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.
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…
Everything Counts | Ep 28: Travel insurance explained: Why complimentary cover might not be enough
Planning your next trip? Don’t leave home without comprehensive travel insurance, warn the experts. In this episode of Everything Counts, Motheo Khoaripe chats to Paolo Giuricich, head of Investec Travel, and Anrieth Symon, head of Travel at Bryte Insurance about the potential risks of relying solely on ‘free’ or ‘complimentary’…
Macro Monday Ep 83: Mixed signals in the US
Mixed signals persist for the US economy and its corporates. While there was a notable rebound in the composite PMI in July, there were contrasting outcomes across the different series, and bankruptcies are at five-year highs. Wall Street earnings have been strong, but share buybacks and insider buying also give…
NOW Ep106: Beyond the balance sheet | Humanising wealth
What do the colours of a popular toothpaste tell us about how we think about wealth? In the latest episode of the No Ordinary Wednesday podcast, Alexandra Nortier and Marc Romberg, joint heads of Wealth Management at Investec Wealth & Investment International, join Jeremy Maggs to explore how the nature…
Macro Monday Ep 82: A bad jobs report in the US
Despite a better-than-expected second-quarter GDP print, there are concerns about the US economy as high tariffs kick in and jobs growth stumbles. With nonfarm payrolls revised down sharply, markets now expect US rate cuts next month, despite sticky inflation says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International.
Everything Counts | Ep 27: Unretirement | Rethinking life after 65
Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe. Each episode unpacks practical aspects of personal finance-how to save, spend, invest, and make smart decisions to boost your financial wellbeing. In this episode, Motheo explores the trend of unretirement, where…
Macro Monday Ep 81: Equity markets shrug off tariff uncertainty
Despite the uncertainty about tariffs, equity markets have been strong around the world, putting the early April declines behind them. This has coincided with a weaker US dollar and a stronger gold price, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International.
NOW Ep105: Global consumer trends 2025 | How inflation, AI and tariffs are reshaping retail
From AI-optimised shelf space to influencer-fuelled fast fashion, global consumer trends are in flux. Global Consumer Analyst at Investec UK, Eddy Hargreaves, joins No Ordinary Wednesday to explore retail innovation, brand strategy, and why selling to today’s cautious, connected shopper is trickier than ever. Podcast key moments: 00:00 – Introduction…