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PODCAST

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.

business investing

All Episodes

12:36

Macro Monday Ep104: When AI becomes a risk

Investec Focus Radio SA ·

2026/02/16

While US earnings have been strong, more and more companies are seeing artificial intelligence (AI) as a risk, rather than an opportunity, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, that while there’s been a selloff in sectors likely to be disrupted by increased AI deployment. Investec Focus Radio SA

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23:59

NOW Ep121: Budget Speech 2026| What’s at stake?

Investec Focus Radio SA ·

2026/02/14

South Africa’s 2026 Budget arrives at a pivotal moment. Debt is hovering near 78% of GDP. Growth is forecast at just 1.5%. Debt-servicing costs absorb around 5% of GDP. And yet, bond yields have fallen, sentiment has improved and S&P maintains a positive outlook.Is this genuine fiscal stabilisation or simply a window of opportunity? In the latest episode of No Ordinary Wednesday, Jeremy Maggs sits down with Investec’s Chief Economist Annabel Bishop and Treasury Economist Tertia Jacobs to

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20:57

Everything Counts | Episode 41: Global Shopping for...

Investec Focus Radio SA ·

2026/02/10

Earning, spending, investing and shopping overseas has never been easier, but it has never been more complex either. If your money is constantly moving between currencies, countries, and platforms, it can feel like you’re doing everything right on paper while still losing value through fees, exchange rates and timing.In this episode of Everything Counts, Motheo Khoaripe explores what it really means to live a global financial life. He’s joined by Dan Buntman, Product Lead for International Banking

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13:15

Macro Monday Ep103: PMI numbers point to solid global...

Investec Focus Radio SA ·

2026/02/09

The world economy appears to be in good shape. Global composite purchasing managers index numbers are on the rise, with US manufacturing enjoying a significant uptick in January, and Germany’s factory orders have risen strongly too. All in all, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, the numbers support expectations of global GDP growth of 3% this year. Investec Focus Radio SA

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34:02

Art in Focus Series 2 | Ep 3: Whose art is it anyway?

Investec Focus Radio SA ·

2026/02/04

When ideas meet machines and many hands shape one work, where does creativity begin? In episode 3 of Art in Focus series 2, Investec’s Tristanne Farrell invites curator Antonia Strauss, artist Aaron Philander and gallerist Brett Bellairs to unpack how technology is transforming not just into how art is made and sold, but how it’s experienced and valued. From AI to VR, African artists are engaging with tech and repurposing in new ways, challenging traditional notions of originality and artistic

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26:09

NOW Ep 120 | Water risk is business risk

Investec Focus Radio SA ·

2026/02/04

Water scarcity is no longer a future risk. It is already reshaping how businesses operate, invest and grow in South Africa.With water demand in Gauteng at record levels and ageing infrastructure under strain, water has become a material constraint on business continuity, supply chains and long-term competitiveness. For many companies, water security is now as critical as energy security. In this episode of No Ordinary Wednesday, recorded after an Investec and Proparco water-resilience event,

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45:27

What next? | Changing minds, changing markets

Investec Focus Radio SA ·

2026/02/02

In this episode of podcast series, What Next? Michael Liebreich and Rory Sutherland lift the lid on how to shift behaviour at scale to achieve the energy transition. Marc Khan and Lidnsey Hooper interview the pair on the sociopolitical backlash we have seen in some sectors with regard to climate action. The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a

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8:48

Macro Monday Ep103: Precious metals’ dramatic fall

Investec Focus Radio SA ·

2026/02/02

Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, makes sense of a busy few days on financial markets, which saw sharp falls in precious metals prices. Despite the dramatic drop in gold, platinum and silver prices, precious metals prices are back to where they were in early January. Investec Focus Radio SA

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40:40

Art in Focus Series 2 | Ep 2: Women leading the way...

Investec Focus Radio SA ·

2026/01/29

From discovering and nurturing emerging artists, to building trust-based relationships with collectors, Emma van der Merwe of Everard Read, Shona van der Merwe of RESERVOIR Projects and Anelisa Mangcu of Under the Aegis, discuss the increasing prominence and role of women in the art ecosystem. These three gallerists open up about how they navigate a world traditionally dominated by men, challenges overcome - mentorship, and the often unseen but crucial collaboration of women across the art market

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7:45

Macro Monday Ep101: Big in Japan – not so big in the US

Investec Focus Radio SA ·

2026/01/19

Chris Holdsworth looks at some of the key takeouts from Investec’s latest global asset allocation committee meeting. These include decisions to maintain an underweight position in US equities – based on the country’s economic outlook and high valuations – and to increase the allocation to Japanese equities. Investec Focus Radio SA

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13:45

NOW Ep117: WEF2026 | What markets will be watching in...

