planning. Managing Taxes in a Deceased Estate · Investec Focus Radio SA
The fallout from US President Donald Trump’s ‘Liberation Day’ tariffs continued on global markets on Monday. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, discusses the big question of whether the tariffs will lead to a recession in the US and elsewhere, and what the long-term damage to confidence will be, even if there is a reversal in policy. Investec Focus Radio SA
The sharp sell-off in oil markets after Trump’s tariffs were announced last week, continues this morning. Callum Macpherson, Head of Commodities at Investec UK discusses the latest in the oil market and why OPEC+ announced an output increase when prices were already falling.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
South Africa’s economic revival hinges on mobilising private capital for infrastructure. With fiscal pressures mounting, public-private partnerships (PPPs) offer a crucial path to sustainable growth. Lourens van Rensburg, head of Corporate and Institutional Banking at Investec, and Martin Meyer, head of Energy & Infrastructure Finance, dissect key insights from Investec’s SA Economic Reform Conference. What will it take to unlock investment—and why is time running out?
Podcast key moments:
00:00 - Introduction
01:29 - Is there a fundamental shift in the relationship between the public and private sectors?
04:25 – What factors have contributed to the Renewable Energy Independent Power Producer Procurement Programme (REIPPPP) success?
06:31 - Eskom has added a new 800-megawatt unit at the Kusile Power Station, are we out of the woods regarding electricity generation?
09:30 – What can improve the bankability of infrastructure projects?
13:11 - What strategies are crucial for revitalising our manufacturing sector, and how can public-private partnerships play a role in this effort?
15:40 - How do you ensure that infrastructure development prioritises not only economic growth but also sustainability and the needs of local communities?
18:30 - What key infrastructure development lessons can South Africa draw from India?
20:18 - What is the one thing that needs to happen to get the flywheel of private sector investment turning?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
With the continued strengthening of Brent, Callum Macpherson, Head of Commodities at Investec UK looks at whether the market still concerned about supply.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The fall in US over the last two months stands in stark contrast to the market performance at the start of President Donald Trump’s first term in office and has been the worst total return for the S&P 500 at this point of a presidency since George W Bush’s first term. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, looks at how markets have performed so far this year. Investec Focus Radio SA
In this episode, Motheo is joined by Lieze-Mari Brink (from Investec's tax and fiduciary team), Nirvashni Rajkumar (an Investec financial adviser) and Nikki Bush (best-selling author and women’s empowerment champion). They simplify the complexities of estate planning, outline the responsibilities of executors and they highlight the importance of having clear and detailed records. These are just some of the emotional and logistical challenges involved in winding up an estate.
Their discussion also stresses the importance of having a well-prepared will, including letters of wishes, to help guide your loved ones and prevent conflicts. Keeping your records organised can make things much easier for your family when the time comes.
Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help listeners improve their financial well-being.
Key moments:
00:00 Introduction
01:56 Obtaining a death certificate
03:14 Timelines for wrapping up a deceased estate
05:06 Nikki Bush’s experience with estate planning
07:53 Liquidity planning for your estate
08:50 How your marriage regime impacts your deceased estate plan
10:04 The value of a life insurance policy after death
11:06 Why estate planning is essential for everyone
11:47 The importance of having a financial advisor
12:14 The importance of sharing information with family in case of death
14:10 The quickest ways to wind up an estate efficiently
16:51 How to appoint an executor
17:45 The role of an executor in deceased estate administration
18:01 The complexities of nominating a family member as your executor
21:16 What should be in your will?
21:32 A will vs a letter of wishes
22:57 Organising your most important documents
25:22 Investec’s Life File checklist
26:01 Critical documents to have on hand Investec Focus Radio · Listen to the full series · Investec Private Vault
Oil has strengthened over the last week and Brent is over 72 $/b this morning.? Callum Macpherson, Head of Commodities at Investec UK looks at what has been behind this move and if the rally can continue.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The Federal Open Markets Committee, Bank of Japan and SA Reserve Bank Monetary Policy Committee (MPC) all opted to keep rates unchanged last week. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International looks at the challenges for central banks as they face a volatile year in markets and the economy. Investec Focus Radio SA
Recession risks, inflation pressures, and trade tensions - how is the global economy shaping up in 2025? Investec’s Chief Economists, Phil Shaw (UK) and Annabel Bishop (SA), take stock of the latest trends in No Ordinary Wednesday. From global growth forecasts to the economic outlook for Europe and South Africa, they break down what lies ahead.
Podcast key moments:
00:00 – Introduction
01:02 - How will the evolution of US trade, defence, and foreign aid policies influencing the global macroeconomic outlook in the coming months?
02:21 - What are the key factors influencing your global economic growth projections?
03:53 - GDP growth in South Africa for 2025 is likely to fall below 1.5%, what’s contributing to this downward revision?
05:41 - What will be the implications of slower growth on business confidence in South Africa?
06:33 – Was there anything in South Africa's Budget Speech 2025 that could turn the economic tide?
07:56 - What factors are you watching that would determine the growth path of the US in the coming months? Is a recession looming?
09:47 - What are some of the main headwinds currently affecting economic growth in Europe?
11:17 - What changes might we see due to new leadership changes in the EU?
12:49 - Do you see any challenges for European nations given their current fiscal positions?
14:28 – What stimulatory measures should the South African government be looking at to accelerate growth?
16:36 - What are those emerging economies contending with when it comes to economic growth? And how does that impact the global economy?
19:36 - What factors are you watching that could derail global growth?
20:49 - How has the fragmentation of the global economy influenced South Africa's trade relationships and economic strategy?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Last week was much quieter in oil markets than the week before, despite continued falls in US equities. Callum Macpherson, Head of Commodities at Investec UK discusses why did oil not follow equities lower again.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In this episode Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International looks at US economic concerns which are rising, with stock markets indices and consumer confidence coming off. Labour market expectations are at their worst since 2008, which will likely to less spending. Locally, the Reserve Bank’s MPC is not expected to cut rates this week, despite low inflation, weak growth and high real rates. Investec Focus Radio SA
It’s been a tumultuous time in energy markets and Callum Macpherson, Head of Commodities at Investec UK takes a look at some key events from last week and how the market reacted.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
While tariff uncertainty continues to weigh on the US, fiscal stimulus is on the agenda in Europe, with plans to boost spending on infrastructure and defence, and in China, which is targeting growth of 5% and a budget deficit of 4% this year. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, shares his views. Investec Focus Radio SA
In this fifth and final episode of Art in Focus, we hear from two locally based artists, Brett Seiler and Sanell Aggenbach, about how their careers started, how they broke into the international art market, and the influence African art is having on the global art scene.
00:00: Intro
01:25: Introduction of guests
02:13: Art careers often start with DIY initiatives
03:56: Community fosters connections and relationships among artists
05:08: Artists' careers often begin with gallery support
06:46: International markets require patience and persistence
08:42: Local art community fosters stronger connections
09:33: African art significantly influences global art concepts
11:08: Overseas shows significantly enhance artists' careers
11:39: Emerging artist awards significantly support artistic careers
14:19: Artists that Sanell and Brett have in their collection?
16:03: Which of their works are their favourites?
17:32: Shows that explore themes of loss and community
18:40: Blue tones evoke memory and emotion
20:33: Supporting print studios nurtures young art collectors
22:16: Sanell donates art proceeds to Mosaic
24:15: Closing and where to subscribe to listen to the series Investec Focus Radio SA
Tariffs may not have as much of an impact on China which has rewired its supply chains to reduce its dependence on the US, says Campbell Parry, global resources analyst at Investec Wealth and Investment International. Speaking on the latest episode of No Ordinary Wednesday, Parry discusses prospects for the Chinese economy and the country’s investment case.
00:00: Intro
01:12: China growth priorities at annual parliamentary gathering
02:25: Chinese trade retaliation
04:32: Impact of continued Chinese slowdown on global economy and South Africa
06:18: What semiconductor shortage?
09:25: The investment case for China
11:06: Are trade tensions driving investors away from China?
13:07: Getting Chineses consumers spending and mobilising the property sector
14:42: Which Chinese industries are more resilient when it comes to trade tariffs?
15:35: China's self-sufficiency
16:26: China's energy transition
17:33: Conclusion Investec Focus Radio SA
Callum Macpherson, Head of Commodities at Investec UK, discusses the impact of uncertainty in the oil market brought about by President Trump's trade policies and the debate over Ukraine peace talks.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
There are rising concerns about the US economy, from weakening consumer numbers to worries about employment. This may explain why US markets have lagged global markets this year, as expected weaker economic growth translates into softer earnings. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, shares his views. Investec Focus Radio SA
Thinking of buying a new car in 2025? Before you make your next big purchase, get expert insights into the latest car trends, best models, and smart financing strategies.
In this episode of Everything Counts, host Marius Roberts is joined by automotive insiders, Sean Nurse, Motoring Editor at AutoTrader and Editorial Director, Ian McLaren, from Car Magazine to unpack the biggest car trends for 2025. From how Chinese car brands are shaking up the market, and the evolution of SUVs to the growing appeal of used cars. This discussion covers everything you need to know before buying your next vehicle, including an insightful Q&A on the do’s and don’ts of vehicle finance with Keshnie July, Investec Lending Product Owner.
Timestamps:
00:00 Introduction: The biggest car trends for 2025
01:00 The most exciting new car models coming in 2025
03:00 Why SUVs and double cabs dominate South Africa’s market
06:00 The impact of Chinese car brands on traditional manufacturers
10:00 Used vs new cars: Where’s the best value for money?
14:00 Car financing trends: How interest rates impact affordability
18:00 Should you buy a car with a residual (balloon) payment?
22:00 The importance of considering total cost of ownership
25:00 The future of the auto industry and predictions for 2025
30:00 Wrap-up: What to consider before buying your next car Listen to the full series · Investec Focus Radio · Investec Vehicle finance
Brent fell at the end of last week, whereas it had been rallying strongly for much of last week. Callum Macpherson, Head of Commodities at Investec UK looks at what brought about this change of direction.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Fiscal challenges are a recurring theme from Washington to Cape Town. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at how the US Congress will need to pass legislation by the middle of next month to avoid a funding lapse, while its debt ceiling will need to be raised soon. Investec Focus Radio SA
Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec’s new trading and investing platform, Clarity, shares his views on the latest episode of the No Ordinary Wednesday podcast. Investec Focus Radio SA
Tristanne Farrell chats to Virginia MacKenny- artist, writer, and Emeritus Associate Professor of Painting at Michaelis School of Fine Art, and Vanessa Cowling, artist and part-time lecturer in photography at UCT. They discuss everything you need to consider when buying photography as part of your art collection. The conversation covers edition sizes, paper quality, provenance and the emerging trends in taking and printing photos- including the influence of AI.
00:00: Intro
01:09: Introduction of guests
01:42: Berni Searle and her significance
03:21: Prof Muholi's work powerfully archives black LGBTQIA stories
05:32: Muholi's mentorship programme empowers aspiring photographers
06:53: Photography collecting requires understanding edition sizes and quality
09:35: How artists sign and authenticate their photographs
13:29: Which up-and-coming photographers should we watch?
17:01: How do international photographers influence African markets?
18:19: The evolution of photography and the use of AI
21:42: Significance of Paris Photo Fair
23:12: Themes that are emerging in contemporary photographic art
25:43: Mixed media - painting on photos
27:42: Closing and where to subscribe to listen to the series Artist, Vanessa Cowling's website · Investec Focus Radio SA
Callum Macpherson, Head of Commodities at Investec UK discusses the latest report from the International Energy Agency looking at outlook for supply and demand.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
While there are signs that inflation is reaccelerating in the US, data such as retail sales, and credit card and auto loan delinquencies, point to softer economic growth, posing challenges for the Fed. Listen to Chief Investment Strategist at Investec Wealth & Investment International Chris Holdsworth's analysis. Investec Focus Radio SA
Since last week’s podcast, Trump has delayed some of the new tariffs, Callum Macpherson, Head of Commodities at Investec UK, discusses what has been going on and what this might mean for oil.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Tariff wars are escalating, with President Trump announcing new tariffs on steel and aluminium imports, and China retaliating with tariffs on a wide range of US goods. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at this in the context of strong labour growth in the US, and diverging trends in other major economies. Investec Focus Radio SA
With a challenging economic landscape, fluctuating currency, global trade tensions, and ongoing energy struggles what can South Africans, businesses and investors expect from Finance Minister Enoch Godongwana’s 2025 Budget Speech? Investec experts Chief Economist Annabel Bishop, Treasury Economist Tertia Jacobs and Chief Investment Strategist Chris Holdsworth share their predictions for Budget 2025.
Podcast key moments:
00:00 – Introduction
01:16 - Overview of the current macroeconomic landscape
03:08 - What has changed since the Minister of Finance tabled the Medium-Term Budget Policy Statement (MTBPS) in October 2024?
04:10 – What will investors be watching in Budget 2025
04:45 - How do you expect the minister to navigate fiscal deficit?
06:35 - Can government lower its debt trajectory?
07:43 – How do we drive growth in South Africa?
08:52 - Expectations for revenue in the upcoming budget? any tax increases?
13:11 - From an investment perspective, what are the implications for various key sectors and the equity market?
14:18 - Outlook for government bond yields?
15:47 - When will South Africa get to investment grade?
16:44 - How can the budget address issues related to retrenchment and unemployment?
18:12 - Are there strategies to ensure the development of a sustainable infrastructure in South Africa?
19:55 - What's the one big thing that you're looking out for in budget 2025?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
In this episode, we hear from young artist Boemo Diale and curator Sean O’Toole about the shifting art industry. They discuss Boemo's rise to fame, the role of art fairs in promoting underrepresented artists, and the importance of established artists supporting newcomers.
00:00: Intro
01:22: Introduction of guests
03:31: The evolution of art fairs
07:46: Boemo on what challenges she faced when starting out
08:36: Thoughts on artists giving back
13:20: Challenges commonly faced by young artists
18:14: The digital age offers both opportunities and challenges for artists
20:07: Galleries provide essential support and representation for artists
20:55: Advice for young collectors
22:59: Artists to keep an eye on
28:00: Closing and where to subscribe to listen to the series
Find out more about the Investec Cape Town Art Fair and buy tickets here:
https://link.investec.com/h8aczf Art in Focus series · Investec Focus Radio SA
U.S President Donald Trump has gone ahead with introducing the tariffs he threatened. Callum Macpherson, Head of Commodities at Investec UK looks at the oil market reaction to the new tariffs imposed by Washington.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
President Trump came out guns blazing over the weekend slapping a 25% tariff on Mexican and Canadian imports (excluding energy) and 10% on Chinese imports. In this week’s Macro Monday, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, examines the wide-ranging implications of the announcement. Investec Focus Radio SA
Callum Macpherson, Head of Commodities at Investec UK, delves into the impact of President Trump's latest statements and executive orders on the global oil and gas markets.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Competition is heating up in the world of artificial intelligence. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at the implications of the launch of China's DeepSeek. The new Large Language Model (LLM) promises to be better or as good as OpenAI and other Western options while costing significantly less to develop and run. Investec Focus Radio SA
In this episode, Tristanne Farrell, chats to Cumesh Moodliar, the CEO of Investec Bank SA, and Itumeleng Merafe, head of Investec Private Bank on how to approach art as an investment. The conversation covers liquidity considerations, depressed market conditions, tax benefits and the role of primary and secondary markets. We also get a sense of what's behind their mutual love for art, and where it all started.
00:00: Intro
01:20: Introduction of guests
01:56 How did Cumesh and Itu's art journey begin?
03:56: Top 10 artist ‘wish list’ and how do you approach collecting?
06:41: Contributing factors to the art market's resilience amid economic challenges
09:07: Understanding the role of primary and secondary art markets
13:38: Exploring art purchases through social media
15:16: Gen-X leads in expenditure
17:58: Growing interest in textured works and sculpture
20:05: What might be causing the shift in luxury goods like watches?
24:41: Diversifying Portfolios: Balancing equities and alternatives
29:04: The significance of the Investec Cape Town Art Fair
31:01: Closing and where to subscribe to listen to the series
Find out more about the Investec Cape Town Art Fair and buy tickets here:
https://link.investec.com/h8aczf Investec Focus Radio SA
Will the world continue down the path of fragmentation, or will it unite to tackle the pressing challenges that threaten our collective future? In the last episode of our Davos special edition, CEOs of Investec SA and UK, Cumesh Moodliar and Ruth Leas, share with us their key learnings from the event and how these discussions are influencing the future of business and governance.
Podcast key moments:
00:00 - Introduction
01:12 – What is the one thing that stood out at Davos 2025?
03:12 – Thoughts on Donald Trump’s first week back?
04:28 – How was South Africa’s investment message at the World Economic Forum meetings received?
05:06 - How was UK Chancellor Rachel Reeves’ address received by the business community in Davos?
06:44 – What stood out for you in European Commission President Ursula von der Leyen speech?
09:13 - The theme WEF this year was "Collaboration for the Intelligent Age". From what you’re hearing in the Davos, are the robots coming for our jobs?
10:08 – Insights from the WEF panel “Energy Transition: Where Public Policy Meets Private Goals”
11:47 – Key takeaways from the 2025 Davos annual meeting
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
In the second episode of our Davos special edition, Investec guests Nick Riley, head of Investment Banking, and Dhiren Mansingh, head of Business Transactional Banking, discuss a significant shift in global trade from multi-lateralism to multi-bilateralism. This evolution places less emphasis on regional agreements and more on establishing direct bilateral relationships between countries. Our experts delve into how this transition impacts trade dynamics and how countries and companies can extract growth in an ever-changing environment.
Podcast key moments:
00:00 – Introduction
01:44 – What’s the sentiment on the ground in Davos?
04:18 – Is the weakest long-term growth outlook of developing economies on the agenda?
05:15 - What strategies can South African importers and exporters adopt to navigate these challenging conditions and seize potential trade opportunities?
07:17 – The risk of imported inflation
08:49 - How can South Africa attract investment in this challenging environment?
10:30 - What criteria will we use to evaluate the success of SA narrative, and how will we define what constitutes investment success?
11:51 – What is the current appetite among banks to finance these large-scale infrastructure projects in South Africa?
13:23 – What other vital investments should we consider, that will bolster South Africa’s growth?
14:26 - Are you spotting any potential opportunities for South African businesses amid trade challenges?
16:06 - What opportunities do you see for your corporate clients in this environment?
16:51 - How can technology facilitate the scaling of trade, and what specific mechanisms do you see at play?
18:24 - How is technology influencing this sector?
19:12 - Any talks or sessions you’re most looking forward to attending this week?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Investec's Head of Commodities, Callum Macpherson, looks at the impact the Israel-Hamas ceasefire and Trump's incoming presidency are having on the Brent crude market, and how far its rally has left to run.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec's Energy Market Podcast · Investec
While the IMF is bullish about global growth this year, uncertainty remains elevated, with the US market looking stretched, says Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth. Investec Focus Radio SA
Join us for the first episode of a special three-part series recorded during the World Economic Forum Annual Meetings in Davos-Klosters, Switzerland (20-24 January). In this episode, Investec CEO Cumesh Moodliar engages in a thought-provoking conversation with host Jeremy Maggs, exploring his hopes and expectations for the event. Discover the key topics that will capture the attention of global business leaders as they gather to discuss the pressing challenges and opportunities facing our world today.
Podcast key moments:
00:00 Introduction
01:30 The impact of Trump's presidency on the global economy
02:30 Predictions for economic growth in South Africa in 2025
04:37 Is South Africa on the right path for growth?
07:56 Global cooperation on the decline
10:32 AGOA and the impact of South Africa's geopolitical positioning
12:13 What will the South African delegation's message be at Davos?
13:04 The investment case for South Africa
14:26 What do investors want to see in South Africa?
15:16 WEF speakers Cumesh is most looking forward to listening to in Davos
16:30 Outro
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Investec's Head of Commodities Callum Macpherson gives insights into the 2025 Hedging Considerations’ themes and how they relate to the latest in the market at the moment?
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In the first episode of the 2025, Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth looks at the US dollar, although it has gained recently, bond yields have risen around the world, up due to both concerns about inflation and fiscal trajectories. Investec Focus Radio SA
The energy update is back with season three, and in the first episode of the year Investec's Head of Commodities Callum Macpherson discusses factors driving Brent’s positive tone at the beginning of 2025.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In this episode, Investec senior wealth manager, Tristanne Farrell, brings Hannah O'Leary, Sotheby's Head of Modern and Contemporary African Art and Pule Taukobong a venture capitalist and avid art collector to gauge the pulse of the African art market. The conversation covers art trends, fairs, sourcing, pricing and diversity. We end by discussing what artists you should be paying attention to.
00:00: Intro
01:20: Introduction of guests
02:16: Is the African contemporary market's boom, about to bust?
05:59: Women are the best selling-African artists
08:37: Lack of diversity in art needs addressing
12:07: The importance of fairs to the art ecosystem
13:09: Young artists who came to the fore through the Investec Cape Town Art Fair
14:58: Reflecting on Frieze London and Emma Prempeh's show
19:59: Another African artist to watch: Pamela Phatsimo Sundstrum
22:02: African art becoming more tactile
26:24: Are record-high prices sustainable?
29:21: How to show proper support to artists: Example of Cinga Sampson
30:57: Where's the best place to source artwork?
