Investec Focus Radio UK: Recent Episodes
Investec
Investec Focus Radio UK features conversations between leading minds and other experts on economics, investments, business and working culture and topical issues beyond wealth.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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, 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
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 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
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
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
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
After briefly threatening to fall below $60/b last week, Brent crude has staged a strong recovery, climbing back above $65/b. The rebound reflects a shift in market sentiment, driven by new U.S. sanctions on Russian oil majors, easing trade tensions between the U.S. and China, and a broader improvement in global risk appetite.
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 Washington to London, the balance between growth and stability remains razor thin. In this special Investec Focus Radio UK episode, host Jeremy Maggs is in conversation with Ruth Leas, CEO of Investec UK, following the IMF and World Bank meetings. They unpack the latest global growth forecasts, the persistent challenge of inflation, and why, despite mounting debt and geopolitical strain, optimism is returning to the UK market. Investec
Brent crude fell to $60.14/b on Friday, its weakest level since May, and remains below $61/b this morning. The selloff followed a break below key support at $65/b after Trump announced new 100% tariffs on China. Sentiment worsened as U.S. equities tumbled on reports of bank fraud linked to distressed mortgage loans and concerns over stretched AI valuations. Adding pressure, China’s Q3 GDP came in below 5%, highlighting weak 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
In today’s episode, we explore the recent drop in Brent oil prices and what’s really driving the move - fundamentals or global market sentiment. From trade tensions between the US and China to shifting supply expectations, we break down the key factors shaping oil’s future and what might come next.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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 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
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
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
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
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
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
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
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, 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
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
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
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
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
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
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
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
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
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
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. Investec
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. Investec
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. Investec
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. Investec's Energy Market Podcast · Investec
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? Investec
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. Investec
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
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
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
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
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. Investec
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. Investec
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. Investec
Last week the International Energy Agency published its monthly oil report, Investec's Head of Commodities Callum Macpherson discusses what the report says about supply-demand balance in the market. Investec
A week ago, brent was trading over 80 $/b, this morning the market is under 75, Investec's Head of Commodities Callum Macpherson discusses market developments and what is driving oil prices. Investec
Brent reached a high close to 80 $/b last week. Investec's Head of Commodities Callum Macpherson discusses the latest developments and what this means for OPEC+ deliberations. Investec
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
Oil prices recovered sharply last week. Investec's Head of Commodities, Callum Macpherson discusses what drove this rally and is it sustainable. Investec
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Oil markets fell sharply at the end of last week and Brent traded at under 83 $/b. Investec Head of Commodities Callum Macpherson looks at why prices fell so sharply?
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investec Head of Commodities Callum Macpherson looks what’s driving the oil price recovery, and whether it is sustainable.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Investec Head of Commodities Callum Macpherson discusses market reaction to the Israel/Iran conflict and the oil price outlook.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
How have energy markets reacted to the news of the Iranian strike on Israel on Saturday? And the latest from International Energy Agency report with Investec Head of Commodities Callum Macpherson.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec
Brent has continued higher recently and broke 90$/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
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
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
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
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 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 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 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
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
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 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 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
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
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 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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
The next OPEC+ meeting will be held on Sunday. Investec Head of Commodities Callum Macpherson discusses what might come out of that meeting. Investec
Investec Head of Commodities Callum Macpherson discusses the International Energy Agency’s latest monthly report on the oil market. Investec
There has been some positive supply side news, but Brent is below 75 again. Investec Head of Commodities Callum Macpherson discusses these dynamics. Investec
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
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
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 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
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
Investec Head of Commodities Callum Macpherson explains OPEC's decision to cut output and what it means for the markets. 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
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?
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
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
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.
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.
Investec Head of Commodities, Callum Macpherson, shares his outlook for the energy markets in 2023.
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
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
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
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
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
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
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.
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
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
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. 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
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.
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.
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
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
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
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
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
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
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?
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
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
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
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
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
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
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
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
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
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
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.
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
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.
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
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.
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 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
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
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
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.
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.
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.
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.
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
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
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
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
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.
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.
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.
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
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
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
Head of Corporate FX, Jonathan Pryor, hosts the first podcast of 2021 with economist Ryan Djajasaputra and Senior 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. Help mitigate your risk
Harold Hutchinson, Head of UK research hosts a discussion with senior energy analysts Martin Young and Marc Elliott. Today they discuss the recent energy whitepaper which sets out specific steps the government will take over the next decade to cut emissions from industry, transport, and buildings.
