Investing
Investec insights into various investment approaches and trends.
12 Episodes
Consumer and retail podcast
A New Learned Behaviour – Investec’s Nicola Mallard and Alicia Forry discuss how four months of lockdown will likely change consumer behaviour. Topics covered include how we shop, what we buy , where we work, our use of packaging and emphasis on health. There will be implications for FMCG companies…
Energy transition podcast - a false dawn for hydrogen?
In this week's podcast, Head of UK Research, Harold Hutchinson, discusses the role of hydrogen with Senior Energy Technology analyst, Marc Elliott.
Consumer and retail team podcast
In this episode, Kate chats to Nicola about how Brexit could impact the retail sector, and they touch upon the potential mass disruption to supply chains.
Consumer and retail team podcast
In this episode, Nicola is talking with Kate and Ben about how the sector has performed throughout lockdown, but more importantly, they look ahead to the future of retail as the sector looks to reopen its doors to UK consumers.
Energy transition podcast - the role of the circular economy
Head of UK Research, Harold Hutchinson, is joined by Marc Elliott, Senior Analyst in Energy Technology and Martin Young, Senior Analyst in Utilities. In this podcast, they discuss a recent note written by Martin Young and how the circular economy has a pivotal role in the sustainable revival of post-COVID…
Energy transition podcast - the role of hydrogen in the energy transition
Head of UK Research, Harold Hutchinson, is joined by Marc Elliott, Senior Analyst in Energy Technology and Martin Young, Senior Analyst in Utilities. This week they are discussing hydrogen. There is a consensus that electrification is at the heart of the energy transition, but there appears to be less agreement…
The Investec Alternative Fund Administration Teleconference: Replay
Alternatives were the only asset class to continue to show sequential revenue growth in Blackrock’s Q3 update in April 2020. Since COVID-19 fears caused stock prices to collapse in February 2020, some of the strongest outperformers have been fund administrators, particularly those that focus mainly on fast-growing alternatives such as…
Energy transition podcast
Harold Hutchinson, Head of Research at Investec, speaks with Martin Young and Marc Elliott about the current state of play in energy transition and the impact of the coronavirus outbreak on progress being made. Please note: this podcast is provided for information purposes only and should not be construed as…
Outlook 2020
Investec Wealth & Investment's Ronelle Hutchinson, Chris Holdsworth and Marc Romberg are joined by political analyst Ralph Mathekga to share their insights on the global and local economy for 2020.
The market and the economy – not a certain relationship
"What’s important is the confidence with which the market forecasts the future, particularly the future of the economies. And the less confident the forecasters (investors) become, the more volatility you introduce into the market; and that’s what happened in December." - Brian Kantor
Investing in art: It's more than just a numbers game
If investment returns are your primary incentive to invest in art, then you're missing the point, says Investec Wealth & Investment's Jonathan Bloch, ahead of the Investec Cape Town Art Fair 2019 (15-17 February).
Behavioural economics and finance
Investec Wealth & Investment Wealth Manager, Neil Urmson, on behavioural economics as a tool for investors.