31:47: Pule and Hannah tell us which artists are grabbing their attention right now
35:01: The overall health of the African market
36:40: Understanding the potential of the African art market
39:16: Closing and where to subscribe to the series
Find out more about the Investec Cape Town Art Fair and buy tickets here:
https://link.investec.com/n5va54 link.investec.com · Investec Focus Radio SA
In this episode of Everything Counts, we explore what it takes to be a skilled and considerate driver. Hosted by Marius Roberts, this episode covers essential tips for mastering the basics of driving, understanding road safety, and adopting defensive driving techniques. From handling traffic circles to navigating load-shedding-induced outages, we discuss the do’s and don’ts of driver etiquette. Learn how to improve your awareness, maintain safe following distances, and react to unexpected situations on the road.
Listen now to improve your driving skills and make the roads safer for everyone.
Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help listeners improve their financial well-being.
Timestamps:
00:00 Introduction: Why good driving is a journey
01:00 Driver etiquette: Trust and consideration on the road
02:30 The dangers of distracted driving
04:00 How to handle intersections and improve traffic flow
06:00 Understanding pedestrian crossings and their importance
08:00 Navigating traffic circles and indicating correctly
10:00 Dealing with malfunctioning traffic lights
12:00 The reality of stopping distances and speed limits
15:00 The importance of maintaining safe following distances
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Get on the road with flexible vehicle finance from Investec Private Banking
From your first set of wheels to a bigger family car. Your dream convertible, or an affordable hatchback. Whatever you’re looking for, speak to your Private Banker about our flexible vehicle finance solutions at highly competitive rates. Listen to the full series · Full article · Learn more about our flexible vehicle finance solutions · Investec Focus Radio SA
In our latest episode of the No Ordinary Wednesday podcast, CEO of Investec SA Cumesh Moodliar and Business Unity South Africa CEO Cas Coovadia explore how South Africa’s G20 presidency can boost investor confidence and unlock opportunities for Africa. Discover how SA is positioning itself as a gateway to growth and innovation on the global stage.
Podcast key moments:
00:00 – Introduction
01:43 - How will South Africa’s G20 presidency influence the country's economic trajectory?
02:59 – What focus areas should South Africa prioritise during its presidency?
05:11 – What is the B20 and what does it aim to achieve?
06:47 – What are the B20 priorities
09:00 – Are there specific recommendations from Brazil that will need to be taken forward?
10:37 – What macroeconomic issues should be top of the agenda at the G20 meetings?
11:46 – How will the themes of Solidarity, Equality and Sustainability address development priorities?
13:41 – A multi-dimensional approach to measuring growth
15:03 – Can Africa position itself as a trade partner and offshoring destination?
17:04 – G20 public-private partnerships opportunities
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Embark on the ultimate road trip adventure with Everything Counts! In this episode, motoring expert, Marius Roberts shares essential tips for planning your next South African road trip, featuring insights from Layton Beard, head of Public Affairs at the Automobile Association of South Africa (AA), Johan Kriek, the founder of the Defender Trophy, a family friendly overlanding event for Land Rover Defender enthusiasts and Deon Venter, CEO of 4x4 Megaworld.
Whether you’re heading to the coast, exploring the Karoo, or venturing into the bush, this episode has everything you need to make your road trip unforgettable.
Key moments:
00:00 Introduction
01:00 Common road trip mistakes and the importance of planning
03:00 The joy of scenic routes and exploring off the beaten track
07:00 Essential car safety checks before hitting the road
10:00 Insights from the Automobile Association on driver behaviour
15:00 The magic of overlanding: Tips for beginners
20:00 Farm stays and hidden gems in the Karoo
30:00 Fellowship forged by fire: The camaraderie of road trips
YOU MIGHT ALSO BE INTERESTED IN:
Get on the road with flexible vehicle finance from Investec Private Banking
From your first set of wheels to a bigger family car. Your dream convertible, or an affordable hatchback. Whatever you’re looking for, speak to your Private Banker about our flexible vehicle finance solutions at highly competitive rates. Listen to the full series · Read the full article · Vehicle Finance for you · Investec Focus Radio SA
In the last episode of season 2, Investec's Head of Commodities Callum Macpherson discusses decisions from the OPEC+ meeting that took place last week.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth, dissects the decline in SA GDP in the third quarter, mainly because of weakness in agriculture and construction, and argues that there is ample scope for monetary easing. Investec Focus Radio SA
The OPEC+ meeting was supposed to have been held over the weekend, but it has been delayed to this Thursday. Investec's Head of Commodities Callum Macpherson explains what is going on.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Chris Holdsworth provides a summary of the output of Investec’s recent Global Investment Strategy Group meeting, in which the risk score was left unchanged ay -1. He discusses the latest US growth and inflation numbers, as well as South African trade and income indicators. Investec Focus Radio SA
In the latest episode of Investec's No Ordinary Wednesday podcast, economist Lara Hodes discusses rising business confidence in South Africa, the effects of an easing monetary cycle, and an increase in mining production. But as we celebrate these wins, could global tensions stand in the way of further progress? Listen in to find out.
Podcast key moments:
00:00 - Introduction
01:05 - Business confidence is slightly up - do you expect this continue?
02:01 - What macroeconomic factors will you be watching in the next few months that will affect the rand?
03:01 - How concerned are you about commodity prices?
03:48 - What global factors are likely to impact South Africa’s economy?
04:40 – Inflation outlook
05:27 - With an uncertain environment, what could derail further rate cuts?
06:44 - Is there improvement to household finances?
07:51 - There’s some improvement in mining production and output, do you expect this to continue?
08:59 - What will drive growth in the manufacturing sector?
10:05 - What do the latest economic indicators mean for the economy?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Are you earning extra income through a side hustle or considering working abroad as a digital nomad? As the world of work evolves, the rise of side hustles, freelancing and remote work has introduced new complexities to tax obligations. Whether you're a freelancer, gig worker or digital nomad, understanding your tax responsibilities is crucial to staying compliant and optimising your earnings.
In this episode, learn how to navigate your tax obligations in South Africa and beyond with insights from our experts, Bronwyn Trower, Co-Portfolio Manager at Investec Wealth & Investments, and Nicci Courtney-Clarke, Head of Tax at TaxTim.
This episode is packed with useful tips for modern professionals managing new ways of working and multiple income streams.
Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help listeners improve their financial well-being.
Key Moments:
00:00 Introduction
01:00 Freelancers and tax obligations in South Africa
02:30 Why freelance taxes feel higher than salaried employees
04:00 The importance of keeping detailed financial records
07:00 Common mistakes freelancers make when they’re filing their taxes
09:00 Tax implications of working abroad as a digital nomad
11:30 Dual Tax Agreements and their benefits
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As an Investec client, you have access to a dedicated Investec financial adviser for your life insurance and investment needs. Our advisers provide objective advice with no additional fees or commissions. Ensuring transparency and trust. Experience clear advice with your trusted financial partner. Listen to the full series · Read the full article · Get tax-efficient financial products with Investec · Investec Focus Radio SA
It’s a week to go until the OPEC meeting next Sunday. Investec's Head of Commodities Callum Macpherson looks at what do options they have and how does market pricing currently reflect the likelihood of these options.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
SA inflation surprised on the downside and is likely to remain low. Despite this, the Reserve Bank continues to maintain a restrictive stance, pointing to bigger than expected rate cuts next year. Investec Focus Radio SA
In this episode, Investec's Head of Commodities Callum Macpherson discusses what has been driving oil prices.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
What impact will Trump's presidency have on the global economy and emerging markets? Tune in to the latest episode of the No Ordinary Wednesday podcast for insights from Investec experts, Annabel Bishop (SA) and Ellie Henderson (UK). Listen here
Podcast key moments:
00:00 – Introduction
01:00 - A few days since the Trump win have global markets settled?
02:56 – How will a Trump presidency impact inflation in the US?
04:15 – How will the Trump presidency affect global inflation and growth?
05:34 - How worried should emerging markets be about inflation?
08:19 – How will Trump’s proposed tariffs affect global growth?
10:57 – How will the Trump presidency impact other key markets?
12:21 – Will a surge in US bond yields continue?
13:25 – SA bond market outlook
15:00 – Concerns about the oil market?
16:55 – Upsides to the Trump win?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
In this episode of Everything Counts, we explored various tax-saving strategies available to South Africans. With insights from tax experts Nicci Courtney-Clark, head of Tax at TaxTim and Bronwen Trower, co-portfolio manager at Investec Wealth & Investments, we uncovered how you can optimise your tax savings in South Africa while remaining compliant.
This episode is perfect for anyone looking to be more tax-savvy and keep more of what they earn.
Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help listeners improve their financial well-being.
Key moments
00:00 Introduction
01:00 Tax-free savings accounts explained
03:00 Retirement contributions and tax benefits
05:00 Tax considerations before retirement
06:00 Donation tax benefits and requirements
08:00 Home office deductions: What qualifies?
10:00 Understanding medical tax credits and expenses
13:00 SARS auto-assessments: Pros and cons
14:00 How to dispute an auto-assessment
17:00 Penalties for missing tax deadlines
18:00 Common tax-saving mistakes to avoid
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As an Investec client, you have access to a dedicated Investec financial adviser for your life insurance and investment needs. Our advisers provide objective advice with no additional fees or commissions. Ensuring transparency and trust. Experience clear, unbiased advice with your trusted financial partner. Investec Focus Radio · Read full article · Listen to the full series
Following a lot of volatility in the oil market last week after the US elections, Investec's Head of Commodities Callum Macpherson looks at what could a Trump presidency mean for oil markets.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Was inflation the poisoned chalice inherited by Kamala Harris? Chief Investment Strategist at Investec Wealth & Investment International examines the role of inflation and economic performance in deciding the outcomes of US presidential elections over the years. Investec Focus Radio SA
Investec's Head of Commodities Callum Macpherson discusses the strengthening of the market following some weakness in oil prices at the start of last week.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The US labour market points to further rate cuts. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, also discusses expected cuts in the Eurozone and UK, while Japanese rates are set to rise, leading to convergence among the world’s leading developed markets. Investec Focus Radio SA
As of March 2024, the Gross loan portfolio of Micro Finance industry has grown to Rs 4.42 lakh crore, up 26.8% over the previous year. Though active loans have grown 14% YoY, the Average ticket size has also increased by 12% YoY. While the industry witnessed best of asset quality trends in the last 2 years, Q1'FY25 saw some concerns over AQ led by elections, heatwave and overleverage. MFIN (Industry and Self regulatory association) has also issued guidelines to limit the micro-indebtedness for every borrower up to Rs 2 lakh with a maximum of 4 lenders.
To answer all of this, and any other questions you might have, Investec India is pleased to host the virtual MFI Expert Series. Read Nidhesh Jain's Report - India NBFC: MFI stress to increase in Q2
Aishwary Khandelwal, Associate Director, and Amit Rane, Sr Analyst, India Ratings & Research discussed the Rising Stress in MFI
Join Investec CEOs, Cumesh Moodliar (SA) and Ruth Leas (UK), as they share their key insights from the recent IMF and World Bank meetings in Washington. In the latest episode of No Ordinary Wednesday, they highlight the economic policies and market trends poised to influence investors and markets around the globe. Listen here:
Podcast key moments:
00:00 – Introduction
01:10 – Why the annual Investec IMF Breakfast event?
02:08 – What concerns global investors and financiers in 2024?
03:50 – What could derail global growth prospects?
05:15 – With cooling inflation and easing monetary policy, are markets in a stronger position?
07:31 – What message did SARB Governor Lesetja Kganyago have for the global banking community about South Africa?
09:32 – What concerns did the global finance community have about South Africa?
11:26 - How closely are financial institutions and global markets monitoring fiscal policy worldwide?
13:41 – Insights on UK economy
16:00 – What is the investor sentiment towards South Africa?
19:36 – Is this a turning point for South Africa’s economy?
21:00 – 2025 global economic outlook
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
In this episode, we explore the future of sustainable, green homes and energy independence with insights from industry experts, Claudia Thompson, Sustainable Solutions Product Owner at Investec, Anastasia Delis, Soly Representative Managing Global Partnerships, and Mzwakhe Mntambo from Burgess Plumbing, who share their knowledge on how solar energy, water management, and smart technology are transforming properties into eco-friendly homes.
Whether you're a homeowner looking to boost sustainability at home or a business owner aiming for energy efficiency, this episode offers practical guidance on navigating the evolving world of sustainable energy. Tune in to gain insights into the short- and long-term benefits of sustainability, from cost savings and increased energy independence to environmental responsibility.
Everything Counts is a new bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help listeners improve their financial well-being.
Key moments:
00:00 Introduction: The rise of sustainable living in South Africa
01:00 Trends in home sustainability: Local and international perspectives
03:00 The shift towards solar energy and backup water systems
06:00 How to be more sustainable at home - simple steps
08:00 The role of technology in managing home energy
10:00 Recycling and sustainable practices for homes
12:00 Understanding costs and financing for sustainable solutions
14:00 Choosing the right installer and avoiding common mistakes
17:48 Heat pumps and geysers
18:00 Sustainability considerations when buying property
22:00 Renewable energy finance
26:00 Predictions for the future of sustainability
28:00 The evolution of financial products to meet the increasing needs of sustainable assets
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To find out more about the Investec Private Home Loan, visit our website and if you’re an Investec client, get in touch with your Private Banker.
Investec Sustainable Financing
Ideal for family homes, apartments, rental properties, or holiday homes. Investec offers innovative and flexible sustainability finance for your property. The process is quick and efficient, and you'll be up and running in no time. To find out more about investec Sustainable Solutions, visit www.investec.com.
If you're an Investec client, get in touch with your private banker.
Investec Bank Limited is a licensed FSP. Terms and conditions apply. Investec Focus Radio · Investec Private Home Loan · Investec Sustainable Solutions
In this episode, Investec's Head of Commodities Callum Macpherson discusses the reasons behind a sharp sell-off in oil markets and what this could mean for OPEC+ at their meeting coming up in December.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The IMF has warned that global public debt will exceed $100 trillion by the end of the year, highlighting soaring fiscal deficits in the US and China. In his latest Macro Monday update, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, examines this and other key themes from last week’s 2024 IMF/World Bank Annual Meetings in Washington. He also looks at the latest economic indicators that show a slight recovery in US consumer confidence and highlights a moderately positive US reporting season. Turning to South Africa, Holdsworth unpacks the latest inflation figures that show a steady decline. Investec Focus Radio SA
Cyber-attacks have crippled businesses and institutions, drained public money and compromised individuals. So, in 2024, what are the biggest cyber threats to businesses and individuals? And what are the top risk mitigation strategies to consider? In this episode, Jeremy Maggs and guests, Investec’s head of information security and governance in South Africa, Noma Hlazo, and her UK counterpart Tash van den Heever, the latest trends and how to keep yourself and your business safe from attacks.
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Podcast key moments:
00:00 – Introduction
01:26 – Are cyber-attacks increasing in South Africa?
02:08 – What are the top cyber security threats in South Africa in 2024?
03:15 – What are the common types of cybersecurity threats globally?
04:10 – How are deepfakes impacting businesses?
04:57 – What’s driving the steep increase in cyber-attacks?
05:35 – Are regulatory frameworks and IT systems in the financial industry keeping up with the rapid evolution of cyber-attacks?
07:26 – What are the most pressing cybersecurity threats that businesses need to be guarding against?
08:35 – How should businesses counter cybersecurity risks?
10:01 – How are individuals being targeted by cyber criminals?
11:06 – How should individuals protect themselves from cyber criminals?
12:06 – What are the biggest cybersecurity trends of 2024? And how are they changing the industry?
14:06 – What new or emerging technology do you think will strengthen cybersecurity systems in the next few years?
Read more on www.investec.com/now Investec Focus Radio SA
Everything Counts is a podcast series dedicated to exploring the ins and outs of personal finance. Hosted by 702's Motheo Khoaripe, each episode brings together financial experts to tackle crucial topics like saving, debt management, investing, and smart financial habits. The goal is to empower listeners with the knowledge and tools they need to achieve financial wellness.
In this episode, we explore the newly implemented two-pot retirement system in South Africa. Our expert guests, financial advisor Kate Robson, consumer finance expert Nicolette Mashile, and Siphithi Sibego from SARS, unravel the complexities surrounding retirement savings. They discuss the implications of withdrawals, the importance of long-term savings, and the role of tax considerations.
Whether you’re approaching retirement or just beginning to save, this episode offers crucial insights to empower your financial journey.
Key moments:
00:00 Introduction
01:30 Why was the two-pot retirement system introduced?
03:30 What is the two-pot retirement system?
05:30 What is the conversation around the two-pot retirement system?
08:45 SARS and the two-pot retirement system
10:45 Tax implications of withdrawing from your savings pot
15:30 Hidden fees in withdrawals from your savings pot
18:20 Case study: Nkosi’s story
24:00 Understanding your own personal finance
26:00 Importance of a financial adviser
27:00 Understanding retirement savings Investec Focus Radio SA
Brent rallied up over 75 $/b last week but sold off again at the end of the week. Investec's Head of Commodities Callum Macpherson looks at why the rally faded so quickly. Investec
In this week’s episode, Investec Wealth & Investment Chris Holdsworth discusses the Chinese stimulus announcements, the trajectory of core PCE in the US and what it means for interest rates outlook in US, and the three key drivers of consumption in Q4 in South Africa. Investec Focus Radio SA
Oil prices recovered sharply last week. Investec's Head of Commodities, Callum Macpherson discusses what drove this rally and is it sustainable. Investec
What did the Fed see when it decided to cut rates by half a percentage point? Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth looks at last week’s interest rate decisions by the Fed and by the SA Reserve Bank. Investec Focus Radio SA
As central bankers worldwide shift towards easing monetary policies, what kind of rate-cutting cycle are we entering? In the latest episode of No Ordinary Wednesday, Investec Treasury Economist Tertia Jacobs shares her expert insights on the factors that will the trajectory of interest rates in the coming months.
00:00 – Introduction
01:35 – What factors will influence the pace of interest rates cuts in the US?
03:10 – What will the SARB contend with in determining the trajectory of rate cuts?
04:42 – What do you expect, big cuts upfront or more gradual?
05:46 – What would be the impact of a front-loaded approach?
06:52 – Inflation outlook
08:34 – What pace of interest rates cut are you expecting for other developed markets?
10:00 – What are your expectations for other emerging markets?
11:20 – What’s driving the bond market in SA?
12:27 – How will rate cuts impact government bonds?
13:10 – Fiscal consolidation in South Africa
14:40 – GDP outlook
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now Investec Focus Radio SA
In this episode of Everything Counts, we explore the financial and practical considerations of buying property for resale or as a holiday home. Motheo Khoaripe is joined by experts Keshnie July (Lending Product Owner at Investec), Hayley Ivins-Downs (Managing Executive for Real Estate at Lightstone Property), and Tsholofelo Mokoma (Property Practitioner at RE/MAX Horizon).
They discuss the pros and cons, trends, and hidden costs of owning a second property. Whether you're an investor or considering a holiday home for leisure, this episode is packed with insights on market trends, legalities, financing, and tips to protect your investment.
Key moments:
00:00 Introduction: Investing in a second property
01:00 Property ownership trends in South Africa
02:00 Renting vs holiday homes: Key trends
03:00 Financial impact of interest rates on rental properties
05:00 Location considerations for rental or holiday homes
07:00 Hidden costs of owning a second property
08:00 Legalities: What to ask your agent
10:00 Managing rental properties: Contracts and agreements
12:00 How to know if you're ready for a second property
12:30 Role of the bank and financing options
Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help you improve your financial well-being.
YOU MAY ALSO BE INTERESTED IN:
Investec Private Home Loan
No two individuals are the same. That’s why Investec will structure your home loan according to your needs and you'll benefit from market-leading interest rates. From application to approval and registration, your Private Banker will help you every step of the way.
To find out more about the Investec Private Home Loan, visit our website and if you’re an Investec client, get in touch with your Private Banker.
Investec Bank Limited is a licensed FSP. Terms and conditions apply. Investec Focus Radio SA
Brent has fallen to its lowest level since December 2021. Investec's Head of Commodities, Callum Macpherson looks at the impact of this and if OPEC+ will likely manage to agree to a solution. Investec
Investec’s Global Investment Strategy Group has kept its risk score at -1. Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth looks at the reasoning, against a backdrop of a likely cut in interest rates by the Fed later this week. Investec Focus Radio SA
The US doesn’t appear to be in a recession yet. Nonetheless, markets are pricing in aggressive rate cuts in the year ahead in the US, as they are in Europe. Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth examines the implications. Investec Focus Radio SA
It has been a very volatile week for oil markets as Brent hit its lowest levels since March 2023, Investec's Head of Commodities, Callum Macpherson discusses what has been going on. Investec
Given the lack of global ESG standardisation and its politicisation, how should investors approach responsible investing and measure its impact? Investec Wealth & Investment International has launched a comprehensive guidebook on the topic. In the latest episode of the No Ordinary Wednesday podcast, Jeremy Maggs speaks to the authors, Boipelo Rabothata, ESG Specialist and Co-Fund Manager of the Investec Global Sustainable Equity Fund and Maxine Gray, Business Strategist at Investec Wealth & Investment International.
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
In this episode of Everything Counts, we dive into the essential considerations when buying property in South Africa.
Join Motheo Khoaripe as he hosts Keshni July, Lending Product Owner at Investec, and Tsholofelo Mokoma, Property Practitioner at Re/max Horizon. Together, they unpack the step-by-step process, from getting pre-approved to closing the deal on your dream home.
Whether you're a first-time home buyer, upgrading from your current home, or downscaling, this episode provides valuable insights to help you make informed decisions. Don't miss out on expert guidance that will make your property-buying journey smoother and more successful!
