Investec Investec Focus Radio SA

Macro Monday Ep 85: Volatility remains low

Loading player...
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 five cuts next year.
25 Aug English South Africa Business · Investing

Other recent episodes

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…
9 Sep 28 min

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.
8 Sep 9 min

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,…
2 Sep 22 min

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…
19 Aug 29 min
All episodes