Investec Investec Focus Radio SA

NOW Ep119: Davos 2026 | Navigating the new disorder

Loading player...
The World Economic Forum Annual Meeting in Davos offered fewer illusions, and more realism. The rules-based order is no longer assumed. Geopolitics is now embedded in balance sheets. Scale matters. Delivery matters more.
In the final episode of our Davos Debrief podcast series, Investec Group Chief Executive Fani Titi argues that the defining advantage in today’s global economy is adaptability - the ability of countries and companies to operate amid volatility without waiting for certainty.
Read more on www.investec.com/now
Chapters
  • 00:00 Introduction
  • 02:00 How would you summarise the mood at Davos 2026?
  • 03:54 What is Davos telling us about the global economy?
  • 04:56 Is cooperation still realistic?
  • 06:20 How explicitly are geopolitics influencing capital allocation today?
  • 07:36 From a UK lens, is stability becoming a competitive advantage again?
  • 09:43 Sentiment around emerging markets and global portfolios
  • 10:36 What would unlock faster capital deployment into African infrastructure?
  • 12:29 In this global environment, what does good leadership look like?
  • 16:17 Key takeaways from WEF2026
22 Jan English South Africa Business · Investing

Other recent episodes

Macro Monday Ep104: When AI becomes a risk

While US earnings have been strong, more and more companies are seeing artificial intelligence (AI) as a risk, rather than an opportunity, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, that while there’s been a selloff in sectors likely to be disrupted by increased AI deployment.
16 Feb 12 min

NOW Ep121: Budget Speech 2026| What’s at stake?

South Africa’s 2026 Budget arrives at a pivotal moment. Debt is hovering near 78% of GDP. Growth is forecast at just 1.5%. Debt-servicing costs absorb around 5% of GDP. And yet, bond yields have fallen, sentiment has improved and S&P maintains a positive outlook. Is this genuine fiscal stabilisation or…
14 Feb 23 min

What next? | Young divided and under pressure

For years, we’ve comforted ourselves with the idea that young people will “save the world.” But is that hope realistic - or an unfair projection? Many young people care deeply about climate, justice and inequality, yet face economic precarity, political disillusionment and shrinking civic space. How can youth today find…
5 Feb 1 hour

Art in Focus series 2 | Ep 4: Art in nurturing identity and heritage

From stitched fabrics and beaded surfaces to gel capsules and monumental sculptures, this episode of Art in Focus explores how personal memory becomes cultural narrative. Mary Sibande, Sahlah Davids and Leila Abrahams join Tristanne Farrell to talk identity, heritage, healing and how artists transform lived experience into work that resonates…
11 Feb 31 min

Everything Counts | Episode 41: Global Shopping for South Africans

Earning, spending, investing and shopping overseas has never been easier, but it has never been more complex either. If your money is constantly moving between currencies, countries, and platforms, it can feel like you’re doing everything right on paper while still losing value through fees, exchange rates and timing. In…
9 Feb 20 min
All episodes