Investec Focus Radio UK
Investec Focus Radio UK features conversations between leading minds and other experts on economics, investments, business and working culture and topical issues beyond wealth.
Brexit podcast: Question 1
Due to Brexit concerns, it is known that there has been a degree of stock piling which has impacted the supply chain. It could be seen that this is supporting economic growth in the last few months. However, post Brexit this might unwind, could this then have a reverse effect?
Brexit podcast: the second meaningful vote
Lindsay Williams is joined by Investec Chief Economist Phil Shaw to discuss the fallout of last night's second "meaningful vote". Theresa May's deal was once again voted down, drawing up a number of question marks as to where the UK go from here. Please note: this podcast is provided for…
Oil Market Update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute…
Has a downgrade already been priced in by the markets?
While he doesn't believe it's likely, it's not all bad news if a downgrade happens, says Chris Holdsworth, investment strategist at Investec Wealth & Investment. He points out that, historically downgrades have proven to be a buying opportunity as markets tend to price in the downgrade in advance, while the…
Oil Market Update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute…
Oil Market Update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute…
Budget 2019: Tricky conversations but no personal tax hikes
Tito’s maiden Budget may be enough to stave off a credit negative response from Moody's but the risk remains that the agency may still downgrade SA's outlook from stable to negative later this year, albeit not the rating.
Tito’s balancing act: National debt vs Eskom’s debt
Low growth of the economy, Eskom financial troubles and budget deficit are likely to top finance minister Tito Mboweni’s list when he delivers his budget speech on 20 February.
Budget: Tough decisions in an election year
Belt tightening expected from finance minister Tito Mboweni when he delivers his budget speech, with elections around the corner and Moody’s flagging Eskom’s risks as credit negative.
Tito’s tightrope walk
As finance minister Tito Mboweni prepares to deliver his budget speech, rating agency Moody’s has warned that the country needs to become expenditure neutral, in the wake of Eskom troubles, to avoid a downgrade.
Rand volatility, Eskom meltdown, market angst on the road to the Budget
The markets will be closely watching how finance minister Tito Mboweni addresses Eskom’s financial troubles and how South Africa will deal with rising budget deficit.
No tax hike upsets are expected
Despite an increase in the gross tax revenue deficit, there are no big changes expected on the tax front.
SONA 2019 - Smiling with the President
The 2019 State of the Nation Address focused on reviving economic growth and investment with enhanced policy certainty and confidence-boosting measures. Investec's Chief Economist Annabel Bishop unpacks the substance that backed up President Ramaphosa's refreshing diplomacy.
Oil Market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute…
Oil Market Update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute…
Reasons to be optimistic about the SA economy in 2019
A better year is possible for South Africa’s economic growth, but global slowdown risks a drag, says Investec's Chief Economist Annabel Bishop who is cautiously optimistic about the Macro-economic outlook for 2019.
Consolidation in Materials Handling
Investec Corporate Lending's, Paul Rablen, speaks about consolidation in Materials Handling. Defined broadly as the movement of product from A to 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…
Hedging Plastics: Risk managing petrochemical price risks
In this special edition podcast, we discuss risk managing petrochemical price risks with head of commodities, Callum MacPherson and expert in managing exposures to fluctuations in commodity prices, Jonathan Smith. Additionally we are joined by Investec’s co-head of sustainability, Teresa O’Brien, who shares her views about how plastics can be…
Why inflation matters to you
We asked Investec's Chief Economist Annabel Bishop to give us a layman's guide to inflation and why it matters.
Brexit update question 6
In addition to the challenges the vote of no confidence presents, what else should we keep an eye out for 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…