Key Moments:
00:00 Introduction to the Episode: What to consider when buying property
00:55 Why pre-approval is Important for homebuyers
02:45 Choosing the right property practitioner
03:35 Additional costs to budget for when buying property
05:20 Understanding affordability and setting realistic expectations
07:00 The impact of interest rates on property purchases
09:00 Preparing for property investment at different life stages
13:00 Step-by-step guide to making an offer and closing the deal
16:00. The importance of home inspections
18:00 Final steps: transfer, bond registration and moving In Investec Focus Radio SA
Oil prices are weaker again today as there are no signs that OPEC+ members are going to hold off on reducing cuts. Investec's Head of Commodities, Callum Macpherson has the latest on this. Investec
US growth has been strong, in contrast with the rest of the world. Chief Investment Strategist at Investec Wealth & Investment looks at reasons to expect a sizeable downward revision to US GDP at some point. Investec Focus Radio SA
Oil has strengthened again this week, and Brent is now back over 80 $/b.
Investec's Head of Commodities, Callum Macpherson, discusses what has been behind this? Investec
The Fed has sent a clear message that interest rates are on their way down. Chief Investment Strategist at Investec Wealth & Investment discusses expectations. Investec Focus Radio SA
The race for the White House is heating up with US political uncertainty sending ripples around the world. What does this mean for the bond market? Get the expert view in the latest episode of the No Ordinary Wednesday podcast with Annelise Peers, Chief Investment Officer at Investec Bank Switzerland, and Awongiwe Booi, Fixed Income Analyst at Investec Investment Management, South Africa. Investec Focus Radio SA
The rise in inflation globally has forced many central banks in leading economies to increase interest rates. Locally, the South African Reserve Bank has raised rates to 15-year highs since it began tightening policy in November 2021.
As market dynamics shift and economic uncertainties loom, this week’s insightful episode explores whether property is still a good investment. Motheo Khoaripe hosts Keshnie July, lending product owner at Investec, Hayley Ivins-Downes, Managing Executive for Real Estate at Lightstone Property, and Tsholofelo Mokoma, property practitioner at RE/MAX Horizon, to provide listeners with a comprehensive analysis of the current property landscape. They discuss the factors influencing property values, the impact of interest rates, and whether property still holds its place as a cornerstone of wealth-building strategies.
This podcast is ideal for individuals interested in property investment, whether they are first-time buyers, experienced investors, or simply looking for expert opinions on the current property market. It caters to those who want to understand the impact of rising interest rates, market conditions, and regional trends on property investment decisions.
Key moments:
00:00 Introduction
01:45 Is property still a good investment today?
03:47 Property price index
05:53 What to consider when purchasing a property?
07:09 Property investment landscape in South Africa by region
09:20 What are South Africans looking for in neighbourhoods to buy in?
10:26 How do interest rates impact property investment decisions?
12:03 Property trends in South Africa 2024
16:12 Rental vs purchase
Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help you improve your financial well-being.
YOU MAY ALSO BE INTERESTED IN:
Investec Private Home Loan
No two individuals are the same. That’s why Investec will structure your home loan according to your needs and you'll benefit from market-leading interest rates. From application to approval and registration, your Private Banker will help you every step of the way.
To find out more about the Investec Private Home Loan, visit our website and if you’re an Investec client, get in touch with your Private Banker.
Investec Bank Limited is a licensed FSP. Terms and conditions apply. Investec Focus Radio · Investec Private Home Loan · Full article
This week Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment, looks at data from across the world, interest rates expectations in the US, and the latest China economic data. Investec Focus Radio SA
Brent fell back below 80 $/b again at the end of last week, Investec's Head of Commodities, Callum Macpherson, discusses why the is market struggling to stay over 80 $/b. Investec
Brent has recovered from last week’s sell-off. Investec's head of commodities, Callum Macpherson, explains the factors driving the rally. Investec
From tightening credit conditions to a high budget deficit, there are concerns about the US economy, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment. Investec Focus Radio SA
Fears of a US recession have sent all major stock markets tumbling after US jobs market data came in lower than expected for the month of July. In this episode of No Ordinary Wednesday, host Jeremy Maggs asks Investec Chief Economist Annabel Bishop whether the Federal Reserve has left it too late to begin cutting interest rates. They also look at what this all means for the Rand.
Key podcast moments:
00:00 - Intro
01:00 - What's behind the global rout in stock markets?
02:56 - Chances of the Fed declaring an emergency interest rate cut in response to market turmoil
03:47 - Impact of stock market rout on the Rand
05:24 - Investec's latest inflation outlook for South Africa
07:21 - South Africa's GDP outlook
09:56 - Positive news for SA consumers
11:30 - Impact of the two-pot retirement system on consumers
12:57 - Impact of the two-pot retirement system on the economy
14:39 - Positive sentiment from foreign investors for SA bonds and equities
16:51 - Is the private sector going to start investing more in their operations?
18:56 - Gold market update
20:30 - Closing remarks
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now Learn more · Investec Focus Radio SA
In this episode, Motheo Khoaripe dives deep into the financial dynamics that can make or break a relationship. Joined by financial consumer journalist, Maya Fisher-French and seasoned Investec financial advisor, Kgomotso Motloung, they explore how couples can navigate the often challenging conversations around money, financial planning, and shared goals.
RelationshipGoals #MoneyMatters #FinancialPlanning
Tags: Relationships, Money Management, Financial Planning, Couples Finance, Podcast, Investec, Financial Wellness, Wealth Building
Key Moments:
00:00 Introduction
01:00 How different financial values and goals can impact a relationship
02:38 Tips to identify the financial habits of a partner early in a relationship
03:59 What about your partner’s finances should you know upfront
06:46 The significance of marital regimes and their financial implications
10:06 Planning for unexpected life events like disability or retirement
12:19 Strategies for saving for children’s education without compromising other financial goals
18:15 Why it is important to consistently review your financial plans
19:02 The value of having a financial adviser: when you have extra cash/bonus/salary increase
20:03 Planning for death
22:33 Don’t be nervous about approaching a financial adviser
23:44 What are the warning signs that indicate you are not consulting the right financial adviser?
This episode is a must-listen for couples at any stage in their relationship, offering actionable guidance to strengthen their financial partnership while navigating the complexities of shared finances.
Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help you improve your financial well-being. Investec Focus Radio SA
Brent fell to its lowest level since January at the end of last week. Investec's head of commodities, Callum Macpherson, looks at what's driving this. Investec
Concerns about the health of the US economy have seen a sizeable pullback in global markets, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment. Investec Focus Radio SA
Energy prices were under pressure last week as equity prices fell, led by tech stocks as question marks surfaced over the rapid expansion of artificial intelligence, says Investec's head of commodities, Callum Macpherson. Investec
Even with the positive surprise for both GDP and core PCE in the US, the market is pricing in a cut by the Federal Reserve in September, says Chris Holdsworth, Chief Investment Strategist for Investec Wealth & Investment. In this episode, he also looks at global currency moves and the latest South African inflation print. Investec Focus Radio SA
Self-directed or do-it-yourself investing and trading are on the rise globally. Tinus Rautenbach, head of Investec’s new online trading platform Clarity, shares essential insights for individual investors looking to take control of their investment and trading portfolio. Learn more about Clarity · Investec Focus Radio SA
Are you a parent who wants to secure your child's education and future? Do you find it challenging to balance your financial well-being with providing for your kids? Well, we've got you covered! In this Savings Month-focused episode of Everything Counts, Motheo Khoaripe hosts parenting expert Nikki Bush and Investec Wealth Management specialist Kate Stannard, to delve into the world of money, savings, and raising financially savvy children.
This episode is ideal for parents who want to strike a balance between providing for their children and securing their own financial future. We provide valuable insights and practical tips for parents who want to teach their children about money and savings.
Key moments:
00:00 Introduction
01:33 The envelope system
04:55 When is the best time to teach your children about money?
05:30 Using the piggy bank system to teach your children about budgeting, saving and investing
07:03 How do you strike the perfect balance between investing in your kids' education and future, and investing to secure your wealth?
09:35 How do you structure your finances to save and invest for both yourself and your kids?
12:05 How do you strike the perfect balance between investing in your kids' education and ensuring your own peace of mind?
14:17 How do you make sure that your saving and investing efforts beat education inflation?
16:53 What products are great for when you are starting your saving and investing journey?
18:08 How to be a good money role model for your kids?
20:05 Are there alternative ways to save for your kids besides the traditional savings options?
20:44 Creative ways to get your kids to start saving and investing
22:05 What tax implications to consider when saving and investing for your kids
24:21 How do you teach kids the consequences of their financial decisions?
Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help you improve your financial well-being.
You might also be interested in:
Investec My Investments
Whether you're just starting or looking to enhance your wealth, Investec My Investments provides solutions tailored for you. Invest with as little as R1,000 per month and experience the benefit of Investec's global expertise. Chat to your Investec Financial Advisor today.
Investec Bank Limited is a licensed FSP. T& Cs apply.
SmartRate Plus 15-Day Notice Account | Investec
There's a difference between having a dream and working towards a goal. Waiting for luck or making investments in you. There is a difference. Expect more than ordinary when you save in an Investec SmartRate Plus 15-day notice deposit. Earn 9. 06 percent annually effective, 8.7 percent nominal. Save with Investec from R100 000. Go to investec.com/smart.
Investec is an authorised FSP. Terms and conditions apply. Investec My Investments · Investec savings accounts · Investec Focus Radio SA
By year-end, South Africa could have its most restrictive monetary policy in 19 years, if inflation continues to fall, says Chris Holdsworth, Chief Investment Strategist for Investec Wealth & Investment. On the US front, Donald Trump is still the favourite to win the
presidential election, but the odds have narrowed after Joe Biden’s withdrawal from the race, he says. Investec Focus Radio SA
The International Energy Agency released their latest monthly report at the end of last week, Investec Head of Commodities Callum Macpherson discusses what the agency had to say about the state of oil supply and demand.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Chris Holdsworth, Investec Wealth & Investment's Chief Investment Strategist says he won't be surprised if the MPC cuts interest rates at their meeting this week. He also discusses the probability of Trump winning elections and looks at what's happening to global, US and Chinese inflation. Listen to earlier episodes · Investec Focus Radio SA
Investec’s Global Investment Strategy Group has increased South Africa’s risk score while maintaining a negative offshore stance. Join Chris Holdsworth, our Chief Investment Strategist, as he explains the rationale behind this positioning and shares his expectations of upside surprises in economic growth and earnings for SA Inc shares. Listen to the latest episode of Investec’s No Ordinary Wednesday podcast.
Podcast key moments
00:00 – Introduction
01:17 – What’s behind Investec’s current global risk-off position
02:18 - What has the market priced in for the U.S? What indicators are you watching?
03:43 – How would a US slowdown impact the global economy?
04:14 – Disappointing economic data out of China, how concerned are you?
05:15 - What are the implications for the rest of the world should Chinese growth slow dramatically?
05:53 – Are we approaching a peak valuation in the U.S?
06:33 – What is the impact on global equities?
07:36 – How are markets responding to South Africa’s new administration?
09:10 - Do you expect structural reforms in South Africa to gather pace?
09:58 – Business confidence is still depressed, are you expecting an improvement?
10:51 – Opportunities for investors in South Africa
12:56 – SA economic growth outlook
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now Investec Focus Radio SA
Everything Counts is a new bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help you improve your financial well-being.
July is National Savings Month! It is the perfect opportunity to assess your saving and investing strategies, set goals, and take steps toward building a secure financial foundation. Whether you are just starting your savings journey or looking to enhance your existing investments, saving and investing your money is always a good idea.
In this episode Motheo is joined by Thabiso Masiela, co-head of My Investments at Investec and René Grobler, Head of Investec Cash Investments, to discuss this important topic.
Skip ahead
00:00 Introduction
01:41 When did you start saving? Personal stories about money
03:29 What is the difference between saving and investing?
05:53 How do savings and investment strategies change as you progress through different life stages?
09:14 What percentage of a windfall should go to savings and investments?
11:26 Investing and saving strategies?
15:47 How do you structure a financial plan to balance saving and enjoying your money?
17:42 How do you stay disciplined in saving and investing for the long term?
20:21 Tactics to make sure you keep your money working for you
22:18 How do you weather financial uncertainties and avoid panic in saving and investing journey?
24:15 Top tips for successful saving and investing?
You might also be interested in:
Investec My Investments
Whether you're just starting or looking to enhance your wealth, Investec My Investments provides solutions tailored for you. Invest with as little as R1,000 per month and experience the benefit of Investec's global expertise. Chat to your Investec Financial Advisor today.
Investec Bank Limited is a licensed FSP. T& Cs apply.
SmartRate Plus 15-Day Notice Account | Investec
There's a difference between having a dream and working towards a goal. Waiting for luck or making investments in you. There is a difference. Expect more than ordinary when you save in an Investec SmartRate Plus 15-day notice deposit. Earn 9. 06 percent annually effective, 8.7 percent nominal. Save with Investec from R100 000. Go to investec.com/smart.
Investec is an authorised FSP. Terms and conditions apply. Investec My Investments · Full article · Investec Focus Radio · SmartRate Plus 15-Day Notice Account | Investec
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris discusses the latest PMI data and what that means for global growth, non-farm payroll print in the US and signs of inflation expectations moderating in SA. Investec Focus Radio SA
In this final episode of The Current, we revisit some of the highlights and reiterate the critical takeaways you need to know from the nine-part podcast series. From SA's solar boom to progress at Eskom, electric vehicles and how to finance energy infrastructure, this is a summation from 20 experts inside Investec and beyond. This series was hosted by Iman Rappetti- an award-winning journalist and author.
00:00: Intro
01:57: The consequences if SA doesn't transition
03:36: Clean energy's advantages
04:42: Diagnosing Eskom's woes
05:35: Private sector investment in energy: REIPP's success
06:52: The importance of unbundling Eskom
07:17: Eskom's turnaround
08:01: Phasing out of fossil fuels
09:40: Examining humanity's reliance on coal and oil
10:53: The mining sector's contribution to carbonisation
11:39: The opportunity of PGMs (platinum and palladium)
12:53: Battery innovation
13:42: Bringing nuclear into the future energy mix
14:04: A case for nuclear
15:05: Is the promise of hydrogen overstated?
16:46: Investec's Sustainable Solution offering
17:30: SA's solar awakening
18:38: Growth of solar in the commercial and industrial (C&I) space
19:40: Solar's appeal
20:22: Equitable access to renewable energy
21:23: Electricity 'feedback' schemes
22:34: Electric vehicles in SA
24:10: Interest in EVs on the up
25:06: EV's for business rental
26:12: Economics of clean energy too good to ignore
27:39: Africa's crucial role in the globe's energy transition
28:18: Barriers to energy infrastructure investment
28:52: The opportunity for Africa to leapfrog to green industrialisation
29:40: SA to benefit from regional energy demand
31:21: Export and credit agency finance to derisk
32:11: Example of export finance in action: Acre Investment Fund
33:10: Incorporating renewable energy into your investment portfolio
33:57: How to invest to do well, and do good
35:12: The energy transition is worth the turbulent journey
36:23: Concluding comments and thanks
To find out about Investec's private client and business energy offering, visit: https://www.investec.com/en_za/borrow/finance-for-individuals/sustainable-solutions.html
To find learn more about Investec's corporate and institutional energy offering, click: https://www.investec.com/en_za/investec-for-corporates/finance/energy-infrastructure.html
Explore investing in the Global Sustainable Equity Fund here: https://www.investec.com/en_za/investment/invest-offshore/global-sustainable-equity-fund.html The Current podcast series | Ep 1 - 10 · Investec Focus Radio SA
With another positive week for the oil market, Investec Head of Commodities Callum Macpherson looks at whether risk appetite is driving this.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris looks at elections in the US, disappointing data out of the country which suggests that growth expectations might be a little bit too high and some encouraging data out of South Africa. Investec Focus Radio SA
The market may be unpredictable, but your investment strategy doesn't have to be. Investec Investment Management experts Ebeth Van Heerden, Head of Investment Distribution & Intermediaries, and Paul McKeaveney, Portfolio Manager, share their insights on what approaches are winning, common mistakes investors make, and why staying the course is important.
Podcast key moments
00:00 – Introduction
01:06 – Investing vs savings, what’s the difference?
02:56 – Why is investing so difficult? Why do you choose the right investment for your needs?
04:51 – The value of time
06:53 – Risk mitigation strategies
08:03 – Investment lessons from the past
10:00 – Common mistakes investors make in times of uncertainty
12:36 – Should we be putting more funds offshore, given headwinds facing South Africa?
13:57 – Buying into a concentrated index
15:34 – What does “invest and forget” mean?
17:09 – Active vs passive investment strategy
18:23 – Which asset classes are outperforming in 2024?
19:45 – Key factors investors should be thinking about today.
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
Everything Counts is a new bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help you improve your financial well-being.
In this episode leading financial consumer journalist, Maya Fisher-French and seasoned Investec financial advisor, Kgomotso Motloung are back and they dive deep into the world of debt management, offering invaluable insights and practical tips to help you pay off debt and start saving for a brighter financial future.
Don't miss out on this episode packed with real-life examples. Whether you're a young professional or a seasoned investor, this podcast will equip you with the knowledge and tools to manage your debt effectively and pave the way toward financial freedom. Tune in now and take the first step towards a brighter financial future!
Skip ahead
00:00 Introduction
01:03 What is debt?
02:37 Defining wants vs needs
04:39 The importance of an emergency fund
06:26 Getting yourself out of debt
08:39 How do you deal with extra money while you are in debt?
09:49 The importance of negotiating better interest rates
11:47 Personal loans
14:40 What you qualify for vs what you can afford
17:09 How credit scores work
20:38 The pros and cons of debt consolidation
23:30 Paying off debt vs saving
25:38 What is a survival budget and how does it work?
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Investec Head of Commodities Callum Macpherson discusses positivity in the oil market over the last week, and what’s driving it.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses some disappointing data coming out of the US, concerning data out of China and reason for optimism when it comes to SA Inc. Investec Focus Radio SA
Despite Africa having 60% of the best solar resources in the world, it only has 1% of installed solar PV capacity. And some 600 million people in Africa don't have access to energy- with detrimental developmental consequences.
The need is huge, and so too is the opportunity to finance Africa’s renewable energy transition. Revego's CIO says the total investment for renewable energy in Sub-Saharan Africa for the next eight years could reach about 193 billion US dollars.
In episode 9 of The Current, we discuss what needs to be done to mobilise the necessary capital to electrify Africa. Host, Iman Rappetti, is joined by Ana Hajduka Shields, CEO of Africa GreenCo, Ziyaad Sarang, Revego's CIO and Brian Irvine, Investec's global head of Export and Agency Finance.
00:00: Intro
02:25 Meet the guests
02:52: All the resources and so little power
05:21: What's the cause of Africa's energy deficit?
06:30 What's got in the way of investment?
07:41: Moving away from fossil fuels
08:23: Africa to leapfrog to green industrialisation
09:30: It's about more than mitigating climate change
11:07: Convergence between economics and climate targets
11:35: Private sector taking the lead in bridging the finance gap
12:55: Example of export and credit agency finance
16:05:The role of green bonds in financing energy infrastructure
16:57: Equity markets need to play a bigger role
18:55: Education is a key factor to attract capital
22:05: Regional power pools and trading of energy
23:20: South Africa to benefit from cross-border trading
24:58: C&I project for commercial off-take
25:27: In crisis comes opportunity- 193bn dollars in opportunity
This podcast was brought to you by Investec's Export and Agency Finance team to find out more click here: https://www.investec.com/en_za/investec-for-corporates/finance/export-and-agency-finance.html Investec Export and Agency finance · Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson looks at the International Energy Agency’s latest report and what it had to say about the state of the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Despite some notable economic gains for South Africa, growth constraints persist. What does this mean for the second half of the year? Investec Chief Economist Annabel Bishop shares her projections for the next six months and highlights the key economic indicators to watch out for.
Podcast key moments:
00:00 – Introduction
00:57 – Impact of elections on the rand, investor confidence and the economy
02:27 – GDP outlook for the rest of 2024
03:44 – Will the Purchase Manager's Index (PMI) improve?
05:10 – What will strengthen business confidence?
07:47 – Household finances remain restricted
09:04 – Inflation data positive for interest rates
10:45 – Impact of inflation on household finances
11:53 – Impact of global elections on South Africa
13:51 – Will South Africa’s 10-year benchmark bond recover?
16:19 – What are the key drivers of rand volatility?
17:40 – Key economic indicators to watch out for in the second half of 2024
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now Investec Focus Radio SA
Everything Counts is a new bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help listeners improve their financial well-being.
In this episode, we dive into budgeting and discuss how to manage your money better. Our expert guests, seasoned Investec financial advisor Kgomotso Motlaung and leading financial consumer journalist Maya Fisher-French, share their insights on budgeting and offer practical tips to help you take control of your finances.
Whether you're just starting out or looking to improve your budgeting skills, this episode will provide the guidance you need to achieve your financial goals. Tune in now and start making every penny count! Article · Investec Focus Radio
Everything Counts is a new bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help listeners improve their financial well-being.
In this episode, we dive into budgeting and discuss how to manage your money better. Our expert guests, seasoned Investec financial advisor Kgomotso Motlaung and leading financial consumer journalist Maya Fisher-French, share their insights on budgeting and offer practical tips to help you take control of your finances.
Whether you're just starting out or looking to improve your budgeting skills, this episode will provide the guidance you need to achieve your financial goals. Tune in now and start making every penny count!
Skip ahead
00: 00 Introduction
01:12 Maya’s budgeting story
03:12 Why is budgeting important to your financial wellness?
04:11 What are the characteristics of a good budget?
07:27 How important is discipline?
09:56 How important is having conversations with your family about your budget?
13:46 What portion of your income must you set aside to save?
15:49 How does your life stage determine your budget?