2020 has been a year to remember. The coronavirus pandemic, Donald Trump being voted out as US president and elongated Brexit discussions are just some of the events that have dictated sentiment and will continue to do so into the new year. In our latest webinar, Investec experts joined chief economist Philip Shaw to give their views on the 2021 outlook for the economy, markets, currencies, retail and property.
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
FX Director, Kiran Russell, hosts a discussion with Investec economist George Brown and Senior FX trader Chris Brand.
This week, the team discuss the macro trends impacting currency, including Chancellor Rishi Sunak's recent announcements and the Covid-19 vaccines. Help mitigate your risk
Head of UK Research, Harold Hutchinson, is joined by Marc Elliott, Senior Analyst in Energy Technology and Martin Young, Senior Analyst in Utilities. In this podcast, the panel attempt to breakdown the major events happening in 2021 regarding the UK's energy transition.
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 a discussion with Chief economist Phil Shaw and Senior FX trader Chris Brand.
This week, the team discuss the upcoming US election, Brexit talks and the impact of the potential second wave of coronavirus on currency markets. Help mitigate your risk
Tim Spector, professor of genetic epidemiology at King's College London and the brains behind the Zoe Covid-19 Symptom Study, talks to Max Richardson, a senior investment director at Investec, about how data can help us defeat Coronavirus
Please note: This podcast is for information purpose only, does not constitute financial, medical, health or other advice. The opinions featured are not to be considered those of Investec. Tim Spector Investec Focus Talk
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.
The votes have been cast and a picture of who the next president of the United States of America is gradually coming into focus. But with the result yet to be decided, Investec experts discuss the impact on the global economy, markets and FX.
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 exposure
Lewis Thorn hosts a discussion with Chief economist Phil Shaw and Senior FX trader Chris Brand.
This week, the team discuss the upcoming US election, Brexit talks and the impact of the potential second wave of coronavirus on currency markets. Help mitigate your risk
With only a matter of weeks until the US public cast their votes, Chief Economist Phil Shaw was joined by Head of Investment Strategy John Wyn-Evans and FX Director Kiran Russell to analyse the election result's potential impact on the economy, financial markets and currencies.
In this special edition podcast, Head of Commodities and regular host of the Oil Market Update podcast, Callum Macpherson is joined by Head of Oil and Gas research, Nathan Piper to discuss the state of the 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
The Covid-19 crisis has only heightened existing tensions between the global economic superpowers. Economist John Kay, British politician Philip Hammond, investor David Rubenstein, Investec's John Haynes and others discuss the US-China relationship, Brexit and other fault lines in geopolitics. Preparing for the post pandemic new world order
John Kay, former director of the Institute of Fiscal Studies and a Financial Times columnist, talks to Investec Chief Economist Philip Shaw about the thinking behind “predictive” economic theories and what we can do to avoid the pitfalls. John Kay Focus Talk
Kiran Russell hosts a discussion with economist Ryan Djajasaputra and FX trader Chris Brand.
This week, the team discuss the European Council meeting and its implications on Brexit, and also how the US election will impact the currency market. 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
Climate activist Lord Mark-Malloch Brown shares his views alongside philanthropist investor David Rubeinstein and impact investing advocate Aunnie Patton-Power. The changing role of business post pandemic
With the 15 October deadline set by Boris Johnson for a trade deal with the European Union fast approaching, Investec's Chief Economist Phil Shaw was joined by Head of Corporate FX Jonathan Pryor and our supply chain expert Paul Rablen to analyse the latest developments.
Nicola Mallard and Alicia Forry from the Investec consumer team discuss what is happening in the FMCG sector regarding ESG, and its growing importance going forward.
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. Contact our securities team
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
Kiran Russell hosts a discussion with economist Ryan Djajasaputra and FX trader Chris Brand.
This week, the team discusses Chancellor Rishi Sunak's measures to replace the furlough scheme amid the second wave of coronavirus cases, Brexit talks and currency movements.
Investec Chief Economist Philip Shaw is joined by the former Cabinet minister and Conservative MP Andrew Mitchell to discuss what the rest of this turbulent political year might have in store for the UK. Andrew gives his inside view on Brexit, the economy, the government's coronavirus response, and the future of Boris Johnson's premiership. Investec economic update webinar with Phil Shaw and Andrew Mitchell MP
It’s been described as a crisis for main street, not Wall Street. Investment legends Howard Marks, David M. Rubenstein and James Anderson share their views on whether the pandemic will change the way we invest in the future. Investec Focus Radio
Will working from home become the new normal? Behavioural finance expert Dan Crosby, futurist Clem Sunter, Investec’s Marc Kahn and Stephen Koseff and other experts share their insights into what the workplace will look like post pandemic. Investec Focus Radio
In an exclusive Focus Talk, Lord Mark Malloch-Brown and Tanya dos Santos share ideas on climate action, opportunities and building back better in a post-pandemic era. Lord Mark Malloch-Brown climate change Investec Focus Talk
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. Investec Focus Oil market update
Head of Corporate FX, Jonathan Pryor, hosts a discussion with Investec Chief Economist Phil Shaw and Head of Trading, Demitri Theodosiou.
