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.
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…
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…
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…
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…
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…
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…
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…
Macro Monday Ep46: What the Chinese stimulus means for markets
There has been a strong and swift reaction to last week's stimulus package by Chinese authorities, including equities and commodities. Investec Wealth & Investment Chris Holdsworth Chris Holdsworth looks at the implications.
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.
NOW Ep82: The great interest rates pivot
As central bankers worldwide shift towards easing monetary policies, what kind of rate-cutting cycle are we entering? In the latest episode of No Ordinary Wednesday, Investec Treasury Economist Tertia Jacobs shares her expert insights on the factors that will the trajectory of interest rates in the coming months. 00:00 –…
Everything Counts | Episode 9: Buying a rental property or holiday home in South Africa
In this episode of Everything Counts, we explore the financial and practical considerations of buying property for resale or as a holiday home. Motheo Khoaripe is joined by experts Keshnie July (Lending Product Owner at Investec), Hayley Ivins-Downs (Managing Executive for Real Estate at Lightstone Property), and Tsholofelo Mokoma (Property…
Macro Monday Ep44: GISG keeps risk score at -1
Investec’s Global Investment Strategy Group has kept its risk score at -1. Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth looks at the reasoning, against a backdrop of a likely cut in interest rates by the Fed later this week.
Macro Monday Ep43: No recession yet for the US
The US doesn’t appear to be in a recession yet. Nonetheless, markets are pricing in aggressive rate cuts in the year ahead in the US, as they are in Europe. Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth examines the implications.
NOW Ep81: A responsible investing roadmap
Given the lack of global ESG standardisation and its politicisation, how should investors approach responsible investing and measure its impact? Investec Wealth & Investment International has launched a comprehensive guidebook on the topic. In the latest episode of the No Ordinary Wednesday podcast, Jeremy Maggs speaks to the authors, Boipelo…
Everything Counts | Episode 8: What to consider when buying property
In this episode of Everything Counts, we dive into the essential considerations when buying property in South Africa. Join Motheo Khoaripe as he hosts Keshni July, Lending Product Owner at Investec, and Tsholofelo Mokoma, Property Practitioner at Re/max Horizon. Together, they unpack the step-by-step process, from getting pre-approved to closing…
Macro Monday: Ep 42: Global growth slows
US growth has been strong, in contrast with the rest of the world. Chief Investment Strategist at Investec Wealth & Investment looks at reasons to expect a sizeable downward revision to US GDP at some point.
Macro Monday: Ep 41: The Fed sends a strong message
The Fed has sent a clear message that interest rates are on their way down. Chief Investment Strategist at Investec Wealth & Investment discusses expectations.
NOW Ep80: Changing politics, fixed income
The race for the White House is heating up with US political uncertainty sending ripples around the world. What does this mean for the bond market? Get the expert view in the latest episode of the No Ordinary Wednesday podcast with Annelise Peers, Chief Investment Officer at Investec Bank Switzerland,…
Everything Counts | Episode 7: Is property still a good investment in SA?
The rise in inflation globally has forced many central banks in leading economies to increase interest rates. Locally, the South African Reserve Bank has raised rates to 15-year highs since it began tightening policy in November 2021. As market dynamics shift and economic uncertainties loom, this week’s insightful episode explores…
Macro Monday: Ep 40: Global inflation declines slowly
This week Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment, looks at data from across the world, interest rates expectations in the US, and the latest China economic data.