Investec Focus Radio SA
Investec Focus Radio South Africa features conversations between leading minds from within Investec and other experts on economic, investment and business topics in addition to issues that go beyond wealth.
Macro Monday Ep 95: Global growth continues to be strong
Global growth is on the rise again, while the US has seen upgrades to its growth forecasts, despite the ongoing shutdown. But while the US seems in good shape, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, there are early signs of softness in China, based on…
NOW Ep114: MTBPS 2025 | Gold’s fiscal glow
South Africa’s economic story is balancing between risk and resolve, discipline and delivery. As the country prepares for its first Mid-Term Budget Policy Statement (MTBPS) under a coalition government, National Treasury faces a difficult equation: stabilise debt, restore credibility and still find space for growth. In this episode of No…
Everything Counts | Episode 34: The dangers of the internet for children
Are you concerned about keeping your children safe online in an age where screens are everywhere? In this episode of Everything Counts, host Motheo Khoaripe sits down with Emma Sadleir Berkovitz, founder of the Digital Law Company and Africa's leading authority on social media law and digital risk, and Ndivhuwo…
Macro Monday Ep 94: Japan and emerging markets lead the way
Japanese and emerging market equities led the way in October, returning 12% and 4% respectively, helping to lift global equities by 2%. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International looks at how markets have been performing over the last month and year.
NOW Ep 113: The new era of cyber risk
Deepfakes that fool the eye. Voices that sound real. Attacks that never sleep. As artificial intelligence reshapes both offence and defence, cyber risk has gone mainstream. In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Investec cybersecurity experts Nomalizo Hlazo and Tash van den Heever about the new…
Macro Monday Ep 93: Interest rate convergence on the cards for developed markets
With three of the world’s leading central banks meeting this week, Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says markets are pricing in a convergence of interest rates by developed markets in the coming months. The Fed is expected to cut this week and aggressively into next…
Everything Counts | Episode 33: Saving strategies post-retirement
Are you wondering how to make your money work for you after retirement? In this episode of Everything Counts, host Motheo Khoaripe sits down once again with Kate Robson, Co-Head of Investec My Investments, and Johan Loubser, Head of Adviser Enablement at Investec, to unpack the realities of managing your…
Macro Monday Ep 92: Good news on the global growth and inflation front
There’s good news for the world economy, with the IMF forecasting solid growth for the world economy this year and next, and median inflation in the world’s leading economies declining in September. Meanwhile, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, lower oil prices are also providing…
NOW Ep 112: IMF Special | Signals from Washington
In this special IMF edition of No Ordinary Wednesday, Cumesh Moodliar, CEO of Investec South Africa, and Ruth Leas, CEO of Investec UK, unpack the signals from this year’s meetings in Washington – from the “three Ts” shaping investor sentiment (Trump, technology and tariffs) to the cautious optimism surrounding South…
NOW Ep 111: In tech we trust?
In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Zane Bezuidenhout and David Smith, Global Equity Research Analysts at Investec Investment Management in the UK. Fresh from the Deutsche Bank Tech Conference in California, they examine what’s substance and what’s speculation in the current tech cycle – and…
Macro Monday Ep 91: US-China trade dispute escalates
The trade dispute between the US and China took a new turn on Friday, as US President Donald Trump threatened 100% tariffs in response to Chinese measures against the US such as export controls on rare earths. Markets responded negatively to the news, says Chris Holdsworth, Chief Investment Strategist, Investec…
Everything Counts | Episode 32: Should you move your retirement savings offshore?
Are you worried about whether your retirement savings are safe and working as hard as they can? This episode of Everything Counts dives deep into the realities of moving your retirement savings offshore and what it means for South Africans planning for the future. Join host Motheo Khoaripe as he…
Macro Monday Ep 90: US shutdown clouds outlook
Global equities have had a good run since the Liberation Day jitters in April, with Japan and South Africa being standout markets. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says markets are awaiting the next moves, but clouding the outlook has been the US government shutdown, which…
NOW Ep110: US priced for perfection
The US market is trading ~40% above fair value. What could cause those lofty valuations to deflate? This week on No Ordinary Wednesday, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, unpacks the key findings of Investec’s latest Global Investment View, highlighting risks for global investors and…
Macro Monday Ep 89: Data send mixed messages
There have been some mixed messages on the US data front recently. US GDP in the second quarter was revised upwards, even as labour markets have been softer and consumer confidence has been weak. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says with a key inflation indicator…
Everything Counts | Ep 31: Cybersecurity South Africa: How to stay safe online
Worried about the personal risks when your phone and your digital identity, falls into the wrong hands? This episode of Everything Counts dives deep into the realities of phone theft and the ripple effects it can have on your banking, social media, passwords and more. Join host Motheo Khoaripe as…
Macro Monday Ep 88: A tale of three central banks
It was a busy week on the monetary policy front last week. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International discusses how the Fed opted to cut rates in response to a softer labour market (despite elevated inflation), while the Bank of Japan kept rates steady, but adopted…
NOW Ep 109: SA’s logistics logjam | Bottlenecks, costs and cautious optimism
South Africa’s logistics system may be strained, but it is not without promise. In the latest episode of No Ordinary Wednesday, host Jeremy Maggs is in conversation with Vernon Sinden, Head of Logistics at Investec for Business about how innovation, private partnerships and smarter supply chains can unlock growth and…
Macro Monday Ep 87: US labour market cools even as inflation rises
It’s becoming clear that the US labour market is cooling while at the same time inflation is increasing. Therefore, while markets are expecting a cut in US rates by the Fed this week, there could be some risk to the view that the Fed will cut rates another five times…
Everything Counts | Ep 30: Business Cybersecurity: Staying Ahead of Cyber Fraud
Worried about the growing threat of cybercrime and fraud targeting your business? This episode of Everything Counts is your essential guide to understanding and combating modern business cybersecurity risks. Join host Motheo Khoaripe as he speaks with Professor Danny Myburgh, digital forensics expert, and Kevin Hogan, Head of Fraud Risk…