Investec Investec Focus Radio SA

NOW ep61: Are bonds back in vogue?

Loading player...
It’s been called the lifeblood of the global economy, but over the past three years, the fixed income – or bond – market has been battered by low economic growth, sticky inflation, low investor confidence and high interest rates. But have we reached the bottom of the cycle? In this episode, Annelise Peers, Chief Investment Officer for Investec Bank Switzerland and Awongiwe Booi Fixed Income Analyst at Investec Wealth & Investment SA explain what this means for investors and the world at large.
24 Oct 2023 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep118: US economic data point to higher interest rates

Economic data in the US, such as jobs growth, have surprised to the upside of late, pointing to a resilient economy. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says this strength has unsettled markets, on rising expectations of rate hikes by the Fed.
8 Jun 9 min

Wine as an asset: what collectors look for

Marble's head sommelier, Wikus Human and Investec's Roy van Eck, discuss what to consider when graduating from casual wine purchaser to wine collector. Together with host Palesa Mapheelle, they explain how to identifying age-worthy vintages, and the risks and rewards of investing in wine to make a financial return. They…
4 Jun 27 min

NOW Ep 128 : The dragon’s new terms

China remains South Africa's largest trading partner, but the landscape of global trade is evolving. As compliance requirements tighten, supply chains face new pressures, and geopolitical tensions reshape trade flows, businesses must navigate an increasingly complex relationship with the world's second-largest economy. In this episode of No Ordinary Wednesday, Investec…
3 Jun 18 min

Macro Monday Ep117: Tech sector lifts emerging markets

While the tech sector has been a well-known driver of earnings and performance on Wall Street, it’s also been the major contributor to emerging markets as well. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says that’s largely to the contributions of TSMC in Taiwan and Samsung…
1 Jun 11 min
All episodes