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 Ep93: Can tech titans keep up the pace?
Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec’s new trading and investing platform, Clarity, shares his views on the latest episode of the No…
Art in Focus Ep4 | A lens on photography as art
Tristanne Farrell chats to Virginia MacKenny- artist, writer, and Emeritus Associate Professor of Painting at Michaelis School of Fine Art, and Vanessa Cowling, artist and part-time lecturer in photography at UCT. They discuss everything you need to consider when buying photography as part of your art collection. The conversation covers…
Macro Monday Ep 61 | Inflation headache for the Fed
While there are signs that inflation is reaccelerating in the US, data such as retail sales, and credit card and auto loan delinquencies, point to softer economic growth, posing challenges for the Fed. Listen to Chief Investment Strategist at Investec Wealth & Investment International Chris Holdsworth's analysis.
Macro Monday Ep60: Tariff wars escalate
Tariff wars are escalating, with President Trump announcing new tariffs on steel and aluminium imports, and China retaliating with tariffs on a wide range of US goods. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at this in the context of strong labour growth in the…
NOW Ep92: Budget 2025 | What to expect
With a challenging economic landscape, fluctuating currency, global trade tensions, and ongoing energy struggles what can South Africans, businesses and investors expect from Finance Minister Enoch Godongwana’s 2025 Budget Speech? Investec experts Chief Economist Annabel Bishop, Treasury Economist Tertia Jacobs and Chief Investment Strategist Chris Holdsworth share their predictions for…
Art in Focus Ep 3 | NextGen art: Cultivating talent and accessibility
In this episode, we hear from young artist Boemo Diale and curator Sean O’Toole about the shifting art industry. They discuss Boemo's rise to fame, the role of art fairs in promoting underrepresented artists, and the importance of established artists supporting newcomers. 00:00: Intro 01:22: Introduction of guests 03:31: The…
Macro Monday Ep59: Trump upsets the apple cart
President Trump came out guns blazing over the weekend slapping a 25% tariff on Mexican and Canadian imports (excluding energy) and 10% on Chinese imports. In this week’s Macro Monday, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, examines the wide-ranging implications of the announcement.
Macro Monday Ep58: China shakes up competition in AI
Competition is heating up in the world of artificial intelligence. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at the implications of the launch of China's DeepSeek. The new Large Language Model (LLM) promises to be better or as good as OpenAI and other Western options…
Art in Focus Ep 2 | Art as an investment: A collector's take
In this episode, Tristanne Farrell, chats to Cumesh Moodliar, the CEO of Investec Bank SA, and Itumeleng Merafe, head of Investec Private Bank on how to approach art as an investment. The conversation covers liquidity considerations, depressed market conditions, tax benefits and the role of primary and secondary markets. We…
NOW Ep91: Davos Debrief part 3 | WEF 2025: What next?
Will the world continue down the path of fragmentation, or will it unite to tackle the pressing challenges that threaten our collective future? In the last episode of our Davos special edition, CEOs of Investec SA and UK, Cumesh Moodliar and Ruth Leas, share with us their key learnings from…
NOW Ep90: Davos Debrief part 2: Trade & investment in a multi-bilateral world
In the second episode of our Davos special edition, Investec guests Nick Riley, head of Investment Banking, and Dhiren Mansingh, head of Business Transactional Banking, discuss a significant shift in global trade from multi-lateralism to multi-bilateralism. This evolution places less emphasis on regional agreements and more on establishing direct bilateral…
Macro Monday Ep57: IMF upgrades global growth, despite policy uncertainty
While the IMF is bullish about global growth this year, uncertainty remains elevated, with the US market looking stretched, says Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth.
NOW Ep89: Davos Debrief part 1: Showcasing South Africa's investment potential
Join us for the first episode of a special three-part series recorded during the World Economic Forum Annual Meetings in Davos-Klosters, Switzerland (20-24 January). In this episode, Investec CEO Cumesh Moodliar engages in a thought-provoking conversation with host Jeremy Maggs, exploring his hopes and expectations for the event. Discover the…
Macro Monday ep56: A good year but a tough month | inflation concerns return
In the first episode of the 2025, Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth looks at the US dollar, although it has gained recently, bond yields have risen around the world, up due to both concerns about inflation and fiscal trajectories.
Art in Focus Ep 1 | Pulse of the African art market
In this episode, Investec senior wealth manager, Tristanne Farrell, brings Hannah O'Leary, Sotheby's Head of Modern and Contemporary African Art and Pule Taukobong a venture capitalist and avid art collector to gauge the pulse of the African art market. The conversation covers art trends, fairs, sourcing, pricing and diversity. We…
Everything Counts | Episode 16: How to Be a Good Driver
In this episode of Everything Counts, we explore what it takes to be a skilled and considerate driver. Hosted by Marius Roberts, this episode covers essential tips for mastering the basics of driving, understanding road safety, and adopting defensive driving techniques. From handling traffic circles to navigating load-shedding-induced outages, we…
NOW Ep88: G20 South Africa | Global goals, local priorities
In our latest episode of the No Ordinary Wednesday podcast, CEO of Investec SA Cumesh Moodliar and Business Unity South Africa CEO Cas Coovadia explore how South Africa’s G20 presidency can boost investor confidence and unlock opportunities for Africa. Discover how SA is positioning itself as a gateway to growth…
Everything Counts | Episode 15: The Great South African Road Trip
Embark on the ultimate road trip adventure with Everything Counts! In this episode, motoring expert, Marius Roberts shares essential tips for planning your next South African road trip, featuring insights from Layton Beard, head of Public Affairs at the Automobile Association of South Africa (AA), Johan Kriek, the founder of…
Macro Monday ep55: GDP numbers provide ample scope for rate cuts
Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth, dissects the decline in SA GDP in the third quarter, mainly because of weakness in agriculture and construction, and argues that there is ample scope for monetary easing.
Macro Monday Ep54: US labour market and tariffs a concern
Chris Holdsworth provides a summary of the output of Investec’s recent Global Investment Strategy Group meeting, in which the risk score was left unchanged ay -1. He discusses the latest US growth and inflation numbers, as well as South African trade and income indicators.