17:52 How can budgeting tools assist you?
18:47 How do you put aside money to splurge?
22:07 How do you make sure you keep to your budget?
24:11 What are some of the biggest mistakes people make when drawing up a budget? Full article · Investec Focus · Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson discusses oil prices selling-off since OPEC+ meeting.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth unpacks at the latest global PMI print and what it means for the global growth, US employment, European Central Bank interest rates cut and South Africa’s latest GDP reading. Investec Focus Radio SA
Two in three cars sold globally will be electric by 2035, says the International Energy Agency. And in Europe - South Africa's largest automobile export market, one in four cars sold are already EVs. SA is way behind this adoption curve, but it's quickly picked up pace in the last two years.
In episode 8 of The Current, we look at what needs to be amped up for SA drivers to shift their mindsets and benefit from the cost and carbon savings of electric vehicles. Host, Iman Rappetti, is joined by Mark Raine, co-CEO of Mercedes-Benz South Africa.
00:00: Intro
01:54: Meet the guests
03:03: Overview of electric vehicle landscape in South Africa
03:38: SA destined to be an electric vehicle market
05:17: Preferential financing of EVs
05:44: Bringing prices tags on EVs down
08:07: “Range anxiety” and number of charging stations in SA
10:43: Are EV’s really greener than ICE vehicles?
13:36: Recycling of EV’s batteries
15:48: B2B businesses – Leasing of electric vehicles
17:13: Leased EVs and their ESG credentials
18:12: The larger the electric vehicle, the more the cost saving
20:38: Evolution of EVs in public transport, like SA taxis
20:38: EV’s in public transport like SA taxis
21:35: Incorporating your EV battery into a home energy solution
22:27: Automotive manufacturing sector in SA must change to survive
23:47: Stimulating EV manufacturing in SA
25:30: The electric vehicles white paper lays out SA’s roadmap
27:35: Mercedes-Benz’s CEO predicts 10,000 EVs to be sold in 2027
27:35: Closing comments – The EVolution is here Investec Focus Radio SA
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses post-elections in SA, the latest development on growth and inflation in the US and what it means for interest rates as well as inflation and unemployment in Europe and outlook for interest rates. Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson discusses the OPEC+ meeting held over the weekend and what have they decided.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Not all bonds are equal in a geopolitical storm. Chief Investment Officer for Investec Bank Switzerland Annelise Peers and Investec Wealth & Investment Fixed Income Analyst Awongiwe Booi discuss the role of bonds in times of uncertainty. Listen to the latest episode of the No Ordinary Wednesday podcast.
Podcast key moments:
00:00 – Introduction
01:12 – What impact is geopolitical turmoil having on economies, financial markets and the oil price?
02:36 – How has the bond market reacted to conflicts in the Middle East and the Russia/Ukraine war?
03:44 – What has been the impact of the conflicts and fluctuating oil price on South Africa?
05:32 - How is South Africa’s low growth, high interest rates, sticky inflation and structural issues impacting the local bond market?
06:51 – With strained government finances, how is the global bond market viewing South Africa?
09:10 – Economic growth outlook in major economies
11:27 – What do economic indicators in major markets mean for bond markets?
13:46 – To what extent is Japan a factor?
15:29 – Foreign investors staying the course in emerging markets
18:06 – Interest rates outlook
19:46 – Impact on long-bond yields and currencies
22:44 – Outlook for fixed income markets
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now Investec Focus Radio SA
The OPEC+ plus meeting is coming up this weekend and Investec Head of Commodities Callum Macpherson discusses what will be the key discussion points for members and what might come out of the meeting.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Everything Counts is a new bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help listeners improve their financial well-being.
This podcast is perfect for individuals of all ages and backgrounds who are interested in managing their money more effectively and achieving their financial goals. Whether you're a recent graduate or someone looking to improve their financial situation, Everything Counts offers practical tips and insights to help you take control of your finances and secure your future wealth.
In this episode, Motheo speaks to leading financial consumer journalist Maya Fisher French, and seasoned financial advisor from Investec, Kgomotso Motloung, about what financial wellness really is and what you need to do to obtain it.
Skip ahead
00:00 Introduction
01:38 What is financial wellness?
03:35 Maya talks about her career move from stockbroker to journalist and how that impacted how she looks at money
05:32 Where do I start?
06:35 How do I approach a financial advisor?
09:18 Money personalities and their impact on my finances?
10:49 How do I structure my financial plan?
14:33 Why shouldn't I be ashamed about asking for help when it comes to my finances?
17:13 How do I calculate my net asset value?
18:01 Plan for when things go wrong
19:14 Where should I get advice from?
20:26 How should my budget work?
21:38 What habits will help me get my finances in order?
23:22 How do I think about insurance? Financial wellness insights · Private Banking for you · Investec Focus Radio SA
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at a change of sentiment from the FED, what’s happening in commodities, preview of the US election, and the CCPI print in South Africa. Investec Focus Radio SA
This year, South Africa is set to become the tenth-largest solar market in the world. In 2023 R17.5 Billion rands of solar panels were imported into this country. In the latest episode of The Current podcast series, we’re talking all things solar PV – from market dynamics to how much it costs and whether it makes commercial sense for you to install it for your business or your home. Listen to Investec’s Melanie Humphries, Bernard Geldenhuys, and SAPVIA’s De Wet Taljaard, as they enlighten us on SA’s solar boom.
00:00: Intro
01:56: Meet the guests
02:24: Overview of solar in SA and its domination
03:36: 86% of all solar is residential or rooftop
04:24: Large-scale solar PV projects
05:03: SA in comparison to other country's solar adoption
06:20: The impact of residential solar's boom on the national grid
07:16: The cost implications of installing solar
09:46: Homeowners installing solar for commercial value
11:55: Equitable access to solar power
13:55: Local manufacturing of solar lagging behind
14:49: REIPP Programme attracting substantial FDI
15:19: Feeding excess energy back into the grid
17:32: Transmission is the biggest hurdle for large-scale solar
18:50: What is wheeling and why is it important for IPPs?
21:19: Top considerations when installing rooftop solar
22:28: Maintenance of solar equipment
23:10: Loadshedding and solar's relationship is changing
24:17: SMMEs benefit from solar
25:24: What are the risks to SA's solar boom?
28:28 Closing comments and some practical advice Investec's Sustainable Solutions in solar · Investec Focus Radio SA
In this episode, journalist Ferial Haffajee hosts a discussion with Cumesh Moodliar, Fumani Mthembi, Ravi Naidoo, Reyburn Hendricks, and Wrenelle Stander. They explore the challenges and opportunities facing Cape Town and South Africa as they navigate uncertainty and work toward sustainable economic growth.
The conversation delves into various topics, including the impact of dropping the licensing cap on independent power producers like Pele Energy Group and the positive outcomes it has brought. They also discuss the global energy revolution and how South Africa can leverage this momentum for its benefit.
The CEO initiative is examined, focusing on its impact and sustainability beyond elections. This analysis takes into account the significance of private capital in generating public good, as well as the role of public-private partnerships in driving economic development.
The discussion also touches on the growth of Cape Town's aviation and cruise industries, showcasing the positive impact on the tourism sector. The issue of youth unemployment is addressed, with a focus on finding innovative solutions to integrate young people into the economy.
Overall, this episode provides valuable insights into the challenges and opportunities faced by Cape Town and South Africa, highlighting the importance of collaboration and forward-thinking strategies for sustainable growth.
Skip ahead
00:00 Intro
03:05 The impact of removing the licensing cap on independent power producers, such as Pele Energy Group.
05:58 Example of Pele’s impact on rural communities in the Western Cape
07:53 The energy revolution
09:24 The CEO initiative
10:08 How sustainable are the decisions taken by the CEO initiative post-election?
12:04 What is the impact of the Queen Mary 2 and Queen Victoria cruise ships docking in Cape Town's harbour on the city's tourism industry?
14:11 Youth unemployment and how PPPs are finding innovative solutions to integrate young people into the economy.
19:56 Is the private sector assuming responsibilities that should be handled by the state?
23:01 How is Cape Town driving this great growth strategy?
27:11 How do we filter this growth into the rest of the country? Full article · Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson discusses the International Energy Agency’s latest monthly report which was published last week.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The rand has been a leading beneficiary of a weaker US dollar, as expectations of a rate cut this year grow. In this week's episode, Chief Investment Strategist Chris Holdsworth discusses discusses global inflation, mixed data coming out of China and why the rand has been strengthening as much as it has. Investec Focus Radio SA
With over 60 countries going to the polls in 2024, including South Africa, financial markets are keeping a close eye on developments worldwide. What does a historic year of global elections mean to investors? Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth shares his insights on what election outcomes matter most to markets, and how investors should navigate this time of uncertainty. Listen to the latest episode of our No Ordinary Wednesday podcast.
Podcast key moments:
00:00 – Introduction
01:24 – What are the key elections investors are watching and why?
02:49 – What strategies can investors employ to hedge against the ambiguity of elections?
03:40 – Are bond markets concerned about the big election year?
05:05 – Any opportunities for investors in the great election year?
06:07 - How will this historic year likely shape investment decisions for the medium and long term?
07:19 - What are some of the common mistakes investors make during a time of election anxiety or a period of uncertainty?
08:40 - What can we expect from the currency markets due to uncertainty and risk associated with elections in major economies?
11:02 - What economic indicators do you think are going to be impacted by global elections?
12:14 – What is the impact of the U.S elections?
13:20 - Are there any market or investor concerns as South Africans head to the polls?
14:35 – Post elections, what are some of the economic missteps we should watch out for as a country?
16:05 – Staying the course during election uncertainty
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now Investec Focus Radio SA
There has been a lot of movement in oil markets lately, and Investec Head of Commodities Callum Macpherson discusses what’s driving a weak market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In this week’s episode, Chief Investment Strategist Chris Holdsworth discusses latest PMI data and what it means for global growth, the FED decision and a surprising decline in a key leading indicator for the Chinese economy. Investec Focus Radio SA
In this episode we meet the man behind the title, Cumesh Moodliar, the CEO of Investec Bank. We delve into the importance of cultivating a positive mental outlook to effectively navigate the emotional impact of everyday life challenges. We also look at the role that corporates plays in fostering hope during times of uncertainty. Investec Focus Radio SA
Wind and solar are the predominant renewable energy sources being brought online now, but what about other clean energy technologies in the future of SA's energy mix? In episode 6 of the Current, we delve into geothermal, battery advancements, innovations in nuclear, biomass, smart grids and more. If you want a peek into the future of energy, listen to host Iman Rappetti in conversation with Investec's Harold Hutchinson, Campbell Parry and Chanda Nxumalo, MD of Harmattan Renewables as they explore the pros and cons of some of the latest advancements in energy.
00:00: Introduction
01:56: Meet the guests
02:26: Size matters when it comes to wind
03:32: Solar developments in the UK
04:33: Lazard's levelised cost of energy
06:09: Battery technology advancements
08:19: Factoring in long-term weather patterns
09:33: Reimagining nuclear
12:23: Are nuclear safety concerns unfounded?
13:20: Dealing with nuclear waste
13:59: Funding of nuclear
15:30: Hydrogen only viable in long-term
17:39: Hydrogen use in fertilizer and petrochemicals
18:31: Geothermal’s potential as energy source
23:33: Tidal energy pros and cons
24:23: Biomass in the UK
25:26: Hybrid energy solutions are the answer
27:22: Smart grid technology
29:14: Tech that enables efficient use
30:54: Closing comments
This episode was brought to you by Investec Wealth & Investment. Learn more about their responsible investment strategy and how you can invest your money so it can do well, and do good.
Read more: https://www.investec.com/en_za/investment/responsible-investing.html Responsible investment offering by Investec Wealth · Investec Focus Radio SA
Oil markets fell sharply at the end of last week and Brent traded at under 83 $/b. Investec Head of Commodities Callum Macpherson looks at why prices fell so sharply?
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In this week’s episode, Chief Investment Strategist Chris Holdsworth takes a look at SA's state-owned enterprises and in particular at the positive trends in electricity availability, as well as in ports and rail. He also looks at the recent rand strength, US interest rates, US jobs and earnings. Investec Focus Radio SA
South Africa’s ailing healthcare system has significant implications for the population and the economy. What needs to be done to change the course of healthcare in SA? In the latest episode of the No Ordinary Wednesday podcast, Health Activist Dr Aslam Dasoo and Investec Healthcare Equity Analyst Letlotlo Lenake discuss the NHI and the future of healthcare in the country.
Podcast key moments:
00:00 – Introduction
02:47 - What are the biggest challenges facing South Africa's healthcare system?
08:39 – The economic impact of a weak healthcare system
10:41 – Opportunities for public private partnership in healthcare
12:30 - What should be the key focus areas to improve healthcare in SA?
17:50 – Can South Africa afford NHI?
20:35 – NHI, is there an alternative?
25:40 – Lessons from other countries
27:13 – How do we fix the healthcare system?
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson looks what’s driving the oil price recovery, and whether it is sustainable.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the latest US GDP print and core PCE inflation. And in South Africa, the latest on election polls. Investec Focus Radio SA
In episode 5 of The Current, we examine fossil fuels- mankind's centuries-old mixed blessing. We discuss the numerous applications of oil and gas and just how quickly we can phase them out, whilst sticking to a 'just energy transition'.
Listen to Iman Rappetti, and Investec's Callum Macpherson, Campbell Parry, Melanie Janse van Vuuren and SAPIA's CEO Fani Tshifularo unpack the most fundamental question of the global energy transition: What is the future of fossil fuels?
00:00 Introduction
02:22 Meet the guests
02:42 What was agreed at COP28 on fossil fuels
04:50 Fossil fuels account for 75% of global GHG emissions
06:38 Our everyday dependence on fossil fuel products: from clothes to fertilizer
08:34 Electric vehicle adoption in SA versus the rest of the world
09:56 When will the demand for oil fall?
11:06 Road transport drives 50% of oil demand
13:02 What is a transition fuel and why are they important?
15:16 Opportunities for SA off demand for gas
17:58 When will we see a peak in global oil demand?
19:14 Geopolitics and fluctuating prices of fossil fuels
20:56 What is SA govt and industry doing to move away from fossil fuels?
22:17 How to make a dirty industry more efficient
24:21 How to bring oil-rich countries onto the transition journey
25:43 Investec approach to oil and gas: commitments and targets
27:21 A pragmatic approach to transitioning away from oil and gas
This episode was brought to you by Investec Wealth & Investment. Learn more about their responsible investment strategy and how you can invest your money so it can do well, and do good.
Read more: https://www.investec.com/en_za/investment/responsible-investing.html Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson discusses market reaction to the Israel/Iran conflict and the oil price outlook.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the latest US economic data, outlook for interest rates in the US, what is happening to global markets and CPI in SA. Investec Focus Radio SA
Although sentiment indicators in South Africa are depressed there are signs of improvement to support stronger growth for 2024. In this episode, Investec Chief Economist Annabel Bishop discusses the macroeconomic outlook for the global and local economy, and where the opportunities are for growth. Investec Focus Radio SA
How have energy markets reacted to the news of the Iranian strike on Israel on Saturday? And the latest from International Energy Agency report with Investec Head of Commodities Callum Macpherson.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Welcome to the 4th episode of The Current, an Investec Focus Radio podcast series where host Iman Rappetti takes you on a thought-provoking 10-part journey of South Africa's energy transition.
In this episode, Investec's Barry Shamley, Zane Bezuidenhout, Boipelo Rabothata and Campbell Parry discuss the myriad investment opportunities presented by the energy transition and the world's commitment to reach net zero by 2050: from mining companies, enabling and transitioning businesses, to the potential of carbon capture, nuclear and hydrogen power.
00:00 Introduction
02:22 Meet the guests
02:55 Investing in mining of green metals
06:05 Is renewable energy a good investment?
08:17 The importance of efficient energy use
09:02 Battery technology advancement
10:34 Construction companies' boom
12:09 A bearish short-term view on hydrogen
14:51 Investing in companies contributing to the SDGs
15:12 Transitioning companies present an opportunity
16:55 Monitoring companies' transition targets is vital
19:29 How will the adoption of AI impact the journey to net zero?
22:07 Is AI a responsible investment?
22:56 2022 Inflation Reduction Act and its impact
24:52 Global Sustainable Equity Fund
28:12 Investing for good without compromising returns
29:34 Energy transition- the megatrend that offers a myriad of investment opportunities
Tune in to this enlightening investment-focused episode and be informed about the many opportunities stemming from the energy transition.
This episode was brought to you by Investec Wealth & Investment's Global Sustainability Equity Fund. Invest in world-class companies dedicated to achieving the UN's Sustainable Development Goals (SDGs), and that we believe can provide you with attractive returns. The fund strives to have a 100% net positive SDG impact. Learn more: https://www.investec.com/en_za/investment/invest-offshore/global-sustainable-equity-fund.html Investec's Global Sustainable Equity Fund · Investec Focus Radio SA
As South Africa approaches elections, the nation grapples with critical issues such as substantial unemployment, escalating violent crime rates, and persistent power and infrastructure challenges that dominate the public discourse.
Amidst these challenges, many South Africans are looking beyond the government for solutions – they look to themselves but they also look to an innovative business community.
Public-private partnerships are playing a key role in helping South Africa meet its infrastructural and development investment requirements. In this episode, get an inside view into some of South Africa’s key public-private partnerships and the business leaders driving them, with our panel of experts.
Journalist and editor, Ferial Haffajee hosted recent In conversations events with Investec CEO Designate, Cumesh Moodliar; Busisiwe Mavuso, CEO of Business Leadership South Africa; Fumani Mthembi, Co-founder & Director of Pele Energy Group; Mteto Nyati, Chairman at Eskom and Executive Chairman at BSG; Mark Rayner, Vumacam investor, co-founder of Leadwood Partners; and Reyburn Hendricks, CEO at H1 Holdings.
This episode is for all South Africans who are interested in finding out what some of the initiatives are that are helping to drive the country to prosperity.
Skip ahead:
00:00 Intro
01:50 Understanding the CEO Initiative and how it works
04:51 The inner workings of the CEO Initiative
07:55 The timelines put forward by the CEO Initiative for various infrastructure and security projects to be completed
10:06 Government’s role vs the role of the public sector in these public-private partnership projects
12:15 Eskom update from Chairman of the board, Mteto Nyati
15:09 National Treasury diagnostic report on Eskom
16:41 The end of loadshedding
18:26 Regulatory reform driving private power production
21:24 Industrialisation of the energy sector as a way to tackle unemployment
25:35 Vumacam revolutionising the crime detection industry in South Africa
28:27 Rolling out crime detection video technology in Johannesburg
29:36 Skills development in the security industry to meet technological advancements
31:59 Suggestions to the president from captains of industry Private-public partnerships in Johannesburg · Investec Focus Radio SA
Brent has continued higher recently and broke 90$/b at the end of last week. Investec Head of Commodities Callum Macpherson discusses what has brought the market to these levels.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
From SA Inc, to green and gold. In the latest episode of No Ordinary Wednesday, discover the sectors that have piqued the interest of award-winning fund managers, Barry Shamley and Peter Vogel, and the factors driving their local and international investment decisions.
Podcast key moments:
00:00 – Introduction
01:20 - How are macroeconomic and geopolitical conditions affecting global equity funds?
02:24 – How are equity markets fairing in South Africa despite global headwinds?
03:57 – Are South African investors optimistic about local equity funds?
04:54 – How is rand volatility affecting equity markets?
06:13 – Equity markets to watch out for 2024
07:57 – Emerging markets equities vs developing markets equities?
09:05 – What are emerging markets equity funds investing in?
10:02 – How is South Africa performing against other emerging markets?
10:58 – Is SA Inc attractive to investors?
11:37 – Are there significant inflows in tech and AI in South Africa?
12:25 – What sectors in South Africa are attractive to investors?
14:14 – What sectors are growing in South Africa?
15:24 – Impact of investing in South Africa
17:20 – What will drive the investment outlook for the next 12 to 18 months?
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now Investec Focus Radio SA
Investec's Quentin Allison, Ayan Ghosh and Fanele Mondi, CEO of the Energy Intensive Users Group, examine the crucial role of the mining sector in the energy transition, with a focus on the growing need for so-called "clean minerals" which South Africa has in abundance.
00:00 Intro
02:37 The energy trilemma
04:53 Just transition and how to manage the loss of jobs from coal mining
07:00 Energy transition happening at a slow pace
08:09 The promise of Platinum Group Metals (PGMs)
10:56 Investec's Commodity Hedging and Working Capital Solutions
11:20 How clean are PGMs, really?
12:19 EVs are eating PGM's lunch
13:15 PGMs are vital in hydrogen fuel energy
16:27 South Africa's potential as a leader in the hydrogen economy
20:58 Other clean metals in the green energy transition
21:14 Nuclear energy in SA's energy mix
23:34 Will the hydrogen economy be a game changer for SA?
This episode was brought to you by Investec Corporate and Institutional Banking. The Commodity Hedging and Working Capital Solutions team identifies opportunities and structures investment alternatives across traditional commodity assets and exciting frontier markets like regulated carbon allowances.
Learn more: https://www.investec.com/en_za/investec-for-institutions/commodities.html Investec's Commodity Hedging and Working Capital solutions · Investec Focus Radio SA
In this special edition of Investec Focus Radio, we delve into the intersection of food technology and sustainability with Arturo Elizondo, the founder and CEO of The Every Company, and Melanie Janse van Vuuren, Global Sustainability lead at Investec.
We explore the environmental challenges of traditional meat production and the rise of innovative lab-created food alternatives.
Arturo shares Every Company's groundbreaking work in precision fermentation and AI to create the world's first chickenless eggs and how this technology can revolutionise our food systems.
