Investec Focus Radio SA

Investec
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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. Everything Counts | Episode 47: How to invest during economic uncertainty

    18H AGO

    Everything Counts | Episode 47: How to invest during economic uncertainty

    When markets feel uncertain, the hardest part isn’t the volatility, it’s knowing how to respond. In this episode of Everything Counts, chief investment strategist of Investec Wealth & Investment International Chris Holdsworth breaks down how to think about investing during uncertain times, and why behaviour often matters more than market conditions. From geopolitics and inflation to shifting growth expectations, we separate market noise from the signals that actually matter – and explore how behaviour shapes long-term outcomes. In this episode, we cover: • What’s really driving economic uncertainty • The difference between market noise and meaningful signals • Why investors make mistakes during volatility • Whether to stay invested or move to cash • What “staying the course” looks like • How to build a disciplined long-term investment strategy • The role of diversification and offshore investing Whether you’re new to investing or more experienced, this conversation focuses on what matters when markets feel unpredictable. Subscribe now for more conversations that prove when it comes to money, everything counts. 00:00 Introduction 01:00 What is driving economic uncertainty 02:30 Market noise vs real signals 04:00 How investors react when markets fall 06:00 Stay invested or move to cash 08:30 What “staying the course” really means 10:30 Mistakes new investors make 12:30 When to invest and what to ignore 14:30 What matters when making decisions 16:30 Diversification and offshore investing 18:00 Practical takeaways 19:30 Closing perspective Investec Focus Radio SA

    18 min
  2. Macro Monday Ep115: Growth comes with inflation

    1D AGO

    Macro Monday Ep115: Growth comes with inflation

    While inflation is rising around the world – largely as expected – there are few signs of ‘stagflation’ (rising prices alongside slowing growth). However, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, GDP growth in the US and across Europe have been robust. Investec Focus Radio SA

    8 min
  3. Investec Minds ep1: Stephen Koseff on building capital, culture and country

    6D AGO

    Investec Minds ep1: Stephen Koseff on building capital, culture and country

    Introducing Investec Minds, a new video podcast series from Investec Focus Radio SA. In each episode, Equity Research analysts from Investec Corporate and Investment Banking sit down with former CEOs to unpack the decisions that shaped their industries, the lessons they’ve learned, and how they see the future unfolding. In episode one, Stephen Koseff, former Group CEO of Investec, joins Nkateko Mathonsi and Ross Krige to reflect on leadership, the opportunities for the banking industry, and the role business has to play in strengthening South Africa’s economic trajectory. Chapters: 00:00 Intro 02:15 Life after Investec 04:57 Convincing Trevor Manuel about Investec's London listing 06:55 Culture at Investec: Why there aren't any job titles 08:24 Lessons on expanding abroad 12:10 Investec's UK and Australian expansion 14:12 Continuity announcement 15:03 The one year Stephen would revisit 15:45 A 10-year view on the SA banking sector 19:12 Have South African banks got their heads around the Africa opportunity? 20:33 How corporate South Africa can make a difference 25:15 South Africa’s moment: cautious optimism takes hold 27:11 If Stephen Koseff were president: fix infrastructure, unlock partnerships 29:03 Outro Watch the video version of this podcast · Investec Focus Radio SA

    31 min
  4. Macro Monday Ep114: Markets show resilience despite the conflict

    MAY 11

    Macro Monday Ep114: Markets show resilience despite the conflict

    A comparison between the first 50 days of the current war with Iran and the first 50 days of the Gulf War of the early 1990s, shows that markets have been more resilient this time around. Recent earnings numbers, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, have been resilient as well, and not just in the US – countries like Taiwan, SA, Brazil and South Korea are all set to record strong profit growth this year. Investec Focus Radio SA

