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

Loading player...
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 globe. Listen here:

Podcast key moments:

00:00 – Introduction
01:10 – Why the annual Investec IMF Breakfast event?
02:08 – What concerns global investors and financiers in 2024?
03:50 – What could derail global growth prospects?
05:15 – With cooling inflation and easing monetary policy, are markets in a stronger position?
07:31 – What message did SARB Governor Lesetja Kganyago have for the global banking community about South Africa?
09:32 – What concerns did the global finance community have about South Africa?
11:26 - How closely are financial institutions and global markets monitoring fiscal policy worldwide?
13:41 – Insights on UK economy
16:00 – What is the investor sentiment towards South Africa?
19:36 – Is this a turning point for South Africa’s economy?
21:00 – 2025 global economic outlook

Read more on www.investec.com/now

Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Chapters
  • 00:00 Introduction
  • 01:10 Why the annual Investec IMF Breakfast event?
  • 02:08 What concerns global investors and financiers in 2024?
  • 03:50 What could derail global growth prospects?
  • 05:15 With cooling inflation and easing monetary policy, are markets in a stronger position?
  • 07:31 What message did SARB Governor Lesetja Kganyago have for the global banking community about South Africa?
  • 09:32 What concerns did the global finance community have about South Africa?
  • 11:26 How closely are financial institutions and global markets monitoring fiscal policy worldwide?
  • 13:41 Insights on UK economy
  • 16:00 What is the investor sentiment towards South Africa?
  • 19:36 Is this a turning point for South Africa’s economy?
  • 21:00 2025 global economic outlook
29 Oct 2024 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep129: Warsh’s hawkish speech

New Fed chief Kevin Warsh delivered a hawkish speech at the Jackson Hole symposium of central bankers on Friday, leading to a stronger US dollar and increased expectations of rate hikes this year and next year. Investec Investment Management’s Investment Strategist Osagyefo Mazwai examines what this means for the US…
31 Aug 9 min

No Ordinary Wednesday | The economics of tourism in SA

South Africa’s growth challenge is shifting from reform to delivery. Tourism is part of that test. International arrivals rose 12.3% in the first half of 2026. And phase III of the government-business Partnership now puts the sector firmly on the growth agenda, with a focus on air access, visas, safety…
25 Aug 12 min

Everything Counts | Episode 54: Protecting property wealth

Property is often seen as one of the more reliable ways to build long-term wealth. It’s tangible, familiar and, for many South Africans, an important part of their financial plan. But investing in property comes with risks that can be easy to overlook, from hidden costs and changing rental yields…
25 Aug 28 min

Macro Monday Ep128: US bond market intervention fails to bring down yields

Moves by the US Treasury to intervene in the bond market failed to bring down yields meaningfully, and the continuing worsening of the US’s fiscal position may explain why. According to Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, the US’s debt-to-GDP ratio is above 100% and seems set…
24 Aug 4 min

Macro Monday Ep127: The Fed’s difficult position

The US Federal Reserve finds itself in a difficult position. The US economy has been shedding jobs, and wage growth is soft. At the same time, says Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, government debt continues to grind higher while inflation remains elevated, mainly the result of…
17 Aug 7 min