Macro Monday Ep114: Markets show resilience despite the conflict

Loading player...
A comparison between the first 50 days of the current war with Iran and the first 50 days of the Gulf War of the early 1990s, shows that markets have been more resilient this time around. Recent earnings numbers, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, have been resilient as well, and not just in the US – countries like Taiwan, SA, Brazil and South Korea are all set to record strong profit growth this year.
11 May English South Africa Business · Investing

Other recent episodes

Investec Minds Ep 2: Anglo's Mark Cutifani on the decisions that define a career

In this episode of Investec Minds, former Anglo American and AngloGold Ashanti CEO Mark Cutifani reflects on the leadership decisions that shaped his career and the mining industry. In conversation with Investec's Nkateko Mathonsi and Patrick Mann, he shares insights on navigating crises, transforming organisational culture, driving innovation, improving mine…
26 Jun 31 min

Macro Monday Ep120: New Fed chief commits to price stability

While peace talks between the US and Iran have helped bring down oil prices and, with them, inflation expectations, Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says markets are reading Fed chief Kevin Warsh's commitment to price stability as a sign that a US rate hike…
22 Jun 9 min

Everything Counts | Sports Edition wrapped: Financial literacy and sport

Professional athletes can earn life-changing money before the age of 30. So why do so many still struggle financially after retirement? In this episode of Everything Counts: Sport's Edition, Motheo Khoaripe quizzes former Springbok and Investec head of Sports, Schalk Brits, financial adviser Vumi Dludlu, and Wealth Manager Moses Bokaba…
15 Jun 32 min

NOW Ep129: What the future of work means for today’s students

Is higher education keeping up with AI? For decades, the university degree has been treated as a reliable bridge between learning and work. AI is testing that bargain. As technology changes what employers need, higher education faces a sharper test - not whether it can produce graduates, but whether it…
16 Jun 21 min