Investec Focus Radio SA

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Investec Focus Radio SA

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. Macro Monday Ep63: US equities lag as worries grow about economic growth

    -1 J

    Macro Monday Ep63: US equities lag as worries grow about economic growth

    There are rising concerns about the US economy, from weakening consumer numbers to worries about employment. This may explain why US markets have lagged global markets this year, as expected weaker economic growth translates into softer earnings. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, shares his views.

    10 min
  2. Everything Counts | Episode 17: Tips to finding the right car in South Africa

    25 FÉVR.

    Everything Counts | Episode 17: Tips to finding the right car in South Africa

    Thinking of buying a new car in 2025? Before you make your next big purchase, get expert insights into the latest car trends, best models, and smart financing strategies. In this episode of Everything Counts, host Marius Roberts is joined by automotive insiders, Sean Nurse, Motoring Editor at AutoTrader and Editorial Director, Ian McLaren, from Car Magazine to unpack the biggest car trends for 2025. From how Chinese car brands are shaking up the market, and the evolution of SUVs to the growing appeal of used cars. This discussion covers everything you need to know before buying your next vehicle, including an insightful Q&A on the do’s and don’ts of vehicle finance with Keshnie July, Investec Lending Product Owner. Timestamps: 00:00 Introduction: The biggest car trends for 2025 01:00 The most exciting new car models coming in 2025 03:00 Why SUVs and double cabs dominate South Africa’s market 06:00 The impact of Chinese car brands on traditional manufacturers 10:00 Used vs new cars: Where’s the best value for money? 14:00 Car financing trends: How interest rates impact affordability 18:00 Should you buy a car with a residual (balloon) payment? 22:00 The importance of considering total cost of ownership 25:00 The future of the auto industry and predictions for 2025 30:00 Wrap-up: What to consider before buying your next car

    34 min
  3. Macro Monday Ep 62: Fiscal pressure in the US

    24 FÉVR.

    Macro Monday Ep 62: Fiscal pressure in the US

    Fiscal challenges are a recurring theme from Washington to Cape Town. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at how the US Congress will need to pass legislation by the middle of next month to avoid a funding lapse, while its debt ceiling will need to be raised soon.

    7 min
  4. NOW Ep93: Can tech titans keep up the pace?

    18 FÉVR.

    NOW Ep93: Can tech titans keep up the pace?

    Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec’s new trading and investing platform, Clarity, shares his views on the latest episode of the No Ordinary Wednesday podcast.

    20 min
  5. Art in Focus Ep4 | A lens on photography as art

    17 FÉVR.

    Art in Focus Ep4 | A lens on photography as art

    Tristanne Farrell chats to Virginia MacKenny- artist, writer, and Emeritus Associate Professor of Painting at Michaelis School of Fine Art, and Vanessa Cowling, artist and part-time lecturer in photography at UCT. They discuss everything you need to consider when buying photography as part of your art collection. The conversation covers edition sizes, paper quality, provenance and the emerging trends in taking and printing photos- including the influence of AI. 00:00: Intro 01:09: Introduction of guests 01:42: Berni Searle and her significance 03:21: Prof Muholi's work powerfully archives black LGBTQIA stories 05:32: Muholi's mentorship programme empowers aspiring photographers 06:53: Photography collecting requires understanding edition sizes and quality 09:35: How artists sign and authenticate their photographs 13:29: Which up-and-coming photographers should we watch? 17:01: How do international photographers influence African markets? 18:19: The evolution of photography and the use of AI 21:42: Significance of Paris Photo Fair 23:12: Themes that are emerging in contemporary photographic art 25:43: Mixed media - painting on photos 27:42: Closing and where to subscribe to listen to the series

    29 min
  6. Macro Monday Ep 61 | Inflation headache for the Fed

    17 FÉVR.

    Macro Monday Ep 61 | Inflation headache for the Fed

    While there are signs that inflation is reaccelerating in the US, data such as retail sales, and credit card and auto loan delinquencies, point to softer economic growth, posing challenges for the Fed. Listen to Chief Investment Strategist at Investec Wealth & Investment International Chris Holdsworth's analysis.

    10 min
  7. Macro Monday Ep60: Tariff wars escalate

    10 FÉVR.

    Macro Monday Ep60: Tariff wars escalate

    Tariff wars are escalating, with President Trump announcing new tariffs on steel and aluminium imports, and China retaliating with tariffs on a wide range of US goods. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at this in the context of strong labour growth in the US, and diverging trends in other major economies.

    8 min
  8. NOW Ep92: Budget 2025 | What to expect

    9 FÉVR.

    NOW Ep92: Budget 2025 | What to expect

    With a challenging economic landscape, fluctuating currency, global trade tensions, and ongoing energy struggles what can South Africans, businesses and investors expect from Finance Minister Enoch Godongwana’s 2025 Budget Speech? Investec experts Chief Economist Annabel Bishop, Treasury Economist Tertia Jacobs and Chief Investment Strategist Chris Holdsworth share their predictions for Budget 2025. Podcast key moments: 00:00 – Introduction 01:16 - Overview of the current macroeconomic landscape 03:08 - What has changed since the Minister of Finance tabled the Medium-Term Budget Policy Statement (MTBPS) in October 2024? 04:10 – What will investors be watching in Budget 2025 04:45 - How do you expect the minister to navigate fiscal deficit? 06:35 - Can government lower its debt trajectory? 07:43 – How do we drive growth in South Africa? 08:52 - Expectations for revenue in the upcoming budget? any tax increases? 13:11 - From an investment perspective, what are the implications for various key sectors and the equity market? 14:18 - Outlook for government bond yields? 15:47 - When will South Africa get to investment grade? 16:44 - How can the budget address issues related to retrenchment and unemployment? 18:12 - Are there strategies to ensure the development of a sustainable infrastructure in South Africa? 19:55 - What's the one big thing that you're looking out for in budget 2025? Read more on www.investec.com/now 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.

    21 min
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À propos

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.

Informations

  • Création
    Investec
  • Années d’activité
    2019 - 2025
  • Épisodes
    150
  • Classification
    Tous publics
  • Copyright
    © Investec
  • Site web de l’émission
    Investec Focus Radio SA

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