NOW Ep100: A world in flux, 100 Wednesdays on

Loading player...
From a global pandemic to fractured supply chains, energy shocks, inflation spirals, rate hikes, AI disruption, war, and geopolitical realignment - the last four years have been anything but dull. As we celebrate the 100th episode of the No Ordinary Wednesday podcast, we pause the relentless churn of the news cycle to reflect on the macro themes that have defined our world since this show first aired in May 2021. In this episode, we’ve gathered a veritable global panel of Investec leaders from Johannesburg, London, Mumbai, and Dubai to share their insights on what has shaped their regions and the critical forces they will be monitoring in the coming years.

Podcast key moments
00:00 - Introduction
01:37 – How have macro trends influenced the UK
05:14 – What are the most significant factors impacting South Africa’s economy?
08:09 – What macro trends have impacted India?
10:33 – UAE’s story of reinvention
14:09 – What key forces are you watching closely that could shape strategy and opportunity in UK, South Africa, UAE and India?

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
  • 01:37 How have macro trends influenced the UK?
  • 05:14 What are the most significant factors impacting South Africa’s economy?
  • 08:09 What macro trends have impacted India?
  • 10:33 UAE’s story of reinvention
  • 14:09 What key forces are you watching closely that could shape strategy and opportunity in UK, South Africa, UAE and India?
13 May 2025 English South Africa Business · Investing

Other recent episodes

NOW Ep118: AI | From hype cycle to hard choices

AI has moved beyond experimentation. It now sits at the centre of decision-making. At the World Economic Forum Annual Meeting in Davos, the conversation is clear - how can leaders use AI to drive growth, manage risk and reshape work. In episode 2 of our Davos Debrief series, Jeremy Maggs…
20 Jan 18 min

Macro Monday Ep101: Big in Japan – not so big in the US

Chris Holdsworth looks at some of the key takeouts from Investec’s latest global asset allocation committee meeting. These include decisions to maintain an underweight position in US equities – based on the country’s economic outlook and high valuations – and to increase the allocation to Japanese equities.
19 Jan 7 min

NOW Ep117: WEF2026 | What markets will be watching in Davos

The World Economic Forum Annual Meeting is here and markets are paying attention. As leaders gather in Davos, the conversations will likely shape risk premiums, capital allocation and investor confidence in the months ahead. In episode one of our special Davos Debrief podcast series, host Jeremy Maggs is joined by…
18 Jan 13 min

Everything Counts | Episode 39: Young professionals and the debt trap

Drowning in credit offers the moment you land your first paycheck? You’re not imagining it, from store cards to buy-now-pay-later, young professionals are being pulled into debt faster than they can say “credit approved". In this episode of Everything Counts, host Motheo Khoaripe sits down with Investec’s Keshnie July, Lending…
12 Jan 22 min

Macro Monday Ep 100: A year when valuations mattered

In the first episode of Macro Monday for 2026, our Chief Investment Strategist Chris Holdsworth looks at market performance over the last year. While US equities added 18% in 2025, it lagged behind global equities (up 23%) and an array of countries, including South Africa. One of the top-performing currencies…
12 Jan 10 min