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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.
Macro Monday Ep11: Yields and inflation head lower
On both sides of the Atlantic, inflation indicators and bond yields are trending lower. Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth explains. Investec Focus Radio SA
09:1704/12/2023
Macro Monday Ep10: Global growth is weak, but inflation is on the way down
In this episode Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the weak global growth outlook, as the world is yet to see the full impact of rate hikes. But inflation is on the way down and corporate margins are resilient. Investec Focus Radio SA
08:0327/11/2023
In conversation: Shaping your Wealth
Investec hosted an exclusive event series for women called In Conversation: Shaping your Wealth, which aims to empower women in their financial journey. The panel discussion was hosted by Nozipho Tshabalala and featured Jill Anthony from Investec Tax & Fiduciary, Tracey Ward from Investec Life and Dorothy Asomaning from Investec Wealth & Investment. They discussed crucial ingredients for a successful wealth strategy, including protection of income, legacy and offshore investment.
27:3227/11/2023
In conversation: Rebuilding KwaZulu-Natal
Despite its many challenges, two prominent KwaZulu-Natal businessmen are optimistic about the region’s growth prospects. In this podcast, Toyota’s Nigel Ward and Shave and Gibson’s Simon Downes speak to Investec’s Neo Ralefeta about positive developments in one of South Africa’s most important economic hubs. Read more · Investec Focus Radio SA
33:4324/11/2023
How to teach your kids to save
Saving for the future is a mindset best instilled at a young age. René Grobler, Head of Investec Cash Investments shares some tips on how to turn your children into savers. Learn more · Investec Focus Radio SA
22:3522/11/2023
NOW ep63: Walking the transmission line
New power stations aren't enough to solve SA's electricity woes; the real challenge is the lack of capacity to distribute power where it's needed. In the latest No Ordinary Wednesday podcast, Investec Equity Analysts Herbert Kharivhe and Ross Krige discuss solutions to this transmission conundrum. Investec Focus Radio SA
18:2921/11/2023
Macro Monday Ep9: The varying fortunes of the US and China
While the US economy continues to cool, the Chinese economy is showing signs of life. Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth explains. Investec Focus Radio SA
10:0920/11/2023
Reimagine Mental Health S2 ep2: The generation normalising mental health
Engage in candid conversations guided by the heart-warming bond of a mother and daughter who have traversed journey toward youth mental wellness. In the latest episode of the Reimagine Mental Health podcast series, explore the power of self-care, self-compassion, and the importance of setting boundaries in the digital age. We highlight the resources available for young individuals and their families, both online and offline, and discuss the cultural and diversity perspectives that influence the experience of anxiety. Investec Focus Radio SA
32:4816/11/2023
Macro Monday Ep8: More and more signs of a global slowdown
From Chinese consumer prices to US bankruptcy rates, there are increasing signs of a global slowdown. Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at what this means for monetary and fiscal policy. Investec Focus Radio SA
09:3013/11/2023
NOW ep62: Interest rates: higher for longer no more?
The recent decision by monetary policy makers in the US to keep rates unchanged has sparked hope of an end to a bruising interest rate cycle globally. Central banks across the world have battled soaring inflation, leading to mantra of ‘higher interest rates for longer.’ So is the end near? In the latest episode of the No Ordinary Wednesday podcast, Investec Chief Economist Annabel Bishop gives an in-depth analysis on what this means for financial markets, investors and the rest of world. Investec Focus Radio SA
17:3707/11/2023
Macro Monday Ep7: Bond yields continue to track lower
Bonds and equities rallied together after Friday’s US nonfarm payrolls miss, says Chris Holdsworth, Investec Wealth & Investment's Chief Investment Officer. Listen to other episodes · Investec Focus Radio SA
11:2006/11/2023
Macro Monday ep6: From the Fed to the MTBPS
Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth previews a busy week, that includes a Fed rate decision and the mid-term budget speech the Finance Minister on Wednesday. He also notes some good news on the electricity front. Investec Focus Radio SA
07:5130/10/2023
NOW ep61: Are bonds back in vogue?
