While the IMF is bullish about global growth this year, uncertainty remains elevated, with the US market looking stretched, says Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth. Investec Focus Radio SA
Join us for the first episode of a special three-part series recorded during the World Economic Forum Annual Meetings in Davos-Klosters, Switzerland (20-24 January). In this episode, Investec CEO Cumesh Moodliar engages in a thought-provoking conversation with host Jeremy Maggs, exploring his hopes and expectations for the event. Discover the key topics that will capture the attention of global business leaders as they gather to discuss the pressing challenges and opportunities facing our world ...
In the first episode of the 2025, Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth looks at the US dollar, although it has gained recently, bond yields have risen around the world, up due to both concerns about inflation and fiscal trajectories. Investec Focus Radio SA
In this episode, Investec senior wealth manager, Tristanne Farrell, brings Hannah O'Leary, Sotheby's Head of Modern and Contemporary African Art and Pule Taukobong a venture capitalist and avid art collector to gauge the pulse of the African art market. The conversation covers art trends, fairs, sourcing, pricing and diversity. We end by discussing what artists you should be paying attention to. 00:00: Intro 01:20: Introduction of guests 02:16: Is the African contemporary market's boom, about to...
In this episode of Everything Counts, we explore what it takes to be a skilled and considerate driver. Hosted by Marius Roberts, this episode covers essential tips for mastering the basics of driving, understanding road safety, and adopting defensive driving techniques. From handling traffic circles to navigating load-shedding-induced outages, we discuss the do’s and don’ts of driver etiquette. Learn how to improve your awareness, maintain safe following distances, and react to unexpected situat...
In our latest episode of the No Ordinary Wednesday podcast, CEO of Investec SA Cumesh Moodliar and Business Unity South Africa CEO Cas Coovadia explore how South Africa’s G20 presidency can boost investor confidence and unlock opportunities for Africa. Discover how SA is positioning itself as a gateway to growth and innovation on the global stage. Podcast key moments: 00:00 – Introduction 01:43 - How will South Africa’s G20 presidency influence the country's economic trajectory? 02:59 – What foc...
Embark on the ultimate road trip adventure with Everything Counts! In this episode, motoring expert, Marius Roberts shares essential tips for planning your next South African road trip, featuring insights from Layton Beard, head of Public Affairs at the Automobile Association of South Africa (AA), Johan Kriek, the founder of the Defender Trophy, a family friendly overlanding event for Land Rover Defender enthusiasts and Deon Venter, CEO of 4x4 Megaworld. Whether you’re heading to the coast, expl...
Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth, dissects the decline in SA GDP in the third quarter, mainly because of weakness in agriculture and construction, and argues that there is ample scope for monetary easing. Investec Focus Radio SA
Chris Holdsworth provides a summary of the output of Investec’s recent Global Investment Strategy Group meeting, in which the risk score was left unchanged ay -1. He discusses the latest US growth and inflation numbers, as well as South African trade and income indicators. Investec Focus Radio SA
In the latest episode of Investec's No Ordinary Wednesday podcast, economist Lara Hodes discusses rising business confidence in South Africa, the effects of an easing monetary cycle, and an increase in mining production. But as we celebrate these wins, could global tensions stand in the way of further progress? Listen in to find out. Podcast key moments: 00:00 - Introduction 01:05 - Business confidence is slightly up - do you expect this continue? 02:01 - What macroeconomic factors will you be w...
Are you earning extra income through a side hustle or considering working abroad as a digital nomad? As the world of work evolves, the rise of side hustles, freelancing and remote work has introduced new complexities to tax obligations. Whether you're a freelancer, gig worker or digital nomad, understanding your tax responsibilities is crucial to staying compliant and optimising your earnings. In this episode, learn how to navigate your tax obligations in South Africa and beyond with insights fr...
SA inflation surprised on the downside and is likely to remain low. Despite this, the Reserve Bank continues to maintain a restrictive stance, pointing to bigger than expected rate cuts next year. Investec Focus Radio SA
What impact will Trump's presidency have on the global economy and emerging markets? Tune in to the latest episode of the No Ordinary Wednesday podcast for insights from Investec experts, Annabel Bishop (SA) and Ellie Henderson (UK). Listen here Podcast key moments: 00:00 – Introduction 01:00 - A few days since the Trump win have global markets settled? 02:56 – How will a Trump presidency impact inflation in the US? 04:15 – How will the Trump presidency affect global inflation and growth? 05:34 ...
In this episode of Everything Counts, we explored various tax-saving strategies available to South Africans. With insights from tax experts Nicci Courtney-Clark, head of Tax at TaxTim and Bronwen Trower, co-portfolio manager at Investec Wealth & Investments, we uncovered how you can optimise your tax savings in South Africa while remaining compliant. This episode is perfect for anyone looking to be more tax-savvy and keep more of what they earn. Everything Counts is a bi-weekly podcast serie...
