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

    2 DAYS 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
  2. Macro Monday Ep114: Markets show resilience despite the conflict

    4 DAYS AGO

    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
  3. NOW Ep 126: Investing through the noise

    6 MAY

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

    5 MAY

    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
  5. Macro Monday Ep113: Markets look through the energy shock

    4 MAY

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

    20 APR

    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
  7. NOW Ep125: Capital meets reform | Is South Africa investable again?

    15 APR

    NOW Ep125: Capital meets reform | Is South Africa investable again?

    South Africa’s reform momentum is becoming more visible but so are the constraints that could stall it. In the latest episode of No Ordinary Wednesday, Jeremy Maggs is joined by Rudi Dicks, Head of the Project Management Office in the Presidency; Martin Meyer, Head of Energy and Infrastructure Finance at Investec and Ayan Ghosh, Head of Cross-Asset Investment Strategy at Investec, to unpack the reality behind the narrative. From energy gains to persistent bottlenecks in logistics and municipalities, the discussion examines whether progress is enough to sustain investor confidence and what still needs to shift for capital to follow. Read more on www.investec.com/now Investec Focus Radio SA

    30 min
  8. Macro Monday Ep111: Global growth and inflation outlooks deteriorate

    13 APR

    Macro Monday Ep111: Global growth and inflation outlooks deteriorate

    Standing in for Chris Holdsworth, Osagyefo Mazwai discusses the latest on the conflict in Iran, and against this backdrop, signs of deterioration in both growth and inflation in the world’s major economies. While markets are not yet pricing in rate hikes in the US, they are in the Eurozone. Investec Focus Radio SA

    8 min
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4.8
out of 5
104 Ratings

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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