Macro Monday Ep 98: South African markets outperform

Loading player...
While November was flat for global markets, they’ve performed well over six and 12 months. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International discusses South African equities that have stood out, with a 43% gain in US dollar terms over the past 12 months, compared to 19% for the global benchmark, reflecting the role of rising commodity prices in supporting South African markets.
1 Dec 2025 English South Africa Business · Investing

Other recent episodes

NOW Ep 130 | Global economy: mid-year health check

The global economy has held up but that does not mean risk has faded. At the halfway point of 2026, growth has been stronger than feared and inflation has cooled, but not enough. Central banks remain cautious while energy markets are still exposed to Middle East disruption. For South Africa,…
1 Jul 28 min

Macro Monday Ep121: The three factors weighing on commodities

It’s not just the oil price that’s fallen this month. Platinum, gold, iron ore and copper are also down. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says it reflects a softer Chinese economy, US dollar strength and a new Fed chief who’s a hawk on inflation.
29 Jun 8 min

Investec Minds Ep 2: Anglo's Mark Cutifani on the decisions that define a career

In this episode of Investec Minds, former Anglo American and AngloGold Ashanti CEO Mark Cutifani reflects on the leadership decisions that shaped his career and the mining industry. In conversation with Investec's Nkateko Mathonsi and Patrick Mann, he shares insights on navigating crises, transforming organisational culture, driving innovation, improving mine…
26 Jun 31 min

Macro Monday Ep120: New Fed chief commits to price stability

While peace talks between the US and Iran have helped bring down oil prices and, with them, inflation expectations, Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says markets are reading Fed chief Kevin Warsh's commitment to price stability as a sign that a US rate hike…
22 Jun 9 min