Listen to this compelling conversation about the future of food and how groundbreaking technology and conscious choices can lead to a more sustainable planet.
00:00 Introduction
01:23 Arturo Elizondo’s journey to forming food technology company, Every co.
03:11 Alternative protein landscape
07:58 Ensuring that our food is sustainable?
12:48 Accessibility and affordability
14:08 Nutritional value of alternative proteins
15:31 The shift to consume less animal proteins
16:31 The use of AI in food production
At Investec our vision is to grow and preserve our clients’ long-term wealth by allocating capital that not only achieves desired financial outcomes, but also
ensures that future generations inherit a world they can be proud of.
Find out more about the Investec Sustainability Equity Fund Find out more about the Investec Sustainability Equity Fund
Investec Head of Commodities Callum Macpherson discusses the Brent’s rally, breaking 87$/b last week.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses risks ahead for US growth, despite an uptick in the leading indicator. Investec Focus Radio SA
South Africa’s often under-appreciated mid-market sector remains a bulwark in driving the country’s economy and continues to play a key role in mitigating some of the country's infrastructure and energy difficulties. And while resilience is an overtraded word in South Africa, it is this attitude that is helping the sector grow. In this episode, Dhiren Mansingh, Investec’s Head of Business Transactional Banking, discusses the mid-market landscape, how these businesses are holding the line in tough times and how they’re positioning for growth.
Podcast key moments:
00:00 – Introduction
01:05 – What type of companies make up the mid-market segment?
01:50 – How important is the mid-market sector to the South African economy?
02:45 – How are these mid-market companies navigating challenges in the South African economy?
04:23 – What are mid-market businesses worried about?
05:47 – What has been the impact of high inflation and high interest rates environment for the mid-market sector?
07:11 – How are mid-market businesses navigating uncertainties?
08:26 – How should mid-market businesses protect themselves against currency volatility?
10:18 – Where are mid-market companies investing?
11:49 – Where do opportunities lie for mid-market businesses?
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson discusses higher oil prices and the latest International Energy Agency report.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses global growth and the upward revisions to US growth expectations, global inflation and commodity markets. Investec Focus Radio SA
In this episode, Investec's Martin Meyer and Ayan Ghosh are joined by Rudi Dicks, the head of project management in the office of the Presidency. Together they discuss the challenges facing Eskom and the feasibility of the plans to turn the ailing utility around. The episode covers infrastructure constraints, particularly in transmission, skills needed, investment, collaboration, unbundling, and a look at Brazil as a developing country from which SA can learn much about renewable energy transition.
00:00 Intro
02:04 Eskom’s “chicken and egg” maintenance dilemma
04:16 German VGBE consortium’s damning report
06:28 Investment in transmission is the most important factor
07:40 Eskom needs to decarbonize for economic and sustainability reasons
11:08 Balancing FDI and local investment into renewables
12:43 Progress on the unbundling of Eskom into three separate entities
15:59 South Africans will need to be patient. The transition will be slow
16:37 What lessons can we learn from Brazil’s energy transition
18:22 South Africa is the leading investment destination for renewable energy
20:58 Poor logistics network is impacting Eskom
23:07 Evidence providing hope that Eskom is on the right track
This episode was brought to you by Investec Corporate and Institutional Banking. The Energy and Infrastructure team offer funding solutions and a full range of specialist financial services across a wide range of infrastructure sectors, including renewable energy.
The team comprises diverse skills in banking, advisory, finance, law, engineering, power development and project management.
Learn more: https://www.investec.com/en_za/investec-for-corporates/finance/power-and-infrastructure-finance.html ICIB Energy and Infrastructure finance · Investec Focus Radio SA
Brent is down at the bottom of its recent range again this morning. Investec Head of Commodities Callum Macpherson discusses the reasons behind this.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the latest nonfarm payroll data, global activity, inflation in Europe and China and SA’s GDP print. Investec Focus Radio SA
In this episode, we embark on a journey through the rich tapestry of women's experiences, from triumphs to trials and everything in between. We'll hear from inspiring women who have overcome incredible odds in both their personal and professional lives. Investec Focus Radio SA
India’s rapid economic growth has the attention of the world. It has overtaken China as the world's most populous country, and it's tipped to move from the fifth to the third largest economy in the next few years. The growth is being driven domestically by the country's burgeoning and youthful population, massive infrastructure programs, significant investments in clean energy, and a growing stock market. In this episode of No Ordinary Wednesday, Ali Nortier, Joint Head of National Wealth Management for Investec Wealth & Investment, along with Neo Mahlangu, Regional Head of Investec Private Bank discuss India's growth story, its trajectory, its future prospects, and explore opportunities for investors.
00:00 - Introduction
01:10 – What is driving India’s rapid economic growth?
02:26 – Is India’s economic growth sustainable?
04:05 – What makes India’s economy resilient?
05:28 – How will India’s majority young population contribute to its economic growth?
06:16 – Where do investment opportunities lie in India?
08:30 – What challenges could impede India’s growth aspirations?
11:25 – What are the key sectors to look out for in India?
13:36 – India’s business growth
14:51 – What are the key considerations for investing in India?
17:17 – Lessons from India?
19:50 – Impressions of India?
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now Investec Focus Radio SA
Over the weekend OPEC+ announced that their cuts would be extended to the end of June, but this has not moved the market. Investec Head of Commodities Callum Macpherson discusses why OPEC+ did this and why has the market not reacted.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses why a key price indicator was probably not much of a concern or surprise for the Fed. Investec Focus Radio SA
In this episode of Investec In conversation, we delve into the impact of artificial intelligence on the future of employment and skills development.
As AI transforms from a novel concept to a mainstream tool, we examine its role in redefining job roles and the necessary skills for the workforce of tomorrow.
In this insightful discussion, we're joined by Sameer Rawjee, founder of Google's Life Design Lab and O-School Ventures, and Lesley-Anne Gatter, Global Head of People and Organisation at Investec. Together, they share their unique perspectives on the transition from traditional job functions to new paradigms shaped by AI, the ethical considerations it raises and the strategies for adapting to a job market in flux.
Explore the shift from manual labour to strategic oversight, the rise of prompt engineering and the increasing importance of human-centric skills in an automated world.
This podcast is a must-listen for professionals, employers and students alike, aiming to navigate the challenges and opportunities presented by AI in the workplace.
00:00 Introduction
01:47 AI trends in the workplace in 2023
04:05 AI trends to impact 2024
06:20 How are employees reacting to the uptake of AI by employers?
08:03 How are business models shifting to accommodate AI automation?
09:47 Is there a shift in what skills employers are looking for?
11:04 Prompt engineering is becoming a vital skill
12:44 Vital skills that students need for future careers
15:49 Roles on the brink of extinction
18:09 What roles are staying relevant
19:14 Resources on AI advancements
In conversation is an Investec Focus Radio podcast series that offers insights into a wide range of topics that will empower our clients to create, manage, preserve and grow their wealth. In conversation | AI: shaping the future of work · Investec Focus Radio SA
Welcome to the inaugural episode of the The Current, an Investec Focus Radio podcast series, in which your host Iman Rappetti takes you on a thought-provoking 10-part journey of South Africa's energy transition.
In this episode, Investec's Campbell Parry, Chris Holdsworth and Samantha Mooi are joined by James Mackay, CEO of the Energy Council of SA. Together they discuss the multifaceted social, economic, and environmental implications that South Africa faces amidst its journey towards a sustainable future.
00:00 Introduction
02:33 Meet the guests
03:11 Solving South Africa’s energy crisis
04:35 “South Africa is going to transition by mistake”
05:13 The economic impact of not undergoing a Just Energy Transition
07:58 Is it fair for developing countries to be penalised?
08:30 Managing the balance between profit and people
09:19 The European energy crisis
10:48 Government more committed to public-private partnerships
12:49 Progress on corporate emissions reductions and the REIPPP
15:00 Technology disruption is what’s really driving the value of the energy transition
15:35 Targets in the Integrated Resources Plan
16:50 Is nuclear an option?
17:56 The potential of natural gas as an alternative power sources
19:16 It’s time to implement our plans
20:20 What do we need to achieve in the next 10 years?
21:38 What impact will the energy transition have on jobs?
24:32 Affordability of renewable energy
25:42 Insights from COP28
27:21 Closing comments
Tune in to this enlightening conversation and be part of the dialogue that could shape the trajectory of South Africa's energy landscape. Whether you're an industry professional, policy-maker, or a concerned citizen, this episode promises to offer valuable insights into the challenges and opportunities that lie ahead.
This episode was brought to you by Investec Wealth & Investment's Global Sustainability Equity Fund. Invest in world class companies dedicated to achieving the UN's Sustainable Development Goals (SDGs), and that we believe can provide you with attractive returns. The fund strives to have a 100% net positive SDG impact. Learn more: https://www.investec.com/en_za/investment/invest-offshore/global-sustainable-equity-fund.html Read transcript
Investec Head of Commodities Callum Macpherson looks at the risk premium in the oil market, and OPEC’s response.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the disconnect between US GDP data, the leading indicator and other data series – pointing to a slowdown, though a recession is less likely. Investec Focus Radio SA
As we enter 2024, the M&A landscape shows signs of recovery, albeit cautiously. Charles Barlow, Investec's Head of Cross-Border Finance and International Advisory and Capitalmind Investec experts Jürgen Schwarz, Marleen Vermeer, and Kilian de Gourcuff discuss the key sectors, trends and risks to keep an eye on in 2024.
00:00 – Introduction
01:45 - What were the key factors in 2023 that resulted in one of the worst bear markets for M&A in a decade?
03:19 - Upswing in M&A activity in 2024?
04:38 - Which sectors are leading recovery in M&A?
05:50 - Which sectors are attractive?
06:44 – Investment into artificial intelligence
09:46 – Potential of mega deals valued at US$10bn or greater this year?
11:14 – Risks, crises and problems that could derail the M&A upswing?
12:32 – Buyers’ market in 2024?
13:50 – Deal appetite for South African corporates?
16:20 – Deal themes in Europe and the US
17:40 – Expectations for M&A in 2024?
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson looks at the latest International Energy Agency report published last week.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at global Inflation data and what it means for monetary policy, weak data coming out of the US for January, and is South Africa in recession. Investec Focus Radio SA
Investec Chief Economist Annabel Bishop looks at what stabilising inflation and interest rates will mean for South African consumers in 2024. In this podcast, brought to you by Investec Personal Cash Investments, Bishop talks about what you can expect from food and fuel prices to salaries and tax. Investec Focus Radio SA
In this episode, we aim to shed light on the complex relationship between financial stress and mental health, and provide you with tools, insights, and practical advice to navigate the storm when faced with the overwhelming burden of economic hardship. Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson discusses the latest Brent moves and the drivers behind it.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses high frequency economic data which suggests there’s an uptick in economic activity across the globe so far at the beginning of the year, inflation in China and the fiscal position in South Africa. Investec Focus Radio SA
Surging government expenditure, high debt and a widening budget deficit. How will the minister tackle the country's financial problems? In the latest episode of the No Ordinary Wednesday podcast, Investec experts Chief Economist Annabel Bishop ,Treasury Economist at Investec Corporate and Institutional Banking Tertia Jacobs and Wealth & Investment Tax and Fiduciary specialist Pierre Botha give their insights on what to expect at this year’s budget speech.
00:00 – Introduction
01:04 – 2024 economic growth outlook
03:20 – Impact of weak economic growth on South Africa’s finances
05:33 – fiscal policy vs monetary policy
07:03 – How closely are ratings agencies watching budget speech 2024?
08:40 – Where should Finance minister Enoch Godongwana cut expenditure in the 2024 budget?
11:54 – What are the key focus areas for budget 2024?
16:38 – With rising government debt, high expenditure, revenue shortfalls and a widening budget deficit, where will the money come from?
17:10 – What is the possible fiscal anchor?
18:29 – The importance of public private partnerships
19:21 – Any tax increases expected?
21:17 - Shift in focus by SARS to high-net-worth individuals
22:11 – Any changes expected to exchange controls?
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA
The US attacked sites of Iranian backed groups across Iraq and Syria over the weekend, but this has not lifted oil prices this morning. Investec Head of Commodities Callum Macpherson looks at the reasons behind this.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the nonfarm payroll numbers in the US, the latest IMF global growth forecasts and tax data in SA. Investec Focus Radio SA
The attack on a US base in Jordan has increased worries in the oil markets and Brent has broken through 84 $/b. Investec Head of Commodities Callum Macpherson discusses what this means for the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the latest inflation data from across the world particularly from the US and the inflation outlook for South Africa. Investec Focus Radio SA
AI, geopolitical risks, anaemic economic growth and climate change dominated talks at this year’s Davos meetings. Investec Bank SA CEO Richard Wainwright and Investec Group Finance Director Nishlan Samujh, who were at WEF in Switzerland, share their insights.
00:00 – Introduction
01:06 – Why have citizens lost trust in both political and business leaders?
03:12 – How does leadership, politically and in business, rebuild trust?
04:19 – How worried should we be about escalating geopolitics?
06:48 – What’s the 2024 outlook for interest rates and inflation?
07:45 – What’s the outlook on global growth?
09:45 – What was the sentiment in Davos around election in over 50 countries in 2024?
11:38 – Where do opportunities lie for investors in an environment of uncertainty?
13:08 – What is the future of AI?
15:20 – Is South Africa an investment destination?
17:13 – The African Continental Free Trade Agreement and the Private Sector Action Plan
20:23 – Key takeaways from the World Economic Forum meetings in Davos
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson looks at the attack on a Russian fuel plant in the Baltic and the impact on oil prices.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the results from Investec’s Global Investment Strategy Group (GISG) meeting and what it means for risk allocation as well as global markets and the upcoming Reserve Bank’s monetary policy committee meeting. Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson discusses the year ahead for the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the market pricing in aggressive rate cuts by the Fed, ECB and Bank of England this year, as key core inflation numbers remain in focus. Investec Focus Radio SA
The Investec energy market has returned with season 2. In the first episode, Investec Head of Commodities Callum Macpherson looks at the last few weeks in the oil market, including the impact of the Houthi attacks in the Red Sea.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Join award-winning journalist Redi Tlhabi and a selection of guests, from leaders to policy-makers and climate activists, as they unpack what COP28 means for South Africa and the continent. In partnership with Investec Focus Radio, this four-part podcast series brings you the latest developments on the ground from the UN climate summit in Dubai.
In this episode we hear from:
• Simon Steele , Executive Secretary of the Secretariat of the UN Framework Convention on Climate Change
• Kumi Naidoo, Human Rights and Climate Justice Activist
• Faten Aggad, Senior Advisor on Climate Diplomacy and Geopolitics at the African Climate Foundation Investec Focus Radio SA
Join award-winning journalist Redi Tlhabi and a selection of guests, from leaders to policy-makers and climate activists, as they unpack what COP28 means for South Africa and the continent. In partnership with Investec Focus Radio, this four-part podcast series brings you the latest developments on the ground from the UN climate summit in Dubai.
In this episode, hear from:
•H.E Shamma bint Suhail bin Faris Al Mazrouei, Youth Climate Champion and Minister of State for Youth Affairs in UAE
•Ellyanne Wanjiku, Chlystun Githae, 13-year-old Climate Activist
•Kumi Naidoo, Human Rights and Climate Justice Activist Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson looks back on the 2024 key events and what the outlook for 2024 is.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The Fed, like other central banks, is likely to leave rates unchanged this week, despite a stronger-than-expected nonfarm payrolls number. Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth explains. Investec Focus Radio SA
Join award-winning journalist Redi Tlhabi and a selection of guests, from leaders to policy-makers and climate activists, as they unpack what COP28 means for South Africa and the continent. In partnership with Investec Focus Radio, this four-part podcast series brings you the latest developments on the ground from the UN climate summit in Dubai.
In this episode, hear from:
• Shameela Soobramoney, CEO of the National Business Institute
• Marc Kahn, Investec Chief Strategy and Sustainability Officer
• Dr Omar Farouk Obrahim, Secretary General African Petroleum Producers' Organisation Investec Focus Radio SA
Join award-winning journalist Redi Tlhabi and a selection of guests, from leaders to policy-makers and climate activists, as they unpack what COP28 means for South Africa and the continent. In partnership with Investec Focus Radio, this four-part podcast series brings you the latest developments on the ground from the UN climate summit in Dubai.
In this episode, hear from:
•António Guterres, UN Secretary General
•Barbara Creecy, Minister of Forestry, Fisheries & Environmental Affairs
•Dr Crispian Olver, Executive Director, SA Presidential Climate Commission
•Inger Andersen, Executive Director, UN Environment Programme Listen to all episodes · Investec Focus Radio SA
This episode aims to inspire, inform, and empower, while also offering a platform where stories of strength, hope, and triumph emerge from the heart of the disability community, enriching our understanding of mental wellness for all. Investec Focus Radio SA
What does 2024 hold for the global economy? Our expert Investec panel from the UK, Switzerland and South Africa weigh in on expectations of low growth, game-changing elections, stubborn inflation, high interest rates and war. Listen to their insights now. Investec Focus Radio SA
The delayed OPEC+ meeting took place last Thursday. Investec Head of Commodities Callum Macpherson discusses what was discussed.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
On both sides of the Atlantic, inflation indicators and bond yields are trending lower. Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth explains. Investec Focus Radio SA
The weekend OPEC+ has been postponed. Investec Head of Commodities Callum Macpherson explains why this has happened.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
In this episode Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the weak global growth outlook, as the world is yet to see the full impact of rate hikes. But inflation is on the way down and corporate margins are resilient. Investec Focus Radio SA
Investec hosted an exclusive event series for women called In Conversation: Shaping your Wealth, which aims to empower women in their financial journey. The panel discussion was hosted by Nozipho Tshabalala and featured Jill Anthony from Investec Tax & Fiduciary, Tracey Ward from Investec Life and Dorothy Asomaning from Investec Wealth & Investment. They discussed crucial ingredients for a successful wealth strategy, including protection of income, legacy and offshore investment.
