Investec Investec Focus Radio SA

NOW Ep119: Davos 2026 | Navigating the new disorder

Loading player...
The World Economic Forum Annual Meeting in Davos offered fewer illusions, and more realism. The rules-based order is no longer assumed. Geopolitics is now embedded in balance sheets. Scale matters. Delivery matters more.
In the final episode of our Davos Debrief podcast series, Investec Group Chief Executive Fani Titi argues that the defining advantage in today’s global economy is adaptability - the ability of countries and companies to operate amid volatility without waiting for certainty.
Read more on www.investec.com/now
Chapters
  • 00:00 Introduction
  • 02:00 How would you summarise the mood at Davos 2026?
  • 03:54 What is Davos telling us about the global economy?
  • 04:56 Is cooperation still realistic?
  • 06:20 How explicitly are geopolitics influencing capital allocation today?
  • 07:36 From a UK lens, is stability becoming a competitive advantage again?
  • 09:43 Sentiment around emerging markets and global portfolios
  • 10:36 What would unlock faster capital deployment into African infrastructure?
  • 12:29 In this global environment, what does good leadership look like?
  • 16:17 Key takeaways from WEF2026
22 Jan English South Africa Business · Investing

Other recent episodes

No Ordinary Wednesday | The signals from oil, bonds and inflation

Oil, bond yields and inflation are sending a more cautious signal on the global outlook. Growth has held up better than expected. But energy markets remain tight, long-term borrowing costs are rising, and central banks are weighing the risk of another inflation shock. In the latest No Ordinary Wednesday, Ellie…
8 Sep 17 min

Macro Monday Ep130: Crude prices, US jobs place focus on interest rates

Crude oil prices have risen over 20% in the last month, and this problem seems unlikely to be resolved quickly: prediction markets put only a 30% likelihood of normal flows through the Strait of Hormuz by December. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management says with services inflation…
7 Sep 8 min

Macro Monday Ep129: Warsh’s hawkish speech

New Fed chief Kevin Warsh delivered a hawkish speech at the Jackson Hole symposium of central bankers on Friday, leading to a stronger US dollar and increased expectations of rate hikes this year and next year. Investec Investment Management’s Investment Strategist Osagyefo Mazwai examines what this means for the US…
31 Aug 9 min

No Ordinary Wednesday | The economics of tourism in SA

South Africa’s growth challenge is shifting from reform to delivery. Tourism is part of that test. International arrivals rose 12.3% in the first half of 2026. And phase III of the government-business Partnership now puts the sector firmly on the growth agenda, with a focus on air access, visas, safety…
25 Aug 12 min

Everything Counts | Episode 54: Protecting property wealth

Property is often seen as one of the more reliable ways to build long-term wealth. It’s tangible, familiar and, for many South Africans, an important part of their financial plan. But investing in property comes with risks that can be easy to overlook, from hidden costs and changing rental yields…
25 Aug 28 min
All episodes