Was inflation the poisoned chalice inherited by Kamala Harris? Chief Investment Strategist at Investec Wealth & Investment International examines the role of inflation and economic performance in deciding the outcomes of US presidential elections over the years. Investec Focus Radio SA
The US labour market points to further rate cuts. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, also discusses expected cuts in the Eurozone and UK, while Japanese rates are set to rise, leading to convergence among the world’s leading developed markets. Investec Focus Radio SA
Join Investec CEOs, Cumesh Moodliar (SA) and Ruth Leas (UK), as they share their key insights from the recent IMF and World Bank meetings in Washington. In the latest episode of No Ordinary Wednesday, they highlight the economic policies and market trends poised to influence investors and markets around the globe. Listen here: Podcast key moments: 00:00 – Introduction 01:10 – Why the annual Investec IMF Breakfast event? 02:08 – What concerns global investors and financiers in 2024? 03:50 – What ...
In this episode, we explore the future of sustainable, green homes and energy independence with insights from industry experts, Claudia Thompson, Sustainable Solutions Product Owner at Investec, Anastasia Delis, Soly Representative Managing Global Partnerships, and Mzwakhe Mntambo from Burgess Plumbing, who share their knowledge on how solar energy, water management, and smart technology are transforming properties into eco-friendly homes. Whether you're a homeowner looking to boost sustainabili...
The IMF has warned that global public debt will exceed $100 trillion by the end of the year, highlighting soaring fiscal deficits in the US and China. In his latest Macro Monday update, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, examines this and other key themes from last week’s 2024 IMF/World Bank Annual Meetings in Washington. He also looks at the latest economic indicators that show a slight recovery in US consumer confidence and highligh...
While betting markets currently show Trump in the lead, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, believes the US election remains too close to call. In this edition of Macro Monday, he explores research on the implications of a win for either candidate on US growth and inflation. Other topics include insights on the latest US economic indicators, interest rate cuts by the European Central Bank, unexpectedly strong Chinese growth, and an ant...
A rerating of SA sovereign bond yields, a stronger ZAR, and sidestepping a fiscal slippage, have sparked optimism for a healthier national balance sheet. But structural challenges persist, impeding the potential for growth. In the latest episode of the No Ordinary Wednesday podcast, Investec Chief Economist Annabel Bishop and Treasury Economist Tertia Jacobs discuss the Finance Minister's priorities ahead of the mini budget on 30 October. Podcast key moments: 00:00 – Introduction 01:24 - Under w...
In this episode of Everything Counts, we discuss retirement planning and saving for your future self. Host Motheo Khoaripe is joined by Kate Robson (co-head of Investec My Investments) and Kgomotso Motloung (Investec financial adviser). The conversation covers setting retirement goals, calculating how much you’ll need, and avoiding common financial mistakes. Whether you’re in your 30s or nearing retirement, this episode offers valuable insights on how to prepare for a financially secure future. ...
In this week’s Macro Monday update, Chris Holdsworth, Chief Investment Strategist of Investec Wealth & Investment International, looks at what a Trump vs Harris win would mean for the US economy. He also comments on a slightly more hawkish tone from the latest FOMC, with the market now pricing in a 90% chance of a 25bp cut in November. Despite this, the S&P 500 closed at a record high on Friday. In South Africa, SOE performance is slowly grinding upwards, says Holdsworth, suggesting furt...
The US economy has received a significant boost as Nonfarm Payrolls – a key indicator of job creation measuring employment in non-agricultural sectors – have surpassed expectations. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, shares his insights on the US economy, and looks at a gradual slowdown in global growth and South Africa’s strong income growth. Investec Focus Radio SA...
Cyber-attacks have crippled businesses and institutions, drained public money and compromised individuals. So, in 2024, what are the biggest cyber threats to businesses and individuals? And what are the top risk mitigation strategies to consider? In this episode, Jeremy Maggs and guests, Investec’s head of information security and governance in South Africa, Noma Hlazo, and her UK counterpart Tash van den Heever, the latest trends and how to keep yourself and your business safe from attacks. Hos...
In this episode, we explore the newly implemented two-pot retirement system in South Africa. Our expert guests, Kate Robson (co-head of Investec My Investments), Nicolette Mashile (Financial Bunny), and Siphithi Sibeko (media spokesperson at SARS), unravel the complexities surrounding retirement savings. They discuss the implications of withdrawals, the importance of long-term savings, and unpack the tax considerations. Whether you’re approaching retirement or just beginning to save, this episod...
There has been a strong and swift reaction to last week's stimulus package by Chinese authorities, including equities and commodities. Investec Wealth & Investment Chris Holdsworth Chris Holdsworth looks at the implications. Investec Focus Radio SA
What did the Fed see when it decided to cut rates by half a percentage point? Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth looks at last week’s interest rate decisions by the Fed and by the SA Reserve Bank. Investec Focus Radio SA
As central bankers worldwide shift towards easing monetary policies, what kind of rate-cutting cycle are we entering? In the latest episode of No Ordinary Wednesday, Investec Treasury Economist Tertia Jacobs shares her expert insights on the factors that will the trajectory of interest rates in the coming months. 00:00 – Introduction 01:35 – What factors will influence the pace of interest rates cuts in the US? 03:10 – What will the SARB contend with in determining the trajectory of rate cuts? 0...
In this episode of Everything Counts, we explore the financial and practical considerations of buying property for resale or as a holiday home. Motheo Khoaripe is joined by experts Keshnie July (Lending Product Owner at Investec), Hayley Ivins-Downs (Managing Executive for Real Estate at Lightstone Property), and Tsholofelo Mokoma (Property Practitioner at RE/MAX Horizon). They discuss the pros and cons, trends, and hidden costs of owning a second property. Whether you're an investor or consider...
