NOW Ep85: Top concerns for global financiers in today’s market

Loading player...
Join Investec CEOs, Cumesh Moodliar (SA) and Ruth Leas (UK), as they share their key insights from the recent IMF and World Bank meetings in Washington. In the latest episode of No Ordinary Wednesday, they highlight the economic policies and market trends poised to influence investors and markets around the globe. Listen here:

Podcast key moments:

00:00 – Introduction
01:10 – Why the annual Investec IMF Breakfast event?
02:08 – What concerns global investors and financiers in 2024?
03:50 – What could derail global growth prospects?
05:15 – With cooling inflation and easing monetary policy, are markets in a stronger position?
07:31 – What message did SARB Governor Lesetja Kganyago have for the global banking community about South Africa?
09:32 – What concerns did the global finance community have about South Africa?
11:26 - How closely are financial institutions and global markets monitoring fiscal policy worldwide?
13:41 – Insights on UK economy
16:00 – What is the investor sentiment towards South Africa?
19:36 – Is this a turning point for South Africa’s economy?
21:00 – 2025 global economic outlook

Read more on www.investec.com/now

Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Chapters
  • 00:00 Introduction
  • 01:10 Why the annual Investec IMF Breakfast event?
  • 02:08 What concerns global investors and financiers in 2024?
  • 03:50 What could derail global growth prospects?
  • 05:15 With cooling inflation and easing monetary policy, are markets in a stronger position?
  • 07:31 What message did SARB Governor Lesetja Kganyago have for the global banking community about South Africa?
  • 09:32 What concerns did the global finance community have about South Africa?
  • 11:26 How closely are financial institutions and global markets monitoring fiscal policy worldwide?
  • 13:41 Insights on UK economy
  • 16:00 What is the investor sentiment towards South Africa?
  • 19:36 Is this a turning point for South Africa’s economy?
  • 21:00 2025 global economic outlook
29 Oct 2024 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep116: Don’t expect much lower energy prices soon

US President Donald Trump announced over the weekend that the US and Iran were close to finalising a deal to end the war. However, notes Investment Strategist Osa Mazwai, even if the Strait of Hormuz were to be reopened completely, it will take some time for traffic to return to…
25 May 11 min

Wine in Focus | Inside the judging room: How wines win

Ever wondered what actually happens behind closed doors at a wine competition? How do judges decide what makes a wine exceptional and what separates a gold medal from the rest? In this episode of Wine in Focus, Palesa Mapheelle is joined by local wine doyenne, Michael Fridjhon and Wine Master…
20 May 27 min

NOW Ep 127: The Everything Shock

What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story. Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply chains are all now being affected by the fallout from the Iran war. In the latest episode of…
20 May 27 min

Everything Counts | Episode 47: How to invest during economic uncertainty

When markets feel uncertain, the hardest part isn’t the volatility, it’s knowing how to respond. In this episode of Everything Counts, chief investment strategist of Investec Wealth & Investment International Chris Holdsworth breaks down how to think about investing during uncertain times, and why behaviour often matters more than market…
19 May 18 min

Macro Monday Ep115: Growth comes with inflation

While inflation is rising around the world – largely as expected – there are few signs of ‘stagflation’ (rising prices alongside slowing growth). However, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, GDP growth in the US and across Europe have been robust.
18 May 7 min