What impact will Trump's presidency have on the global economy and emerging markets? Tune in to the latest episode of the No Ordinary Wednesday podcast for insights from Investec experts, Annabel Bishop (SA) and Ellie Henderson (UK). Listen here Podcast key moments: 00:00 – Introduction 01:00 - A few days since the Trump win have global markets settled? 02:56 – How will a Trump presidency impact inflation in the US? 04:15 – How will the Trump presidency affect global inflation and...

In this episode of Everything Counts, we explored various tax-saving strategies available to South Africans. With insights from tax experts Nicci Courtney-Clark, head of Tax at TaxTim and Bronwen Trower, co-portfolio manager at Investec Wealth & Investments, we uncovered how you can optimise your tax savings in South Africa while remaining compliant. This episode is perfect for anyone looking to be more tax-savvy and keep more of what they earn. Everything Counts is a bi-weekly podcast...

In this episode of Everything Counts, we explored various tax-saving strategies available to South Africans. With insights from tax experts Nicci Courtney-Clark, head of Tax at TaxTim and Bronwen Trower, co-portfolio manager at Investec Wealth & Investments, we uncovered how you can optimise your tax savings in South Africa while remaining compliant. This episode is perfect for anyone looking to be more tax-savvy and keep more of what they earn. Everything Counts is a bi-weekly podcast...

Was inflation the poisoned chalice inherited by Kamala Harris? Chief Investment Strategist at Investec Wealth & Investment International examines the role of inflation and economic performance in deciding the outcomes of US presidential elections over the years.

The US labour market points to further rate cuts. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, also discusses expected cuts in the Eurozone and UK, while Japanese rates are set to rise, leading to convergence among the world’s leading developed markets.

Join Investec CEOs, Cumesh Moodliar (SA) and Ruth Leas (UK), as they share their key insights from the recent IMF and World Bank meetings in Washington. In the latest episode of No Ordinary Wednesday, they highlight the economic policies and market trends poised to influence investors and markets around the globe. Listen here: Podcast key moments: 00:00 – Introduction 01:10 – Why the annual Investec IMF Breakfast event? 02:08 – What concerns global investors and financiers in 2024? 03:50 –...

In this episode, we explore the future of sustainable, green homes and energy independence with insights from industry experts, Claudia Thompson, Sustainable Solutions Product Owner at Investec, Anastasia Delis, Soly Representative Managing Global Partnerships, and Mzwakhe Mntambo from Burgess Plumbing, who share their knowledge on how solar energy, water management, and smart technology are transforming properties into eco-friendly homes. Whether you're a homeowner looking to boost...

The IMF has warned that global public debt will exceed $100 trillion by the end of the year, highlighting soaring fiscal deficits in the US and China. In his latest Macro Monday update, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, examines this and other key themes from last week’s 2024 IMF/World Bank Annual Meetings in Washington. He also looks at the latest economic indicators that show a slight recovery in US consumer confidence and...

While betting markets currently show Trump in the lead, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, believes the US election remains too close to call. In this edition of Macro Monday, he explores research on the implications of a win for either candidate on US growth and inflation. Other topics include insights on the latest US economic indicators, interest rate cuts by the European Central Bank, unexpectedly strong Chinese growth, and an...

A rerating of SA sovereign bond yields, a stronger ZAR, and sidestepping a fiscal cliff, have sparked optimism for a healthier national balance sheet. SA. But structural challenges persist, impeding the potential for growth. In the latest episode of the No Ordinary Wednesday podcast, Investec Chief Economist Annabel Bishop and Treasury Economist Tertia Jacobs discuss the Finance Minister's priorities ahead of the mini budget on 30 October. Podcast key moments: 00:00 – Introduction 01:24 -...

A rerating of SA sovereign bond yields, a stronger ZAR, and sidestepping a fiscal slippage, have sparked optimism for a healthier national balance sheet. But structural challenges persist, impeding the potential for growth. In the latest episode of the No Ordinary Wednesday podcast, Investec Chief Economist Annabel Bishop and Treasury Economist Tertia Jacobs discuss the Finance Minister's priorities ahead of the mini budget on 30 October. Podcast key moments: 00:00 – Introduction 01:24 -...

