Investec Focus Radio SA Investec
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- Business
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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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NOW ep72: Bridging the gap - SA’s healthcare conundrum
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 -
Macro Monday Ep25: US GDP not bad as it looks
This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the latest US GDP print and core PCE inflation. And in South Africa, the latest on election polls.
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The Current ep 5 | The future of fossil fuels
In episode 5 of The Current, we examine fossil fuels- mankind's centuries-old mixed blessing. We discuss the numerous applications of oil and gas and just how quickly we can phase them out, whilst sticking to a 'just energy transition'.
Listen to Iman Rappetti, and Investec's Callum Macpherson, Campbell Parry, Melanie Janse van Vuuren and SAPIA's Executive Director Fani Tshifularo unpack the most fundamental question of the global energy transition: What is the future of fossil fuels?
00:00 Introduction
02:22 Meet the guests
02:42 What was agreed at COP28 on fossil fuels
04:50 Fossil fuels account for 75% of global GHG emissions
06:38 Our everyday dependence on fossil fuel products: from clothes to fertilizer
08:34 Electric vehicle adoption in SA versus the rest of the world
09:56 When will the demand for oil fall?
11:06 Road transport drives 50% of oil demand
13:02 What is a transition fuel and why are they important?
15:16 Opportunities for SA off demand for gas
17:58 When will we see a peak in global oil demand?
19:14 Geopolitics and fluctuating prices of fossil fuels
20:56 What is SA govt and industry doing to move away from fossil fuels?
22:17 How to make a dirty industry more efficient
24:21 How to bring oil-rich countries onto the transition journey
25:43 Investec approach to oil and gas: commitments and targets
27:21 A pragmatic approach to transitioning away from oil and gas
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 -
Macro Monday Ep24: US interest rates outlook
This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the latest US economic data, outlook for interest rates in the US, what is happening to global markets and CPI in SA.
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NOW ep71: Muted optimism for SA’s lacklustre economy
Although sentiment indicators in South Africa are depressed there are signs of improvement to support stronger growth for 2024. In this episode, Investec Chief Economist Annabel Bishop discusses the macroeconomic outlook for the global and local economy, and where the opportunities are for growth.
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The Current | Ep 4 | Cashing in on clean
Welcome to the 4th episode of The Current, an Investec Focus Radio podcast series where host Iman Rappetti takes you on a thought-provoking 10-part journey of South Africa's energy transition.
In this episode, Investec's Barry Shamley, Zane Bezuidenhout, Boipelo Rabothata and Campbell Parry discuss the myriad investment opportunities presented by the energy transition and the world's commitment to reach net zero by 2050: from mining companies, enabling and transitioning businesses, to the potential of carbon capture, nuclear and hydrogen power.
00:00 Introduction
02:22 Meet the guests
02:55 Investing in mining of green metals
06:05 Is renewable energy a good investment?
08:17 The importance of efficient energy use
09:02 Battery technology advancement
10:34 Construction companies' boom
12:09 A bearish short-term view on hydrogen
14:51 Investing in companies contributing to the SDGs
15:12 Transitioning companies present an opportunity
16:55 Monitoring companies' transition targets is vital
19:29 How will the adoption of AI impact the journey to net zero?
22:07 Is AI a responsible investment?
22:56 2022 Inflation Reduction Act and its impact
24:52 Global Sustainable Equity Fund
28:12 Investing for good without compromising returns
29:34 Energy transition- the megatrend that offers a myriad of investment opportunities
Tune in to this enlightening investment-focused episode and be informed about the many opportunities stemming from the energy transition.
This episode was brought to you by Investec Wealth & Investment's Global Sustainability Equity Fund. Invest in world-class companies dedicated to achieving the UN's Sustainable Development Goals (SDGs), and that we believe can provide you with attractive returns. The fund strives to have a 100% net positive SDG impact. Learn more: https://www.investec.com/en_za/investment/invest-offshore/global-sustainable-equity-fund.html
Customer Reviews
Human Centric
Informative, thought provoking and strategically balanced podcast. Thank you Investec
Amazing insight
I have learned a lot about personal finance from this podcast which made me become a big fan of Investec. I aspire to find myself being part of those who are Out Of The Ordinary.
Articulate
The speakers do not use technical language, which may be exclusionary to some audience members. The simple language they use in speaking to complex issues, makes this an excellent podcast 🥇