Investec Focus Radio SA

9:40

Macro Monday Ep134: Fixed income investors are having...

Investec Focus Radio SA ·

2026/10/05

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 one of the hardest hit, as it grapples with a worsening fiscal situation. Investec Focus Radio SA

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8:19

Macro Monday ep 133 | US growth is running hot

Investec Focus Radio SA ·

2026/09/28

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 implications for the US dollar and the prospects of the US being able to grow out of its debt problem. Investec Focus Radio SA

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8:04

Macro Monday Ep131: Fed meets as oil prices rise

Investec Focus Radio SA ·

2026/09/14

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 backdrop, the Fed meets this week to decide on interest rates, and, according to Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, many economists are expecting a hike. Investec Focus Radio SA

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17:51

No Ordinary Wednesday | The signals from oil, bonds...

Investec Focus Radio SA ·

2026/09/08

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 are weighing the risk of another inflation shock. In the latest No Ordinary Wednesday, Ellie Henderson and Callum Macpherson of Investec UK discuss what the oil market, sovereign bonds and economic data are telling us now. They also explore what this means for interest rates,

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8:08

Macro Monday Ep130: Crude prices, US jobs place focus...

Investec Focus Radio SA ·

2026/09/07

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. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management says with services inflation pressures also rising, and jobs numbers looking stronger, markets are pointing to rate hikes by the Fed. Investec Focus Radio SA

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9:14

Macro Monday Ep129: Warsh’s hawkish speech

Investec Focus Radio SA ·

2026/08/31

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. Investec Investment Management’s Investment Strategist Osagyefo Mazwai examines what this means for the US economy, as well as emerging market currencies like the rand. Investec Focus Radio SA

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4:59

Macro Monday Ep128: US bond market intervention fails...

Investec Focus Radio SA ·

2026/08/24

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 Investment Officer, Investec Investment Management, the US’s debt-to-GDP ratio is above 100% and seems set to remain above that level, with tax hikes politically unpalatable and little room to cut spending in areas such as defense, healthcare and social security. Investec Focus

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16:40

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

Investec Focus Radio SA ·

2026/07/28

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 Bezuidenhout unpack what they learned from the executives shaping AI's future. From surging demand and infrastructure bottlenecks to agentic AI and the companies best placed to benefit, they explore what investors should be watching next. 00:00: Intro 1:01: Demand for AI even

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27:53

Everything Counts | Episode 52: Has saving lost its...

Investec Focus Radio SA ·

2026/07/28

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 team) and Dorothy Asomaning (Investec Wealth & Investment Wealth Manager) to explore why saving is about much more than building a bigger bank balance. Together they unpack how lifestyle inflation quietly limits our choices, why earning more doesn't always lead to greater financial

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7:49

Macro Monday Ep125: Excellent earnings season so far

Investec Focus Radio SA ·

2026/07/27

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 such as Alphabet that have beaten forecasts have seen declines in their prices after results. Investec Focus Radio SA

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8:13

Macro Monday Ep124: AI capex and competition concerns...

Investec Focus Radio SA ·

2026/07/20

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 Investment Officer, Investec Investment Management, looks at some of the dynamics in global stock markets. Investec Focus Radio SA

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24:23

NOW Ep 131: South Africa’s consumer crunch

Investec Focus Radio SA ·

2026/07/14

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 timing. Will relief arrive before households are forced to cut back further? Host Jeremy Maggs unpacks the consumer outlook with Annabel Bishop, Investec chief economist, on No Ordinary Wednesday. Investec Focus Radio SA

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29:05

Everything Counts | Episode 51: Managing global...

Investec Focus Radio SA ·

2026/07/14

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 behind the scenes when airlines, advisors, and entire systems are forced to respond in real time?Host Motheo Khoaripe is joined by Paolo Giuricich, Head of Investec Travel, and Otto de Vries, CEO of ASATA, to explore how the travel industry navigates air travel disruptions, and what it

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9:06

Macro Monday Ep123: Headwinds and tailwinds for...

Investec Focus Radio SA ·

2026/07/13

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 Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International. While US and Chinese growth is set to slow marginally over the coming year, offset by rising growth in Europe, Japan and emerging markets ex-China. Investec Focus Radio SA

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9:03

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

Investec Focus Radio SA ·

2026/07/06

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, says Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, has helped emerging markets to outperform. Investec Focus Radio SA

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28:41

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

Investec Focus Radio SA ·

2026/07/01

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 energy markets are still exposed to Middle East disruption. For South Africa, the global backdrop feeds directly into the rand, inflation, capital flows, commodity prices and the Reserve Bank’s room to move. In the latest episode of No Ordinary Wednesday, Jeremy Maggs speaks to Investec

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21:23

Everything Counts | Sports Edition wrapped: How...

Investec Focus Radio SA ·

2026/06/29

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 Motheo Khoaripe is joined by Springbok World Cup winner and Investec Sports head Schalk Brits, Investec financial adviser Vumi Dludlu, and wealth manager Moses Bokaba. Together, they unpack what athletes can do to move beyond simply earning money and start building lasting wealth. From

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8:08

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

Investec Focus Radio SA ·

2026/06/29

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 softer Chinese economy, US dollar strength and a new Fed chief who’s a hawk on inflation. Investec Focus Radio SA

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31:09

Investec Minds Ep 2: Anglo's Mark Cutifani on the...

Investec Focus Radio SA ·

2026/06/26

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 Nkateko Mathonsi and Patrick Mann, he shares insights on navigating crises, transforming organisational culture, driving innovation, improving mine safety and why mining will play a pivotal role in the global energy transition and economic development. Chapters: 00:00 Intro 01:58 What

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21:51

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

Investec Focus Radio SA ·

2026/06/16

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 education faces a sharper test - not whether it can produce graduates, but whether it can prepare people to think, adapt and contribute to an economy being reshaped in real time. In this episode of No Ordinary Wednesday, our host Jeremy Maggs, Jerome September, Dean of Student Affairs

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