It’s been called the lifeblood of the global economy, but over the past three years, the fixed income – or bond – market has been battered by low economic growth, sticky inflation, low investor confidence and high interest rates. But have we reached the bottom of the cycle? In this episode, Annelise Peers, Chief Investment Officer for Investec Bank Switzerland and Awongiwe Booi Fixed Income Analyst at Investec Wealth & Investment SA explain what this means for investors and the world at large. No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
27:3224/10/2023
Macro Monday ep5: The consequences of higher yields
In this week's episode Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at rising yields that are having an impact on the US economy, particularly the housing market. Investec Focus Radio SA
07:5123/10/2023
NOW Special Edition: South Africa's mid-term budget crossroads
Addressing escalating debt, SOE bailouts, and tax reforms will be critical in the Medium-Term Budget Policy Statement, say Investec economists Annabel Bishop and Tertia Jacobs in this special edition of the No Ordinary Wednesday podcast. No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
26:4017/10/2023
Macro Monday ep4: Global inflation falls
Global inflation is drifting down, but perhaps not fast enough for central banks, argues Investec Wealth & Investment Chief Investment Chris Holdsworth in the latest episode of Macro Monday. Meanwhile, Chinese leading indicators are looking promising, and there are positive developments on the local electricity crisis front. Investec Focus Radio SA
10:1316/10/2023
NOW ep59: An inflection point for sustainable investing
Financial returns in the sustainable space was a key theme at the world's leading responsible investment conference. Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth, and investment analysts Boipelo Rabothata and Kyle Lasarow share their insights from the event. No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
23:3911/10/2023
Reimagine Mental Health S2 ep1: Mindful Masculinity: exploring men's mental health
In our first episode, we talk to comedian Jason Goliath, who has chosen to laugh through his tears. Literally. And explore how, and if, humour helped him cope during some of his darkest moments. We also speak to experts and professionals, Andrew Martin (Clinical Psychologist) and Sinenhlanhla Sithomo (Head of Insurance Business: Investec Life), who carefully guide us and help us navigate the space of men’s mental health and wellness. Investec Focus Radio SA
24:4809/10/2023
Macro Monday ep3: Inching towards a global slowdown
While the world economy is still growing, it’s doing so at a slower rate. Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth, looks at the implications. Investec Focus Radio SA
09:2809/10/2023
Unpacking Wealth Creation S2 Ep7: Why do I need life insurance?
It’s often said that you should hope for the best, but plan for the worst. Although a subject that most are reluctant to talk about, planning for your death is a crucial part of your investment journey, particularly in the context of intergenerational wealth. We asked Jonathan Hilliar, a financial adviser at Investec, and Sinenhlanhla Sithomo, head of Investec’s life insurance business to explain the importance of life insurance. Investec Focus Radio SA
28:3806/10/2023
Retirees and fraud – practical ways to protect yourself
Retirees are often a target of fraudsters. Kevin Hogan, Head of Fraud Risk at Investec, is joined by René Grobler, Head of Investec Cash Investments, in explaining some of the ways you can avoid becoming a victim of fraud. Investec Focus Radio SA
22:5603/10/2023
Macro Monday ep2: Global slowdown ahead
In our quarterly strategy and asset allocation overview, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the implications of the likely slowing in global growth over the next 12 to 18 months. He also examines the challenges and opportunities in the SA market. Investec Focus Radio SA
10:3802/10/2023
Unpacking Wealth Creation S2 Ep6: How do you create and preserve intergenerational wealth?
