Investec Investec Focus Radio SA

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.
Weekly English South Africa Business · Investing
347 Episodes
1 – 20

Macro Monday Ep54: US labour market and tariffs a concern

Chris Holdsworth provides a summary of the output of Investec’s recent Global Investment Strategy Group meeting, in which the risk score was left unchanged ay -1. He discusses the latest US growth and inflation numbers, as well as South African trade and income indicators.
2 Dec 8 min

NOW Ep87: Confidence - The catalyst for SA's economic revival

In the latest episode of Investec's No Ordinary Wednesday podcast, economist Lara Hodes discusses rising business confidence in South Africa, the effects of an easing monetary cycle, and an increase in mining production. But as we celebrate these wins, could global tensions stand in the way of further progress? Listen…
26 Nov 12 min

NOW Ep86: MAGAnomics | Trump and the global economy

What impact will Trump's presidency have on the global economy and emerging markets? Tune in to the latest episode of the No Ordinary Wednesday podcast for insights from Investec experts, Annabel Bishop (SA) and Ellie Henderson (UK). Listen here Podcast key moments: 00:00 – Introduction 01:00 - A few days…
12 Nov 18 min

Everything Counts | Episode 13: Getting tax-smart

In this episode of Everything Counts, we explored various tax-saving strategies available to South Africans. With insights from tax experts Nicci Courtney-Clark, head of Tax at TaxTim and Bronwen Trower, co-portfolio manager at Investec Wealth & Investments, we uncovered how you can optimise your tax savings in South Africa while…
12 Nov 23 min

Macro Monday Ep52: The role of inflation in US elections

Was inflation the poisoned chalice inherited by Kamala Harris? Chief Investment Strategist at Investec Wealth & Investment International examines the role of inflation and economic performance in deciding the outcomes of US presidential elections over the years.
11 Nov 8 min

Macro Monday Ep51: Further rate cuts expected

The US labour market points to further rate cuts. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, also discusses expected cuts in the Eurozone and UK, while Japanese rates are set to rise, leading to convergence among the world’s leading developed markets.
4 Nov 8 min

NOW Ep85: Top concerns for global financiers in today’s market

Join Investec CEOs, Cumesh Moodliar (SA) and Ruth Leas (UK), as they share their key insights from the recent IMF and World Bank meetings in Washington. In the latest episode of No Ordinary Wednesday, they highlight the economic policies and market trends poised to influence investors and markets around the…
29 Oct 23 min

Everything Counts | Episode 12: Sustainability at Home

In this episode, we explore the future of sustainable, green homes and energy independence with insights from industry experts, Claudia Thompson, Sustainable Solutions Product Owner at Investec, Anastasia Delis, Soly Representative Managing Global Partnerships, and Mzwakhe Mntambo from Burgess Plumbing, who share their knowledge on how solar energy, water management,…
29 Oct 29 min

Macro Monday Ep50: IMF warns on global debt

The IMF has warned that global public debt will exceed $100 trillion by the end of the year, highlighting soaring fiscal deficits in the US and China. In his latest Macro Monday update, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, examines this and other key themes…
28 Oct 9 min

Macro Monday Ep49: Trump vs Harris: who will drive growth?

While betting markets currently show Trump in the lead, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, believes the US election remains too close to call. In this edition of Macro Monday, he explores research on the implications of a win for either candidate on US growth…
21 Oct 8 min

NOW Ep84: Mini-budget preview - Improved outlook for state finances?

A rerating of SA sovereign bond yields, a stronger ZAR, and sidestepping a fiscal slippage, have sparked optimism for a healthier national balance sheet. But structural challenges persist, impeding the potential for growth. In the latest episode of the No Ordinary Wednesday podcast, Investec Chief Economist Annabel Bishop and Treasury…
15 Oct 23 min

Everything Counts | Episode 11: Saving for your future self

In this episode of Everything Counts, we discuss retirement planning and saving for your future self. Host Motheo Khoaripe is joined by Kate Robson (co-head of Investec My Investments) and Kgomotso Motloung (Investec financial adviser). The conversation covers setting retirement goals, calculating how much you’ll need, and avoiding common financial…
15 Oct 20 min

Macro Monday Ep48: Fed slightly more cautious, but market unphased

In this week’s Macro Monday update, Chris Holdsworth, Chief Investment Strategist of Investec Wealth & Investment International, looks at what a Trump vs Harris win would mean for the US economy. He also comments on a slightly more hawkish tone from the latest FOMC, with the market now pricing in…
14 Oct 9 min

Macro Monday Ep47: Global growth still good but slowing; US nonfarm payrolls surge

The US economy has received a significant boost as Nonfarm Payrolls – a key indicator of job creation measuring employment in non-agricultural sectors – have surpassed expectations. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, shares his insights on the US economy, and looks at a gradual slowdown…
7 Oct 7 min

NOW Ep83: Cybersecurity in the age of AI

Cyber-attacks have crippled businesses and institutions, drained public money and compromised individuals. So, in 2024, what are the biggest cyber threats to businesses and individuals? And what are the top risk mitigation strategies to consider? In this episode, Jeremy Maggs and guests, Investec’s head of information security and governance in…
1 Oct 16 min

Everything Counts | Episode 10: Understanding the Two-Pot Retirement System

In this episode, we explore the newly implemented two-pot retirement system in South Africa. Our expert guests, Kate Robson (co-head of Investec My Investments), Nicolette Mashile (Financial Bunny), and Siphithi Sibeko (media spokesperson at SARS), unravel the complexities surrounding retirement savings. They discuss the implications of withdrawals, the importance of…
1 Oct 31 min

Macro Monday Ep45: Fed and SARB decision review

What did the Fed see when it decided to cut rates by half a percentage point? Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth looks at last week’s interest rate decisions by the Fed and by the SA Reserve Bank.
23 Sep 10 min
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