What next? | Bridging political fault-lines

Loading player...
Gillian Tett and Professor Bob Eccles discuss how anti-ESG sentiment and political tensions, particularly stemming from USA, are reshaping climate policy, corporate behaviour, and markets. These two globally respected interpreters of political economy and corporate purpose examine what this means for global action, and how leaders can navigate the fragmented landscape.

00:00 - 12:30 Understanding the Pendulum: How We Arrived at Today’s Polarised Landscape
12:30 - 23:30 The Political Realignment: ESG Backlash, Cultural Fractures & the New “Stakeholders”
23:30 - 37:00 What’s Happening on the Ground: The Reality of Corporate Adaptation
37:00 - end Pathways Forward: Language, Consensus-Building & the Leadership Mandate
Chapters
  • 00:00 Introduction
  • 02:00 How we arrived at today's polarised landscape
  • 12:30 ESG backlash, cultural fracture and new stakeholders
  • 23:30 The reality of corporate adaption
  • 37:00 Consensus building and the leadership mandate
11 Dec 2025 English South Africa Business · Investing

Other recent episodes

No Ordinary Wednesday | Mini-Budget 2026: More revenue, less borrowing?

Stronger revenue offers an opportunity to reduce borrowing. Will spending pressures limit the gains? Ahead of the 2026 Medium-Term Budget Policy Statement (MTBPS), Investec’s Annabel Bishop and Tertia Jacobs to examine the choices facing National Treasury. Higher precious metals prices offer the prospect of better-than-budgeted tax revenue. But weaker growth,…
11 Oct 26 min

Macro Monday Ep134: Fixed income investors are having a tough time

There’s been an almost universal rise in bond yields around the world over the past few months. According to Global Chief Investment Officer Chris Holdsworth, developed markets have seen the biggest rises, with France one of the hardest hit, as it grapples with a worsening fiscal situation.
5 Oct 9 min

Macro Monday ep 133 | US growth is running hot

The US economy is running hot, with the latest indicators pointing to 5% GDP growth, ahead of market forecasts for third-quarter growth of 2.8%. This comes despite high oil prices and rising inflation and has implications for the US dollar and the prospects of the US being able to grow…
28 Sep 8 min

No Ordinary Wednesday | South Africa’s race to get connected

South Africa’s digital infrastructure is expanding rapidly, from data centres and fibre networks to satellites. But can the country provide the power, capital and regulatory certainty needed to turn digital investment into lasting growth? On No Ordinary Wednesday, Jeremy Maggs speaks to Investec CIB’s Louise Pillay, a telecoms and media…
23 Sep 19 min

Investec Minds Ep 4: Chris Griffith on leading mining through crisis

In conversation with Head of Investec Equity Research Nkateko Mathonsi, former Gold Fields CEO Chris Griffith reflects on the high-stakes decisions that shaped his mining career, from investing through downturns to balancing business survival with its human cost. In this episode: 00:00: Introduction 01:08: A $1bn ambition for Africa 02:28:…
21 Sep 32 min