    9 min
  5. NOW Ep 126: Investing through the noise

    MAY 6

    NOW Ep 126: Investing through the noise

    Markets are moving fast but are investors moving with intent? In the latest episode of No Ordinary Wednesday, we go beyond market headlines to unpack what investors are actually doing in a volatile, news-driven environment. From trading the news cycle to navigating currency swings and concentrated markets, Investec’s Tinus Rautenbach and Bongani Nhleko share real insights from the Clarity platform, revealing where capital is flowing, how behaviour is shifting, and the risks investors may not see. Listen now to understand the gap between perception and portfolio reality and what it means for your investment decisions. Read more on www.investec.com/now Chapters: 00:00 – Introduction: Markets driven by reaction, not fundamentals 01:43 – How investors react to breaking news 02:27 – Timing the market: speed vs sequencing 03:06 – Market resilience and the fragility of narrow leadership 04:17 – Flight to safety: textbook vs reality 05:54 – Trading the news cycle: does it add value? 06:53 – Diversification in a concentrated market 08:24 – Offshore investing: asset exposure vs currency impact 09:18 – Clarity platform overview (ad break) 09:55 – Sector trends: what investors are buying now 10:46 – Commodities, energy and tech: short-term trade or long-term shift? 12:12 – Beyond equities: rise of cash, crypto and alternatives 13:31 – Investor mistakes in volatile markets 14:31 – Trading frequency: activity vs discipline 16:27 – Positioning for inflation and higher rates 17:47 – Global conflict and the South African portfolio Investec Focus Radio SA

    19 min
  6. Everything Counts: Sports Edition | Cheslin Kolbe - From first pay cheque to financial discipline

    MAY 5

    Everything Counts: Sports Edition | Cheslin Kolbe - From first pay cheque to financial discipline

    Success in sport can come quickly. Understanding money often doesn’t. In this episode of Everything Counts: Sports Edition, Investec ambassador Cheslin Kolbe shares how his journey from humble beginnings to World Cup success shaped his approach to money, discipline and long-term planning. From early lessons in saving to navigating his first professional pay cheque and learning from financial mistakes, Cheslin reflects on what it takes to build lasting financial security in a short and unpredictable career. In this episode, we cover: • Growing up with limited resources and learning to save • The reality of earning as a young professional athlete • Financial mistakes and lessons learned along the way • The importance of investing and long-term planning • Preparing for life after sport for athletes • Teaching the next generation about money This is more than a sports story – it’s a conversation about discipline, responsibility and building a future beyond the game. If you care about: • Financial literacy • Career longevity • Building wealth over time • Learning from real-life money mistakes this episode is for you. Watch now and subscribe to Investec Focus Radio for more conversations that prove when it comes to money, everything counts. 00:00 Introduction 01:00 Early financial lessons 02:55 Sporting ambitions 06:30 First pay cheque and purchases 08:00 Lessons from early spending 09:09 Financial planning and moving abroad 10:30 Planning for life after sport 12:32 Locker room money conversations 13:50 Key financial principles 19:23 Money mistakes 21:55 Teaching children about money 24:00 Advice for athletes 25:00 Conclusion Investec Focus Radio SA

    28 min
  7. Macro Monday Ep113: Markets look through the energy shock

    MAY 4

    Macro Monday Ep113: Markets look through the energy shock

    Despite concerns about the war with Iran, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, earnings have been resilient while markets have been looking through the energy shock. Equities are up, while equity market analysts have been upgrading their earnings estimates. Investec Focus Radio SA

    9 min
  8. Macro Monday Ep112: Markets aren’t pricing in ‘stagflation’

    APR 20

    Macro Monday Ep112: Markets aren’t pricing in ‘stagflation’

    Ordinarily, you’d expect an oil shock to lead to not only higher inflation, but also weaker equities and a lower growth outlook. However, markets aren’t pricing in a stagflationary outcome. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, examines this apparent anomaly. Investec Focus Radio SA

    9 min
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About

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.

Information

  • Creator
    Investec
  • Years Active
    2019 - 2026
  • Episodes
    150
  • Rating
    Clean
  • Copyright
    © Investec
  • Show Website
    Investec Focus Radio SA

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