How to talk about wealth with family, how to build a financial plan and how to create wealth. Investec Wealth & Investment wealth managers, Neil Urmson and Ruth Forssman, share some insights into how not to lose your intergenerational wealth. Investec Focus Radio SA
31:5229/09/2023
Sustainable Solutions Ep3: Water crisis solutions
Melanie Humphries (head of Investec Sustainable Solutions) has an in-depth discussion on the ongoing water crisis with expert, Pierre Lundberg. Where do we stand and what does the future look like? What do you need to know about water back-up solution, such as water tanks, boreholes and rainwater? What are the pitfalls? Investec Focus Radio SA
25:3328/09/2023
NOW ep58: Reining in the rand
The rand’s rollercoaster ride continues. It’s been a tough few weeks for the rand, as the market grows increasingly anxious over domestic challenges, including government’s fiscal deficit of R143.8 billion. David Gracey, Investec's Head of FX and Fixed Income Trading, discusses the rand's performance and its future outlook. No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
16:3127/09/2023
Investec Focus Talks | Sudhanshu Palsule on the power of purpose and empathy
"The future is human," says leadership luminary Prof Sudhanshu Palsule. In this Investec Focus Talk Lesley-Anne Gatter, global head of People and Organisation at Investec, chats to Palsule on why organisations need to find their purpose, and leaders need to find empathy, in order to survive in an age of AI and machine learning. Investec Focus Radio SA
30:0026/09/2023
Unpacking Wealth Creation S2 Ep5: To trust or not to trust?
Trusts are often used in estate planning for various reasons, many of which are related to tax efficiencies. But are they still a suitable wealth preservation vehicle, and what are the implications of investing through a trust offshore? Should you keep your SA trust if you emigrate? What does it mean to change tax residencies? Two of Investec Wealth & Investment’s advisors from the Tax & Fiduciary team, Johanci Meintjies and Jill Anthony, answer these questions and more in the fifth episode of the second season of our Wealth Creation podcast. Investec Focus Radio SA
27:4922/09/2023
Macro Monday ep1: Fuel prices push global inflation higher
In the first episode of Investec’s weekly macroeconomic view, Investec Wealth & Investment’s Chief Investment Strategist Chris Holdsworth discusses global inflation which ticked up in August, driven mainly by higher fuel prices. Macro Monday · Investec Focus Radio SA
08:2818/09/2023
NOW ep57: South Africans under the pump
In this episode, our experts discuss the surge in fuel prices and the impact of oil market volatility on South Africans. Find out what's driving the increase and the potential implications for our economy. No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
20:4913/09/2023
Sustainable Solutions Ep2: Energy crisis solutions
Melanie Humphries (head of Investec Sustainable Solutions) has an in-depth discussion on the ongoing energy crisis with expert, Chris Yelland. Where do we stand and what does the future look like? How can you reduce your reliance on the grid? What are the options and hazards? www.investec.com
27:0211/09/2023
NOW ep56: Inflation: too soon to celebrate?
Have we really turned the corner when it comes to inflation, and will the Reserve Bank continue to keep interest rates on ice? Find out in the latest episode of No Ordinary Wednesday with Investec Economist Lara Hodes. No Ordinary Wednesday with Jeremy Maggs
12:0230/08/2023
Sustainable Solutions Ep1: SA’s water and energy crisis
At our latest In conversation event, titled, Sustainable living – empowering solutions, Chris Yelland (energy expert), Prof Anthony Turton (water expert), Maya Fisher-French (award-winning financial journalist) and Pierre Lundberg (water expert) shared their thoughts on our current water and energy situation.
41:3528/08/2023
NOW ep55: Opportunities for investors amid economic headwinds
With the economic headwinds of sticky inflation and persistently high interest rates, an underwhelming Chinese rebound and a weakening US dollar – how do the next few months look for investors? Our Chief Investment Strategist Chris Holdsworth, gives his analysis in the latest episode of the No Ordinary Wednesday podcast. No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA
12:4616/08/2023
In conversation for medical professionals | Ep4: The importance of financial planning
Starting a private practice can be overwhelming, but with the right support and knowledge, you can confidently make informed decisions. In this interview, Nirvashni Rajkumar, a Senior Financial Advisor at Investec Life, sketches out some of the financial essentials you need to consider.
Discover how to mitigate risks, protect your income, and safeguard your practice through effective risk cover strategies. Learn about essential aspects such as life cover, disability cover, and income protection, tailored specifically to your profession.
SKIP TO KEY TOPICS
00:04 What type of risks do financial planners help clients mitigate against?
2:52 Where do medical practioners who are thinking of starting their private medical practice begin?
