Macro Monday Ep46: What the Chinese stimulus means for markets

Trade policy uncertainty continues to weigh on the US dollar, with even the euro gaining against the dollar despite last week’s rate cut by the ECB. Chief Investment Strategist of Investec Wealth & Investment International, Chris Holdsworth looks at how currencies are taking their cue from growth trajectories, rather than…

In episode 2, Michael Fridjhon, Chairman of the Trophy Wine Show, Tom Carson, one of the international judges, and Bruce Jack - founder of Flagstone wines and Bruce Jack wines- discuss wine competitions crucial role in the wine ecosystem. More than just an opportunity for winemakers to win awards, they…

In this episode, Motheo is joined by Sylvia Da Costa from Investec Sustainable Solutions, Darryl Brennan from Burgess Plumbing and Nkuleleko Mabila from Green Cape to tackle one of South Africa’s most urgent challenges: water outages and the need for reliable backup water systems. The panel unpacks the realities of…

Trade policy uncertainty remains elevated, with US President Donald Trump responding to a court setback with the doubling of tariffs on steel and aluminium. Chinese trade talks appear to have stalled, while the US may retaliate with a tax on foreign owners of US securities, who come from countries deemed…

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…