Investec Investec Focus Radio SA

NOW Ep1: Rand rally, global inflation & Bitcoin rollercoaster

Loading player...
In the debut episode: Investec chief economist Annabel Bishop on what’s driving the rand rally | chief investment strategist at Investec Wealth & Investment Chris Holdsworth on why China could rain on SA’s commodity parade | head of Sales and structuring at Investec Corporate and Institutional Banking Dhiren Mansingh on global inflation concerns | Chris Becker on how a tweet wiped over $360 billion off the value of Bitcoin
26 May 2021 English South Africa Business · Investing

Other recent episodes

Investec Minds Ep 5 | Nick Holland on decisions that reshaped Gold Fields

Some of Nick Holland’s biggest decisions took years to prove their worth. The former Gold Fields CEO joins Investec’s Nkateko Mathonsi to discuss the unbundling that created Sibanye Gold, and his backing of the Chilean mine Salares Norte long before production began. He explains why safety meant stopping production, and…
10 Nov 43 min

Macro Monday Ep139: The three major effects of the US midterms

Democratic Party control of the US House of Representatives and Senate has had three broad market implications: data centre buildouts are unpopular with voters; Congress will likely limit military escalation in the Middle East (which could bring down energy prices); and slower artificial intelligence-linked investment could be good for US…
9 Nov 6 min

No Ordinary Wednesday | Has the AI boom got ahead of itself?

AI agents have entered the workplace, robots are edging closer to our homes and billions continue to flow into the infrastructure powering artificial intelligence. But as technology advances, are the returns keeping pace with expectations? In this episode of No Ordinary Wednesday, Investec Global Equity analysts David Smith and Zane…
3 Nov 31 min

Macro Monday Ep138: The beats go on for US equities

Global equities continue to advance, while US corporate earnings continue to beat expectations. Taking into account these ongoing beats, notes Global Chief Investment Officer Chris Holdsworth, the overall US market now trades at just under 20 times earnings, which is not excessive by historical standards.
2 Nov 8 min

Macro Monday Ep137: Mortgage market an orange light for the US economy

The US economy continues to grow, thanks to ongoing investment into AI, and despite federal government indebtedness and higher inflation because of rising fuel prices. One area where the strain is showing though, says Global Chief Investment Officer Chris Holdsworth, is in the housing market, where mortgage rates are climbing…
26 Oct 8 min
All episodes