Investec Investec Focus Radio SA

Macro Monday Ep 92: Good news on the global growth and inflation front

Loading player...
There’s good news for the world economy, with the IMF forecasting solid growth for the world economy this year and next, and median inflation in the world’s leading economies declining in September. Meanwhile, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, lower oil prices are also providing some stimulus.
20 Oct English South Africa Business · Investing

Other recent episodes

NOW Ep 112: IMF Special | Signals from Washington

In this special IMF edition of No Ordinary Wednesday, Cumesh Moodliar, CEO of Investec South Africa, and Ruth Leas, CEO of Investec UK, unpack the signals from this year’s meetings in Washington – from the “three Ts” shaping investor sentiment (Trump, technology and tariffs) to the cautious optimism surrounding South…
19 Oct 19 min

NOW Ep 111: In tech we trust?

In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Zane Bezuidenhout and David Smith, Global Equity Research Analysts at Investec Investment Management in the UK. Fresh from the Deutsche Bank Tech Conference in California, they examine what’s substance and what’s speculation in the current tech cycle – and…
14 Oct 20 min

Macro Monday Ep 91: US-China trade dispute escalates

The trade dispute between the US and China took a new turn on Friday, as US President Donald Trump threatened 100% tariffs in response to Chinese measures against the US such as export controls on rare earths. Markets responded negatively to the news, says Chris Holdsworth, Chief Investment Strategist, Investec…
13 Oct 8 min

Macro Monday Ep 90: US shutdown clouds outlook

Global equities have had a good run since the Liberation Day jitters in April, with Japan and South Africa being standout markets. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says markets are awaiting the next moves, but clouding the outlook has been the US government shutdown, which…
6 Oct 9 min
All episodes