NOW Ep117: WEF2026 | What markets will be watching in Davos
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The World Economic Forum Annual Meeting is here and markets are paying attention. As leaders gather in Davos, the conversations will likely shape risk premiums, capital allocation and investor confidence in the months ahead.
In episode one of our special Davos Debrief podcast series, host Jeremy Maggs is joined by Chris Holdsworth, Chief Investment Strategist at Investec, to cut through the noise and focus on what really matters for investors.
Podcast key moments:
00:00 - Introduction
01:49 - How should investors interpret the 2026 Global Risks Report findings
02:28 - Does a shift in risk weighting change the thinking around capital allocation and diversification?
03:03 - Are investors underestimating the economic side of global risk?
04:47 - Are investment opportunities and risks in a more multipolar or contested economic order?
05:24 - Where do you see growth potential right now, both in developed economies and in emerging markets?
07:03 - How should investors balance their innovation upside with systemic risk exposure?
08:02 - How do investors think about resilience, whether for portfolios, for businesses or economies?
08:47 - What are the three signals or outcomes that you'll be watching closely at WEF2026?
10:03 - From an investment perspective, how material are positive economic signals from South Africa?
11:55 - What’s the one thing investors should be watching this week when it comes to South Africa's positioning in global portfolios?
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.
In episode one of our special Davos Debrief podcast series, host Jeremy Maggs is joined by Chris Holdsworth, Chief Investment Strategist at Investec, to cut through the noise and focus on what really matters for investors.
Podcast key moments:
00:00 - Introduction
01:49 - How should investors interpret the 2026 Global Risks Report findings
02:28 - Does a shift in risk weighting change the thinking around capital allocation and diversification?
03:03 - Are investors underestimating the economic side of global risk?
04:47 - Are investment opportunities and risks in a more multipolar or contested economic order?
05:24 - Where do you see growth potential right now, both in developed economies and in emerging markets?
07:03 - How should investors balance their innovation upside with systemic risk exposure?
08:02 - How do investors think about resilience, whether for portfolios, for businesses or economies?
08:47 - What are the three signals or outcomes that you'll be watching closely at WEF2026?
10:03 - From an investment perspective, how material are positive economic signals from South Africa?
11:55 - What’s the one thing investors should be watching this week when it comes to South Africa's positioning in global portfolios?
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
- 01:49 How should investors interpret the 2026 Global Risks Report findings
- 02:28 Does a shift in risk weighting change the thinking around capital allocation and diversification?
- 03:03 Are investors underestimating the economic side of global risk?
- 04:47 Are investment opportunities and risks in a more multipolar or contested economic order?
- 05:24 Where do you see growth potential right now, both in developed economies and in emerging markets?
- 07:03 How should investors balance their innovation upside with systemic risk exposure?
- 08:02 How do investors think about resilience, whether for portfolios, for businesses or economies?
- 08:47 What are the three signals or outcomes that you'll be watching closely at WEF2026?
- 10:03 From an investment perspective, how material are positive economic signals from South Africa?
- 11:55 What’s the one thing investors should be watching this week when it comes to South Africa's positioning in global portfolios?