Despite its many challenges, two prominent KwaZulu-Natal businessmen are optimistic about the region’s growth prospects. In this podcast, Toyota’s Nigel Ward and Shave and Gibson’s Simon Downes speak to Investec’s Neo Ralefeta about positive developments in one of South Africa’s most important economic hubs. Read more · Investec Focus Radio SA
In the latest episode of Investec’ Fintech Podcast, Mark James is in conversation Conrad Ford, Chief Product and Strategy officer at the challenger bank Allica, the moats that Allica has built, the outlook for the UK Fintech sector and his views on the SME lending landscape. Investec
Saving for the future is a mindset best instilled at a young age. René Grobler, Head of Investec Cash Investments shares some tips on how to turn your children into savers. Learn more · Investec Focus Radio SA
New power stations aren't enough to solve SA's electricity woes; the real challenge is the lack of capacity to distribute power where it's needed. In the latest No Ordinary Wednesday podcast, Investec Equity Analysts Herbert Kharivhe and Ross Krige discuss solutions to this transmission conundrum. Investec Focus Radio SA
Last week saw further falls in oil and Brent reached a low of 76.60 $/b. Against this backdrop of weak prices, OPEC+ are meeting on this coming weekend. Investec Head of Commodities Callum Macpherson discusses how might they react to recent developments.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
While the US economy continues to cool, the Chinese economy is showing signs of life. Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth explains. Investec Focus Radio SA
Engage in candid conversations guided by the heart-warming bond of a mother and daughter who have traversed journey toward youth mental wellness. In the latest episode of the Reimagine Mental Health podcast series, explore the power of self-care, self-compassion, and the importance of setting boundaries in the digital age. We highlight the resources available for young individuals and their families, both online and offline, and discuss the cultural and diversity perspectives that influence the experience of anxiety. Investec Focus Radio SA
The selloff in oil markets accelerated last week and Brent touched 79.20 $/b. Head of Commodities Callum Macpherson looks at the outlook.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
From Chinese consumer prices to US bankruptcy rates, there are increasing signs of a global slowdown. Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at what this means for monetary and fiscal policy. Investec Focus Radio SA
The recent decision by monetary policy makers in the US to keep rates unchanged has sparked hope of an end to a bruising interest rate cycle globally. Central banks across the world have battled soaring inflation, leading to mantra of ‘higher interest rates for longer.’ So is the end near? In the latest episode of the No Ordinary Wednesday podcast, Investec Chief Economist Annabel Bishop gives an in-depth analysis on what this means for financial markets, investors and the rest of world. Investec Focus Radio SA
Oil prices have softened again as the market seems to be increasingly confident that the war in Gaza will not disrupt supplies. Investec Head of Commodities Callum Macpherson looks at the dynamics at play.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Bonds and equities rallied together after Friday’s US nonfarm payrolls miss, says Chris Holdsworth, Investec Wealth & Investment's Chief Investment Officer. Listen to other episodes · Investec Focus Radio SA
In spite of the developments in Gaza, oil prices have not been moving much. Head of Commodities Callum Macpherson explains why.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth previews a busy week, that includes a Fed rate decision and the mid-term budget speech the Finance Minister on Wednesday. He also notes some good news on the electricity front. Investec Focus Radio SA
It’s been called the lifeblood of the global economy, but over the past three years, the fixed income – or bond – market has been battered by low economic growth, sticky inflation, low investor confidence and high interest rates. But have we reached the bottom of the cycle? In this episode, Annelise Peers, Chief Investment Officer for Investec Bank Switzerland and Awongiwe Booi Fixed Income Analyst at Investec Wealth & Investment SA explain what this means for investors and the world at large. No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
In this week's episode Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at rising yields that are having an impact on the US economy, particularly the housing market. Investec Focus Radio SA
Addressing escalating debt, SOE bailouts, and tax reforms will be critical in the Medium-Term Budget Policy Statement, say Investec economists Annabel Bishop and Tertia Jacobs in this special edition of the No Ordinary Wednesday podcast. No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
In this episode, we are joined by Cherry Freeman, founder and general partner at Hiro Capital. Cherry leads Hiro’s deal pipeline and focusses on games, media platforms and software investments. The team at Hiro have between them angelled over US$9bn worth of some extraordinary games, sports and technology brands and we delve into what Cherry is finding the most exciting at present. Investec
It is just over a week since the conflict in the Middle East, Head of Commodities Callum Macpherson takes stock of what energy markets have been doing since then.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Global inflation is drifting down, but perhaps not fast enough for central banks, argues Investec Wealth & Investment Chief Investment Chris Holdsworth in the latest episode of Macro Monday. Meanwhile, Chinese leading indicators are looking promising, and there are positive developments on the local electricity crisis front. Investec Focus Radio SA
Financial returns in the sustainable space was a key theme at the world's leading responsible investment conference. Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth, and investment analysts Boipelo Rabothata and Kyle Lasarow share their insights from the event. No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
In our first episode, we talk to comedian Jason Goliath, who has chosen to laugh through his tears. Literally. And explore how, and if, humour helped him cope during some of his darkest moments. We also speak to experts and professionals, Andrew Martin (Clinical Psychologist) and Sinenhlanhla Sithomo (Head of Insurance Business: Investec Life), who carefully guide us and help us navigate the space of men’s mental health and wellness. Investec Focus Radio SA
While the world economy is still growing, it’s doing so at a slower rate. Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth, looks at the implications. Investec Focus Radio SA
Brent set a low of under 84 $/b last week, rallied sharply this morning after the events that unfolded in Israel over the weekend. Head of Commodities Callum Macpherson discusses latest Brent moves.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
It’s often said that you should hope for the best, but plan for the worst. Although a subject that most are reluctant to talk about, planning for your death is a crucial part of your investment journey, particularly in the context of intergenerational wealth. We asked Jonathan Hilliar, a financial adviser at Investec, and Sinenhlanhla Sithomo, head of Investec’s life insurance business to explain the importance of life insurance. Investec Focus Radio SA
Retirees are often a target of fraudsters. Kevin Hogan, Head of Fraud Risk at Investec, is joined by René Grobler, Head of Investec Cash Investments, in explaining some of the ways you can avoid becoming a victim of fraud. Investec Focus Radio SA
Brent set another new high over 97 $/b last week, but it is much lower today, Investec Head of Commodities Callum Macpherson discusses what has been behind these moves.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK · Investec
In our quarterly strategy and asset allocation overview, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the implications of the likely slowing in global growth over the next 12 to 18 months. He also examines the challenges and opportunities in the SA market. Investec Focus Radio SA
How to talk about wealth with family, how to build a financial plan and how to create wealth. Investec Wealth & Investment wealth managers, Neil Urmson and Ruth Forssman, share some insights into how not to lose your intergenerational wealth. Investec Focus Radio SA
Melanie Humphries (head of Investec Sustainable Solutions) has an in-depth discussion on the ongoing water crisis with expert, Pierre Lundberg. Where do we stand and what does the future look like? What do you need to know about water back-up solution, such as water tanks, boreholes and rainwater? What are the pitfalls? Investec Focus Radio SA
The rand’s rollercoaster ride continues. It’s been a tough few weeks for the rand, as the market grows increasingly anxious over domestic challenges, including government’s fiscal deficit of R143.8 billion. David Gracey, Investec's Head of FX and Fixed Income Trading, discusses the rand's performance and its future outlook. No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
"The future is human," says leadership luminary Prof Sudhanshu Palsule. In this Investec Focus Talk Lesley-Anne Gatter, global head of People and Organisation at Investec, chats to Palsule on why organisations need to find their purpose, and leaders need to find empathy, in order to survive in an age of AI and machine learning. Investec Focus Radio SA
There was a new high in Brent - close to 96 $/b last week, but also lows close to 92 $/b. Is this a sign the rally is running out of steam? Investec Head of Commodities Callum Macpherson explains.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Trusts are often used in estate planning for various reasons, many of which are related to tax efficiencies. But are they still a suitable wealth preservation vehicle, and what are the implications of investing through a trust offshore? Should you keep your SA trust if you emigrate? What does it mean to change tax residencies? Two of Investec Wealth & Investment’s advisors from the Tax & Fiduciary team, Johanci Meintjies and Jill Anthony, answer these questions and more in the fifth episode of the second season of our Wealth Creation podcast. Investec Focus Radio SA
In this episode, I am joined Sir Ian Livingstone, one of the founding fathers of the UK games industry.
Ian co-founded Games Workshop in 1975, exiting in 1991 before embarking on a remarkable career in the video games industry. Along the way he has written multiple Games books which have sold over 21 m copies worldwide,
In 1995 he co-led the merger which created video games publisher Eidos plc launching blockbuster titles including Lara Croft: Tomb Raider,
He‘s an angel investor and has been an investor in, and executive at a range of huge successes including Golf Clash developers Playdemic Ltd, which achieved unicorn status, and Fall Guys developers Mediatonic. He was Chairman of Sumo Group plc until its sale to Tencent, and is currently a General Partner of venture capital fund HIRO Capital.
Who better, then, to ask about his outlook for the Games sector? Investec
Brent rallied close to 95 $/b last week and the International Energy Agency warned about the impact of Saudi cuts on price volatility, Investec Head of Commodities Callum Macpherson discusses the latest International Energy Agency’s report.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK · Investec
In the first episode of Investec’s weekly macroeconomic view, Investec Wealth & Investment’s Chief Investment Strategist Chris Holdsworth discusses global inflation which ticked up in August, driven mainly by higher fuel prices. Macro Monday · Investec Focus Radio SA
In this episode, our experts discuss the surge in fuel prices and the impact of oil market volatility on South Africans. Find out what's driving the increase and the potential implications for our economy. No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson discusses oil rallied strongly last week after Saudi Arabia announced an extension to its cuts. HELP MITIGATE YOUR RISK
Melanie Humphries (head of Investec Sustainable Solutions) has an in-depth discussion on the ongoing energy crisis with expert, Chris Yelland. Where do we stand and what does the future look like? How can you reduce your reliance on the grid? What are the options and hazards? www.investec.com
Brent reached its highest level since January this year, at the end of last week. Investec Head of Commodities Callum Macpherson explains what was driving that move? HELP MITIGATE YOUR RISK · Investec
Have we really turned the corner when it comes to inflation, and will the Reserve Bank continue to keep interest rates on ice? Find out in the latest episode of No Ordinary Wednesday with Investec Economist Lara Hodes. No Ordinary Wednesday with Jeremy Maggs
At our latest In conversation event, titled, Sustainable living – empowering solutions, Chris Yelland (energy expert), Prof Anthony Turton (water expert), Maya Fisher-French (award-winning financial journalist) and Pierre Lundberg (water expert) shared their thoughts on our current water and energy situation.
Brent is lower again this week, after reaching a high of 88 a couple of weeks ago. Investec Head of Commodities Callum Macpherson explains.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
With the economic headwinds of sticky inflation and persistently high interest rates, an underwhelming Chinese rebound and a weakening US dollar – how do the next few months look for investors? Our Chief Investment Strategist Chris Holdsworth, gives his analysis in the latest episode of the No Ordinary Wednesday podcast. No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson explains what’s behind the large increase in gas prices last week in Europe.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Brent reached a high of over 86 $/b last week after Saudi Arabia announced that its additional voluntary cuts had been extended. Investec Head of Commodities Callum Macpherson explains why the country has done this and how significant is the move.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK · Investec
Starting a private practice can be overwhelming, but with the right support and knowledge, you can confidently make informed decisions. In this interview, Nirvashni Rajkumar, a Senior Financial Advisor at Investec Life, sketches out some of the financial essentials you need to consider.
Discover how to mitigate risks, protect your income, and safeguard your practice through effective risk cover strategies. Learn about essential aspects such as life cover, disability cover, and income protection, tailored specifically to your profession.
SKIP TO KEY TOPICS
00:04 What type of risks do financial planners help clients mitigate against?
2:52 Where do medical practioners who are thinking of starting their private medical practice begin?
4:15 What are the common mistakes made by medical professionals when it comes to retirement?
6:40 Final thoughts for medical professionals. The importance of financial planning · Investec Focus Radio SA
Simon Lapthorne, a Senior Research Analyst for Investec Wealth & Investment UK, dicusses the rise of artificial intelligence and what investors should consider before entering the market. Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson examines the fundamental and macro drivers behind Brent breaking the $85 a barrel mark last week.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The latest Oil Market Update with Callum Macpherson.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investec Head of Tax & Fiduciary Rene van Zyl shares insights and strategies to help medical professionals navigate the complex world of finance and taxation and manage their money more effectively.
Learn about the key elements involved in establishing a long-term financial plan as a doctor in private practice, and how to adapt it as your career progresses, while getting to grips with how to approach estate planning, tax compliance and wealth preservation.
If you're a medical professional in private practice looking to take control of your finances, protect your assets, and optimise your wealth, this video is for you. Empower yourself with the knowledge and insights to build a secure financial future.
SKIP TO KEY TOPICS
0:00 Why is managing their money and estate important for medical professionals?
0:55 What important things would you want medical professionals to know about a solid financial plan?
1:41 How do you start with a long-term financial plan as a doctor in private practice?
3:28 What role does a financial adviser, wealth manager or estate planner play in in making sure doctors are compliant in terms of tax?
4:34 What should a doctor, especially in private practice, do when looking for someone to help them in this Tax & Fiduciary space? Tackling tax for your future-ready medical practice · Investec Focus Radio SA
High cost of living, unemployment and debt are just some of the difficulties South Africans are facing that greatly impact their ability to save or invest. This National Savings Month, Investec experts Rene Grobler and Ebeth van Heerden unpack the differences between savings and investment and share practical ways to improve your financial health. It’s a must-listen for those starting out on their wealth creation journey. Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson unpacks the factors that pushed the global benchmark for Brent crude over the $80 mark last week and looks at the prospects for the week ahead.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Listen to previous episodes · Investec
Steven Macarounas is the founder of the Business Money Life Institute and programme director for the South African Health Business Academy. With over 37 years of experience working alongside healthcare professionals, he is passionate about helping doctors prioritise their own lives alongside their professional responsibilities.
By providing education and resources on building successful practices, managing finances, and developing personal lives, these institutions aim to empower doctors to create a better balance and improve their overall quality of life.
In this interview, he unpacks his work in more detail and describes how it is intrinsically intertwined with the development of the future-ready private practice.
SKIP TO KEY TOPICS
1:35 How a medical professional can keep up to date with medical innovations
2:37 How AI may disrupt medical practices
4:50 How failing to plan ahead can lead to working longer
7:33 Principals that will have a positive impact on doctors Transforming medical practices: addressing the lives of doctors and patients · Investec Focus Radio SA
Despite the recent respite in loadshedding, in the form of lower stages, Investec equity analysts Herbert Kharivhe and Ross Krige caution against complacency. Find out what stages they’re forecasting for the rest of winter and beyond, in the latest episode of No Ordinary Wednesday. No Ordinary Wednesday with Jeremy Maggs
When Saudi Arabia announced its additional one million barrel per day cut at the start of June, to apply to July it said it would only be for one month, the question is whether that cut will be extended into August. Investec Head of Commodities Callum Macpherson looks at the market reaction.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
With an MEng in Manufacturing Engineering, MSc in Computer science, a PhD in Artificial Intelligence and a research fellowship at Imperial College looking at how to apply AI to "noisy" data sets, there's probably not a lot about AI that Tristan doesn't know. So who better for Investec's Mark James to ask about recent developments and the likely impact of the pervasive tech? Listen now. Investec Focus Radio SA
There have been extraordinary events over the weekend in Russia, but this seems not to have had any impact on oil prices. Investec Head of Commodities Callum Macpherson explains.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
At the recent In conversation event for medical professionals, Steven Macarounas, an international specialist with 35 years of experience in the healthcare industry, discusses how to build a future-ready medical practice.
Steven Macarounas is the founder and director of the Business Money Life Institute and programme director for the South African Health Business Academy
SKIP TO KEY TOPICS
0:17 Regrets of the retiring doctor
1:05 What was your greatest regret as a doctor?
2:50 Characteristics of the Future Ready Practice
4:01 Three steps to success www.investec.com · Investec Focus Radio SA
After a prolonged period of high inflation rates across the globe, major price indices are finally showing signs of peaking. This global trend is also reflected in South Africa's current economic landscape. Annabel Bishop, Chief Economist at Investec, talks about what the impact of disinflation will be on interest rates and the ZAR. Listen to more episodes of No Ordinary Wednesday · Investec Focus Radio SA
Investec Head of Commodities Callum Macpherson discusses the International Energy Agency’s published reports on the short-term and long-term outlook for the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
The market is still worried about demand. Investec Head of Commodities Callum Macpherson discusses the market dynamics.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Geopolitical own goals have pushed the rand to record lows against the dollar. Investec Treasury Economist Tertia Jacobs and Investec Head of Sales and Structuring Obakeng Pitse share their views on the outlook for the ZAR. Investec Focus Radio SA
The OPEC+ has come to a complex agreement during their meeting on Sunday. Head of Commodities Callum Macpherson gives details of the decisions made. Investec
For entrepreneurs, the heavy weight of expectation across all quarters of society is persistent. From investors, to employees, to customers, not to mention their family and wider community. They are constantly expected to have the answers. In the final episode of the first season of our Reimagine Mental Health podcast series, we will explore how entrepreneurs manage their mental health especially in the current socio-economic climate we face in South Africa. Investec Focus South Africa
The next OPEC+ meeting will be held on Sunday. Investec Head of Commodities Callum Macpherson discusses what might come out of that meeting. Investec
Marius Roberts, respected motoring expert, shares why Chinese-made cars have gained popularity in such a short time.
SKIP TO KEY TOPICS
00:00:40 Should you be considering Chinese-made cars?
00:01:16 Brand awareness
00:02:04 How the motoring industry works in China.
00:03:21 Why are Chinese car brands so much cheaper?
00:03:42 Potential pitfalls
00:03:54 Re-sale value
00:04:46 Fuel consumption
00:05:35 Accessibility or supply chain vs demand Real Torque with Marius Roberts
In this Investec Focus Talk we hear from social impact pioneer, Dr Kim Tan on his most out-of-the-ordinary investments, what excites him about the future, and the role this burgeoning market must play in securing our sustainable future. Investec Focus South Africa
The latest economic data indicates a slower-than-expected recovery for China. In this episode, John Wyn-Evans, Head of Strategy at Investec Wealth & Investment UK, and Quentin Allison, Investec Head of Commodities and Trade in South Africa, take an in-depth look at China’s economic prospects in the face of lower consumer demand, high interest rates and stubbornly high inflation globally.
Investec Head of Commodities Callum Macpherson discusses the International Energy Agency’s latest monthly report on the oil market. Investec
Marius Roberts shares the cars that he would recommend - from entry-level options for first-time buyers to performance cars.
SKIP TO KEY TOPICS
00:00:38 Entry-level cars
00:02:48 Mid-size cars
00:04:52 Family cars
00:05:57 Bakkies
00:06:51 Sports cars Real Torque with Marius Roberts
There has been some positive supply side news, but Brent is below 75 again. Investec Head of Commodities Callum Macpherson discusses these dynamics. Investec
With the Fed and ECB continuing to hike interest rates, it is inevitable that South Africa will follow suit at the end of May. In this week’s episode of No Ordinary Wednesday podcast, our Chief Economist Annabel Bishop looks at whether the country is reaching a turning point on interest rates and what variables are at play ahead of this month’s announcement. Listen now No Ordinary Wednesday with Jeremy Maggs
Brent reached a low of 71 last week, but has now rallied back over 76$/b, Head of Commodities Callum Macpherson explains the shift. HELP MITIGATE YOUR RISK
Marius Roberts, respected motoring expert, shares what cars South Africans are buying now.
SKIP TO KEY TOPICS
00:00:53 SUVs and cross-overs
00:03:54 Downsizing and downscaling
00:05:51 Electric vehicles and hybrids
00:10:34 Bakkies Real Torque with Marius Roberts
Brent has been trading under 80 $/b in recent days as the oil market continues to worry about the economic outlook. Head of Commodities Callum Macpherson discusses these dynamics. HELP MITIGATE YOUR RISK · Investec
In this episode of No Ordinary Wednesday, Henk Langehoven, Chief Economist of the Minerals Council of South Africa, Tertia Jacobs, Investec Treasury Economist, and Denys Hobson, Head of Logistics at Investec for Business, discuss the extent of the Transnet crisis, its impact on the economy and possible solutions. No Ordinary Wednesday with Jeremy Maggs
Brent fell back towards 80 $/b at the end of last week. Head of Commodities Callum Macpherson explains how this has happened in spite of the production cuts that have been announced. HELP MITIGATE YOUR RISK
The increasing demands on human capital in an interconnected and hyper-competitive world are largely reflected in the expectations that have been placed on students and young professionals today. In the fifth episode of Investec Life’s Reimagine Mental Health podcast series, we unpack how young professionals are managing their mental health and work to succeed. We are joined by Sicelo Joja, Executive Assistant to Chief Executive Officer of Investec Private Bank, Dr Tshepile Tlali, interim Chairperson of the Junior Doctors Association of South Africa and the interim vice-Chairperson of the South African Registrars Association and Chantelle Oosthuizen is the Executive Director for Cyril Ramaphosa Education Trust (CRET).
Marius Roberts covers some of the mistakes car buyers often make, sharing advice about saving money on service plan agreements, car options, and more.
SKIP TO KEY TOPICS:
00:01:22 Car services and warranties
00:04:09 Car features and specifications
00:06:53 Balloon payments Real Torque with Marius Roberts
The International Energy Agency’s monthly report was published at the end of last week. Head of Commodities Callum Macpherson discusses what the IEA had to say about the state of the oil market. HELP MITIGATE YOUR RISK
Rapid advancements in artificial intelligence have many heads spinning. But there’s no denying that whip-smart machines have enabled us to make incredible leaps and bounds in business, even as a treacherous list of ethical conundrums keeps human brains awake at night. Will AI make our lives easier and help us be more productive? How is it shaping and disrupting industry and business models? Investec’s Chief Artificial Intelligence Officer, Lee O’Brien and Michelle Schonken, Data and AI Lead at Investec Bank and Investec Wealth & Investment give in-depth analysis of these burning questions in the latest episode of the No Ordinary Wednesday podcast. No Ordinary Wednesday with Jeremy Maggs
A week on now from the announcement of cuts to output from the Saudi’s and others, Investec Head of Commodities Callum Macpherson discusses oil markets reaction. HELP MITIGATE YOUR RISK · Investec
Motoring expert Marius Roberts shares how to be smart about buying a car that best suits your needs. Discover his top tips.
SKIP TO KEY TOPICS
00:02:29 Why driving distance is important
00:02:51 Factoring in your regular driving conditions
00:03:08 What size car do you need?
00:03:39 New vs used car
00:05:29 What research do you need to do before making the final car purchase?
00:06:18 Road safety tips Real Torque with Marius Roberts
In this episode of the reimagine mental health podcast series, we examine the relationship between mental and physical health. We are joined by some of the top minds in this field; Nicola Tager, Global Head of Investec Careers and Employee Experience at Investec, Dr Joseph Mwangi, MD, PhD. Medical Officer and Advisor for Non-Communicable Diseases and Mental Health World Health Organization (WHO), Professor Lesley Robertson, a professor in the department of psychiatry at University of Witwatersrand.
Investec Head of Commodities Callum Macpherson explains OPEC's decision to cut output and what it means for the markets. HELP MITIGATE YOUR RISK
Tough times continue for the South African economy, inflation is not cooling keeping interest rates edging higher, the electricity crisis continues to hinder growth and job creation and business and consumer confidence have declined to all-time lows. What do all these key economic indicators mean for the outlook of the country for the rest of 2023? Find out in the latest episode of No Ordinary Wednesday. HELP MITIGATE YOUR RISK
Brent was very soft at the start of last week, but then rebounded - Investec Head of Commodities Callum Macpherson looks at what has brought this about. HELP MITIGATE YOUR RISK
After weeks of being fairly range bound, Brent dropped to its lowest level since December 2021 last week and is lower again this morning. Investec Head of Commodities Callum Macpherson discusses these moves. HELP MITIGATE YOUR RISK
How is the current global economic climate shaping investment trends? And what is the outlook for the rest of the year? Our award-winning Investec World Axis fund managers share their insights on the latest episode of No Ordinary Wednesday podcast. No Ordinary Wednesday with Jeremy Maggs
Investec Head of Commodities Callum Macpherson analyses the latest fall in oil prices. Investec
In this episode, Investec Head of Commodities Callum Macpherson discusses China's growth target and is the UAE leaving OPEC?
