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.
Macro Monday Ep26: Good news on the SOE front
In this week’s episode, Chief Investment Strategist Chris Holdsworth takes a look at SA's state-owned enterprises and in particular at the positive trends in electricity availability, as well as in ports and rail. He also looks at the recent rand strength, US interest rates, US jobs and earnings.
NOW ep72: Bridging the gap - SA’s healthcare conundrum
South Africa’s ailing healthcare system has significant implications for the population and the economy. What needs to be done to change the course of healthcare in SA? In the latest episode of the No Ordinary Wednesday podcast, Health Activist Dr Aslam Dasoo and Investec Healthcare Equity Analyst Letlotlo Lenake discuss…
Macro Monday Ep25: US GDP not bad as it looks
This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the latest US GDP print and core PCE inflation. And in South Africa, the latest on election polls.
The Current ep 5 | The future of fossil fuels
In episode 5 of The Current, we examine fossil fuels- mankind's centuries-old mixed blessing. We discuss the numerous applications of oil and gas and just how quickly we can phase them out, whilst sticking to a 'just energy transition'. Listen to Iman Rappetti, and Investec's Callum Macpherson, Campbell Parry, Melanie…
Macro Monday Ep24: US interest rates outlook
This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the latest US economic data, outlook for interest rates in the US, what is happening to global markets and CPI in SA.
NOW ep71: Muted optimism for SA’s lacklustre economy
Although sentiment indicators in South Africa are depressed there are signs of improvement to support stronger growth for 2024. In this episode, Investec Chief Economist Annabel Bishop discusses the macroeconomic outlook for the global and local economy, and where the opportunities are for growth.
The Current | Ep 4 | Cashing in on clean
Welcome to the 4th episode of The Current, an Investec Focus Radio podcast series where host Iman Rappetti takes you on a thought-provoking 10-part journey of South Africa's energy transition. In this episode, Investec's Barry Shamley, Zane Bezuidenhout, Boipelo Rabothata and Campbell Parry discuss the myriad investment opportunities presented by…
In conversation | Navigating Uncertainty in Johannesburg
As South Africa approaches elections, the nation grapples with critical issues such as substantial unemployment, escalating violent crime rates, and persistent power and infrastructure challenges that dominate the public discourse. Amidst these challenges, many South Africans are looking beyond the government for solutions – they look to themselves but they…
NOW ep70: SA Inc: the contrarian investment view
From SA Inc, to green and gold. In the latest episode of No Ordinary Wednesday, discover the sectors that have piqued the interest of award-winning fund managers, Barry Shamley and Peter Vogel, and the factors driving their local and international investment decisions. Podcast key moments: 00:00 – Introduction 01:20 -…
The Current | Ep 3 | Unearthing opportunities in mining
Investec's Quentin Allison, Ayan Ghosh and Fanele Mondi, CEO of the Energy Intensive Users Group, examine the crucial role of the mining sector in the energy transition, with a focus on the growing need for so-called "clean minerals" which South Africa has in abundance. 00:00 Intro 02:37 The energy trilemma…
The future of food: innovations for sustainability
In this special edition of Investec Focus Radio, we delve into the intersection of food technology and sustainability with Arturo Elizondo, the founder and CEO of The Every Company, and Melanie Janse van Vuuren, Global Sustainability lead at Investec. We explore the environmental challenges of traditional meat production and the…
Macro Monday Ep23: Caution ahead for US
This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses risks ahead for US growth, despite an uptick in the leading indicator.
NOW ep69: SA mid-market: resilience in uncertain times
South Africa’s often under-appreciated mid-market sector remains a bulwark in driving the country’s economy and continues to play a key role in mitigating some of the country's infrastructure and energy difficulties. And while resilience is an overtraded word in South Africa, it is this attitude that is helping the sector…
Macro Monday Ep22: US GDP outlook improves
This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses global growth and the upward revisions to US growth expectations, global inflation and commodity markets.
The Current | Ep 2 | Unplugging Eskom's woes
In this episode, Investec's Martin Meyer and Ayan Ghosh are joined by Rudi Dicks, the head of project management in the office of the Presidency. Together they discuss the challenges facing Eskom and the feasibility of the plans to turn the ailing utility around. The episode covers infrastructure constraints, particularly…
Macro Monday Ep21: US data paints a murky picture of the jobs market
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the latest nonfarm payroll data, global activity, inflation in Europe and China and SA’s GDP print.
Reimagine Mental Health S2 ep5: Her mind, her strength
In this episode, we embark on a journey through the rich tapestry of women's experiences, from triumphs to trials and everything in between. We'll hear from inspiring women who have overcome incredible odds in both their personal and professional lives.
NOW ep68: India - the next global superpower
India’s rapid economic growth has the attention of the world. It has overtaken China as the world's most populous country, and it's tipped to move from the fifth to the third largest economy in the next few years. The growth is being driven domestically by the country's burgeoning and youthful…
Macro Monday Ep20: Key price indicators in the US
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses why a key price indicator was probably not much of a concern or surprise for the Fed.
In conversation | AI: shaping the future of work
In this episode of Investec In conversation, we delve into the impact of artificial intelligence on the future of employment and skills development. As AI transforms from a novel concept to a mainstream tool, we examine its role in redefining job roles and the necessary skills for the workforce of…