Investec Investing

The market and the economy – not a certain relationship

--:--
"What’s important is the confidence with which the market forecasts the future, particularly the future of the economies. And the less confident the forecasters (investors) become, the more volatility you introduce into the market; and that’s what happened in December." - Brian Kantor
30 Apr 2019 English South Africa Business

Other recent episodes

Consumer and retail podcast

A New Learned Behaviour – Investec’s Nicola Mallard and Alicia Forry discuss how four months of lockdown will likely change consumer behaviour. Topics covered include how we shop, what we buy , where we work, our use of packaging and emphasis on health. There will be implications for FMCG companies…
17 Jul 2020 9 min

Consumer and retail team podcast

In this episode, Kate chats to Nicola about how Brexit could impact the retail sector, and they touch upon the potential mass disruption to supply chains.
3 Jul 2020 7 min

Consumer and retail team podcast

In this episode, Nicola is talking with Kate and Ben about how the sector has performed throughout lockdown, but more importantly, they look ahead to the future of retail as the sector looks to reopen its doors to UK consumers.
11 Jun 2020 15 min

Energy transition podcast - the role of the circular economy

Head of UK Research, Harold Hutchinson, is joined by Marc Elliott, Senior Analyst in Energy Technology and Martin Young, Senior Analyst in Utilities. In this podcast, they discuss a recent note written by Martin Young and how the circular economy has a pivotal role in the sustainable revival of post-COVID…
11 Jun 2020 9 min
All episodes