Andrew Wooler presents an update on the financial year ending 31 March 2023 and the transactions announced on 02 March 2023
South Africa has been greylisted by global financial crime watchdog the Financial Action Task Force (FATF) for not fully complying with international standards around the prevention of money laundering, terrorist financing and proliferation financing. What will this mean for South African businesses and consumers? We unpack the latest developments. Investec Focus South Africa
Investec Head of Commodities Callum Macpherson looks at some of the key topics that will be up for discussion at the International Energy Week in London this week. HELP MITIGATE YOUR RISK · Investec
Health economists estimate that unaddressed mental health conditions (including depression and anxiety) cost our economy an estimated R161 billion per year as a result of lost days of work on account of illness, “presenteeism” (working longer hours), and in extreme cases premature mortality. In this episode we focus on the economic dimensions of mental health in South Africa and the country’s mental health system. Investec Focus South Africa
In its monthly report, the International Energy Agency has significantly increased its demand forecast for 2023, by 300kb/d. Investec Head of Commodities Callum Macpherson looks at what this means for the energy market. HELP MITIGATE YOUR RISK
Host Ayabonga Cawe, talks to investment experts about what you need to know if you want to trade local and international markets. Listen to more episodes
The 2023 Investing in Africa Mining Indaba left pundits optimistic about the opportunity the energy transition offers Africa mining in general, especially if the region can get mineral beneficiation right. Listen to more episodes
Brent rose at the end of last week after Russia announced a supply cut. Investec Head of Commodities Callum Macpherson discusses the significance of this development. HELP MITIGATE YOUR RISK
The G7 has now agreed on a price cap on Russian refined products. Callum Macpherson lets us know how these caps will work and how they will impact the markets.
As a financial adviser, there are many pitfalls in handling your clients’ assets once they have emigrated. We look at what you need to know about tax residency and South African exchange control law. Learn more
Investec Head of Commodities Callum Macpherson shares his insights on the fluctuation in oil prices last week and the upcoming EU embargoes on Russian refined products.
Technology has opened new doors in mental health support and data collection, broadening access to support and enabling proactive management of mental illness. Katy Katopodis speaks to Behavidence's Dr. Janine Ellenberger, Panda's Allan Sweiden and Hannover Re's Dr. Matthew Procter. Listen to more episodes in the series
Investec Head of Commodities, Callum Macpherson, shares his outlook for the energy markets in 2023.
As the annual World Economic Forum meetings come to an end, for the South African delegation it was clear that in order to get investors, the country needs to get back on a growth path. Ruth Leas, CEO of Investec Bank UK, shared our key takeaways from the event with Business Maverick’s Tim Cohen.
Opportunities abound for emerging markets as developed market companies and countries reassess supply chains in a bid to become more resilient. Speaking from the World Economic Forum meeting in Davos, Investec SA CEO Richard Wainwright says South Africa needs to grab this opportunity with both hands as this global rebalancing is a once-off event.
Move over “stakeholder capitalism”. “Polycrisis” is the new buzzword at this year’s World Economic Forum in Davos, as global risks converge: from economic contraction and rising inflation to supply chain pressures and the Ukraine war. Tim Cohen, Editor of Business Maverick, speaks to Richard Wainwright, CEO of Investec Bank South Africa, and Ruth Leas, CEO of Investec Bank UK, on how world leaders are finding common ground on these critical challenges.
Henk Langenhoven, Chief Economist of the Minerals Council of South Africa joins Investec's Treasury Economist and Power & Infrastructure team to discuss the impact of loadshedding on the mining sector and the wider economy. Learn more
Investec Head of Commodities Callum Macpherson discusses the drivers of the strengthening oil markets.
Investec Head of Commodities Callum Macpherson discusses what was behind heavy falls in oil prices last week and how OPEC+ could react to market developments.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
A conversation with specialist panellists from the medical and insurance fields, on the role life insurers in the destigmatisation of mental health in South Africa. This extends from how the industry underwrites mental health conditions and to how insurers can support a change in the perceptions surrounding mental health. READ MORE
Interest rates and inflation are expected to ease in 2023 but risks remain for growth. In this year-end episode of Investec’s No Ordinary Wednesday podcast, Chief Economist Annabel Bishop looks at the year ahead following a shaky 2022. No Ordinary Wednesday with Jeremy Maggs
With only weeks till we bid 2022 farewell, most of us are feeling tired and in need of some resilience. In this final Focus Talk of the year, you’ll gain an unusual take on how to negotiate and navigate a path to resilience. It’s not all about morning mantras! Watch Investec’s Mmabatho Ramatlhare in conversation with Dr Michael Ungar, founder and Director of the Resilience Research Centre at Dalhousie University.
The journey to financial wellness is punctuated by sound decision-making in how you spend, save and invest your money as a professional. Fortunately, they aren’t decisions we need to take alone. In this episode of In Conversation, we unpack the role of the financial advisor in planning for your future.
OPEC+ met over the weekend, Investec Head of Commodities Callum Macpherson unpacks some of the decisions announced.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. No Ordinary Wednesday with Jeremy Maggs
There have been extraordinary scenes of lockdown protests in China over the weekend, Investec Head of Commodities Callum Macpherson discusses the significance of this is for energy markets.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Only 25% of technology jobs in South Africa are held by women, and only 13% of graduates with science, technology, engineering and maths (STEM) qualifications are women. Lillian Barnard, Microsoft SA CEO joined Shabhana Thaver, Investec Specialist Bank CIO for a Focus Talk that centred around how to get more women into tech from the classroom to the boardroom. Learn more
Is South African politics on the verge of a major, generational change? And could this change South Africa’s economic outlook for the better? These were some of the possibilities raised at a recent In conversation event hosted by Investec. A panel made up of Mcebisi Ndletyana, professor of politics and international relations at the University of Johannesburg, Frans Cronje, an independent political analyst, and Chris Holdsworth, chief investment strategist at Investec Wealth & Investment SA, discussed South Africa’s political and economic outlook in the light of current global and local upheaval.
A landmark deal, some reaffirmations and a failed agreement. In this episode of No Ordinary Wednesday, Jeremy Maggs in conversation with Investec Global Head of Sustainability Tanya Dos Santos-Ford and Melanie Jansen van Vuuren, Investec Group Sustainability Lead, take an in-depth look at the highs and lows of COP27 and how that affects South Africa. No Ordinary Wednesday with Jeremy Maggs
Andrew Wooler presents Investec Property Fund Interim results for the six months ended 30 September 2022.
There were sharp falls in oil prices at the end of last week, as Brent fell below 86 $/b. Investec Head of Commodities Callum Macpherson discusses these developments and what to expect from the upcoming OPEC meeting.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
In a wide-ranging conversation, Investec Bank Limited CEO Richard Wainwright shares his insights on the recent IMF meetings in Washington, the impact of the pending FATF grey listing, the outlook for inflation and interest rates, and how the private sector is the best hope for solving SA’s infrastructure woes. No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. No Ordinary Wednesday with Jeremy Maggs
Stabilise inflation, avert recession, resolve the energy crisis and bring down the cost of living. It’s a daunting to-do list that Rishi Sunak has inherited, but what does the new British PM need to focus on to regain the trust of the markets? Investec UK Chief Economist Phil Shaw and UK Head of Investment Strategy John Wyn Evans weigh in. No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
In this episode Ayabonga Cawe is joined by Kate Duggan and Sohan Singh, both Wealth Managers from Investec Wealth & Investment and they unpack how to incorporate private equity into your investment portfolio and what you should consider before investing in this asset class.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Getting people to change their behaviour is hard, even when more of the same will be deadly. In the final instalment of the Future Impact series, we explore how to effect change.
Finance Minister Enoch Godongwana is in the eye of the storm as he tables the medium-term budget. Investec Chief Economist Annabel Bishop explains his predicament. No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Last week saw continued turmoil in financial markets, culminating in the Bank of England acting with an (up to) £65bn emergency intervention, in an attempt to calm domestic markets and restore financial stability. This was in response to the reaction in longer-dated gilt markets – particularly at the 30-year maturity – to Chancellor Kwasi Kwarteng's mini-Budget.
The biggest tax-cutting spree in 50 years, to be funded by extra borrowing, the mini-Budget been questioned considering the backdrop of spiralling inflation, and markets have let their feelings be known. 30-year gilt yields surpassed 5% early yesterday morning, the highest since 2002.
As such the Bank of England stepped in, which seemed to have the desired effect, pushing down gilt yields at the long end of the curve. 30-year gilt yields have fallen to 3.93%, an intra-day swing of well over 100 basis points.
The quantitative easing has had the desired effect, but it only buys time to deal with liquidity issues. We question what will happen come 14 October, when the Bank of England has said this bond-buying spree will end.
We hosted Mr Philip Shaw, Chief Economist & Mr Sri Karthik, Banking Analyst, Investec India to understand what to expect next in the global financial markets and its impact on India with
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
We hosted Andrew Schultz from our South Africa office yesterday for an on the ground perspective on the Nigerian economy. Andrew expects the near term to remain volatile (dollar crunch, inflation spike) until the general elections (to be held in Feb’23). This shouldn’t hurt demand though, as revenues of FMCG companies reveal resilient demand momentum, and improvement in dollar availability can spur an uptick in demand for imported products (like 2Wers). Long term, implementation of structural reforms such as setting up of oil refineries, increase in finance penetration are important for the Nigerian economy. For 2Wer stocks under our coverage as highlighted in our earlier note (Exports facing speed bump) near-term volumes could be under pressure, but the long-term growth story remains intact.
With the advent of quantum computing, cybersecurity experts are having to contend with new threats, such as the hacking of biometric profiles and even brains. This World Cybersecurity Awareness Month, Investec Global Chief Information Security Officer, Herman Young, speaks to CYE CEO, Reuven Aronashvili, about future trends. Learn more
Is Export Finance Africa's solution for infrastructure build and socio-economic development? It's been around for over a century, and is suddenly garnering a lot of attention from investors concerned with sustainable impact. Listen to other episodes in the Future Impact series
With sterling hitting an all-time low against the US dollar and UK markets facing general uncertainty, Head of FX Chris Brand and economist Ellie Henderson discuss the current situation and outlook.
SA businesses struggle to stay afloat as loadshedding intensifies. Business Unity SA CEO Cas Coovadia and Investec Treasury Economist Tertia Jacobs count the costs of loadshedding. No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Human trafficking in South Africa involves the exploitation of vulnerable children, women and men for the purposes of sex and slave-like labour. Learn how victims fall, why they stay and what banks and other organisations are doing to combat the scourge. READ MORE
There are signs that global inflation is peaking, but central banks continue to raise rates. Experts ask why in the latest episode of No Ordinary Wednesday, and look at what to expect from the South African Reserve Bank. No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Consensus is we need more than renewables to reach net zero. So what does SA’s future energy mix look like? Experts from Investec, and the CEO of Nala Renewables shed some light on a hotly debated topic.
As costs of energy in Europe skyrocket against the threat of a full shutdown of Russia gas supplies, our SA and UK chief economists measure the local and global impact. No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
While global supply chains are showing some signs of stabilising, risks remain. In the latest episode of Investec’s No Ordinary Wednesday podcast, we focus on how SA businesses can weather the storm. No Ordinary Wednesday with Jeremy Maggs
For decades, rural children in South Africa have suffered a debilitating condition: an estrangement from learning that causes a lifetime of struggle. One NPO, Good Work Foundation based in Mpumulanga, is providing an antidote. By combining digital learning tools and an appreciation for the realities of rural life, they are successfully reducing the inequalities and inefficiencies of South Africa’s education system.
Is cash really king? Ayabonga Cawe is joined by Fund Analyst, Bronwen Trower and Portfolio Manager, Glen Copans from Investec Wealth & Investment and they unpack what you, as an aspiring investor, should consider when incorporating cash as an asset class in your investment portfolio.
President Cyril Ramaphosa has announced the most comprehensive package of energy reforms in two decades. But we’ve seen plenty plans in the past that have amounted to no more than words. Will this one be different? In this episode, Investec experts unpack the president’s plan. No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
With an unemployment rate higher than the national average, the youth of South Africa need an opportunity to turn the tide. The Youth Employment Service (YES), has taken on this crisis alongside industry leaders such as Investec to support our youth better. So, what is the status, and where do we go next?
Do you sacrifice returns by investing in sustainable funds? In the first episode of the second season of the wealth creation podcast series, Ayabonga Cawe is joined by Investec Wealth & Investment’s portfolio managers, Boipelo Rabothata and Barry Shamley as they unpack what ESG really is and what implications it has on where you allocate your capital when making financial decisions.
Please visit Investec Focus to catch up on all the episodes from the previous season.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. No Ordinary Wednesday with Jeremy Maggs
The World Economic Forum expects the annual issuance of green bonds to exceed $1trillion in 2023, double 2021’s figure. But what are they, and can they help solve SA’s power crisis? Experts from Investec, Kathu Solar Park explain. Read more
Instead of hiking interest rates so aggressively, central banks should ride out the inflation storm that is forecast to subside by next year, say experts on this episode of No Ordinary Wednesday with Jeremy Maggs LISTEN TO MORE EPISODES
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. www.investec.com
After one of the most dramatic periods in modern UK politics, Investec spot trader Chris Brand and economist Ryan Djajasaputra examine what happens next in the contest to replace Prime Minister Boris Johnson and what that might mean for government policy and currency markets.
After one of the most dramatic periods in modern UK politics, Investec spot trader Chris Brand and economist Ryan Djajasaputra examine what happens next in the contest to replace Prime Minister Boris Johnson and what that might mean for government policy and currency markets.
Journey to Mpumulanga to hear from the largest rhino sanctuary in the world on how they're "saving rhinos, to save people, to save tomorrow".
Eskom spokesperson Sikonathi Mantshantsha in conversation with Investec's Tertia Jacobs and Bernard Geldenhuys about the power crisis and its impact on the economy; and whether renewables can plug the gap. Listen to more episodes
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
What’s the difference between ESG, sustainable and impact investing? Experts unpack the buzz words in this new 8-part podcast. Get insights from Investec, hydrogen-focused VC firm AP Ventures, the Bertha Centre for Social Innovation & Entrepreneurship and social enterprise Kusini Water. Listen to the series
With only 121,000 software developers in South Africa and almost 40% of them working for international companies, there's a critical shortage of tech talent in the country. How did we get here? And what are we doing to address the crisis? No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
While legacy may mean different things to different people across the generations, it definitely holds meaning for every individual and family.
Clement Manyathela hosts Aisha Pandor, Terry Pheto, Dr Hanan Bushkin and Melvyn Lubega to discuss this important topic. Investec One Place™
In this episode, host Jeremy Maggs and guests, Investec Equity Analyst Herbert Kharivhe and Chief Economist of the Agricultural Business Chamber of South Africa, discuss the impact of the oil price on fuel, electricity and food.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
From The Great Resignation to The Great Regret | The rise of the industrial metaverse | Soft skills will be the new hard skills. In this No Ordinary Wednesday podcast, Jeremy Maggs brings you the latest insights from Investec experts in Davos, Lourens van Rensburg, Head of Corporate and Institutional Banking, and Dr Marc Kahn, Global Head of People & Organisation. No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Award-winning filmmaker Donovan Marsh on what it takes to be a success in Hollywood, the impact of Covid on the local film industry and the gamble Netflix took on "I Am All Girls," a crime-thriller on human trafficking in South Africa.
The US hikes rates, but not by as much as some feared | Where is the Rand headed? | A new green bond raises a billion rand for clean energy to boost South Africa’s ailing grid. Could initiatives like these hold the key to solving our energy crisis? No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. No Ordinary Wednesday with Jeremy Maggs
Investec experts discuss the cost and impact of the KZN floods on supply chains | What now for core inflation? | Could the tourism sector be on its way to recovery? No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
What’s driving financial markets at the moment? How might the war in Ukraine evolve and what are the implications for the global economy? How is the tug of war between inflation and slowing demand affecting the outlook for interest rates in the UK, the US and Europe? Investec’s Head of Corporate FX Kiran Russell and Chief Economist Philip Shaw answer those questions and more in our latest podcast.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. FX insights
Investec experts discuss the rand strength in the face of a war, market volatility and inflation | And has global inflation indeed peaked? | The energy crisis in Europe is intensifying, will its impact reach South African shores? No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Investec experts discuss how prime frequency spectrum is opening a new world of possibilities for South Africa | Rising interest rates | Is South Africa really edging closer to the R1,2 trillion goal it set four years ago? No Ordinary Wednesday with Jeremy Maggs
At the start of your career, you are focused on getting the assets that support your status and lifestyle as an emerging professional – for example, buying a car or a property. While you may often overlook it, you are your most important asset at this point in your life. When you take out life cover, you are protecting your long-term income earning potential and legacy.
Selae Thobakgale hosts this episode of In conversation for young professionals. Investec Life
At some point in your life, you may need to make debt, to purchase a car, an apartment or a house. When you apply for a loan, you will need a healthy credit score to get financing. In fact, your credit history will determine the type of interest rate you are offered when paying back the money you borrowed.
Selae Thobakgale hosts this episode of In conversation for young professionals. Investec for young professionals
There’s almost nothing as exciting as getting a new set of wheels. However, it is best not to rush the decision to buy a vehicle - a cool head when making this big financial decision will benefit you in the long run.
Selae Thobakgale hosts this episode of In conversation for young professionals.
The world of investing can seem intimidating, especially if you’re just getting started. It doesn’t have to be. If you understand the basics, you will feel more confident taking your first steps to building the future you want.
Selae Thobakgale hosts this episode of In conversation for young professionals. Investec for young professionals
When you are at the start of your career, your tax obligations are straightforward. As you move to a new firm, start an entrepreneurial side hustle, or purchase a rental property, it can become more complex. There are also tax considerations on your investments.
Dr Sivuyile Madikana hosts this episode of In conversation for young professionals. Investec for young professionals
The panel examines tips, tricks and tools to empower young professionals to create a budget – and stick to it. If you have a realistic budget, you may have less financial stress and make the right steps towards wealth creation. The episode also looks at starting an emergency fund. The sooner you start, the better.
Dr Sivuyile Madikana hosts this episode of In conversation for young professionals. Investec for young professionals
When you purchase your first home you are probably making the biggest investment of your life. It is not a decision to take lightly, and making this long-term financial commitment can seem overwhelming. However, the steps to owning your very own home are not that complicated.
Dr Sivuyile Madikana hosts this episode of In conversation for young professionals.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Investec experts discuss how the surge in commodity prices could cushion the impact on South Africa’s economy, how the conflict is reshaping geo-politics and the role that cryptocurrencies are playing in the Ukraine war. No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Sarah West, Partner at financial and corporate communications adviser Brunswick, gives Investec's Adam Bidwell a rundown on the key communication aspects of an IPO at each stage in the process. Looking to IPO?
Investec experts discuss the implications of the Russia-Ukraine conflict on South Africa and how investors are reacting | How worried is the oil market? and what now for oil supply? | It’s International Women’s Day this month, we ask if sportswomen are getting closer to pay parity with their male counterparts? No Ordinary Wednesday with Jeremy Maggs
Belonging, inclusion and diversity give businesses access to a 'brilliance of difference'. Organisational psychologist John Amaechi and Investec Bank plc’s CEO Ruth Leas discuss the benefits and challenges in making this possibility a reality. How to unlock opportunities through inclusive leadership
Belonging, inclusion and diversity give businesses access to a 'brilliance of difference'. Organisational psychologist John Amaechi and Investec Bank plc’s CEO Ruth Leas discuss the benefits and challenges in making this possibility a reality. How to unlock opportunities through inclusive leadership
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
In a special edition of No Ordinary Wednesday podcast , Jeremy Maggs and Investec's panel of experts share their predictions for the upcoming budget. No Ordinary Wednesday with Jeremy Maggs
Jonathan Arrowsmith, Co-Head of Private Equity and Head of Advisory, leads a panel discussion of Investec experts on the outlook for private equity. Jonathan is joined by Jon Harvey, Head of Client Relationship Management, Fund Solutions; Helen Lucas, Co-Head of UK Sponsors Origination, Growth & Leveraged Finance; and Emily Cvijan, Private Banker for Private Equity. What’s next for private equity?
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Host Jeremy Maggs talks to Investec experts about the outlook for local and global investments and what this means for institutional investors. Listen to other episodes
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Matt Evans, portfolio manager at Ninety One, talks to Investec’s Adam Bidwell about the state of the IPO market, with a focus on all things ESG. Looking to IPO?
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
New year but it’s all the same for the South African economy as 2022 kicks off. Around the world, pandemic-induced inflation and supply chain concerns are driving the global economy – is this temporary? And what now for the oil price this year after record highs in 2021. No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Industrial de-carbonisation: technologies & viability - Dr Deepak Yadav, Programme Associate, CEEW
A dive into Hydrogen Economics & Applications - Mr Joachim von Scheele, Global Director Commercialization
India Decarbonisation -- Opportunities, Challenge's & Policy reforms - Mr Tirtha Biswas,Policy Advocacy and Strategic Partnerships, Ohmium
Investec India ESG 2.0 Conclave - Carbon Clean’s product offerings & underlying economics - Mr. Asam Rafi, VP of Sales
Investec ESG 2.0 Conclave: “Way forward for India: Carbon and/or Hydrogen, based on end applications”, Atanu Mukherjee, Dastur
Investec ESG 2.0 Conclave: Ohmium’s plans & product offerings - Mr Pashupathy Gopalan, Investor, Ohmium International
Investec ESG Conclave: De-carbonisation opportunities & challenges in the Indian context - Mr. Hemant Mallya, CEEW
The techlash, climate crunch and a battle between democracy and autocracy – Tom Standage, Deputy Editor of The Economist and Editor of the annual “The World Ahead" series, shares his top 10 predictions for what will shape the global economy in 2022. WATCH THE VIDEO HERE
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
We hosted Mr Rakesh Chopdar, MD, Azad Engineering at the Investec India Manufacturing Virtual Conclave. Azad Engineering is a leading manufacturer of precision forged & machined components for turbine & aerospace.
We hosted Mr Sanjay Shah, VP & Chief Strategy Officer, Shaily Engineering Plastics Ltd at the Investec India Manufacturing Virtual Conclave. Shaily is a leading manufacturer of products for the medical, healthcare and consumer sectors.
