Investec Focus Radio SA

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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.

  1. 12. Aug.

    No Ordinary Wednesday Ep 133 | Bond markets: A licence to yield.

    The easy gains may be over, but the case for bonds is not. Annelise Peers, Chief Investment Officer at Investec Bank Switzerland, and Awongiwe Booi, Fixed Income Analyst at Investec Wealth & Investment, unpack why attractive yields, easing inflation and South Africa’s underpriced reform story could make fixed income a source of return, not just protection, and what could still spoil the opportunity. Chapters: 01:31 — Can AI-led investment boost productivity without fuelling inflation? 02:30 — Does the South African fixed income case still hold? 03:59 — Could stronger consumer demand become the next inflation risk? 06:01 — How should investors distinguish temporary from persistent inflation? 07:22 — Are US bond investors being paid to wait? 09:23 — What is underpinning the rand’s resilience? 11:31 — Is fixed income becoming a return asset rather than just a hedge? 12:45 — Where is the strongest opportunity in South African fixed income? 15:04 — Can long-term bond yields stay high as central banks cut rates? 16:31 — What would prove South Africa’s fiscal consolidation is durable? 18:07 — Which indicators point to a global Goldilocks scenario? 19:32 — What should South African investors watch through year-end? Investec Focus Radio SA

    No Ordinary Wednesday Ep 133 | Bond markets: A licence to yield.

  2. vor 23 Std.

    Everything Counts | Episode 53: Tips for tax filing season in South Africa

    In this episode of Everything Counts, we unpack one of the most overlooked opportunities to improve your financial position: your tax return. Many people treat tax filing season as a simple compliance exercise and move on. But as our experts explain, your SARS tax return is actually a powerful financial health check that can help you avoid costly mistakes, stay compliant, and even unlock additional value. We dive into: ● Why you should rethink how you approach tax filing ● The risks of blindly accepting SARS auto assessments ● Common tax mistakes that could cost you money ● Medical aid deductions and what you might be missing ● Travel claims, cost-to-company structuring, and share incentives ● What happens during a SARS audit (and how to prepare) Whether you're a salaried employee, high-income earner, or managing multiple income streams, this episode gives practical, actionable insights to help you file with confidence and make sure you aren’t unknowingly leaving money on the table. 00:00 Introduction 01:15 Tax filing beyond compliance 01:48 What changes to report to SARS 03:50 Tax returns as a financial health check 04:43 The importance of keeping track of your own numbers 05:27 Should I accept SARS auto assessment? 06:45 Changes to tax auto assessments for 2026 07:37 How to submit medical aid tax certificate to SARS 09:30 Beyond medical certificates for tax 10:30 Disability claim SARS 12:06 Is travel allowance tax deductible? 15:30 Structuring a tax efficient remuneration package 17:13 Tax implications on shares 18:36 What does it mean if SARS is auditing you? 20:00 Tax verification vs audit 21:15 The value of a tax practitioner if you are audited 21:50 Audit mistakes to avoid 23:00 Tax audit tips for high net worth individuals 24:38 How to maximise your tax refund 36:40 Conclusion Investec Focus Radio SA

    Everything Counts | Episode 53: Tips for tax filing season in South Africa

  3. 3. Aug.

    Macro Monday Ep126: Slowing momentum in global equities

    While global equities are up strongly over the last year, there’s been a clear slowing in momentum in the last six months. According to Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, this implies that much of the strong US earnings performance has been priced into the market. Investec Focus Radio SA

    Macro Monday Ep126: Slowing momentum in global equities

  4. 28. Juli

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

    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 stronger than expected 2:07: Scale of demand has outstripped supply 3:30: What is Agentic AI? 4:44: When will agentic AI be truly embedded in our lives? 5:27: The rise of “intelligence per dollar” and “token optimization” 7:07: Are companies starting to see returns on their AI investments? 8:26: For investors, what distinguishes the winners in the AI race? 10:00: Continuity announcement: Investec Global Leaders Portfolio 10:54: Is China closing in on the US when it comes to AI prowess? 11:36: The increase of regulation 12:28: AI opportunities beyond the Mag 7 13:49: What could derail the AI investment story 15:16: One message for investors 15:57: Outro Investec Focus Radio SA

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

  5. 28. Juli

    Everything Counts | Episode 52: Has saving lost its meaning?

    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 freedom, and how giving your money a clear purpose can change the way you think about your future. In this episode, we discuss: • Why traditional conversations about saving no longer resonate. • How lifestyle inflation quietly reduces financial freedom. • Why financial freedom is about choice, not income. • How to give your savings a meaningful purpose. • The realities of saving while supporting family. • Why behaviour shapes financial outcomes more than good intentions. • The simple question that can change the way you think about saving. If you've grown tired of traditional savings advice, this conversation offers a different perspective on what saving is really for. Watch now and subscribe for more conversations that prove when it comes to money, everything counts. 00:00 Introduction 01:20 Has saving lost its meaning? 04:21 Why saving has become uninspiring 07:10 Can you accidentally out-earn your freedom? 08:23 The discipline of saving 16:40 Lifestyle inflation and financial choice 15:10 Saving while supporting family 18:50 What future is your money building? 20:35 Why behaviour matters more than willpower 25:00 Giving your savings a purpose 26:37 Closing thoughts Investec Focus Radio SA

    Everything Counts | Episode 52: Has saving lost its meaning?

  6. 27. Juli

    Macro Monday Ep125: Excellent earnings season so far

    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

    Macro Monday Ep125: Excellent earnings season so far

  7. 20. Juli

    Macro Monday Ep124: AI capex and competition concerns weigh on stock markets

    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

    Macro Monday Ep124: AI capex and competition concerns weigh on stock markets

  8. 14. Juli

    NOW Ep 131: South Africa’s consumer crunch

    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

    NOW Ep 131: South Africa’s consumer crunch
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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.

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  • Erstellt von
    Investec
  • Jahre aktiv
    2019 - 2026
  • Folgen
    150
  • Bewertung
    Unbedenklich
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    © Investec
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    Investec Focus Radio SA

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