Investec Focus Radio SA ·

2026/01/18

The World Economic Forum Annual Meeting is here and markets are paying attention. As leaders gather in Davos, the conversations will likely shape risk premiums, capital allocation and investor confidence in the months ahead. In episode one of our special Davos Debrief podcast series, host Jeremy Maggs is joined by Chris Holdsworth, Chief Investment Strategist at Investec, to cut through the noise and focus on what really matters for investors. Podcast key moments: 00:00 - Introduction 01:49 -

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10:14

Macro Monday Ep 100: A year when valuations mattered

Investec Focus Radio SA ·

2026/01/12

In the first episode of Macro Monday for 2026, our Chief Investment Strategist Chris Holdsworth looks at market performance over the last year. While US equities added 18% in 2025, it lagged behind global equities (up 23%) and an array of countries, including South Africa. One of the top-performing currencies last year was the rand, which benefited from improved fundamentals and a weaker US dollar. Investec Focus Radio SA

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34:09

Art on Focus Series 2 | Ep 1: The business of art

Investec Focus Radio SA ·

2026/01/04

Listen to Frank Kilbourn of Strauss & Co. and Ashleigh McLean of Whatiftheworld Gallery on how galleries and auction houses navigate market cycles, build sustainable artist careers, and assign value in a constantly shifting art ecosystem. They also share invaluable insider-insights on upcoming artists to watch. Key moments: 00:00 Introduction 01:19 Guests' personal journeys into the art world 05:48 Understanding the Primary and Secondary art markets 08:09 Market dynamics and pricing

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48:47

What next? | Rewiring finance for a better future

Investec Focus Radio SA ·

2025/12/18

Group Chairman of Standard Chartered, José Viñals, Sarah Kemmitt, former lead of the UN Net Zero Banking Alliance and Dr. Nina Seeger, Director of CISL Centre for Sustainable Finance discuss how finance can accelerate sustainable development more effectively. From addressing the mispricing of climate and nature risk, to correcting market distortions, tackling permitting bottlenecks and supporting coherent policy, the conversation highlights the conditions needed to align global capital with a

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28:31

Everything Counts | Episode 37: How to avoid...

Investec Focus Radio SA ·

2025/12/16

Feeling like your December budget melts faster than an ice cream in the sun?You’re not alone; even the most disciplined savers lose control when the festive season hits. In this episode of Everything Counts, Motheo Khoaripe sits down with Investec financial advisor Nirvashni Rajkumar to unpack why we overspend in December, how festive marketing and emotions cloud our judgment, and the practical steps you can take right now to avoid a financial hangover in January. From understanding the

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39:59

What next? | Bridging political fault-lines

Investec Focus Radio SA ·

2025/12/12

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:

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48:24

What next? | Powering Africa's future

Investec Focus Radio SA ·

2025/12/03

A discussion of Africa’s energy transition as both an economic strategy and a question of agency, featuring insights from Professor Carlos Lopes and investment leader Jasandra Nyker. They argue that while the world often views Africa through the narrow lens of risk, fragility, or aid dependency, the continent increasingly sees itself as a driver of innovation, industrialisation, and clean energy leadership. 00:38 – 04:09 Rethinking Africa’s Energy Future 04:09 – 10:45 From Dependency to

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13:39

NOW Ep116: Markets in dissonance | What 2025 taught us

Investec Focus Radio SA ·

2025/12/03

The year-end episode of the No Ordinary Wednesday podcast confronts a familiar contradiction: markets that looked buoyant, and an economy that often didn’t. In conversation with our Chief Investment Strategist Chris Holdsworth, we dissect the year’s dissonance and the lessons it leaves behind - above all, that in a noisy world, valuation discipline and diversification remain the investor’s most dependable anchors.Podcast key moments: 00:00 - Introduction 01:51 - What is the Global Investment

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25:34

Everything Counts | Episode 36: Holiday Scams

Investec Focus Radio SA ·

2025/12/02

This festive season, scamsters are busier than ever. From fake travel deals to holiday shopping traps, the pressure to click quickly can make anyone vulnerable. In this episode of Everything Counts, Motheo Khoaripe sits down with fraud expert Kevin Hogan and cybersecurity specialist Nomalizo Hlazo to unpack the most common holiday scams and how to stay protected when excitement meets urgency. The episode covers why holiday scams are so effective, tools to identify scams and the red flags you

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10:03

Macro Monday Ep 98: South African markets outperform

Investec Focus Radio SA ·

2025/12/01

While November was flat for global markets, they’ve performed well over six and 12 months. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International discusses South African equities that have stood out, with a 43% gain in US dollar terms over the past 12 months, compared to 19% for the global benchmark, reflecting the role of rising commodity prices in supporting South African markets. Investec Focus Radio SA

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