4:15 What are the common mistakes made by medical professionals when it comes to retirement?
6:40 Final thoughts for medical professionals. The importance of financial planning · Investec Focus Radio SA
15:3407/08/2023
NOW Ep54: AI investing 101: What to consider before jumping in
Simon Lapthorne, a Senior Research Analyst for Investec Wealth & Investment UK, dicusses the rise of artificial intelligence and what investors should consider before entering the market. Investec Focus Radio SA
22:0301/08/2023
In conversation for medical professionals | Ep3: Tackling tax for your future-ready medical practice
Investec Head of Tax & Fiduciary Rene van Zyl shares insights and strategies to help medical professionals navigate the complex world of finance and taxation and manage their money more effectively.
Learn about the key elements involved in establishing a long-term financial plan as a doctor in private practice, and how to adapt it as your career progresses, while getting to grips with how to approach estate planning, tax compliance and wealth preservation.
If you're a medical professional in private practice looking to take control of your finances, protect your assets, and optimise your wealth, this video is for you. Empower yourself with the knowledge and insights to build a secure financial future.
SKIP TO KEY TOPICS
0:00 Why is managing their money and estate important for medical professionals?
0:55 What important things would you want medical professionals to know about a solid financial plan?
1:41 How do you start with a long-term financial plan as a doctor in private practice?
3:28 What role does a financial adviser, wealth manager or estate planner play in in making sure doctors are compliant in terms of tax?
4:34 What should a doctor, especially in private practice, do when looking for someone to help them in this Tax & Fiduciary space? Tackling tax for your future-ready medical practice · Investec Focus Radio SA
12:1924/07/2023
NOW Ep53: When to save and when to invest
High cost of living, unemployment and debt are just some of the difficulties South Africans are facing that greatly impact their ability to save or invest. This National Savings Month, Investec experts Rene Grobler and Ebeth van Heerden unpack the differences between savings and investment and share practical ways to improve your financial health. It’s a must-listen for those starting out on their wealth creation journey. Investec Focus Radio SA
27:3019/07/2023
In conversation for medical professionals | Ep2: Transforming medical practices
Steven Macarounas is the founder of the Business Money Life Institute and programme director for the South African Health Business Academy. With over 37 years of experience working alongside healthcare professionals, he is passionate about helping doctors prioritise their own lives alongside their professional responsibilities.
By providing education and resources on building successful practices, managing finances, and developing personal lives, these institutions aim to empower doctors to create a better balance and improve their overall quality of life.
In this interview, he unpacks his work in more detail and describes how it is intrinsically intertwined with the development of the future-ready private practice.
SKIP TO KEY TOPICS
1:35 How a medical professional can keep up to date with medical innovations
2:37 How AI may disrupt medical practices
4:50 How failing to plan ahead can lead to working longer
7:33 Principals that will have a positive impact on doctors Transforming medical practices: addressing the lives of doctors and patients · Investec Focus Radio SA
30:4310/07/2023
NOW ep52: Loadshedding: What to expect
Despite the recent respite in loadshedding, in the form of lower stages, Investec equity analysts Herbert Kharivhe and Ross Krige caution against complacency. Find out what stages they’re forecasting for the rest of winter and beyond, in the latest episode of No Ordinary Wednesday. No Ordinary Wednesday with Jeremy Maggs
16:0705/07/2023
AI special edition with Tristan Fletcher
With an MEng in Manufacturing Engineering, MSc in Computer science, a PhD in Artificial Intelligence and a research fellowship at Imperial College looking at how to apply AI to "noisy" data sets, there's probably not a lot about AI that Tristan doesn't know. So who better for Investec's Mark James to ask about recent developments and the likely impact of the pervasive tech? Listen now. Investec Focus Radio SA
29:0028/06/2023
In conversation for medical professionals | Ep1: Building a future-ready medical practice
At the recent In conversation event for medical professionals, Steven Macarounas, an international specialist with 35 years of experience in the healthcare industry, discusses how to build a future-ready medical practice.
