Capital goods podcast series
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Head of capital goods equity research, Ben Bourne, hosts a regular podcast discussing the current themes and sub-sectors surrounding the industrials sector.
Other recent episodes
S02 Ep46 Energy Market Update: Voluntary cuts to extend to March 25
In the last episode of season 2, Investec's Head of Commodities Callum Macpherson discusses decisions from the OPEC+ meeting that took place last week. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy…
S02 Ep45 Energy Market Update: Why is the OPEC+ meeting delayed?
The OPEC+ meeting was supposed to have been held over the weekend, but it has been delayed to this Thursday. Investec's Head of Commodities Callum Macpherson explains what is going on. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or…
S02 Ep44 Energy Market Update: OPEC meeting preview
It’s a week to go until the OPEC meeting next Sunday. Investec's Head of Commodities Callum Macpherson looks at what do options they have and how does market pricing currently reflect the likelihood of these options. Please note: this podcast is provided for information purposes only and should not be…
S02 Ep43 Energy Market Update: Oil prices softened again
In this episode, Investec's Head of Commodities Callum Macpherson discusses what has been driving oil prices. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not…
S02 Ep42 Energy Market Update: The Trump presidency and oil markets
Following a lot of volatility in the oil market last week after the US elections, Investec's Head of Commodities Callum Macpherson looks at what could a Trump presidency mean for oil markets. Please note: this podcast is provided for information purposes only and should not be construed as an offer,…