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.
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NOW Ep 126: Investing through the noise
Markets are moving fast but are investors moving with intent?<br /> <br /> In the latest episode of No Ordinary Wednesday, we go beyond market headlines to unpack what investors are actually doing in a volatile, news-driven environment.<br /> <br /> From trading the news cycle to navigating currency swings and concentrated markets, Investec’s Tinus Rautenbach and Bongani Nhleko share real insights from the Clarity platform, revealing where capital is flowing, how behaviour is shifting, and the risks investors may not see.<br /> <br /> Listen now to understand the gap between perception and portfolio reality and what it means for your in...
Everything Counts: Sports Edition | Cheslin Kolbe - From first pay cheque to financial discipline
Success in sport can come quickly. Understanding money often doesn’t.<br /> In this episode of Everything Counts: Sports Edition, Investec ambassador Cheslin Kolbe shares how his journey from humble beginnings to World Cup success shaped his approach to money, discipline and long-term planning.<br /> From early lessons in saving to navigating his first professional pay cheque and learning from financial mistakes, Cheslin reflects on what it takes to build lasting financial security in a short and unpredictable career.<br /> <br /> In this episode, we cover:<br /> • Growing up with limited resources and learning to save <br /> • The reality of earnin...
Macro Monday Ep113: Markets look through the energy shock
Despite concerns about the war with Iran, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, earnings have been resilient while markets have been looking through the energy shock. Equities are up, while equity market analysts have been upgrading their earnings estimates. Investec Focus Radio SA
Macro Monday Ep112: Markets aren’t pricing in ‘stagflation’
Ordinarily, you’d expect an oil shock to lead to not only higher inflation, but also weaker equities and a lower growth outlook. However, markets aren’t pricing in a stagflationary outcome. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, examines this apparent anomaly. Investec Focus Radio SA
NOW Ep125: Capital meets reform | Is South Africa investable again?
South Africa’s reform momentum is becoming more visible but so are the constraints that could stall it.<br /> <br /> In the latest episode of No Ordinary Wednesday, Jeremy Maggs is joined by Rudi Dicks, Head of the Project Management Office in the Presidency; Martin Meyer, Head of Energy and Infrastructure Finance at Investec and Ayan Ghosh, Head of Cross-Asset Investment Strategy at Investec, to unpack the reality behind the narrative.<br /> <br /> From energy gains to persistent bottlenecks in logistics and municipalities, the discussion examines whether progress is enough to sustain investor confidence and what still needs to shift fo...
Macro Monday Ep111: Global growth and inflation outlooks deteriorate
Standing in for Chris Holdsworth, Osagyefo Mazwai discusses the latest on the conflict in Iran, and against this backdrop, signs of deterioration in both growth and inflation in the world’s major economies. While markets are not yet pricing in rate hikes in the US, they are in the Eurozone. Investec Focus Radio SA
Everything Counts: Sports Edition | Kaiyuree Moodley on the real cost of professional golf
What does it really cost to become a professional golfer?<br /> In this episode of Everything Counts: Sports Edition, Investec-sponsored SA professional golfer Kaiyuree Moodley shares what it really takes to build a career in professional golf – from funding a career on tour to managing pressure, uncertainty and financial mistakes along the way.<br /> From picking up her first golf club at just four years old to competing on the Sunshine Ladies Tour and Ladies European Tour, Kaiyuree reflects on the financial and emotional realities behind the sport.<br /> She opens up about:<br /> • The true cost of becoming a prof...
What Next? Bridging the trust gap
In this episode of What Next?, Professor Mike Kenny (Cambridge) and Jacinta Koolmatrie examine the breakdown of trust between communities and institutions. They discuss how centralised governance and economic shifts have driven local grievances, and argue that rebuilding trust requires sharing power, working at community pace, and supporting locally led solutions like community wealth building and Indigenous-led approaches.<br /> CHAPTERS <br /> 00:00–09:00: Fracture, grievance and the limits of institutions <br /> 09:00–21:00: Power, disconnection and when listening fails <br /> 21:00-34:00: Place, community knowledge and what actually works<br /> 34:00–48:00: Stories, legitimacy and shaping the future What Next? · Investec Focus Radio SA
NOW Ep124: A crude awakening for inflation?
Interest rate cuts were meant to define 2026. Now, markets are bracing for hikes. In this episode of No Ordinary Wednesday, Investec’s Chief Economists Annabel Bishop and Phil Shaw examine how the energy shock is forcing central banks to reconsider their path. From London to Pretoria, policymakers face a familiar dilemma: tighten into slowing growth, or risk letting inflation take hold. Guest host Neo Ralefeta explores the implications for global growth and what it means for South Africa, from currency volatility to fuel supply risks and consumer costs.<br /> <br /> Read more on www.investec.com/now Investec Focus Radio SA
Macro Monday Ep110: Little sign of a near-term end to the war
With little sign of an early resolution to the war in the Middle East, supply constraints on commodities such as oil, gas, and helium may well endure. Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International notes that fuel prices likely to feed through quickly into consumer inflation, central banks like the SA Reserve Bank are likely to face rate hikes this year. Investec Focus Radio SA
