Investec Focus Radio SA Investec

Although sentiment indicators in South Africa are depressed there’s improvement to support stronger growth for 2024 compared to 2023. In this episode, Investec Chief Economist Annabel Bishop discuss the macroeconomic outlook for the global and local economy and where are the opportunities for economic growth.

Welcome to the 4th episode of The Current, an Investec Focus Radio podcast series, in which your 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 Buizuidenhout, Boipelo Rabotata 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 carbon capture, nuclear and hydrogen.

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 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 myriad opportunities for individuals, 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

As South Africa approaches elections, the nation grapples with critical issues such as substantial unemployment, escalating violent crime rates, and persistent power and infrastructure challenges that dominate the public discourse. Amidst these challenges, many South Africans are looking beyond the government for solutions – they look to themselves but they also look to an innovative business community.

Public-private partnerships are playing a key role in helping South Africa meet its infrastructural and development investment requirements. In this episode, get an inside view into some of South Africa’s key public-private partnerships and the business leaders driving them, with our panel of experts.

We feature journalist and editor, Ferial Haffajee, in a recent In Conversations event, she sat down with Investec CEO Designate, Cumesh Moodliar , Busisiwe Mavuso, CEO of Business Leadership South Africa, Fumani Mthembi, Co-founder & Director of Pele Energy Group, Mteto Nyati, Chairman at Eskom and Executive Chairman at BSG, Mark Rayner, Vumacam investor, co-founder of Leadwood Partners, and Reyburn Hendricks, CEO at H1 Holdings.

This episode is for all South Africans who are interested in finding out what some of the initiatives are that are helping to drive the country to prosperity.

Skip ahead:

00:00 Intro
01:50 Understanding the CEO initiative and how it works
04:51 The inner workings of the CEO initiative
07:55 The timelines put forward by the CEO initiative for various infrastructure and security projects to be completed
10:06 Government’s role vs the role of the public sector in these public-private partnership projects
12:15 Eskom update from Chairman of the board, Mteto Nyati.
15:09 National Treasury diagnostic report on Eskom
16:41 The end of loadshedding
18:26 Regulatory reform driving private power production
21:24 Industrialisation of the energy sector as a way to tackle unemployment
25:35 Vuma cam revolutionizing the crime detection industry in South Africa
28:27 Rolling out crime detection video technology in Johannesburg
29:36 Skills development in the security industry to meet technological advancements
31:59 Suggestions to the president from Captains of industry

From SA Inc, to green and gold. In the latest episode of No Ordinary Wednesday, discover the sectors that have piqued the interest of award-winning fund managers, Barry Shamley and Peter Vogel, and the factors driving their local and international investment decisions.

Podcast key moments:
00:00 – Introduction
01:20 - How are macroeconomic and geopolitical conditions affecting global equity funds?
02:24 – How are equity markets fairing in South Africa despite global headwinds?
03:57 – Are South African investors optimistic about local equity funds?
04:54 – How is rand volatility affecting equity markets?
06:13 – Equity markets to watch out for 2024
07:57 – Emerging markets equities vs developing markets equities?
09:05 – What are emerging markets equity funds investing in?
10:02 – How is South Africa performing against other emerging markets?
10:58 – Is SA Inc attractive to investors?
11:37 – Are there significant inflows in tech and AI in South Africa?
12:25 – What sectors in South Africa are attractive to investors?
14:14 – What sectors are growing in South Africa?
15:24 – Impact of investing in South Africa
17:20 – What will drive the investment outlook for the next 12 to 18 months?

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

Investec's Quentin Allison, Ayan Ghosh and Fanele Mondi, CEO of the Energy Intensive Users Group, examine the crucial role of the mining sector in the energy transition, with a focus on the growing need for so-called "clean minerals" which South Africa has in abundance.

00:00 Intro
02:37 The energy trilemma
04:53 Just transition and how to manage the loss of jobs from coal mining
07:00 Energy transition happening at a slow pace
08:09 The promise of Platinum Group Metals (PGMs)
10:56 Investec's Commodity Hedging and Working Capital Solutions
11:20 How clean are PGMs, really?
12:19 EVs are eating PGM's lunch
13:15 PGMs are vital in hydrogen fuel energy
16:27 South Africa's potential as a leader in the hydrogen economy
20:58 Other clean metals in the green energy transition
21:14 Nuclear energy in SA's energy mix
23:34 Will the hydrogen economy be a game changer for SA?

This episode was brought to you by Investec Corporate and Institutional Banking. The Commodity Hedging and Working Capital Solutions team identifies opportunities and structures investment alternatives across traditional commodity assets and exciting frontier markets like regulated carbon allowances.

Learn more: https://www.investec.com/en_za/investec-for-institutions/commodities.html

In this special edition of Investec Focus Radio, we delve into the intersection of food technology and sustainability with Arturo Elizondo, the founder and CEO of The Every Company, and Melanie Janse van Vuuren, Global Sustainability lead at Investec.

We explore the environmental challenges of traditional meat production and the rise of innovative lab-created food alternatives.

Arturo shares Every Company's groundbreaking work in precision fermentation and AI to create the world's first chickenless eggs and how this technology can revolutionise our food systems.

Listen to this compelling conversation about the future of food and how groundbreaking technology and conscious choices can lead to a more sustainable planet.

00:00 Introduction
01:23 Arturo Elizondo’s journey to forming food technology company, Every co.
03:11 Alternative protein landscape
07:58 Ensuring that our food is sustainable?
12:48 Accessibility and affordability
14:08 Nutritional value of alternative proteins
15:31 The shift to consume less animal proteins
16:31 The use of AI in food production

At Investec our vision is to grow and preserve our clients’ long-term wealth by allocating capital that not only achieves desired financial outcomes, but also
ensures that future generations inherit a world they can be proud of.
Find out more about the Investec Sustainability Equity Fund