Episodes
Given the lack of global ESG standardisation and its politicisation, how should investors approach responsible investing and measure its impact? Investec Wealth & Investment International has launched a comprehensive guidebook on the topic. In the latest episode of the No Ordinary Wednesday podcast, Jeremy Maggs speaks to the authors, Boipelo Rabothata, ESG Specialist and Co-Fund Manager of the Investec Global Sustainable Equity Fund and Maxine Gray, Business Strategist at Investec Wealth...
Published 09/03/24
In this episode of Everything Counts, we dive into the essential considerations when buying property in South Africa. Join Motheo Khoaripe as he hosts Keshni July, Lending Product Owner at Investec, and Tsholofelo Mokoma, Property Practitioner at Re/max Horizon. Together, they unpack the step-by-step process, from getting pre-approved to closing the deal on your dream home. Whether you're a first-time home buyer, upgrading from your current home, or downscaling, this episode provides...
Published 09/03/24
US growth has been strong, in contrast with the rest of the world. Chief Investment Strategist at Investec Wealth & Investment looks at reasons to expect a sizeable downward revision to US GDP at some point.
Published 09/02/24
The Fed has sent a clear message that interest rates are on their way down. Chief Investment Strategist at Investec Wealth & Investment discusses expectations.
Published 08/26/24
The race for the White House is heating up with US political uncertainty sending ripples around the world. What does this mean for the bond market? Get the expert view in the latest episode of the No Ordinary Wednesday podcast with Annelise Peers, Chief Investment Officer at Investec Bank Switzerland, and Awongiwe Booi, Fixed Income Analyst at Investec Investment Management, South Africa.
Published 08/20/24
The rise in inflation globally has forced many central banks in leading economies to increase interest rates. Locally, the South African Reserve Bank has raised rates to 15-year highs since it began tightening policy in November 2021. As market dynamics shift and economic uncertainties loom, this week’s insightful episode explores whether property is still a good investment. Motheo Khoaripe hosts Keshnie July, lending product owner at Investec, Hayley Ivins-Downes, Managing Executive for...
Published 08/20/24
This week Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment, looks at data from across the world, interest rates expectations in the US, and the latest China economic data.
Published 08/19/24
From tightening credit conditions to a high budget deficit, there are concerns about the US economy, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment.
Published 08/12/24
Fears of a US recession have sent all major stock markets tumbling after US jobs market data came in lower than expected for the month of July. In this episode of No Ordinary Wednesday, host Jeremy Maggs asks Investec Chief Economist Annabel Bishop whether the Federal Reserve has left it too late to begin cutting interest rates. They also look at what this all means for the Rand. Key podcast moments: 00:00 - Intro 01:00 - What's behind the global rout in stock markets? 02:56 - Chances of...
Published 08/06/24
In this episode, Motheo Khoaripe dives deep into the financial dynamics that can make or break a relationship. Joined by financial consumer journalist, Maya Fisher-French and seasoned Investec financial advisor, Kgomotso Motloung, they explore how couples can navigate the often challenging conversations around money, financial planning, and shared goals. #RelationshipGoals #MoneyMatters #FinancialPlanning Tags: Relationships, Money Management, Financial Planning, Couples Finance, Podcast,...
Published 08/06/24
Concerns about the health of the US economy have seen a sizeable pullback in global markets, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment.
Published 08/05/24
Even with the positive surprise for both GDP and core PCE in the US, the market is pricing in a cut by the Federal Reserve in September, says Chris Holdsworth, Chief Investment Strategist for Investec Wealth & Investment. In this episode, he also looks at global currency moves and the latest South African inflation print.
Published 07/29/24
Self-directed or do-it-yourself investing and trading are on the rise globally. Tinus Rautenbach, head of Investec’s new online trading platform Clarity, shares essential insights for individual investors looking to take control of their investment and trading portfolio.
Published 07/23/24
Are you a parent who wants to secure your child's education and future? Do you find it challenging to balance your financial well-being with providing for your kids? Well, we've got you covered! In this Savings Month-focused episode of Everything Counts, Motheo Khoaripe hosts parenting expert Nikki Bush and Investec Wealth Management specialist Kate Stannard, to delve into the world of money, savings, and raising financially savvy children. This episode is ideal for parents who want to...
Published 07/23/24
By year-end, South Africa could have its most restrictive monetary policy in 19 years, if inflation continues to fall, says Chris Holdsworth, Chief Investment Strategist for Investec Wealth & Investment. On the US front, Donald Trump is still the favourite to win the presidential election, but the odds have narrowed after Joe Biden’s withdrawal from the race, he says.
Published 07/22/24
Chris Holdsworth, Investec Wealth & Investment's Chief Investment Strategist says he won't be surprised if the MPC cuts interest rates at their meeting this week. He also discusses the probability of Trump winning elections and looks at what's happening to global, US and Chinese inflation.
Published 07/15/24
Investec’s Global Investment Strategy Group has increased South Africa’s risk score while maintaining a negative offshore stance. Join Chris Holdsworth, our Chief Investment Strategist, as he explains the rationale behind this positioning and shares his expectations of upside surprises in economic growth and earnings for SA Inc shares. Listen to the latest episode of Investec’s No Ordinary Wednesday podcast. Podcast key moments 00:00 – Introduction 01:17 – What’s behind Investec’s current...
Published 07/10/24
Everything Counts is a new bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help you improve your financial well-being. July is National Savings Month! It is the perfect opportunity to assess your saving and investing strategies,...
Published 07/09/24
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris discusses the latest PMI data and what that means for global growth, non-farm payroll print in the US and signs of inflation expectations moderating in SA.
Published 07/08/24
In this final episode of The Current, we revisit some of the highlights and reiterate the critical takeaways you need to know from the nine-part podcast series. From SA's solar boom to progress at Eskom, electric vehicles and how to finance energy infrastructure, this is a summation from 20 experts inside Investec and beyond. This series was hosted by Iman Rappetti- an award-winning journalist and author. 00:00: Intro 01:57: The consequences if SA doesn't transition 03:36: Clean energy's...
Published 07/03/24
In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris looks at elections in the US, disappointing data out of the country which suggests that growth expectations might be a little bit too high and some encouraging data out of South Africa.
Published 07/01/24
The market may be unpredictable, but your investment strategy doesn't have to be. Investec Investment Management experts Ebeth Van Heerden, Head of Investment Distribution & Intermediaries, and Paul McKeaveney, Portfolio Manager, share their insights on what approaches are winning, common mistakes investors make, and why staying the course is important. Podcast key moments 00:00 – Introduction 01:06 – Investing vs savings, what’s the difference? 02:56 – Why is investing so difficult?...
Published 06/25/24