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.
NOW ep68: India - the next global superpower
India’s rapid economic growth has the attention of the world. It has overtaken China as the world's most populous country, and it's tipped to move from the fifth to the third largest economy in the next few years. The growth is being driven domestically by the country's burgeoning and youthful…
Macro Monday Ep20: Key price indicators in the US
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses why a key price indicator was probably not much of a concern or surprise for the Fed.
In conversation | AI: shaping the future of work
In this episode of Investec In conversation, we delve into the impact of artificial intelligence on the future of employment and skills development. As AI transforms from a novel concept to a mainstream tool, we examine its role in redefining job roles and the necessary skills for the workforce of…
The Current | Ep 1 | At the coalface of SA's energy transition
Welcome to the inaugural episode of the The Current, an Investec Focus Radio podcast series, in which your host Iman Rappetti takes you on a thought-provoking 10-part journey of South Africa's energy transition. In this episode, Investec's Campbell Parry, Chris Holdsworth and Samantha Mooi are joined by James Mackay, CEO…
Macro Monday Ep19: Indications of a slowdown in the US
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the disconnect between US GDP data, the leading indicator and other data series – pointing to a slowdown, though a recession is less likely.
NOW ep67: Where does opportunity lie for dealmaking in 2024?
As we enter 2024, the M&A landscape shows signs of recovery, albeit cautiously. Charles Barlow, Investec's Head of Cross-Border Finance and International Advisory and Capitalmind Investec experts Jürgen Schwarz, Marleen Vermeer, and Kilian de Gourcuff discuss the key sectors, trends and risks to keep an eye on in 2024. 00:00…
Macro Monday Ep18: Global inflation is falling
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at global Inflation data and what it means for monetary policy, weak data coming out of the US for January, and is South Africa in recession.
Finance forecast: what consumers can expect in 2024
Investec Chief Economist Annabel Bishop looks at what stabilising inflation and interest rates will mean for South African consumers in 2024. In this podcast, brought to you by Investec Personal Cash Investments, Bishop talks about what you can expect from food and fuel prices to salaries and tax.
Reimagine Mental Health S2 ep4: Mind and money
In this episode, we aim to shed light on the complex relationship between financial stress and mental health, and provide you with tools, insights, and practical advice to navigate the storm when faced with the overwhelming burden of economic hardship.
Macro Monday Ep17: Global economic activity picks up
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses high frequency economic data which suggests there’s an uptick in economic activity across the globe so far at the beginning of the year, inflation in China and the fiscal position in South Africa.
NOW Ep66: Budget Speech 2024: What You Need to Know
Surging government expenditure, high debt and a widening budget deficit. How will the minister tackle the country's financial problems? In the latest episode of the No Ordinary Wednesday podcast, Investec experts Chief Economist Annabel Bishop ,Treasury Economist at Investec Corporate and Institutional Banking Tertia Jacobs and Wealth & Investment Tax…
Macro Monday Ep16: Looking behind the strong US nonfarm payrolls number
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the nonfarm payroll numbers in the US, the latest IMF global growth forecasts and tax data in SA.
Macro Monday Ep15: Numbers that make the Fed happy
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the latest inflation data from across the world particularly from the US and the inflation outlook for South Africa.
NOW ep65: Glimmers of hope from Davos
AI, geopolitical risks, anaemic economic growth and climate change dominated talks at this year’s Davos meetings. Investec Bank SA CEO Richard Wainwright and Investec Group Finance Director Nishlan Samujh, who were at WEF in Switzerland, share their insights. 00:00 – Introduction 01:06 – Why have citizens lost trust in both…
Macro Monday Ep14: The implications of an uncertain outlook
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the results from Investec’s Global Investment Strategy Group (GISG) meeting and what it means for risk allocation as well as global markets and the upcoming Reserve Bank’s monetary policy committee meeting.
Macro Monday Ep13: Focusing on the core
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the market pricing in aggressive rate cuts by the Fed, ECB and Bank of England this year, as key core inflation numbers remain in focus.
COP28: All access with Redi Tlhabi - Ep 4: Phasing down vs. phasing out of fossil fuels
Join award-winning journalist Redi Tlhabi and a selection of guests, from leaders to policy-makers and climate activists, as they unpack what COP28 means for South Africa and the continent. In partnership with Investec Focus Radio, this four-part podcast series brings you the latest developments on the ground from the UN…
COP28: All Access with Redi Tlhabi - Ep 3: Protest and youth led transition
Join award-winning journalist Redi Tlhabi and a selection of guests, from leaders to policy-makers and climate activists, as they unpack what COP28 means for South Africa and the continent. In partnership with Investec Focus Radio, this four-part podcast series brings you the latest developments on the ground from the UN…
Macro Monday Ep12: A busy week for central banks
The Fed, like other central banks, is likely to leave rates unchanged this week, despite a stronger-than-expected nonfarm payrolls number. Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth explains.
COP28: All Access with Redi Tlhabi: Ep 2 - Business Roundtable: SA's energy crisis
Join award-winning journalist Redi Tlhabi and a selection of guests, from leaders to policy-makers and climate activists, as they unpack what COP28 means for South Africa and the continent. In partnership with Investec Focus Radio, this four-part podcast series brings you the latest developments on the ground from the UN…