This week, the team discuss the impact of the increasing cases of coronavirus, Brexit talks and currency movements. Help mitigate your risk
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.
Michael shared his thoughts at a pivotal time in the UK’s fight against the coronavirus pandemic. As the number of infections rises across Europe and businesses begin to return to the workplace, Michael will give his view of the latest developments, the progress toward a vaccine and the risk of a second wave in the UK. Read more articles on the economy
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 a discussion with Investec Economist George Brown and Spot Trader Chris Brand.
This week we cover factors originating from across the Atlantic in the US and the 2020 Jackson Hole symposium. Help mitigate your risk
Listen back to this week's economic Q&A. Investec Chief Economist, Phil Shaw is joined by Global Head of Sustainability, Tanya Dos Santos. Read more articles on the economy
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
As a fifth generation business, Timpson has a fascinating history, going back over 150 years. It has been listed, endured a family boardroom split, was acquired by a trade buyer, then bought by private equity before finally coming full circle when Sir John Timpson orchestrated a management buyout and returned the company to a family-led business.
Listen again to the interview between Investec's Tangwena Nelson and Timpson Chairman, Sir John Timpson. Find out more about our Founders and Family Business network
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
Listen back to the highlights of this week's economic Q&A. Investec Economist, Victoria Clarke responds to the recent announcement that the UK is officially in recession, and responds to the data surrounding it.
Our guest this week is FX Director, Kiran Russell. Kiran touches upon a tumultuous period for the currency markets, and in particular dollar-sterling.
In this episode, spot trader, Chris Brand gives us an update on a tumultuous period for the currency markets. Touching upon the latest events' impact on the euro and cable. Help mitigate your risk
Listen back to this week's economic Q&A. Investec Economist, Victoria Clarke responds to the recent announcement that the UK is officially in recession, and responds to the data surrounding it.
Our guest this week is FX Director, Kiran Russell. Kiran touches upon a tumultuous period for the currency markets, and in particular dollar-sterling. Read more articles on the economy
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
Listen again to our fortnightly economic webinar. This week, Investec Chief Economist, Philip Shaw, hosts a discussion with Relationship Banker, Osian Rees. Philip gave us a quick update on the economy and covered current events impacting the US, including Trumps prospects for the upcoming Presidential election.
Osian joins us from the Investec Private Companies team. He gives an update on what he's been hearing from this perspective. The private companies landscape, arguably, is one of the hardest hit sectors of the economy, Osian give his frank view on current trends and events. Read more articles on the economy
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 FX Sales, Jonathan Pryor, hosts a weekly podcast with FX Trader, Chris Brand, along with our economics team to discuss current events, trends and upcoming key dates that may impact currency movements.
Listen again to our fortnightly economic webinar. This week it was hosted by Investec Economist Victoria Clarke who covered a number of topics including Brexit, a potential second wave of coronavirus and key numbers. Victoria is joined by Head of Investment Strategy, John Wyn-Evans who spoke about the markets and in particular the tech sector.
Author and The School of Life founder Alain de Botton discusses what philosophy can teach us about meaning and meritocracy in the post-COVID world of work. He appears in an exclusive Focus Talk with Investec's global head of HR and organisation development, Dr Marc Kahn. Watch video
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 exposure
In this week's podcast, Investec's Lewis Thorn is joined by Economist Ryan Djajasaputra and FX spot trader Chris Brand to discuss the latest currency and economic movements.
In this recorded webinar, various experts from across Investec were brought together to discuss the events which have shaped this year so far. They also took a look at what we might expect in the second half of a year dominated by pandemic and economic uncertainty. Gain more insight from Investec
Head of capital goods equity research, Ben Bourne, hosts a regular podcast discussing the current themes and sub-sectors surrounding the industrials sector. Contact our securities team
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
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 week's podcast, Investec's Kiran Russell is joined by Chief Economist Phil Shaw and FX spot trader Chris Brand to discuss the latest currency and economic movements.