Investec Focus Radio SA
Investec Focus Radio South Africa features conversations between leading minds from within Investec and other experts on economic, investment and business topics in addition to issues that go beyond wealth.
NOW Ep83: Cybersecurity in the age of AI
Cyber-attacks have crippled businesses and institutions, drained public money and compromised individuals. So, in 2024, what are the biggest cyber threats to businesses and individuals? And what are the top risk mitigation strategies to consider? In this episode, Jeremy Maggs and guests, Investec’s head of information security and governance in…
Everything Counts | Episode 10: Understanding the Two-Pot Retirement System
In this episode, we explore the newly implemented two-pot retirement system in South Africa. Our expert guests, Kate Robson (co-head of Investec My Investments), Nicolette Mashile (Financial Bunny), and Siphithi Sibeko (media spokesperson at SARS), unravel the complexities surrounding retirement savings. They discuss the implications of withdrawals, the importance of…
Macro Monday Ep46: What the Chinese stimulus means for markets
There has been a strong and swift reaction to last week's stimulus package by Chinese authorities, including equities and commodities. Investec Wealth & Investment Chris Holdsworth Chris Holdsworth looks at the implications.
Macro Monday Ep45: Fed and SARB decision review
What did the Fed see when it decided to cut rates by half a percentage point? Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth looks at last week’s interest rate decisions by the Fed and by the SA Reserve Bank.
NOW Ep82: The great interest rates pivot
As central bankers worldwide shift towards easing monetary policies, what kind of rate-cutting cycle are we entering? In the latest episode of No Ordinary Wednesday, Investec Treasury Economist Tertia Jacobs shares her expert insights on the factors that will the trajectory of interest rates in the coming months. 00:00 –…
Everything Counts | Episode 9: Buying a rental property or holiday home in South Africa
In this episode of Everything Counts, we explore the financial and practical considerations of buying property for resale or as a holiday home. Motheo Khoaripe is joined by experts Keshnie July (Lending Product Owner at Investec), Hayley Ivins-Downs (Managing Executive for Real Estate at Lightstone Property), and Tsholofelo Mokoma (Property…
Macro Monday Ep44: GISG keeps risk score at -1
Investec’s Global Investment Strategy Group has kept its risk score at -1. Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth looks at the reasoning, against a backdrop of a likely cut in interest rates by the Fed later this week.
Macro Monday Ep43: No recession yet for the US
The US doesn’t appear to be in a recession yet. Nonetheless, markets are pricing in aggressive rate cuts in the year ahead in the US, as they are in Europe. Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth examines the implications.
NOW Ep81: A responsible investing roadmap
Given the lack of global ESG standardisation and its politicisation, how should investors approach responsible investing and measure its impact? Investec Wealth & Investment International has launched a comprehensive guidebook on the topic. In the latest episode of the No Ordinary Wednesday podcast, Jeremy Maggs speaks to the authors, Boipelo…
Everything Counts | Episode 8: What to consider when buying property
In this episode of Everything Counts, we dive into the essential considerations when buying property in South Africa. Join Motheo Khoaripe as he hosts Keshni July, Lending Product Owner at Investec, and Tsholofelo Mokoma, Property Practitioner at Re/max Horizon. Together, they unpack the step-by-step process, from getting pre-approved to closing…
Macro Monday: Ep 42: Global growth slows
US growth has been strong, in contrast with the rest of the world. Chief Investment Strategist at Investec Wealth & Investment looks at reasons to expect a sizeable downward revision to US GDP at some point.
Macro Monday: Ep 41: The Fed sends a strong message
The Fed has sent a clear message that interest rates are on their way down. Chief Investment Strategist at Investec Wealth & Investment discusses expectations.
NOW Ep80: Changing politics, fixed income
The race for the White House is heating up with US political uncertainty sending ripples around the world. What does this mean for the bond market? Get the expert view in the latest episode of the No Ordinary Wednesday podcast with Annelise Peers, Chief Investment Officer at Investec Bank Switzerland,…
Everything Counts | Episode 7: Is property still a good investment in SA?
The rise in inflation globally has forced many central banks in leading economies to increase interest rates. Locally, the South African Reserve Bank has raised rates to 15-year highs since it began tightening policy in November 2021. As market dynamics shift and economic uncertainties loom, this week’s insightful episode explores…
Macro Monday: Ep 40: Global inflation declines slowly
This week Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment, looks at data from across the world, interest rates expectations in the US, and the latest China economic data.
Macro Monday: Ep 39: Pressure on the US economy continues to grow
From tightening credit conditions to a high budget deficit, there are concerns about the US economy, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment.
NOW Ep79: Is the US headed for recession?
Fears of a US recession have sent all major stock markets tumbling after US jobs market data came in lower than expected for the month of July. In this episode of No Ordinary Wednesday, host Jeremy Maggs asks Investec Chief Economist Annabel Bishop whether the Federal Reserve has left it…
Everything Counts | Episode 6: Relationships and money
In this episode, Motheo Khoaripe dives deep into the financial dynamics that can make or break a relationship. Joined by financial consumer journalist, Maya Fisher-French and seasoned Investec financial advisor, Kgomotso Motloung, they explore how couples can navigate the often challenging conversations around money, financial planning, and shared goals. #RelationshipGoals…
Macro Monday: Ep38: Markets take a knock after US jobs miss
Concerns about the health of the US economy have seen a sizeable pullback in global markets, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment.
Macro Monday ep37: Market continues to price in a September cut by the Fed
Even with the positive surprise for both GDP and core PCE in the US, the market is pricing in a cut by the Federal Reserve in September, says Chris Holdsworth, Chief Investment Strategist for Investec Wealth & Investment. In this episode, he also looks at global currency moves and the…