South Africa’s ailing healthcare system has significant implications for the population and the economy. What needs to be done to change the course of healthcare in SA? In the latest episode of the No Ordinary Wednesday podcast, Health Activist Dr Aslam Dasoo and Investec Healthcare Equity Analyst Letlotlo Lenake discuss the NHI and the future of healthcare in the country. Podcast key moments: 00:00 – Introduction 02:47 - What are the biggest challenges facing South Africa's healthcare...

This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the latest US GDP print and core PCE inflation. And in South Africa, the latest on election polls.

In episode 5 of The Current, we examine fossil fuels- mankind's centuries-old mixed blessing. We discuss the numerous applications of oil and gas and just how quickly we can phase them out, whilst sticking to a 'just energy transition'. Listen to Iman Rappetti, and Investec's Callum Macpherson, Campbell Parry, Melanie Janse van Vuuren and SAPIA's Executive Director Fani Tshifularo unpack the most fundamental question of the global energy transition: What is the future of fossil fuels? 00:00...

This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the latest US economic data, outlook for interest rates in the US, what is happening to global markets and CPI in SA.

Although sentiment indicators in South Africa are depressed there are signs of improvement to support stronger growth for 2024. In this episode, Investec Chief Economist Annabel Bishop discusses the macroeconomic outlook for the global and local economy, and where the opportunities are for growth.

Welcome to the 4th episode of The Current, an Investec Focus Radio podcast series where host Iman Rappetti takes you on a thought-provoking 10-part journey of South Africa's energy transition. In this episode, Investec's Barry Shamley, Zane Bezuidenhout, Boipelo Rabothata and Campbell Parry discuss the myriad investment opportunities presented by the energy transition and the world's commitment to reach net zero by 2050: from mining companies, enabling and transitioning businesses, to the...

As South Africa approaches elections, the nation grapples with critical issues such as substantial unemployment, escalating violent crime rates, and persistent power and infrastructure challenges that dominate the public discourse. Amidst these challenges, many South Africans are looking beyond the government for solutions – they look to themselves but they also look to an innovative business community. Public-private partnerships are playing a key role in helping South Africa meet its...

From SA Inc, to green and gold. In the latest episode of No Ordinary Wednesday, discover the sectors that have piqued the interest of award-winning fund managers, Barry Shamley and Peter Vogel, and the factors driving their local and international investment decisions. Podcast key moments: 00:00 – Introduction 01:20 - How are macroeconomic and geopolitical conditions affecting global equity funds? 02:24 – How are equity markets fairing in South Africa despite global headwinds? 03:57 – Are...

Investec's Quentin Allison, Ayan Ghosh and Fanele Mondi, CEO of the Energy Intensive Users Group, examine the crucial role of the mining sector in the energy transition, with a focus on the growing need for so-called "clean minerals" which South Africa has in abundance. 00:00 Intro 02:37 The energy trilemma 04:53 Just transition and how to manage the loss of jobs from coal mining 07:00 Energy transition happening at a slow pace 08:09 The promise of Platinum Group Metals (PGMs) 10:56...

In this special edition of Investec Focus Radio, we delve into the intersection of food technology and sustainability with Arturo Elizondo, the founder and CEO of The Every Company, and Melanie Janse van Vuuren, Global Sustainability lead at Investec. We explore the environmental challenges of traditional meat production and the rise of innovative lab-created food alternatives. Arturo shares Every Company's groundbreaking work in precision fermentation and AI to create the world's first...

This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses risks ahead for US growth, despite an uptick in the leading indicator.

South Africa’s often under-appreciated mid-market sector remains a bulwark in driving the country’s economy and continues to play a key role in mitigating some of the country's infrastructure and energy difficulties. And while resilience is an overtraded word in South Africa, it is this attitude that is helping the sector grow. In this episode, Dhiren Mansingh, Investec’s Head of Business Transactional Banking, discusses the mid-market landscape, how these businesses are holding the line in...

This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses global growth and the upward revisions to US growth expectations, global inflation and commodity markets.

In this episode, Investec's Martin Meyer and Ayan Ghosh are joined by Rudi Dicks, the head of project management in the office of the Presidency. Together they discuss the challenges facing Eskom and the feasibility of the plans to turn the ailing utility around. The episode covers infrastructure constraints, particularly in transmission, skills needed, investment, collaboration, unbundling, and a look at Brazil as a developing country from which SA can learn much about renewable energy...

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the latest nonfarm payroll data, global activity, inflation in Europe and China and SA’s GDP print.

In this episode, we embark on a journey through the rich tapestry of women's experiences, from triumphs to trials and everything in between. We'll hear from inspiring women who have overcome incredible odds in both their personal and professional lives.

India’s rapid economic growth has the attention of the world. It has overtaken China as the world's most populous country, and it's tipped to move from the fifth to the third largest economy in the next few years. The growth is being driven domestically by the country's burgeoning and youthful population, massive infrastructure programs, significant investments in clean energy, and a growing stock market. In this episode of No Ordinary Wednesday, Ali Nortier, Joint Head of National Wealth...

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses why a key price indicator was probably not much of a concern or surprise for the Fed.

In this episode of Investec In conversation, we delve into the impact of artificial intelligence on the future of employment and skills development. As AI transforms from a novel concept to a mainstream tool, we examine its role in redefining job roles and the necessary skills for the workforce of tomorrow. In this insightful discussion, we're joined by Sameer Rawjee, founder of Google's Life Design Lab and O-School Ventures, and Lesley-Anne Gatter, Global Head of People and Organisation...

Welcome to the inaugural episode of the The Current, an Investec Focus Radio podcast series, in which your host Iman Rappetti takes you on a thought-provoking 10-part journey of South Africa's energy transition. In this episode, Investec's Campbell Parry, Chris Holdsworth and Samantha Mooi are joined by James Mackay, CEO of the Energy Council of SA. Together they discuss the multifaceted social, economic, and environmental implications that South Africa faces amidst its journey towards a...

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the disconnect between US GDP data, the leading indicator and other data series – pointing to a slowdown, though a recession is less likely.

As we enter 2024, the M&A landscape shows signs of recovery, albeit cautiously. Charles Barlow, Investec's Head of Cross-Border Finance and International Advisory and Capitalmind Investec experts Jürgen Schwarz, Marleen Vermeer, and Kilian de Gourcuff discuss the key sectors, trends and risks to keep an eye on in 2024. 00:00 – Introduction 01:45 - What were the key factors in 2023 that resulted in one of the worst bear markets for M&A in a decade? 03:19 - Upswing in M&A activity...

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at global Inflation data and what it means for monetary policy, weak data coming out of the US for January, and is South Africa in recession.

Investec Chief Economist Annabel Bishop looks at what stabilising inflation and interest rates will mean for South African consumers in 2024. In this podcast, brought to you by Investec Personal Cash Investments, Bishop talks about what you can expect from food and fuel prices to salaries and tax.