Economy

INVESTEC | Podcast , ±9 min episodes every 6 days |

Investec shares its analysis on the global economic environment.

MAY

Oil Market Update

8 min

Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
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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 constitute a personal recommendation and is not investment advice.

Investec Commodities - Helping mitigate your exposure

MAY

Can Eskom prove the markets wrong?

11 min

With the markets already pricing in a pessimistic outcome for the Eskom energy crisis, even a small improvement in the electricity situation could open up opportunities in the SA bond and equity markets. Chris Holdsworth, investment strategist at Investec Wealth & Investment, talks about this and the economic impact of Eskom's woes.

Can Eskom prove the markets wrong?

MAY

Oil Market Update

11 min

Investec Commodities - Helping mitigate your exposure

MAY

Elections 2019: Boring is good

11 min

Bucking the global trend towards more populist governments, South Africa continued on its recent more centrist track under Cyril Ramaphosa, with the ANC garnering 57.5% of votes. Investec Chief Economist Annabel Bishop says that this is a perceived positive outcome for business and investors.

www.investec.com

MAY

Oil market update

7 min

Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.
This week we discuss the surprise twist in the US/China trade talks, the US sending an aircraft carrier to the Middle East, and whether increases in US crude inventories suggest the market is over-supplied.
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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 constitute a personal recommendation and is not investment advice.

Investec Commodities - Helping mitigate your exposure

MAY

Elections 2019: the Goldilocks scenario for business

13 min

Most businesses and investors are hoping for a strong ANC majority to make the hard decisions necessary to restore confidence in South Africa, according to a leading political commentator at a recent Investec for Intermediaries event.

APR

Oil market update

5 min

Investec Commodities - Helping mitigate your exposure

APR

Oil market update

7 min

Investec Commodities - Helping mitigate your exposure

APR

Oil market update

5 min

Investec Commodities - Helping mitigate your exposure

APR

Q1 2019: Macroeconomic data releases in a misfiring economy.

14 min

The South African first quarter was at best unremarkable, at worst poor when it came to macroeconomic data releases.
Annabel Bishop, chief economist at Investec runs through the indicators that show a misfiring economy.

APR

Oil Market Update

5 min

Investec Commodities - Helping mitigate your exposure

APR

Q1 2019: The rand holds onto reasonable and manageable levels, despite the occasional wobble.

11 min

The rand has surprised with relative strength throughout the new year despite being bombarded with potentially negative factors both domestic and international. David Gracey, head of fixed income and currency trading at Investec, chats to Lindsay Williams about currencies, growth and all things Moody's- and Eskom-related.