In this episode of Everything Counts, we discuss retirement planning and saving for your future self. Host Motheo Khoaripe is joined by Kate Robson (co-head of Investec My Investments) and Kgomotso Motloung (Investec financial adviser). The conversation covers setting retirement goals, calculating how much you’ll need, and avoiding common financial mistakes. Whether you’re in your 30s or nearing retirement, this episode offers valuable insights on how to prepare for a financially secure...

In this week’s Macro Monday update, Chris Holdsworth, Chief Investment Strategist of Investec Wealth & Investment International, looks at what a Trump vs Harris win would mean for the US economy. He also comments on a slightly more hawkish tone from the latest FOMC, with the market now pricing in a 90% chance of a 25bp cut in November. Despite this, the S&P 500 closed at a record high on Friday. In South Africa, SOE performance is slowly grinding upwards, says Holdsworth, suggesting...

The US economy has received a significant boost as Nonfarm Payrolls – a key indicator of job creation measuring employment in non-agricultural sectors – have surpassed expectations. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, shares his insights on the US economy, and looks at a gradual slowdown in global growth and South Africa’s strong income growth.

Cyber-attacks have crippled businesses and institutions, drained public money and compromised individuals. So, in 2024, what are the biggest cyber threats to businesses and individuals? And what are the top risk mitigation strategies to consider? In this episode, Jeremy Maggs and guests, Investec’s head of information security and governance in South Africa, Noma Hlazo, and her UK counterpart Tash van den Heever, the latest trends and how to keep yourself and your business safe from attacks....

In this episode, we explore the newly implemented two-pot retirement system in South Africa. Our expert guests, Kate Robson (co-head of Investec My Investments), Nicolette Mashile (Financial Bunny), and Siphithi Sibeko (media spokesperson at SARS), unravel the complexities surrounding retirement savings. They discuss the implications of withdrawals, the importance of long-term savings, and unpack the tax considerations. Whether you’re approaching retirement or just beginning to save, this...

In this episode, we explore the newly implemented two-pot retirement system in South Africa. Our expert guests, Kate Robson (co-head of Investec My Investments), Nicolette Mashile (Financial Bunny), and Siphithi Sibeko (media spokesperson at SARS), unravel the complexities surrounding retirement savings. They discuss the implications of withdrawals, the importance of long-term savings, and unpack the tax considerations. Whether you’re approaching retirement or just beginning to save, this...

There has been a strong and swift reaction to last week's stimulus package by Chinese authorities, including equities and commodities. Investec Wealth & Investment Chris Holdsworth Chris Holdsworth looks at the implications.

What did the Fed see when it decided to cut rates by half a percentage point? Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth looks at last week’s interest rate decisions by the Fed and by the SA Reserve Bank.

As central bankers worldwide shift towards easing monetary policies, what kind of rate-cutting cycle are we entering? In the latest episode of No Ordinary Wednesday, Investec Treasury Economist Tertia Jacobs shares her expert insights on the factors that will the trajectory of interest rates in the coming months. 00:00 – Introduction 01:35 – What factors will influence the pace of interest rates cuts in the US? 03:10 – What will the SARB contend with in determining the trajectory of rate...

As central bankers worldwide shift towards easing monetary policies, what kind of rate-cutting cycle are we entering? In the latest episode of No Ordinary Wednesday, Investec Treasury Economist Tertia Jacobs shares her expert insights on the factors that will the trajectory of interest rates in the coming months. 00:00 – Introduction 01:35 – What factors will influence the pace of interest rates cuts in the US? 03:10 – What will the SARB contend with in determining the trajectory of rate...

In this episode of Everything Counts, we explore the financial and practical considerations of buying property for resale or as a holiday home. Motheo Khoaripe is joined by experts Keshnie July (Lending Product Owner at Investec), Hayley Ivins-Downs (Managing Executive for Real Estate at Lightstone Property), and Tsholofelo Mokoma (Property Practitioner at RE/MAX Horizon). They discuss the pros and cons, trends, and hidden costs of owning a second property. Whether you're an investor or...

Investec’s Global Investment Strategy Group has kept its risk score at -1. Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth looks at the reasoning, against a backdrop of a likely cut in interest rates by the Fed later this week.

The US doesn’t appear to be in a recession yet. Nonetheless, markets are pricing in aggressive rate cuts in the year ahead in the US, as they are in Europe. Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth examines the implications.