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

Network error while loading playlist url
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

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