Investec Investec Focus Radio SA

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 Ep124: A crude awakening for inflation?

Interest rate cuts were meant to define 2026. Now, markets are bracing for hikes. In this episode of No Ordinary Wednesday, Investec’s Chief Economists Annabel Bishop and Phil Shaw examine how the energy shock is forcing central banks to reconsider their path. From London to Pretoria, policymakers face a familiar…
31 Mar 24 min

Macro Monday Ep110: Little sign of a near-term end to the war

With little sign of an early resolution to the war in the Middle East, supply constraints on commodities such as oil, gas, and helium may well endure. Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International notes that fuel prices likely to feed through quickly into consumer inflation,…
30 Mar 8 min

What Next? | Making the transition investable

Clean and green growth has moved from ambition to execution, but the challenge is one of pace. Investment conditions are key: predictable rules, credible pathways, and coordination across value chains, finance and government. This episode of What Next? Leadership Conversations for a Better Future, Helena Norrman, Marina Grossi, and Sang-Hyup…
27 Mar 35 min

Everything Counts | Episode 44: What the new 2026 tax allowances mean for you?

The new tax year is here, and the 2026 Budget Speech introduced important changes that could reshape how South Africans save, invest, and plan for retirement. In this episode of Everything Counts, host Motheo Khoaripe sits down with Vumi Dludlu, Investec financial adviser, and Johan Loubser, head of adviser enablement…
23 Mar 18 min

Macro Monday Ep109: War increases inflation pressures

Central banks in the US, Eurozone and Japan all kept rates unchanged last week. But behind these decisions lie rising concerns about the impact of the Iranian War on a range of prices that have a major impact on inflation. The duration and intensity of the conflict will be key…
23 Mar 9 min
All episodes