Investec Investec Focus Radio SA

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.
Weekly English South Africa Business · Investing
394 Episodes
1 – 20

NOW Ep101: Taking the long view | A 20-year perspective on global investing

Twenty years on, the managers of the Investec UCITS World Axis Core Fund reflect on what two decades of global investing have taught them and what investors should expect next. From shifting geopolitics to enduring investment truths, this episode of No Ordinary Wednesday with Investec Investment Management’s Head of Multi-Manager…
27 May 27 min

Macro Monday Ep 73: Tariff uncertainty and bond yields cloud the outlook

This week, Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, looks at what’s clouding the US economy outlook including uncertainty about tariffs, weakening consumer sentiment and higher bond yields, partly stemming from a new tax bill that could add billions of dollars to US government debt in the…
26 May 7 min

Everything Counts | Ep 22: Guide to Going Solar in South Africa

Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe. Each episode unpacks practical aspects of personal finance-how to save, spend, invest, and make smart decisions to boost your financial well-being. In this episode, Motheo is joined by De Wet Taljaard…
20 May 28 min

Macro Monday Ep 72: Global inflation ticks down

In this episode Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, discusses a general decline in inflation numbers around the world in April, indicating little reason for concern yet. However, uncertainty about policy and tariffs makes forecasting difficult, especially in the US.
19 May 8 min

NOW Ep100: A world in flux, 100 Wednesdays on

From a global pandemic to fractured supply chains, energy shocks, inflation spirals, rate hikes, AI disruption, war, and geopolitical realignment - the last four years have been anything but dull. As we celebrate the 100th episode of the No Ordinary Wednesday podcast, we pause the relentless churn of the news…
13 May 24 min

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…
12 May 6 min

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…
5 May 17 min

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.
5 May 8 min

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…
29 Apr 25 min

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…
23 Apr 23 min

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…
15 Apr 17 min

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…
14 Apr 9 min

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,…
8 Apr 17 min

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:…
8 Apr 20 min

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…
7 Apr 10 min

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…
1 Apr 23 min

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…
31 Mar 9 min

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…
25 Mar 28 min

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…
24 Mar 7 min
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