Investec Focus Radio UK
Investec Focus Radio UK features conversations between leading minds and other experts on economics, investments, business and working culture and topical issues beyond wealth.
Energy Market Update Ep 16 | Oil market dynamics
In this episode, we discuss the recent rise in the oil market to $68/b and the factors driving this change, including US-Iran talks. We also touch on the implications for oil prices, US-China trade relations, and the current state of European electricity and gas markets. Tune in for insights into…
S03 Ep15 Energy Market Update: Tariffs and the oil market
With the latest Tariff announcements from US President Donald Trump, oil has rallied following. Callum Macpherson, Head of Commodities at Investec UK discusses the oil price outlook, amid uncertainty in the market. Please note: this podcast is provided for information purposes only and should not be construed as an offer,…
S03 Ep14 Energy Market Update: Sharp sell-off continues in the oil market
The sharp sell-off in oil markets after Trump’s tariffs were announced last week, continues this morning. Callum Macpherson, Head of Commodities at Investec UK discusses the latest in the oil market and why OPEC+ announced an output increase when prices were already falling. Please note: this podcast is provided for…
S03 Ep13 Energy Market Update: Is the market concerned about supply?
With the continued strengthening of Brent, Callum Macpherson, Head of Commodities at Investec UK looks at whether the market still concerned about supply. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or…
S03 Ep12 Energy Market Update: Can the Brent rally continue?
Oil has strengthened over the last week and Brent is over 72 $/b this morning.? Callum Macpherson, Head of Commodities at Investec UK looks at what has been behind this move and if the rally can continue. Please note: this podcast is provided for information purposes only and should not…
S03 Ep11 Energy Market Update: Oil steady as equities fall in the US
Last week was much quieter in oil markets than the week before, despite continued falls in US equities. Callum Macpherson, Head of Commodities at Investec UK discusses why did oil not follow equities lower again. Please note: this podcast is provided for information purposes only and should not be construed…
S03 Ep10 Energy Market Update: Turbulence in energy markets
It’s been a tumultuous time in energy markets and Callum Macpherson, Head of Commodities at Investec UK takes a look at some key events from last week and how the market reacted. Please note: this podcast is provided for information purposes only and should not be construed as an offer,…
S03 Ep09 Energy Market Update: Brent set a new low of the year last week
Callum Macpherson, Head of Commodities at Investec UK, discusses the impact of uncertainty in the oil market brought about by President Trump's trade policies and the debate over Ukraine peace talks. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or…
S03 Ep08 Energy Market Update: Oil prices fall
Brent fell at the end of last week, whereas it had been rallying strongly for much of last week. Callum Macpherson, Head of Commodities at Investec UK looks at what brought about this change of direction. Please note: this podcast is provided for information purposes only and should not be…
S03 Ep07 Energy Market Update: Latest from IEA report
Callum Macpherson, Head of Commodities at Investec UK discusses the latest report from the International Energy Agency looking at outlook for supply and demand. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy…
S03 Ep06 Energy Market Update: Tariffs and the oil market
Since last week’s podcast, Trump has delayed some of the new tariffs, Callum Macpherson, Head of Commodities at Investec UK, discusses what has been going on and what this might mean for oil. Please note: this podcast is provided for information purposes only and should not be construed as an…
S03 Ep05 Energy Market Update: Market reaction to Trump tariffs
U.S President Donald Trump has gone ahead with introducing the tariffs he threatened. Callum Macpherson, Head of Commodities at Investec UK looks at the oil market reaction to the new tariffs imposed by Washington. Please note: this podcast is provided for information purposes only and should not be construed as…
S03 Ep04 Energy Market Update: Trump's impact on the energy market
Callum Macpherson, Head of Commodities at Investec UK, delves into the impact of President Trump's latest statements and executive orders on the global oil and gas markets. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an…
S03 Ep03 Energy Market Update: Brent Holds Above $80/b, Slightly Off Highs
Investec's Head of Commodities, Callum Macpherson, looks at the impact the Israel-Hamas ceasefire and Trump's incoming presidency are having on the Brent crude market, and how far its rally has left to run. Please note: this podcast is provided for information purposes only and should not be construed as an…
S03 Ep02 Energy Market Update: The 2025 Hedging Considerations preview
Investec's Head of Commodities Callum Macpherson gives insights into the 2025 Hedging Considerations’ themes and how they relate to the latest in the market at the moment? Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an…
S03 Ep01 Energy Market Update: Brent starts 2025 on a positive note
The energy update is back with season three, and in the first episode of the year Investec's Head of Commodities Callum Macpherson discusses factors driving Brent’s positive tone at the beginning of 2025. Please note: this podcast is provided for information purposes only and should not be construed as an…
S02 Ep46 Energy Market Update: Voluntary cuts to extend to March 25
In the last episode of season 2, Investec's Head of Commodities Callum Macpherson discusses decisions from the OPEC+ meeting that took place last week. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy…
S02 Ep45 Energy Market Update: Why is the OPEC+ meeting delayed?
The OPEC+ meeting was supposed to have been held over the weekend, but it has been delayed to this Thursday. Investec's Head of Commodities Callum Macpherson explains what is going on. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or…
S02 Ep44 Energy Market Update: OPEC meeting preview
It’s a week to go until the OPEC meeting next Sunday. Investec's Head of Commodities Callum Macpherson looks at what do options they have and how does market pricing currently reflect the likelihood of these options. Please note: this podcast is provided for information purposes only and should not be…
S02 Ep43 Energy Market Update: Oil prices softened again
In this episode, Investec's Head of Commodities Callum Macpherson discusses what has been driving oil prices. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not…