Investec Focus Radio SA
Investec Focus Radio South Africa features conversations between leading minds from within Investec and other experts on economic, investment and business topics in addition to issues that go beyond wealth.
Everything Counts | Episode 33: Saving strategies post-retirement
Are you wondering how to make your money work for you after retirement? In this episode of Everything Counts, host Motheo Khoaripe sits down once again with Kate Robson, Co-Head of Investec My Investments, and Johan Loubser, Head of Adviser Enablement at Investec, to unpack the realities of managing your…
Macro Monday Ep 92: Good news on the global growth and inflation front
There’s good news for the world economy, with the IMF forecasting solid growth for the world economy this year and next, and median inflation in the world’s leading economies declining in September. Meanwhile, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, lower oil prices are also providing…
NOW Ep 112: IMF Special | Signals from Washington
In this special IMF edition of No Ordinary Wednesday, Cumesh Moodliar, CEO of Investec South Africa, and Ruth Leas, CEO of Investec UK, unpack the signals from this year’s meetings in Washington – from the “three Ts” shaping investor sentiment (Trump, technology and tariffs) to the cautious optimism surrounding South…
NOW Ep 111: In tech we trust?
In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Zane Bezuidenhout and David Smith, Global Equity Research Analysts at Investec Investment Management in the UK. Fresh from the Deutsche Bank Tech Conference in California, they examine what’s substance and what’s speculation in the current tech cycle – and…
Macro Monday Ep 91: US-China trade dispute escalates
The trade dispute between the US and China took a new turn on Friday, as US President Donald Trump threatened 100% tariffs in response to Chinese measures against the US such as export controls on rare earths. Markets responded negatively to the news, says Chris Holdsworth, Chief Investment Strategist, Investec…
Everything Counts | Episode 32: Should you move your retirement savings offshore?
Are you worried about whether your retirement savings are safe and working as hard as they can? This episode of Everything Counts dives deep into the realities of moving your retirement savings offshore and what it means for South Africans planning for the future. Join host Motheo Khoaripe as he…
Macro Monday Ep 90: US shutdown clouds outlook
Global equities have had a good run since the Liberation Day jitters in April, with Japan and South Africa being standout markets. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says markets are awaiting the next moves, but clouding the outlook has been the US government shutdown, which…
NOW Ep110: US priced for perfection
The US market is trading ~40% above fair value. What could cause those lofty valuations to deflate? This week on No Ordinary Wednesday, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, unpacks the key findings of Investec’s latest Global Investment View, highlighting risks for global investors and…
Macro Monday Ep 89: Data send mixed messages
There have been some mixed messages on the US data front recently. US GDP in the second quarter was revised upwards, even as labour markets have been softer and consumer confidence has been weak. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says with a key inflation indicator…
Everything Counts | Ep 31: Cybersecurity South Africa: How to stay safe online
Worried about the personal risks when your phone and your digital identity, falls into the wrong hands? This episode of Everything Counts dives deep into the realities of phone theft and the ripple effects it can have on your banking, social media, passwords and more. Join host Motheo Khoaripe as…
Macro Monday Ep 88: A tale of three central banks
It was a busy week on the monetary policy front last week. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International discusses how the Fed opted to cut rates in response to a softer labour market (despite elevated inflation), while the Bank of Japan kept rates steady, but adopted…
NOW Ep 109: SA’s logistics logjam | Bottlenecks, costs and cautious optimism
South Africa’s logistics system may be strained, but it is not without promise. In the latest episode of No Ordinary Wednesday, host Jeremy Maggs is in conversation with Vernon Sinden, Head of Logistics at Investec for Business about how innovation, private partnerships and smarter supply chains can unlock growth and…
Macro Monday Ep 87: US labour market cools even as inflation rises
It’s becoming clear that the US labour market is cooling while at the same time inflation is increasing. Therefore, while markets are expecting a cut in US rates by the Fed this week, there could be some risk to the view that the Fed will cut rates another five times…
Everything Counts | Ep 30: Business Cybersecurity: Staying Ahead of Cyber Fraud
Worried about the growing threat of cybercrime and fraud targeting your business? This episode of Everything Counts is your essential guide to understanding and combating modern business cybersecurity risks. Join host Motheo Khoaripe as he speaks with Professor Danny Myburgh, digital forensics expert, and Kevin Hogan, Head of Fraud Risk…
Macro Monday Ep 86: Data readings increasingly point to a US slowdown
Investors are growing concerned about a possible US recession, as the labour market weakens and PMI numbers decline, notes Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International. Market are now expecting three US rate cuts this year and five next year.
NOW Ep108: The magnificent 10 | Striking gold in global markets
The six resources stocks among South Africa’s “Magnificent 10” are shining on the back of gold and platinum strength, but can the rally withstand US inflation, China’s demand shifts and local logistics woes? Host Jeremy Maggs asks Osa Mazwai, investment strategist at Investec Wealth & Investment International and Campbell Parry,…
Macro Monday Ep 85: Volatility remains low
Volatility in many asset classes remains low, despite the unclear outlook for tariffs, US growth, jobs and interest rates. Meanwhile, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, the Fed remains cautious about the US economy, and markets are expecting a cut next month and four to…
Everything Counts | Ep 29: Smart travel planning: how to get the most out of your holiday budget
Planning a dream trip but feeling overwhelmed by flights, hotels and travel budgets? This episode of Everything Counts is your essential guide to smart travel planning. It covers how to get the best value, avoid common pitfalls, and create authentic experiences without breaking the bank. 702’s Motheo Khoaripe is joined…
NOW Ep107: A pivot to lower interest rates in SA?
Inflation is at 3%. The Reserve Bank wants to lock it there. Interest rates are edging down. But the bigger picture is far from settled: • Growth is stuck below 1% • US tariffs threaten trade and jobs • The rand’s strength rests on fragile global sentiment • Consumers are…
Macro Monday Ep 84: Global inflation picks up
Inflation is picking up in the world’s leading economies, and while US inflation surprised on the downside, there are signs of inflationary pressures in other areas. According to Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, it all points to some lively discussion at this week’s gathering of…