Investec Focus Radio SA
Investec Focus Radio South Africa features conversations between leading minds from within Investec and other experts on economic, investment and business topics in addition to issues that go beyond wealth.
Macro Monday: Ep38: Markets take a knock after US jobs miss
Concerns about the health of the US economy have seen a sizeable pullback in global markets, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment.
Macro Monday ep37: Market continues to price in a September cut by the Fed
Even with the positive surprise for both GDP and core PCE in the US, the market is pricing in a cut by the Federal Reserve in September, says Chris Holdsworth, Chief Investment Strategist for Investec Wealth & Investment. In this episode, he also looks at global currency moves and the…
NOW Ep78: The rise of self-directed investing
Self-directed or do-it-yourself investing and trading are on the rise globally. Tinus Rautenbach, head of Investec’s new online trading platform Clarity, shares essential insights for individual investors looking to take control of their investment and trading portfolio.
Everything Counts | Ep 5: How to save and invest for your kids' future
Are you a parent who wants to secure your child's education and future? Do you find it challenging to balance your financial well-being with providing for your kids? Well, we've got you covered! In this Savings Month-focused episode of Everything Counts, Motheo Khoaripe hosts parenting expert Nikki Bush and Investec…
Macro Monday ep36: The MPC’s risky move to keep rates unchanged
By year-end, South Africa could have its most restrictive monetary policy in 19 years, if inflation continues to fall, says Chris Holdsworth, Chief Investment Strategist for Investec Wealth & Investment. On the US front, Donald Trump is still the favourite to win the presidential election, but the odds have narrowed…
Macro Monday Ep35: Rate cut on the cards for SA this week?
Chris Holdsworth, Investec Wealth & Investment's Chief Investment Strategist says he won't be surprised if the MPC cuts interest rates at their meeting this week. He also discusses the probability of Trump winning elections and looks at what's happening to global, US and Chinese inflation.
Now ep77: A turnaround for SA Inc
Investec’s Global Investment Strategy Group has increased South Africa’s risk score while maintaining a negative offshore stance. Join Chris Holdsworth, our Chief Investment Strategist, as he explains the rationale behind this positioning and shares his expectations of upside surprises in economic growth and earnings for SA Inc shares. Listen to…
Everything Counts | Ep 4: Saving and investing extra money
Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help…
Macro Monday Ep34: Slowdown in global growth?
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris discusses the latest PMI data and what that means for global growth, non-farm payroll print in the US and signs of inflation expectations moderating in SA.
The Current Ep 10 | All you need to know on SA's energy transition
In this final episode of The Current, we revisit some of the highlights and reiterate the critical takeaways you need to know from the nine-part podcast series. From SA's solar boom to progress at Eskom, electric vehicles and how to finance energy infrastructure, this is a summation from 20 experts…
Macro Monday Ep33: US growth expectation too high?
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris looks at elections in the US, disappointing data out of the country which suggests that growth expectations might be a little bit too high and some encouraging data out of South Africa.
Now ep76: Investing - mind over markets
The market may be unpredictable, but your investment strategy doesn't have to be. Investec Investment Management experts Ebeth Van Heerden, Head of Investment Distribution & Intermediaries, and Paul McKeaveney, Portfolio Manager, share their insights on what approaches are winning, common mistakes investors make, and why staying the course is important…
Everything Counts | Ep 3: Managing Debt
Everything Counts is a podcast series dedicated to exploring the ins and outs of personal finance. Hosted by 702's Motheo Khoaripe, each episode brings together financial experts to tackle crucial topics like saving, debt management, investing, and smart financial habits. The goal is to empower listeners with the knowledge and…
Macro Monday Ep32: Opportunity and valuation in SA
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses some disappointing data coming out of the US, concerning data out of China and reasons for optimism when it comes to SA Inc.
The Current Ep 9 | Powering progress: Financing Africa's electrification
Despite Africa having 60% of the best solar resources in the world, it only has 1% of installed solar PV capacity. And some 600 million people in Africa don't have access to energy- with detrimental developmental consequences. The need is huge, and so too is the opportunity to finance Africa’s…
Now ep75: SA economy - what lies ahead?
Despite some notable economic gains for South Africa, growth constraints persist. What does this mean for the second half of the year? Investec Chief Economist Annabel Bishop shares her projections for the next six months and highlights the key economic indicators to watch out for. Podcast key moments: 00:00 –…
Everything Counts | Ep 2: How can I manage my money better?
Everything Counts is a new bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to…
Macro Monday Ep31: Global activity accelerates
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth unpacks the latest global PMI print and what it means for the global growth, US employment, European Central Bank interest rates cut and South Africa’s latest GDP reading.
The Current Ep 8 | Shifting gear: SA’s electric vehicle transition
Two in three cars sold globally will be electric by 2035, says the International Energy Agency. And in Europe - South Africa's largest automobile export market, one in four cars sold are already EVs. SA is way behind this adoption curve, but it's quickly picked up pace in the last…
Macro Monday Ep30: All about the election
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses post-elections in SA, the latest development on growth and inflation in the US and what it means for interest rates as well as inflation and unemployment in Europe and outlook for interest rates.