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.
10
Macro Monday Ep117: Tech sector lifts emerging markets
While the tech sector has been a well-known driver of earnings and performance on Wall Street, it’s also been the major contributor to emerging markets as well. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says that’s largely to the contributions of TSMC in Taiwan and Samsung and SK Hynix in South Korea, emerging markets are up 26% year to date and 54% over 12 months. Investec Focus Radio SA
Macro Monday Ep116: Don’t expect much lower energy prices soon
US President Donald Trump announced over the weekend that the US and Iran were close to finalising a deal to end the war. However, notes Investment Strategist Osa Mazwai, even if the Strait of Hormuz were to be reopened completely, it will take some time for traffic to return to normal and for energy prices to fall significantly – which could be a problem for Republicans in the US midterm elections. Investec Focus Radio SA
Wine in Focus | Inside the judging room: How wines win
Ever wondered what actually happens behind closed doors at a wine competition? How do judges decide what makes a wine exceptional and what separates a gold medal from the rest?<br /> In this episode of Wine in Focus, Palesa Mapheelle is joined by local wine doyenne, Michael Fridjhon and Wine Master and international judge, Heidi Makinen. <br /> Together, they explain the rigorous judging process of the Investec Trophy Wine Show, what they look for in a winning wine, how to navigate judges’ disagreements and the importance of wine competitions to the local wine industry. <br /> KEY MOMENTS:<br /> 00:00: Intro<br /> 00:38: Re...
NOW Ep 127: The Everything Shock
What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story.<br /> <br /> Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply chains are all now being affected by the fallout from the Iran war.<br /> <br /> In the latest episode of No Ordinary Wednesday, Jeremy Maggs speaks to Investec’s Osa Mazwai and Campbell Parry about why this is increasingly being described as an “everything shock.”<br /> Could this crisis ultimately accelerate the global shift toward electrification, renewables and new energy systems? <br /> Listen to the full convers...
Everything Counts | Episode 47: How to invest during economic uncertainty
When markets feel uncertain, the hardest part isn’t the volatility, it’s knowing how to respond. In this episode of Everything Counts, chief investment strategist of Investec Wealth & Investment International Chris Holdsworth breaks down how to think about investing during uncertain times, and why behaviour often matters more than market conditions.<br /> From geopolitics and inflation to shifting growth expectations, we separate market noise from the signals that actually matter – and explore how behaviour shapes long-term outcomes.<br /> In this episode, we cover:<br /> • What’s really driving economic uncertainty <br /> • The difference between market noise and meaningful signals <br /> • Why...
Macro Monday Ep115: Growth comes with inflation
While inflation is rising around the world – largely as expected – there are few signs of ‘stagflation’ (rising prices alongside slowing growth). However, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, GDP growth in the US and across Europe have been robust. Investec Focus Radio SA
Investec Minds ep1: Stephen Koseff on building capital, culture and country
Introducing Investec Minds, a new video podcast series from Investec Focus Radio SA. In each episode, Equity Research analysts from Investec Corporate and Investment Banking sit down with former CEOs to unpack the decisions that shaped their industries, the lessons they’ve learned, and how they see the future unfolding. <br /> <br /> In episode one, Stephen Koseff, former Group CEO of Investec, joins Nkateko Mathonsi and Ross Krige to reflect on leadership, the opportunities for the banking industry, and the role business has to play in strengthening South Africa’s economic trajectory.<br /> <br /> Chapters:<br /> 00:00 Intro<br /> 02:15 Life after Inve...
Macro Monday Ep114: Markets show resilience despite the conflict
A comparison between the first 50 days of the current war with Iran and the first 50 days of the Gulf War of the early 1990s, shows that markets have been more resilient this time around. Recent earnings numbers, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, have been resilient as well, and not just in the US – countries like Taiwan, SA, Brazil and South Korea are all set to record strong profit growth this year. Investec Focus Radio SA
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...
