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

Everything Counts | Episode 52: Has saving lost its meaning?

We've all heard the advice. Save more. Spend less. Start earlier. In this episode of Everything Counts, Motheo Khoaripe is joined by Investec's Nirvashni Rajkumar (KZN team leader for the Investec financial planning team) and Dorothy Asomaning (Investec Wealth & Investment Wealth Manager) to explore why saving is about much…
28 Jul 27 min

Macro Monday Ep125: Excellent earnings season so far

Although US earnings for the second quarter have mostly beaten expectations, markets appear to have wanted more. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, says even companies such as Alphabet that have beaten forecasts have seen declines in their prices after results.
27 Jul 7 min

Macro Monday Ep124: AI capex and competition concerns weigh on stock markets

Increased competition among LLMs and uncertainty about the return on investment on AI capex are all weighing on the market performance on momentum stocks, such as semiconductor firms. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, looks at some of the dynamics in global stock markets.
20 Jul 8 min

NOW Ep 131: South Africa’s consumer crunch

Are South African consumers past the worst of the fuel shock? Household budgets have been hit by higher fuel prices, rising inflation and pressure on real wages. But fuel prices are starting to fall. The risk is timing. Will relief arrive before households are forced to cut back further? Host…
14 Jul 24 min

Everything Counts | Episode 51: Managing global travel disruption

In this episode of Everything Counts, we unpack the real-world impact of geopolitical tension on global travel, from grounded flights and closed airspace to the human stories behind stranded passengers. What happens behind the scenes when airlines, advisors, and entire systems are forced to respond in real time? Host Motheo…
14 Jul 29 min
All episodes