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: Ep 42: Global growth slows
US growth has been strong, in contrast with the rest of the world. Chief Investment Strategist at Investec Wealth & Investment looks at reasons to expect a sizeable downward revision to US GDP at some point.
Macro Monday: Ep 41: The Fed sends a strong message
The Fed has sent a clear message that interest rates are on their way down. Chief Investment Strategist at Investec Wealth & Investment discusses expectations.
NOW Ep80: Changing politics, fixed income
The race for the White House is heating up with US political uncertainty sending ripples around the world. What does this mean for the bond market? Get the expert view in the latest episode of the No Ordinary Wednesday podcast with Annelise Peers, Chief Investment Officer at Investec Bank Switzerland,…
Everything Counts | Episode 7: Is property still a good investment in SA?
The rise in inflation globally has forced many central banks in leading economies to increase interest rates. Locally, the South African Reserve Bank has raised rates to 15-year highs since it began tightening policy in November 2021. As market dynamics shift and economic uncertainties loom, this week’s insightful episode explores…
Macro Monday: Ep 40: Global inflation declines slowly
This week Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment, looks at data from across the world, interest rates expectations in the US, and the latest China economic data.
Macro Monday: Ep 39: Pressure on the US economy continues to grow
From tightening credit conditions to a high budget deficit, there are concerns about the US economy, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment.
NOW Ep79: Is the US headed for recession?
Fears of a US recession have sent all major stock markets tumbling after US jobs market data came in lower than expected for the month of July. In this episode of No Ordinary Wednesday, host Jeremy Maggs asks Investec Chief Economist Annabel Bishop whether the Federal Reserve has left it…
Everything Counts | Episode 6: Relationships and money
In this episode, Motheo Khoaripe dives deep into the financial dynamics that can make or break a relationship. Joined by financial consumer journalist, Maya Fisher-French and seasoned Investec financial advisor, Kgomotso Motloung, they explore how couples can navigate the often challenging conversations around money, financial planning, and shared goals. #RelationshipGoals…
Macro Monday: Ep38: Markets take a knock after US jobs miss
Concerns about the health of the US economy have seen a sizeable pullback in global markets, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment.
Macro Monday ep37: Market continues to price in a September cut by the Fed
Even with the positive surprise for both GDP and core PCE in the US, the market is pricing in a cut by the Federal Reserve in September, says Chris Holdsworth, Chief Investment Strategist for Investec Wealth & Investment. In this episode, he also looks at global currency moves and the…
NOW Ep78: The rise of self-directed investing
Self-directed or do-it-yourself investing and trading are on the rise globally. Tinus Rautenbach, head of Investec’s new online trading platform Clarity, shares essential insights for individual investors looking to take control of their investment and trading portfolio.
Everything Counts | Ep 5: How to save and invest for your kids' future
Are you a parent who wants to secure your child's education and future? Do you find it challenging to balance your financial well-being with providing for your kids? Well, we've got you covered! In this Savings Month-focused episode of Everything Counts, Motheo Khoaripe hosts parenting expert Nikki Bush and Investec…
Macro Monday ep36: The MPC’s risky move to keep rates unchanged
By year-end, South Africa could have its most restrictive monetary policy in 19 years, if inflation continues to fall, says Chris Holdsworth, Chief Investment Strategist for Investec Wealth & Investment. On the US front, Donald Trump is still the favourite to win the presidential election, but the odds have narrowed…
Macro Monday Ep35: Rate cut on the cards for SA this week?
Chris Holdsworth, Investec Wealth & Investment's Chief Investment Strategist says he won't be surprised if the MPC cuts interest rates at their meeting this week. He also discusses the probability of Trump winning elections and looks at what's happening to global, US and Chinese inflation.
Now ep77: A turnaround for SA Inc
Investec’s Global Investment Strategy Group has increased South Africa’s risk score while maintaining a negative offshore stance. Join Chris Holdsworth, our Chief Investment Strategist, as he explains the rationale behind this positioning and shares his expectations of upside surprises in economic growth and earnings for SA Inc shares. Listen to…
Everything Counts | Ep 4: Saving and investing extra money
Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help…
Macro Monday Ep34: Slowdown in global growth?
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris discusses the latest PMI data and what that means for global growth, non-farm payroll print in the US and signs of inflation expectations moderating in SA.
The Current Ep 10 | All you need to know on SA's energy transition
In this final episode of The Current, we revisit some of the highlights and reiterate the critical takeaways you need to know from the nine-part podcast series. From SA's solar boom to progress at Eskom, electric vehicles and how to finance energy infrastructure, this is a summation from 20 experts…
Macro Monday Ep33: US growth expectation too high?
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris looks at elections in the US, disappointing data out of the country which suggests that growth expectations might be a little bit too high and some encouraging data out of South Africa.
Now ep76: Investing - mind over markets
The market may be unpredictable, but your investment strategy doesn't have to be. Investec Investment Management experts Ebeth Van Heerden, Head of Investment Distribution & Intermediaries, and Paul McKeaveney, Portfolio Manager, share their insights on what approaches are winning, common mistakes investors make, and why staying the course is important…