Podcasts · Business

Investec Focus Radio SA

Investec

150 episodes

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.

Episodes page 1 of 3

  1. Macro Monday Ep137: Mortgage market an orange light for the US economy

    · 8:00

    The US economy continues to grow, thanks to ongoing investment into AI, and despite federal government indebtedness and higher inflation because of rising fuel prices. One area where the strain is showing though, says…

  2. No Ordinary Wednesday: IMF 2026 | AI, debt and the global investment outlook

    · 27 min

    AI investment is supporting growth, but its wider benefits remain uneven. Where will global capital go next, and what will businesses pay to access it? In this special edition of No Ordinary Wednesday, Cumesh Moodliar,…

  3. Macro Monday Ep136: Tech sector weakens after US inflation report

    · 10 min

    The war in the Middle East continues to weigh on markets and the economy, with second round effects showing up in US inflation numbers, notes Investment Strategist at Investec Investment Management Osagyefo Mazwai. The…

  4. No Ordinary Wednesday: Inside Investec’s investment outlook

    · 18 min

    The global economy is proving resilient, and company earnings remain healthy. Even so, Investec’s Global Investment Strategy Group has maintained a risk score of zero, reflecting a measured approach to portfolio…

  5. Macro Monday Ep135: The two sides to the AI investment boom

    · 5:45

    The AI story has been great for investors so far, but it may be making the Fed feel uncomfortable. AI investment is helping to fuel growth and inflation, potentially forcing the Fed to maintain a tighter policy stance…

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

    · 26 min

    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…

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

    · 9:40

    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…

  8. Macro Monday ep 133 | US growth is running hot

    · 8:19

    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…

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

    · 20 min

    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…

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

    · 32 min

    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…

  11. Macro Monday ep 132: Central banks on a hiking path

    · 6:22

    The Fed hiked rates last week amid resilient economic growth and higher inflation, much of it due to higher fuel prices at the pump, while the Bank of Japan also increased borrowing costs, with more likely to come.…

  12. Macro Monday Ep131: Fed meets as oil prices rise

    · 8:04

    Gains by Houthi rebels in recent days have placed further upward pressure on oil prices, with benchmark rates up about 3% on Monday morning, while bond yields have risen since the start of the war. Against this…

  13. No Ordinary Wednesday | The signals from oil, bonds and inflation

    · 18 min

    Oil, bond yields and inflation are sending a more cautious signal on the global outlook. Growth has held up better than expected. But energy markets remain tight, long-term borrowing costs are rising, and central banks…

  14. Macro Monday Ep130: Crude prices, US jobs place focus on interest rates

    · 8:08

    Crude oil prices have risen over 20% in the last month, and this problem seems unlikely to be resolved quickly: prediction markets put only a 30% likelihood of normal flows through the Strait of Hormuz by December.…

  15. Macro Monday Ep129: Warsh’s hawkish speech

    · 9:14

    New Fed chief Kevin Warsh delivered a hawkish speech at the Jackson Hole symposium of central bankers on Friday, leading to a stronger US dollar and increased expectations of rate hikes this year and next year.…

  16. No Ordinary Wednesday | The economics of tourism in SA

    · 12 min

    South Africa’s growth challenge is shifting from reform to delivery. Tourism is part of that test. International arrivals rose 12.3% in the first half of 2026. And phase III of the government-business Partnership now…

  17. Everything Counts | Episode 54: Protecting property wealth

    · 29 min

    Property is often seen as one of the more reliable ways to build long-term wealth. It’s tangible, familiar and, for many South Africans, an important part of their financial plan. But investing in property comes with…

  18. Macro Monday Ep128: US bond market intervention fails to bring down yields

    · 4:59

    Moves by the US Treasury to intervene in the bond market failed to bring down yields meaningfully, and the continuing worsening of the US’s fiscal position may explain why. According to Chris Holdsworth, Global Chief…

  19. Macro Monday Ep127: The Fed’s difficult position

    · 7:44

    The US Federal Reserve finds itself in a difficult position. The US economy has been shedding jobs, and wage growth is soft. At the same time, says Chris Holdsworth, Global Chief Investment Officer, Investec Investment…

  20. Investec Minds Ep 3: Sipho Maseko on the hard decisions that define leaders

    · 34 min

    What does leadership look like after the CEO title falls away? In this episode of Investec Minds, former Telkom Group CEO Sipho Maseko joins Investec's Nkateko Mathonsi and Louise Pillay to reflect on leadership,…

  21. No Ordinary Wednesday Ep 133 | Bond markets: A licence to yield.

    · 22 min

    The easy gains may be over, but the case for bonds is not. Annelise Peers, Chief Investment Officer at Investec Bank Switzerland, and Awongiwe Booi, Fixed Income Analyst at Investec Investment Management in South…

  22. Everything Counts | Episode 53: Tips for tax filing season in South Africa

    · 29 min

    In this episode of Everything Counts, we unpack one of the most overlooked opportunities to improve your financial position: your tax return. Many people treat tax filing season as a simple compliance exercise and move…

  23. Macro Monday Ep126: Slowing momentum in global equities

    · 9:51

    While global equities are up strongly over the last year, there’s been a clear slowing in momentum in the last six months. According to Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management,…

  24. No Ordinary Wednesday Ep 132: Investing in AI's next chapter

    · 17 min

    Artificial intelligence is moving faster than almost anyone expected. After attending two of the world's biggest technology conferences in Boston and San Francisco, Investec global equity analysts David Smith and Zane…