Steven Macarounas is the founder and director of the Business Money Life Institute and programme director for the South African Health Business Academy
SKIP TO KEY TOPICS
0:17 Regrets of the retiring doctor
1:05 What was your greatest regret as a doctor?
2:50 Characteristics of the Future Ready Practice
4:01 Three steps to success www.investec.com · Investec Focus Radio SA
47:3326/06/2023
NOW ep51: Cooling inflation soothes the rand
After a prolonged period of high inflation rates across the globe, major price indices are finally showing signs of peaking. This global trend is also reflected in South Africa's current economic landscape. Annabel Bishop, Chief Economist at Investec, talks about what the impact of disinflation will be on interest rates and the ZAR. Listen to more episodes of No Ordinary Wednesday · Investec Focus Radio SA
22:0021/06/2023
NOW ep50: BRICS fallout knocks rand
Geopolitical own goals have pushed the rand to record lows against the dollar. Investec Treasury Economist Tertia Jacobs and Investec Head of Sales and Structuring Obakeng Pitse share their views on the outlook for the ZAR. Investec Focus Radio SA
19:1307/06/2023
Reimagining mental health ep6: Balancing success and sanity in entrepreneurship
For entrepreneurs, the heavy weight of expectation across all quarters of society is persistent. From investors, to employees, to customers, not to mention their family and wider community. They are constantly expected to have the answers. In the final episode of the first season of our Reimagine Mental Health podcast series, we will explore how entrepreneurs manage their mental health especially in the current socio-economic climate we face in South Africa. Investec Focus Radio SA
36:4030/05/2023
Real Torque with Marius Roberts | Episode 5: Chinese car manufacturers disrupt the sector
Marius Roberts, respected motoring expert, shares why Chinese-made cars have gained popularity in such a short time.
SKIP TO KEY TOPICS
00:00:40 Should you be considering Chinese-made cars?
00:01:16 Brand awareness
00:02:04 How the motoring industry works in China.
00:03:21 Why are Chinese car brands so much cheaper?
00:03:42 Potential pitfalls
00:03:54 Re-sale value
00:04:46 Fuel consumption
00:05:35 Accessibility or supply chain vs demand Real Torque with Marius Roberts
06:4930/05/2023
Investec Focus Talks | Dr Kim Tan on the future of impact investing
In this Investec Focus Talk we hear from social impact pioneer, Dr Kim Tan on his most out-of-the-ordinary investments, what excites him about the future, and the role this burgeoning market must play in securing our sustainable future. Investec Focus Radio SA
24:0425/05/2023
NOW ep49: Global economy feels the chill as Dragon’s fire cools
John Wyn-Evans, Investec Wealth & Investment UK, and Quentin Allison, Investec Corporate and Institutional Banking, take an in-depth look at China’s economic prospects in the face of lower consumer demand, high interest rates and stubbornly high inflation globally.
15:5324/05/2023
Real Torque with Marius Roberts | Episode 4: First cars, family cars and fast cars?
Marius Roberts shares the cars that he would recommend - from entry-level options for first-time buyers to performance cars.
SKIP TO KEY TOPICS
00:00:38 Entry-level cars
00:02:48 Mid-size cars
00:04:52 Family cars
00:05:57 Bakkies
00:06:51 Sports cars Real Torque with Marius Roberts
09:4516/05/2023
NOW ep48: Will interest rates take a hike?
With the Fed and ECB continuing to hike interest rates, it is inevitable that South Africa will follow suit at the end of May. In this week’s episode of No Ordinary Wednesday podcast, our Chief Economist Annabel Bishop looks at whether the country is reaching a turning point on interest rates and what variables are at play ahead of this month’s announcement. Listen now No Ordinary Wednesday with Jeremy Maggs
17:2610/05/2023
Real Torque with Marius Roberts | Episode 3: What cars are South Africans buying now?
Marius Roberts, respected motoring expert, shares what cars South Africans are buying now.
SKIP TO KEY TOPICS
00:00:53 SUVs and cross-overs
00:03:54 Downsizing and downscaling
00:05:51 Electric vehicles and hybrids
00:10:34 Bakkies Real Torque with Marius Roberts
11:1402/05/2023