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.
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…
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…
Macro Monday Ep119: Markets welcome reports of peace deal
Markets welcomed reports of a US-Iran peace deal, with equity markets up and oil prices down sharply from recent highs. This could be good news for the global inflation outlook, though risks remain.
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…
Macro Monday Ep118: US economic data point to higher interest rates
Economic data in the US, such as jobs growth, have surprised to the upside of late, pointing to a resilient economy. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says this strength has unsettled markets, on rising expectations of rate hikes by the Fed.
Wine as an asset: what collectors look for
Marble's head sommelier, Wikus Human and Investec's Roy van Eck, discuss what to consider when graduating from casual wine purchaser to wine collector. Together with host Palesa Mapheelle, they explain how to identifying age-worthy vintages, and the risks and rewards of investing in wine to make a financial return. They…
NOW Ep 128 : The dragon’s new terms
China remains South Africa's largest trading partner, but the landscape of global trade is evolving. As compliance requirements tighten, supply chains face new pressures, and geopolitical tensions reshape trade flows, businesses must navigate an increasingly complex relationship with the world's second-largest economy. In this episode of No Ordinary Wednesday, Investec…
Everything Counts: Sports Edition | Teboho Mokoena - How Teboho Mokoena learned to respect money
“Respect money and it will respect you.” That is one of the earliest money lessons Investec ambassador SA soccer midfielder playing for Mamelodi Sundowns and Bafana Bafana Teboho Mokoena learned growing up in Bethlehem – and it has shaped the way he thinks about football, family and financial freedom. In…
Macro Monday Ep117: Tech sector lifts emerging markets
While the tech sector has been a well-known driver of earnings and performance on Wall Street, it’s also been the major contributor to emerging markets as well. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says that’s largely to the contributions of TSMC in Taiwan and Samsung…
Macro Monday Ep116: Don’t expect much lower energy prices soon
US President Donald Trump announced over the weekend that the US and Iran were close to finalising a deal to end the war. However, notes Investment Strategist Osa Mazwai, even if the Strait of Hormuz were to be reopened completely, it will take some time for traffic to return to…
Wine in Focus | Inside the judging room: How wines win
Ever wondered what actually happens behind closed doors at a wine competition? How do judges decide what makes a wine exceptional and what separates a gold medal from the rest? In this episode of Wine in Focus, Palesa Mapheelle is joined by local wine doyenne, Michael Fridjhon and Wine Master…
NOW Ep 127: The Everything Shock
What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story. Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply chains are all now being affected by the fallout from the Iran war. In the latest episode of…
Everything Counts | Episode 47: How to invest during economic uncertainty
When markets feel uncertain, the hardest part isn’t the volatility, it’s knowing how to respond. In this episode of Everything Counts, chief investment strategist of Investec Wealth & Investment International Chris Holdsworth breaks down how to think about investing during uncertain times, and why behaviour often matters more than market…
Macro Monday Ep115: Growth comes with inflation
While inflation is rising around the world – largely as expected – there are few signs of ‘stagflation’ (rising prices alongside slowing growth). However, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, GDP growth in the US and across Europe have been robust.
Investec Minds ep1: Stephen Koseff on building capital, culture and country
Introducing Investec Minds, a new video podcast series from Investec Focus Radio SA. In each episode, Equity Research analysts from Investec Corporate and Investment Banking sit down with former CEOs to unpack the decisions that shaped their industries, the lessons they’ve learned, and how they see the future unfolding. In…
Macro Monday Ep114: Markets show resilience despite the conflict
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…
NOW Ep 126: Investing through the noise
Markets are moving fast but are investors moving with intent? In the latest episode of No Ordinary Wednesday, we go beyond market headlines to unpack what investors are actually doing in a volatile, news-driven environment. From trading the news cycle to navigating currency swings and concentrated markets, Investec’s Tinus Rautenbach…
Everything Counts: Sports Edition | Cheslin Kolbe - From first pay cheque to financial discipline
Success in sport can come quickly. Understanding money often doesn’t. In this episode of Everything Counts: Sports Edition, Investec ambassador Cheslin Kolbe shares how his journey from humble beginnings to World Cup success shaped his approach to money, discipline and long-term planning. From early lessons in saving to navigating his…
Macro Monday Ep113: Markets look through the energy shock
Despite concerns about the war with Iran, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, earnings have been resilient while markets have been looking through the energy shock. Equities are up, while equity market analysts have been upgrading their earnings estimates.
Macro Monday Ep112: Markets aren’t pricing in ‘stagflation’
Ordinarily, you’d expect an oil shock to lead to not only higher inflation, but also weaker equities and a lower growth outlook. However, markets aren’t pricing in a stagflationary outcome. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, examines this apparent anomaly.