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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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 CEO 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 -
In conversation | Navigating Uncertainty in Johannesburg
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.
Journalist and editor, Ferial Haffajee hosted recent In conversations events 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 Vumacam revolutionising 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 -
NOW ep70: SA Inc: the contrarian investment view
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
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 🥇