NOW Ep91: Davos Debrief part 3 | WEF 2025: What next?

Loading player...
Will the world continue down the path of fragmentation, or will it unite to tackle the pressing challenges that threaten our collective future? In the last episode of our Davos special edition, CEOs of Investec SA and UK, Cumesh Moodliar and Ruth Leas, share with us their key learnings from the event and how these discussions are influencing the future of business and governance.

Podcast key moments:

00:00 - Introduction
01:12 – What is the one thing that stood out at Davos 2025?
03:12 – Thoughts on Donald Trump’s first week back?
04:28 – How was South Africa’s investment message at the World Economic Forum meetings received?
05:06 - How was UK Chancellor Rachel Reeves’ address received by the business community in Davos?
06:44 – What stood out for you in European Commission President Ursula von der Leyen speech?
09:13 - The theme WEF this year was "Collaboration for the Intelligent Age". From what you’re hearing in the Davos, are the robots coming for our jobs?
10:08 – Insights from the WEF panel “Energy Transition: Where Public Policy Meets Private Goals”
11:47 – Key takeaways from the 2025 Davos annual meeting

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.
23 Jan English South Africa Business · Investing

Other recent episodes

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