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 71: Global PMIs decelerate
The world’s leading economies are seeing a deceleration in manufacturing activity, although they remain in expansive territory. In the US, earnings are being revised down, largely in response to the fall in GDP growth that this implies. Meanwhile the Fed is keeping rates steady in the face of an uncertain…
Everything Counts | Ep 21: Understanding wills - Part 2
In this episode, Lieze-Marie Brink and Jacques Van Niekerk from the Investec Tax and Fiduciary team dive into the critical aspects of wills and estate planning in South Africa. They explore why having a will is essential, especially in ensuring your assets are distributed according to your wishes, and the…
Macro Monday Ep 70: Assessing the aftermath of April’s tariffs
Despite the tariff turmoil last month, US equities overcame the initial Liberation Day turmoil to end higher over the month. However, as Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, points out, the rest of the world has been outperforming the US.
NOW Ep99: USA Inc | A superpower stumbles
Post the tariff turmoil, investors are reconsidering their exposure to the US market. In this episode of No Ordinary Wednesday, Annelise Peers, Chief Investment Officer at Investec Switzerland, and Richard Cardo, Portfolio Manager and Head of Single Manager Investments at Investec, who oversees the Investec Global Leaders Fund, delve into…
Everything Counts | Ep 20: Understanding Wills - Part 1
In this episode, Lieze-Marie Brink and Jacques Van Niekerk from the Investec Tax and Fiduciary team discuss the key aspects of estate planning and drafting a will in South Africa. They cover what should be included in a will, how to get started, and the importance of updating it after…
NOW Ep98: Tariffs | Pause and effect
Where are investors seeking refuge amid uncertainty? And will the recent rebound in global stocks last? In this episode of No Ordinary Wednesday, Investec Wealth and Investment International's Chief Investment Strategist Chris Holdsworth, and investment strategist Osa Mazwai explore the ongoing impact of US President Donald Trump’s tariff policies. Podcast…
Macro Monday Ep 69: US fails to act as a safe haven
US markets have been behaving unusually of late, with Treasury yields rising (weakening) even as the US dollar weakens. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, argues that this reflects a sizeable negative shift in perceptions about the US economy, with US assets failing to exhibit their…
NOW Special Edition: Positioning for tariff turmoil
In this special edition of Investec’s No Ordinary Wednesday podcast, we delve into the recent market turmoil following President Donald Trump's controversial tariff announcements, which led to a staggering $5 trillion loss in the S&P 500 in just two days. Investec Wealth & Investment International’s Chief Investment Strategist, Chris Holdsworth,…
Everything Counts | Ep 19: Managing Taxes in a Deceased Estate
When planning your estate, understanding the tax implications on a deceased estate is crucial. In this episode of Everything Counts, we dive into estate duty, capital gains tax, income tax after death, and how trusts can help with tax efficiency and asset protection. Joining the discussion are: • Nikki Bush:…
Macro Monday Ep 68: Assessing the fallout from ‘Liberation Day’
The fallout from US President Donald Trump’s ‘Liberation Day’ tariffs continued on global markets on Monday. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, discusses the big question of whether the tariffs will lead to a recession in the US and elsewhere, and what the long-term damage to…
NOW Ep 96: How to fix SA's broken infrastructure
South Africa’s economic revival hinges on mobilising private capital for infrastructure. With fiscal pressures mounting, public-private partnerships (PPPs) offer a crucial path to sustainable growth. Lourens van Rensburg, head of Corporate and Institutional Banking at Investec, and Martin Meyer, head of Energy & Infrastructure Finance, dissect key insights from Investec’s…
Macro Monday Ep 67: US equities struggle in Trump’s second term
The fall in US over the last two months stands in stark contrast to the market performance at the start of President Donald Trump’s first term in office and has been the worst total return for the S&P 500 at this point of a presidency since George W Bush’s first…
Everything Counts | Episode 18: Understanding the deceased estate administration
In this episode, Motheo is joined by Lieze-Mari Brink (from Investec's tax and fiduciary team), Nirvashni Rajkumar (an Investec financial adviser) and Nikki Bush (best-selling author and women’s empowerment champion). They simplify the complexities of estate planning, outline the responsibilities of executors and they highlight the importance of having clear…
Macro Monday Ep 66: Why are central banks keeping rates unchanged?
The Federal Open Markets Committee, Bank of Japan and SA Reserve Bank Monetary Policy Committee (MPC) all opted to keep rates unchanged last week. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International looks at the challenges for central banks as they face a volatile year in markets and…
NOW ep95: Global economy: Recession or recovery?
Recession risks, inflation pressures, and trade tensions - how is the global economy shaping up in 2025? Investec’s Chief Economists, Phil Shaw (UK) and Annabel Bishop (SA), take stock of the latest trends in No Ordinary Wednesday. From global growth forecasts to the economic outlook for Europe and South Africa,…
Macro Monday Ep65: US consumer confidence worsens as equities fall
In this episode Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International looks at US economic concerns which are rising, with stock markets indices and consumer confidence coming off. Labour market expectations are at their worst since 2008, which will likely to less spending. Locally, the Reserve Bank’s MPC…
Macro Monday Ep64: Stimulus on the cards for Europe and China
While tariff uncertainty continues to weigh on the US, fiscal stimulus is on the agenda in Europe, with plans to boost spending on infrastructure and defence, and in China, which is targeting growth of 5% and a budget deficit of 4% this year. Chris Holdsworth, Chief Investment Strategist, Investec Wealth…
Art in Focus Ep 5 | African art's international impact
In this fifth and final episode of Art in Focus, we hear from two locally based artists, Brett Seiler and Sanell Aggenbach, about how their careers started, how they broke into the international art market, and the influence African art is having on the global art scene. 00:00: Intro 01:25:…
NOW ep94: Is China Trump-proof?
Tariffs may not have as much of an impact on China which has rewired its supply chains to reduce its dependence on the US, says Campbell Parry, global resources analyst at Investec Wealth and Investment International. Speaking on the latest episode of No Ordinary Wednesday, Parry discusses prospects for the…
Macro Monday Ep63: US equities lag as worries grow about economic growth
There are rising concerns about the US economy, from weakening consumer numbers to worries about employment. This may explain why US markets have lagged global markets this year, as expected weaker economic growth translates into softer earnings. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, shares his views.