Investec Investec Focus Radio SA

Unpacking Wealth Creation S1 Ep3: A global view to investing

Loading player...
In this third installment of the Wealth creation podcast series, we take a global view to investing. Our host Ayabonga Cawe is in conversation with Chris Holdsworth, Chief Investment Strategist and Zenkosi Dyomfana, Investment Manager at Investec Wealth & Investment, where they discuss the impact that the economy has on markets and the connection between the global and the South African economy. They also touch on thematic investing in assets such as meme stocks, NFTs, cryptocurrencies and how technology and low costs have made investing accessible.

Tune in every three weeks for more wealth creation insights.
28 Sep 2021 English South Africa Business · Investing

Other recent episodes

No Ordinary Wednesday: Inside Investec’s investment outlook

The global economy is proving resilient, and company earnings remain healthy. Even so, Investec’s Global Investment Strategy Group has maintained a risk score of zero, reflecting a measured approach to portfolio positioning. The findings are published in the quarterly Global Investment View. On No Ordinary Wednesday, Chris Holdsworth, Investec Investment…
13 Oct 17 min

Macro Monday Ep135: The two sides to the AI investment boom

The AI story has been great for investors so far, but it may be making the Fed feel uncomfortable. AI investment is helping to fuel growth and inflation, potentially forcing the Fed to maintain a tighter policy stance – even though, says Global Chief Investment Officer Chris Holdsworth, the sectors…
12 Oct 5 min

No Ordinary Wednesday | Mini-Budget 2026: More revenue, less borrowing?

Stronger revenue offers an opportunity to reduce borrowing. Will spending pressures limit the gains? Ahead of the 2026 Medium-Term Budget Policy Statement (MTBPS), Investec’s Annabel Bishop and Tertia Jacobs to examine the choices facing National Treasury. Higher precious metals prices offer the prospect of better-than-budgeted tax revenue. But weaker growth,…
11 Oct 26 min

Macro Monday Ep134: Fixed income investors are having a tough time

There’s been an almost universal rise in bond yields around the world over the past few months. According to Global Chief Investment Officer Chris Holdsworth, developed markets have seen the biggest rises, with France one of the hardest hit, as it grapples with a worsening fiscal situation.
5 Oct 9 min

Macro Monday ep 133 | US growth is running hot

The US economy is running hot, with the latest indicators pointing to 5% GDP growth, ahead of market forecasts for third-quarter growth of 2.8%. This comes despite high oil prices and rising inflation and has implications for the US dollar and the prospects of the US being able to grow…
28 Sep 8 min
All episodes