Investec Focus Radio SA
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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.
Episode Terbaru
188 episode
What next? | Bridging political fault-lines
Gillian Tett and Professor Bob Eccles discuss how anti-ESG sentiment and political tensions, particularly stemming from USA, are reshaping climate pol...
Macro Monday Ep 99: Global growth remains strong
The latest global purchasing managers index numbers show that there’s little indication of a slowdown in global growth. Chris Holdsworth, Chief Invest...
What next? | Powering Africa's future
A discussion of Africa’s energy transition as both an economic strategy and a question of agency, featuring insights from Professor Carlos Lopes and i...
NOW Ep116: Markets in dissonance | What 2025 taught us
The year-end episode of the No Ordinary Wednesday podcast confronts a familiar contradiction: markets that looked buoyant, and an economy that often d...
Everything Counts | Episode 36: Holiday Scams
This festive season, scamsters are busier than ever. From fake travel deals to holiday shopping traps, the pressure to click quickly can make anyone v...
Macro Monday Ep 98: South African markets outperform
While November was flat for global markets, they’ve performed well over six and 12 months. Chris Holdsworth, Chief Investment Strategist, Investec Wea...
What Next? | Shaping the future with Dominic Vergine
In this episode we host Dominic Vergine, CEO and founder of Monumo to discuss how AI can play a central role in advancing positive people and planet o...
Macro Monday Ep 97: No rush for the Fed
The latest US jobs numbers were not encouraging, with nonfarm payrolls revised down for the eighth month in a row and unemployment rising to 4.4%. Des...
What next? | From heavy industry to clean growth
In the debut episode of 'What Next' - Marc Kahn and Lindsay Hooper bring in Faustine Delasalle, CEO of the Mission Possible Partnership and Katie Ferg...
NOW Ep115: The great rewiring of global healthcare
Medicine is moving into a world where software spots patterns before humans sense symptoms, and breakthrough therapies can move markets faster than ea...
Everything Counts | Episode 35: Online Safety for Children
Are you worried about what your children are doing online or how to handle it if your child is the one causing harm?
In thi...
Macro Monday Ep 96: Global inflation surprises to the downside
October inflation surprised on the downside in just over half of the major countries that have reported numbers so far. There was no number for the US...
Macro Monday Ep 95: Global growth continues to be strong
Global growth is on the rise again, while the US has seen upgrades to its growth forecasts, despite the ongoing shutdown. But while the US seems in go...
NOW Ep114: MTBPS 2025 | Gold’s fiscal glow
South Africa’s economic story is balancing between risk and resolve, discipline and delivery. As the country prepares for its first Mid-Term Budget Po...
Everything Counts | Episode 34: The dangers of the internet for children
Are you concerned about keeping your children safe online in an age where screens are everywhere?
In this episode of Everyt...
Macro Monday Ep 94: Japan and emerging markets lead the way
Japanese and emerging market equities led the way in October, returning 12% and 4% respectively, helping to lift global equities by 2%. Chris Holdswor...
NOW Ep 113: The new era of cyber risk
Deepfakes that fool the eye. Voices that sound real. Attacks that never sleep. As artificial intelligence reshapes both offence and defence, cyber ris...
Macro Monday Ep 93: Interest rate convergence on the cards for developed markets
With three of the world’s leading central banks meeting this week, Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment Interna...
Everything Counts | Episode 33: Saving strategies post-retirement
Are you wondering how to make your money work for you after retirement?
In this episode of Everything Counts, host Motheo K...
Macro Monday Ep 92: Good news on the global growth and inflation front
There’s good news for the world economy, with the IMF forecasting solid growth for the world economy this year and next, and median inflation in the w...
NOW Ep 112: IMF Special | Signals from Washington
In this special IMF edition of No Ordinary Wednesday, Cumesh Moodliar, CEO of Investec South Africa, and Ruth Leas, CEO of Investec UK, unpack the sig...
NOW Ep 111: In tech we trust?
In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Zane Bezuidenhout and David Smith, Global Equity Research Analysts at Investec Inve...
Macro Monday Ep 91: US-China trade dispute escalates
The trade dispute between the US and China took a new turn on Friday, as US President Donald Trump threatened 100% tariffs in response to Chinese meas...
Everything Counts | Episode 32: Should you move your retirement savings offshore?
Are you worried about whether your retirement savings are safe and working as hard as they can?
This episode of Everything...
Macro Monday Ep 90: US shutdown clouds outlook
Global equities have had a good run since the Liberation Day jitters in April, with Japan and South Africa being standout markets. Chris Holdsworth, C...
NOW Ep110: US priced for perfection
The US market is trading ~40% above fair value. What could cause those lofty valuations to deflate? This week on No Ordinary Wednesday, Chris Holdswor...
Macro Monday Ep 89: Data send mixed messages
There have been some mixed messages on the US data front recently. US GDP in the second quarter was revised upwards, even as labour markets have been...
Everything Counts | Ep 31: Cybersecurity South Africa: How to stay safe online
Worried about the personal risks when your phone and your digital identity, falls into the wrong hands?
This episode of Eve...
Macro Monday Ep 88: A tale of three central banks
It was a busy week on the monetary policy front last week. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International d...
NOW Ep 109: SA’s logistics logjam | Bottlenecks, costs and cautious optimism
South Africa’s logistics system may be strained, but it is not without promise. In the latest episode of No Ordinary Wednesday, host Jeremy Maggs is i...
Macro Monday Ep 87: US labour market cools even as inflation rises
It’s becoming clear that the US labour market is cooling while at the same time inflation is increasing. Therefore, while markets are expecting a cut...
Everything Counts | Ep 30: Business Cybersecurity: Staying Ahead of Cyber Fraud
Worried about the growing threat of cybercrime and fraud targeting your business?
This episode of Everything Counts is your...
Macro Monday Ep 86: Data readings increasingly point to a US slowdown
Investors are growing concerned about a possible US recession, as the labour market weakens and PMI numbers decline, notes Chris Holdsworth, Chief Inv...
NOW Ep108: The magnificent 10 | Striking gold in global markets
The six resources stocks among South Africa’s “Magnificent 10” are shining on the back of gold and platinum strength, but can the rally withstand US i...
Macro Monday Ep 85: Volatility remains low
Volatility in many asset classes remains low, despite the unclear outlook for tariffs, US growth, jobs and interest rates. Meanwhile, says Chris Holds...
Everything Counts | Ep 29: Smart travel planning: how to get the most out of your holiday budget
Planning a dream trip but feeling overwhelmed by flights, hotels and travel budgets?
This episode of Everything Counts is y...
NOW Ep107: A pivot to lower interest rates in SA?
Inflation is at 3%. The Reserve Bank wants to lock it there. Interest rates are edging down. But the bigger picture is far from settled:
...
Macro Monday Ep 84: Global inflation picks up
Inflation is picking up in the world’s leading economies, and while US inflation surprised on the downside, there are signs of inflationary pressures...
Everything Counts | Ep 28: Travel insurance explained: Why complimentary cover might not be enough
Planning your next trip? Don’t leave home without comprehensive travel insurance, warn the experts. In this episode of Everything Counts, Motheo Khoar...
Macro Monday Ep 83: Mixed signals in the US
Mixed signals persist for the US economy and its corporates. While there was a notable rebound in the composite PMI in July, there were contrasting ou...