Investec Focus Radio SA Investec

With over 60 countries going to the polls in 2024, including South Africa, financial markets are keeping a close eye on developments worldwide. What does a historic year of global elections mean to investors? Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth shares his insights on what election outcomes matter most to markets, and how investors should navigate this time of uncertainty. Listen to the latest episode of our No Ordinary Wednesday podcast.

Podcast key moments:

00:00 – Introduction
01:24 – What are the key elections investors are watching and why?
02:49 – What strategies can investors employ to hedge against the ambiguity of elections?
03:40 – Are bond markets concerned about the big election year?
05:05 – Any opportunities for investors in the great election year?
06:07 - How will this historic year likely shape investment decisions for the medium and long term?
07:19 - What are some of the common mistakes investors make during a time of election anxiety or a period of uncertainty?
08:40 - What can we expect from the currency markets due to uncertainty and risk associated with elections in major economies?
11:02 - What economic indicators do you think are going to be impacted by global elections?
12:14 – What is the impact of the U.S elections?
13:20 - Are there any market or investor concerns as South Africans head to the polls?
14:35 – Post elections, what are some of the economic missteps we should watch out for as a country?
16:05 – Staying the course during election uncertainty

Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.

Read more on www.investec.com/now

In this week’s episode, Chief Investment Strategist Chris Holdsworth discusses latest PMI data and what it means for global growth, the FED decision and a surprising decline in a key leading indicator for the Chinese economy.

In this episode we meet the man behind the title, Cumesh Moodliar, the CEO of Investec Bank. We delve into the importance of cultivating a positive mental outlook to effectively navigate the emotional impact of everyday life challenges. We also look at the role that corporates plays in fostering hope during times of uncertainty.

Wind and solar are the predominant renewable energy sources being brought online now, but what about other clean energy technologies in the future of SA's energy mix? In episode 6 of the Current, we delve into geothermal, battery advancements, innovations in nuclear, biomass, smart grids and more. If you want a peek into the future of energy, listen to host Iman Rappetti in conversation with Investec's Harold Hutchinson, Campbell Parry and Chanda Nxumalo, MD of Harmattan Renewables as they explore the pros and cons of some of the latest advancements in energy.

00:00: Introduction
01:56: Meet the guests
02:26: Size matters when it comes to wind
03:32: Solar developments in the UK
04:33: Lazard's levelised cost of energy
06:09: Battery technology advancements
08:19: Factoring in long-term weather patterns
09:33: Reimagining nuclear
12:23: Are nuclear safety concerns unfounded?
13:20: Dealing with nuclear waste
13:59: Funding of nuclear
15:30: Hydrogen only viable in long-term
17:39: Hydrogen use in fertilizer and petrochemicals
18:31: Geothermal’s potential as energy source
23:33: Tidal energy pros and cons
24:23: Biomass in the UK
25:26: Hybrid energy solutions are the answer
27:22: Smart grid technology
29:14: Tech that enables efficient use
30:54: Closing comments

This episode was brought to you by Investec Wealth & Investment. Learn more about their responsible investment strategy and how you can invest your money so it can do well, and do good.
Read more: https://www.investec.com/en_za/investment/responsible-investing.html

In this week’s episode, Chief Investment Strategist Chris Holdsworth takes a look at SA's state-owned enterprises and in particular at the positive trends in electricity availability, as well as in ports and rail. He also looks at the recent rand strength, US interest rates, US jobs and earnings.

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 system?

08:39 – The economic impact of a weak healthcare system

10:41 – Opportunities for public private partnership in healthcare

12:30 - What should be the key focus areas to improve healthcare in SA?

17:50 – Can South Africa afford NHI?

20:35 – NHI, is there an alternative?

25:40 – Lessons from other countries

27:13 – How do we fix the healthcare system?

Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.

Read more on www.investec.com/now