  25. Everything Counts | Episode 52: Has saving lost its meaning?

    · 28 min

    We've all heard the advice. Save more. Spend less. Start earlier. In this episode of Everything Counts, Motheo Khoaripe is joined by Investec's Nirvashni Rajkumar (KZN team leader for the Investec financial planning…

  26. Macro Monday Ep125: Excellent earnings season so far

    · 7:49

    Although US earnings for the second quarter have mostly beaten expectations, markets appear to have wanted more. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, says even companies…

  27. Macro Monday Ep124: AI capex and competition concerns weigh on stock markets

    · 8:13

    Increased competition among LLMs and uncertainty about the return on investment on AI capex are all weighing on the market performance on momentum stocks, such as semiconductor firms. Chris Holdsworth, Global Chief…

  28. NOW Ep 131: South Africa’s consumer crunch

    · 24 min

    Are South African consumers past the worst of the fuel shock? Household budgets have been hit by higher fuel prices, rising inflation and pressure on real wages. But fuel prices are starting to fall. The risk is…

  29. Everything Counts | Episode 51: Managing global travel disruption

    · 29 min

    In this episode of Everything Counts, we unpack the real-world impact of geopolitical tension on global travel, from grounded flights and closed airspace to the human stories behind stranded passengers. What happens…

  30. Macro Monday Ep123: Headwinds and tailwinds for global growth

    · 9:06

    Global GDP growth looks set to be around 3% this year, as the global economy deals with headwinds from a supply shock because of the war with Iran and tailwinds from artificial intelligence spending, says Chris…

  31. Macro Monday Ep122: Markets have a good first half of the year

    · 9:03

    Despite the war in the Gulf, the last six months have been good for global equities. While the US market’s performance has been in line with the overall global performance, the standout has been South Korea, which,…

  32. NOW Ep 130 | Global economy: mid-year health check

    · 29 min

    The global economy has held up but that does not mean risk has faded. At the halfway point of 2026, growth has been stronger than feared and inflation has cooled, but not enough. Central banks remain cautious while…

  33. Everything Counts | Sports Edition wrapped: How athletes turn short careers into long-term wealth

    · 21 min

    Athletes often have a decade or two to earn what needs to last a lifetime. So how do they turn short careers into long-term financial security? In Part 2 of the Everything Counts: Sports Edition Wrapped episodes, host…

  34. Macro Monday Ep121: The three factors weighing on commodities

    · 8:08

    It’s not just the oil price that’s fallen this month. Platinum, gold, iron ore and copper are also down. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says it reflects a…

  35. Investec Minds Ep 2: Anglo's Mark Cutifani on the decisions that define a career

    · 31 min

    In this episode of Investec Minds, former Anglo American and AngloGold Ashanti CEO Mark Cutifani reflects on the leadership decisions that shaped his career and the mining industry. In conversation with Investec's…

  36. Macro Monday Ep120: New Fed chief commits to price stability

    · 9:56

    While peace talks between the US and Iran have helped bring down oil prices and, with them, inflation expectations, Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says…

  37. NOW Ep129: What the future of work means for today’s students

    · 22 min

    Is higher education keeping up with AI? For decades, the university degree has been treated as a reliable bridge between learning and work. AI is testing that bargain. As technology changes what employers need, higher…

  38. Macro Monday Ep119: Markets welcome reports of peace deal

    · 11 min

    Markets welcomed reports of a US-Iran peace deal, with equity markets up and oil prices down sharply from recent highs. This could be good news for the global inflation outlook, though risks remain. Investec Focus…

  39. Everything Counts | Sports Edition wrapped: Financial literacy and sport

    · 33 min

    Professional athletes can earn life-changing money before the age of 30. So why do so many still struggle financially after retirement? In this episode of Everything Counts: Sport's Edition, Motheo Khoaripe quizzes…

  40. Macro Monday Ep118: US economic data point to higher interest rates

    · 9:59

    Economic data in the US, such as jobs growth, have surprised to the upside of late, pointing to a resilient economy. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says…

  41. Wine as an asset: what collectors look for

    · 27 min

    Marble's head sommelier, Wikus Human and Investec's Roy van Eck, discuss what to consider when graduating from casual wine purchaser to wine collector. Together with host Palesa Mapheelle, they explain how to…

  42. NOW Ep 128 : The dragon’s new terms

    · 18 min

    China remains South Africa's largest trading partner, but the landscape of global trade is evolving. As compliance requirements tighten, supply chains face new pressures, and geopolitical tensions reshape trade flows,…

  43. Everything Counts: Sports Edition | Teboho Mokoena - How Teboho Mokoena learned to respect money

    · 27 min

    “Respect money and it will respect you.” That is one of the earliest money lessons Investec ambassador SA soccer midfielder playing for Mamelodi Sundowns and Bafana Bafana Teboho Mokoena learned growing up in Bethlehem…

  44. Macro Monday Ep117: Tech sector lifts emerging markets

    · 11 min

    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…

  45. Macro Monday Ep116: Don’t expect much lower energy prices soon

    · 11 min

    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…

  46. Wine in Focus | Inside the judging room: How wines win

    · 28 min

    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? In this episode of Wine in Focus, Palesa…

  47. NOW Ep 127: The Everything Shock

    · 27 min

    What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story. Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply…

  48. Everything Counts | Episode 47: How to invest during economic uncertainty

    · 18 min

    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…

  49. Macro Monday Ep115: Growth comes with inflation

    · 7:57

    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…

  50. Investec Minds ep1: Stephen Koseff on building capital, culture and country

    · 31 min

    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…

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