NOW Ep100: A world in flux, 100 Wednesdays on

Loading player...
From a global pandemic to fractured supply chains, energy shocks, inflation spirals, rate hikes, AI disruption, war, and geopolitical realignment - the last four years have been anything but dull. As we celebrate the 100th episode of the No Ordinary Wednesday podcast, we pause the relentless churn of the news cycle to reflect on the macro themes that have defined our world since this show first aired in May 2021. In this episode, we’ve gathered a veritable global panel of Investec leaders from Johannesburg, London, Mumbai, and Dubai to share their insights on what has shaped their regions and the critical forces they will be monitoring in the coming years.

Podcast key moments
00:00 - Introduction
01:37 – How have macro trends influenced the UK
05:14 – What are the most significant factors impacting South Africa’s economy?
08:09 – What macro trends have impacted India?
10:33 – UAE’s story of reinvention
14:09 – What key forces are you watching closely that could shape strategy and opportunity in UK, South Africa, UAE and India?

Read more on www.investec.com/now

Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Chapters
  • 00:00 Introduction
  • 01:37 How have macro trends influenced the UK?
  • 05:14 What are the most significant factors impacting South Africa’s economy?
  • 08:09 What macro trends have impacted India?
  • 10:33 UAE’s story of reinvention
  • 14:09 What key forces are you watching closely that could shape strategy and opportunity in UK, South Africa, UAE and India?
13 May 2025 English South Africa Business · Investing

Other recent episodes

What Next? Bridging the trust gap

In this episode of What Next?, Professor Mike Kenny (Cambridge) and Jacinta Koolmatrie examine the breakdown of trust between communities and institutions. They discuss how centralised governance and economic shifts have driven local grievances, and argue that rebuilding trust requires sharing power, working at community pace, and supporting locally led…
2 Apr 52 min

NOW Ep124: A crude awakening for inflation?

Interest rate cuts were meant to define 2026. Now, markets are bracing for hikes. In this episode of No Ordinary Wednesday, Investec’s Chief Economists Annabel Bishop and Phil Shaw examine how the energy shock is forcing central banks to reconsider their path. From London to Pretoria, policymakers face a familiar…
31 Mar 24 min

Macro Monday Ep110: Little sign of a near-term end to the war

With little sign of an early resolution to the war in the Middle East, supply constraints on commodities such as oil, gas, and helium may well endure. Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International notes that fuel prices likely to feed through quickly into consumer inflation,…
30 Mar 8 min

What Next? | Making the transition investable

Clean and green growth has moved from ambition to execution, but the challenge is one of pace. Investment conditions are key: predictable rules, credible pathways, and coordination across value chains, finance and government. This episode of What Next? Leadership Conversations for a Better Future, Helena Norrman, Marina Grossi, and Sang-Hyup…
27 Mar 35 min

Everything Counts | Episode 44: What the new 2026 tax allowances mean for you?

The new tax year is here, and the 2026 Budget Speech introduced important changes that could reshape how South Africans save, invest, and plan for retirement. In this episode of Everything Counts, host Motheo Khoaripe sits down with Vumi Dludlu, Investec financial adviser, and Johan Loubser, head of adviser enablement…
23 Mar 18 min