We hosted Vijay Sharma, Director, Jindal Stainless at the Investec India Manufacturing Virtual Conclave. Jindal Stainless is one of the largest stainless steel conglomerates in India and ranks amongst the top 10 stainless steel conglomerates in the world.
We hosted Mr Anubhav Gupta, Chief Strategy Officer, Apollo Tubes at the Investec India Manufacturing Virtual Conclave. Apollo Tubes is the Largest producer of Structural Steel Tubes in India.
We hosted Mr Anand Vora, Global CFO & Raj Tiwari, Global Chief Supply Chain Officer, UPL at the Investec India Manufacturing Virtual Conclave. UPL is an Indian multinational company that manufactures and markets agrochemicals, industrial chemicals, chemical intermediates, and specialty chemicals, and also offers crop protection solutions.
We hosted Mr Hitesh Windlass, MD, Windlas Biotech at the Investec India Manufacturing Virtual Conclave. Windlas Biotech is a provider of pharmaceutical development services, large-scale manufacturing services and authentic yet affordable products to its customers and consumers around the world.
We hosted Mr Guruprasad Srinivasan, Chief Operating Officer – India Region, Quess at the Investec India Manufacturing Virtual Conclave. Quess is a leading business services provider.
We hosted Pramod Gupta, CFO and Vikas Gupta, Director - Operations, PG Electroplast at the Investec India Manufacturing Virtual Conclave. PG Electroplast is one of India’s leading players in the EMS, Plastic Injection Moulding and Printed Circuit Boards space.
We hosted Manish Sharma, Chairman and CEO, Panasonic India and South Asia at the Investec India Manufacturing Virtual Conclave. Panasonic is a leading consumer durable and home appliances company in India; CEO also chairs FICCI Electronics Manufacturing Committee.
We hosted Mr Vinod Sharma, MD, Deki Electronics at the Investec India Manufacturing Virtual Conclave. Deki Electronics is a leading manufacturer of wide range of film capacitors.
We hosted Mr Jasbir Singh, Chairman and CEO, Amber Group at the Investec India Manufacturing Virtual Conclave. Amber is the largest Room AC ODM/ OEM players, with widest product offering.
We hosted Mr Ramachandran Ramamoorthy - Head - India SCM Division, Bharat FIH, a Foxconn Technology Group Company at the Investec India Manufacturing Virtual Conclave. Bharat FIH, a Foxconn Technology Group Company, is the largest Electronics Manufacturing Services (EMS) Company
As an investor, you are always faced with the question of whether you should take an active or a passive approach to investing and which approach will yield better results. In this episode, Ayabonga Cawe is in conversation with Lisa Stride and Fabrice Muhizi, both Investment Managers from Investec Wealth & Investment, as they discuss the different investment approaches one should consider as a long-term investor, particularly in turbulent market conditions.
In this year-end special, Investec experts discuss the biggest opportunities for individuals and businesses in the year ahead. From energy and infrastructure to investing. No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Investec experts Itumeleng Merafe and Hazel Banach, both of Investec’s business lending, examine how Covid has changed the thinking around cash flow. Throughout the pandemic, businesses have had to refocus on aspects of their operations which they may not have looked at for some time – such as costs, cash flow and operating efficiencies. Investec for your business
Investec’s head of asset finance Lourens Campher and transactor for private capital Mark Morreira examine some interesting changes in business practices during the tumultuous past 18 months, with some companies emerging as winners. They unpack what business owners can learn from these changes. Investec for your business
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
In this episode, the repo rate has increased by 25bps to 3.75%, this as inflation pressures build | The latest retail sales numbers fell by 5.4% quarter-on-quarter dragged down by the July unrest | What South Africans have been searching for on Google No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
In this fifth episode of the wealth creation podcast series, Ayabonga Cawe is joined by Ronelle Hutchinson and Rick Cardo both Portfolio Managers from Investec Wealth & Investment and they unpack why, as a South African investor, you’d want to go offshore. They look at the mechanics and accessibility of these offshore markets, and what investment options are available for you to consider. Tune in to gain insight on this important topic that should form a key part of anyone’s investment strategy.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
In this episode: a R130bn pledge to help South Africa go green – how will it work? | Could export finance hold the key to a greener future? | How the oil price is affecting the petrol price in SA No Ordinary Wednesday with Jeremy Maggs
Episode one of "The Other Big C" is brought to you by Investec Life with guests Professor Carol Benn, the head of Helen Joseph Breastcare Clinic, Michael Goemans, CEO of Investec Life and moderated by Cathy Mohlahlana. Learn more
The second episode of "The Other Big C", brought to you by Investec Life with guests Professor Carol Benn, the head of Helen Joseph Breastcare Clinic, Michael Goemans, CEO of Investec Life and moderated by Cathy Mohlahlana. Learn more
The third episode of "The Other Big C" is brought to you by Investec Life with guests Professor Carol Benn, the head of Helen Joseph Breastcare Clinic, Michael Goemans, CEO of Investec Life and moderated by Cathy Mohlahlana. Learn more
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
In this episode, what to expect from Finance Minister Enoch Godongwana’s November mid-term budget | Local government elections promise to alter South Africa’s political landscape | What you need to know about COP26. (Audio file updated) No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
In this episode, Ayabonga Cawe is in conversation with Kyle Lasarow and Marc Fellner, both from Investec Wealth & Investment and they answer the question, “Is property the right investment for you?”.
They unpack the key things to consider before purchasing a property, how property fits into your overall investment portfolio, and the dynamics between the different types of property sectors, such as residential, commercial, office, and investing in property internationally. They close off the conversation by talking about the risks of investing in property and the key pitfalls to look out for.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
In this episode, Jeremy Maggs speaks to Investec experts about the commodity super cycle - is it sustainable? And can the mining sector again become the large-scale employer it once was | What’s behind the record demand for logistics real estate in Europe | With electricity generation opening up to the private sector, will SA’s grid infrastructure cope? No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Adam Bidwell, Head of Small Cap Equity Sales at Investec, is joined by Andrew Brough, Head of the Pan-European Small and Mid Cap Equity Team at Schroders, to discuss current trends and themes in the London IPO market.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
In this episode, Jeremy Maggs speaks to a panel of experts including CEO of Tourism Business Council of South Africa Tshifhiwa Tshivhengwa about the UK travel ban on South Africans | Signs of recovery in SA aviation industry | Evergrande – the next Lehman Brothers? No Ordinary Wednesday with Jeremy Maggs
Head of Corporate FX, Kiran Russell hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Ellie Henderson and Spot Trader Demitri Theodosiou.
This week, the team discuss the recent central bank meetings and the latest currency reaction.
In this third installment of the Wealth creation podcast series, we take a global view to investing. Our host Ayabonga Cawe is in conversation with Chris Holdsworth, Chief Investment Strategist and Zenkosi Dyomfana, Investment Manager at Investec Wealth & Investment, where they discuss the impact that the economy has on markets and the connection between the global and the South African economy. They also touch on thematic investing in assets such as meme stocks, NFTs, cryptocurrencies and how technology and low costs have made investing accessible.
Tune in every three weeks for more wealth creation insights.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK
Aspen's Dr Stavros Nicolaou, Wits University's Prof Francois Venter and Investec's Life Sinenhlanhla Nzama dispel the fiction around Covid-19 vaccines, share the facts and discuss how we will live with the virus in the future. Watch videos of the discussion here
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
In this episode, Jeremy Maggs speaks to Investec experts about what the Draft Taxation Laws Amendment Bill mean for emigrants | Some of the world’s largest economies are showing signs of economic slowdown, is this temporary? | With the spectre of central banks reining in stimulus efforts in the face of rising inflation, what can we expect from the SARB? No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Head of Corporate FX, Kiran Russell hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Ellie Henderson and Spot Trader Chris Brand.
Navigating the world of investing and determining which asset class is best for you could be a daunting task. In this second episode, we talk about how to get the basics right. Kate Stannard, a Relationship manager and Paul McKeaveney, an Investment Manager from Investec Wealth & Investment unpack the building blocks of a successful investment portfolio. They answer the age old question “Is cash really king” and touch on alternative asset classes you can invest in, such as bonds, equities and tangible assets like property.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Host Jeremy Maggs speaks to a line up of Investec experts: Dr Jimmy Muchechetere on why he's hopeful that we will learn to live with Covid-19 | Dr Greg Cline on what's driving a 336% YoY increase in shipping prices | Annabel Bishop on rand volatility and SA's economy "growing" by 11% overnight Read transcript
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Head of Corporate FX, Kiran Russell hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Chief Economist Philip Shaw and Spot Trader Chris Brand.
The team discuss the UK's retail sales data and its implications. As well as focusing on the rise of the US dollar and why it has become such a strong currency in the last week.
In this debut episode of the Wealth Creation series, Ayabonga Cawe is in conversation with Tebello Rabele, an Investment Manager and Stephen Silcock, a Portfolio Manager at Investec Wealth & Investment, on why we invest and the positive effects of compounding. Read transcript
Renowned investor James Anderson on how a focus on sustainability is forcing a rethink of capitalism and how it can be used help solve global challenges. WATCH THE VIDEO HERE
In this episode, Jeremy Maggs and an all-women line up of Investec experts, discuss the underrepresentation of women in the field of technology | SA’s tech start up scene | the concept of Open Banking. Featuring Investec's Shabhana Thaver, Nikita Sokopo and Devina Maharaj. No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
South Africa CEO of Naspers Phuthi Mahanyele-Dabengwa and Investec Group CEO Fani Titi in conversation about solutions for South Africa including the unconscionable inequality of our society, the state of our education system and the plight of the country’s entrepreneurs. WATCH THE VIDEO HERE
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. www.investec.com
President Ramaphosa’s decision to significantly raise the private power generation cap is set to be a “game changer” for the South African economy. Experts from Investec, Intellidex, Sibanye-Stillwater and Pele Green Energy unpack what this means for our economy, equality and decarbonising the grid. Watch videos of the discussion here
Episode 6: The so-called “township economy” is a lifeline for many, contributing an estimated 17% of SA’s total employment. In the 6th episode of No Ordinary Wednesday, we examine the damage caused by Covid-19 and the recent unrest to this vital sector. We hear from township entrepreneur Refiloe Rantekoa, whose bread making businesses continues to prove despite the challenges. We chat to Investec’s Setlogane Manchidi on how Investec is building active economic participants. And finally, we hear former YES CEO, Tashmia Ismail-Saville about the most urgent item needed to grow the entrepreneurship sector, in order to equal our developing nation peers. No Ordinary Wednesday with Jeremy Maggs
Head of Corporate FX, Kiran Russell hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Ellie Henderson and Spot Trader Chris Brand.
This week, the team discuss what is driving the recent rally in the pound and other events impacting the major global currencies.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Episode 5: Jeremy Maggs and guests count the costs of the looting: Investec chief economist Annabel Bishop on the impact on economic recovery | Investec structured property finance specialist Nosiphiwo Balfour zones in on the commercial property sector | Health Department’s deputy director-general Dr Nicholas Crisp about the far-reaching implications of the unrest on the vaccination roll-out. No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Aditya Jhawar, Auto Analyst, Investec India had hosted Mr. Yadvinder Singh Guleria, Director - Sales & Marketing, Honda Motorcycle & Scooter India (HMSI) as part of our Investec Auto Expert series. While the increase in Covid-19 intensity recently has resulted in a slight dip in enquiries, rapid vaccination, continued economic activities and a night-only lockdown could help insulate demand to some extent. Recent uptick in scooters volumes is a reflection of recovery of urban demand. With the encouraging response to H’Ness 350 (sold ~14K units and order backlog of ~1.5 months with a mere 40 touch points since launch in Oct’20), management plans to expand distribution to 100 by FY22 as well as expand capacity. While OEMs have increased prices to offset commodity inflation, considering the demand is still improving, ASP increase could lag uptick in RM prices, as per Honda management. Thus, OEM margins could be under check.
Investec Chief Economist Philip Shaw is joined by Senior Currency Trader Chris Brand and Head of Investment Strategy John Wyn-Evans to give the outlook for the economy, inflation, currencies, equities and the stock market.
In the fourth episode: Investec Chief Economist Annabel Bishop discusses the oft-unsung wingman of economic recovery & so-called expansionary monetary policy | Logistics and Pricing Analyst at Investec for Business Denys Hobson unpacks problems plaguing global supply chains | David Gracey, Head of Foreign Exchange and Fixed Income Trading at Investec Corporate and Institutional Banking answers this week’s burning question - is South Africa turning a corner? No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Head of Corporate FX, Jonathan Pryor hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Sandra Horsfield and Spot Trader Chris Brand.
This week the team discuss the recent activity stemming from the central banks, including how the Bank of England's recent announcements have impacted sterling.
In the third episode: Investec's Obakeng Pitse unpacks the latest US inflation numbers and the mini “taper tantrum” that followed | Campbell Parry, an Investec global resources analyst, on the long-term outlook of the commodity boom | Ziyaad Sarang, from Investec's Power & Infrastructure team, answers this week’s burning question - how soon is Ramaphosa's 100MW surprise likely to make a tangible difference to our vexing power shortages? No Ordinary Wednesday with Jeremy Maggs
In these dark times, one bright entrepreneur is full of hope. Pele Energy founder, Fumani Mthembi, says SA's renewable energy procurement programme could be the blueprint to build public-private infrastructure partnerships in other sectors and a model for tackling the unemployment crisis. Highlights of the conversation here
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Corporate FX director, Kiran Russell hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Sandra Horsfield and Spot Trader Chris Brand.
In this instalment, the panel discuss a week full of data releases, including GDP growth.
In the second episode of No Ordinary Wednesday with Jeremy Maggs: Investec treasury economist Tertia Jacobs and labour law specialist Andrew Levy unpack the thorny issue of the public sector wage bill | Investec chief economist Annabel Bishop unpacks the latest GDP numbers | Head of sales for lending at Investec For Business, Itumeleng Merafe answers this week’s burning question – why should inflation matter to the equity markets? Submit your questions at investec.com/now No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Will we be able to eradicate Covid-19, or will it become endemic? If it does, what might “living with the virus” look like? How significant is the risk posed by global vaccine inequality, vaccine hesitancy, “long-Covid”, and vaccine-resistant variants? And in the longer term, is it just a matter of time until a new pandemic? If so, will we be any better prepared?
Investec Chief Economist Philip Shaw was joined by Professor Michael Barrett Barrett of the Institute of Infection, Immunity and Inflammation at the University of Glasgow who gave his expert view on what can we expect beyond the vaccine rollout.
In the debut episode: Investec chief economist Annabel Bishop on what’s driving the rand rally | chief investment strategist at Investec Wealth & Investment Chris Holdsworth on why China could rain on SA’s commodity parade | head of Sales and structuring at Investec Corporate and Institutional Banking Dhiren Mansingh on global inflation concerns | Chris Becker on how a tweet wiped over $360 billion off the value of Bitcoin No Ordinary Wednesday with Jeremy Maggs
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Corporate FX director, Kiran Russell hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Ryan Djajasaputra and Spot Trader Chris Brand. Help mitigate your risk
Chris Yelland from EE Business Intelligence summarises a webinar on the ‘Renewable hydrogen and green powerfuel opportunities for South Africa'. Listen to insights from the British High Commission, the SA Department of Trade, Industry and Competition, the World Bank, Sasol, Toyota South Africa and Linde.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Strong rural demand saw a healthy financial performance across the FMCG sector in FY21. The year that grappled with lockdowns also saw the unprecedented rise of the online channels for distribution and sale of goods. However, with the second deadly COVID-19 wave spreading across smaller towns and villages, will the rural demand be sustainable in FY22? What would be the impact on gross margins due to the rising inflation in crude and its derivatives, palm oil, and copra? To answer this and many more questions regarding the Indian FMCG sector, Swapna Bhandarkar spoke with Harit Kapoor, Consumer Analyst, Investec India.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
In this month's economic webinar, Andrew Mitchell MP and Investec Chief Economist Philip Shaw discuss the global economy and latest events in politics.
In this month's webinar, Andrew Mitchell MP joins Investec Chief Economist to discuss the latest events in politics and government.
In our latest Economic Webinar, Investec Chief Economist provides an update on the global economy.
Corporate FX director, Kiran Russell hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Ellie Henderson and Spot Trader Chris Brand. Help mitigate your risk
As India grapples with the devastating and deadly Covid-19 second wave, the vaccination drive has come as a glimmer of hope. But there are many questions surrounding this biggest drive in the world primarily around capacity and pricing. To answer these questions Swapna Bhandarkar spoke with Anshuman Gupta, India's leading pharma analyst. Anshuman recently released a research report titled - India Pharmaceuticals: Vaccine Supply Modelling for India: Supplies set to improve. The report is supported by a detailed Working Excel Model that takes into account various factors that will aid the vaccination drive in India.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Corporate FX director, Kiran Russell hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Chief Economist Philip Shaw and Spot Trader Chris Brand.
Investec’s head of secondaries, Ian Wiese, recently appeared on a roundtable discussion with other leading experts in the field. The panel discussed the market's reaction to the Covid-19 pandemic and what to expect from secondary activity in the near future.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Andrew Wooler and Darryl Mayers present the Investec Property Fund pre-close trading update.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Head of Corporate FX, Jonathan Pryor hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Ryan Djajasaputra and Spot Trader Chris Brand.
To mark a year since South Africa went into lockdown, Professor Glenda Gray, a leader in the fight against Covid-19, reflects on wins, losses, lessons learnt and the vaccination challenge.
Investec Chief Economist Phil Shaw was joined by tax specialist Simon Bashorun.
Following the UK Spring Budget earlier this month, when an increase in Corporation Tax was unveiled, the government has said it will make further announcements relating to tax policy on 23 March. On that day, being called "Tax Day" in the media, the Treasury will publish a number of documents and consultations, several of which will influence the government's 10-year tax strategy.
Investec India had hosted the 5th Annual Insurance Conference on March 22 - 23, 2021. Swapna Bhandarkar spoke with Nidhesh Jain, Insurance Analyst on the key takeaways from the conference which focussed on the Life Insurance and General Insurance segments in India.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
To debunk myths and manage expectations around the vaccine, Investec Life invited Professor Francois Venter, one of South Africa’s foremost experts on the virus to join a webcast with Sinenhlanhla Nzama, Head Product Actuary at Investec Life.
In this ‘Women in Leadership’ webcast, launched on International Women's Day, we hear from some exceptional women leaders who draw on their experiences over their distinguished careers – and particularly during the pandemic – to give their insights on how to forge growing organisations in times of severe stress. The women behind the mask in leadership: Part 2
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Head of Corporate FX, Jonathan Pryor hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Sandra Horsfield and Spot Trader Chris Brand.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Chief Economist Phil Shaw was joined by Investec property expert, William Scoular and Wealth & Investment's Simon Bashorun.
Facing the challenge of balancing support for jobs amid the ongoing pandemic and calls to tackle the country's biggest peacetime fiscal deficit, will the chancellor start raising taxes now, or wait until the economy is on more solid ground? Will he extend the stamp duty holiday? Our panel addressed these topics and more in our latest webinar.
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Locating to Mauritius has become a popular move for South Africans. Apart from the climate and lifestyle, there are other advantages to living there or holding assets on the island state. Nozipho Tshabalala chats to Rene van Zyl and Gordon Stuart, Managing Director of the Accuro office in Mauritius. In conversation | What to know when investing assets offshore or moving offshore
Australia is another popular destination for South Africans looking to move abroad, with a sizeable and thriving community of South Africans now living there. Many are drawn by the similar climate, culture and lifestyle to South Africa, but there are some important differences, which need to be taken into account. In conversation | What to know when investing assets offshore or moving offshore
South Africa and the UK have long had close ties, with many South Africans being of UK descent or with family ties there. It also remains a popular destination for South Africans to emigrate to or to manage their assets through. In conversation | What to know when investing assets offshore or moving offshore
Stanley Barg, from Kozusko Harris Duncan in New York, joins Rene van Zyl and moderator Nozipho Tshabalala as they delve into the most important aspects to consider when investing in or moving to the US. In conversation | What to know when investing assets offshore or moving offshore
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Head of Corporate FX, Jonathan Pryor hosts this week's instalment of the regular FX podcast. This week he is joined by Investec Economist Sandra Horsfield and Spot Trader Chris Brand.
Alan Harrison is joined by Head of Commodities, Callum Macpherson and Head of Oil and Gas Research, Nathan Piper to discuss the opportunities and trends for the oil and gas sector in 2021.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Property agent Jeremy McGivern gives his view on how resilient the London property market actually is – and whether now is a good time to buy. A summary of this podcast
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
Is value vs growth a false dichotomy? That’s a question Max Richardson, senior investment director, Investec Wealth & Investment UK, put to Oaktree Capital’s Howard Marks, following the latter’s most recent memo, called “Something of Value”, which has generated a flurry of interest within the investment community. READ MORE
Is value vs growth a false dichotomy? That’s a question Max Richardson, senior investment director, Investec Wealth & Investment UK, put to Oaktree Capital’s Howard Marks, following the latter’s most recent memo, called “Something of Value”, which has generated a flurry of interest within the investment community. READ MORE
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk
FX Director, Kiran Russell hosts this week's podcast with Spot Trader, Chris Brand. In this podcast they discuss the multiple topics impacting currency at the moment, including covid-19, events stateside and the Brexit trade deal.
In this week's webinar replay, Investec Chief Economist, Phil Shaw is joined by Professor Michael Barrett of the Institute of Infection, Immunity and Inflammation at the University of Glasgow.
This week we talk through the 2021 Oil Hedging Considerations pieces which Callum Macpherson's team issued at the end of last week. Help mitigate your risk
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Help mitigate your risk