Post the tariff turmoil, investors are reconsidering their exposure to the US market. In this episode of No Ordinary Wednesday, Annelise Peers, Chief Investment Officer at Investec Switzerland, and Richard Cardo, Portfolio Manager and Head of Single Manager Investments at Investec, who oversees the Investec Global Leaders Fund, delve into the macroeconomic and market dynamics reshaping global asset allocation. Investec Focus Radio SA...
Apr 29, 2025•26 min0
In this episode, Lieze-Marie Brink and Jacques Van Niekerk from the Investec Tax and Fiduciary team discuss the key aspects of estate planning and drafting a will in South Africa. They cover what should be included in a will, how to get started, and the importance of updating it after major life changes. Jump to topics of interest 00:00 Introduction 01:30 Why wills are important 02:45 The cost of a will 03:35 What happens if you don’t have a will 04:15 The laws of interstate succession 05:00 Wha...
Apr 23, 2025•24 min0
Where are investors seeking refuge amid uncertainty? And will the recent rebound in global stocks last? In this episode of No Ordinary Wednesday, Investec Wealth and Investment International's Chief Investment Strategist Chris Holdsworth, and investment strategist Osa Mazwai explore the ongoing impact of US President Donald Trump’s tariff policies. Podcast key moments: 00:00 – Introduction 01:09 – What’s been the market reaction since Trump’s tariff about turn? 01:46 – Why was there a huge bond ...
Apr 15, 2025•17 min0
US markets have been behaving unusually of late, with Treasury yields rising (weakening) even as the US dollar weakens. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, argues that this reflects a sizeable negative shift in perceptions about the US economy, with US assets failing to exhibit their usual safe haven qualities in times of trouble. Investec Focus Radio SA...
Apr 14, 2025•10 min0
In this special edition of Investec’s No Ordinary Wednesday podcast, we delve into the recent market turmoil following President Donald Trump's controversial tariff announcements, which led to a staggering $5 trillion loss in the S&P 500 in just two days. Investec Wealth & Investment International’s Chief Investment Strategist, Chris Holdsworth, and Investment Strategist, Osagyefo Mazwai discuss implications for the global and local economies, investment portfolios and the future of mark...
Apr 08, 2025•17 min0
When planning your estate, understanding the tax implications on a deceased estate is crucial. In this episode of Everything Counts, we dive into estate duty, capital gains tax, income tax after death, and how trusts can help with tax efficiency and asset protection. Joining the discussion are: • Nikki Bush: Renowned speaker and author, who shares her personal journey of loss and resilience. • Lieze-Marie Brink: Legal and financial expert at Investec, providing crucial estate planning insights. ...
Apr 08, 2025•21 min0
The fallout from US President Donald Trump’s ‘Liberation Day’ tariffs continued on global markets on Monday. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, discusses the big question of whether the tariffs will lead to a recession in the US and elsewhere, and what the long-term damage to confidence will be, even if there is a reversal in policy. Investec Focus Radio SA...
Apr 07, 2025•11 min0
South Africa’s economic revival hinges on mobilising private capital for infrastructure. With fiscal pressures mounting, public-private partnerships (PPPs) offer a crucial path to sustainable growth. Lourens van Rensburg, head of Corporate and Institutional Banking at Investec, and Martin Meyer, head of Energy & Infrastructure Finance, dissect key insights from Investec’s SA Economic Reform Conference. What will it take to unlock investment—and why is time running out? Podcast key moments: 0...
Apr 01, 2025•23 min0
The fall in US over the last two months stands in stark contrast to the market performance at the start of President Donald Trump’s first term in office and has been the worst total return for the S&P 500 at this point of a presidency since George W Bush’s first term. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, looks at how markets have performed so far this year. Investec Focus Radio SA...
Mar 31, 2025•9 min0
In this episode, Motheo is joined by Lieze-Mari Brink (from Investec's tax and fiduciary team), Nirvashni Rajkumar (an Investec financial adviser) and Nikki Bush (best-selling author and women’s empowerment champion). They simplify the complexities of estate planning, outline the responsibilities of executors and they highlight the importance of having clear and detailed records. These are just some of the emotional and logistical challenges involved in winding up an estate. Their discussion als...
Mar 25, 2025•29 min0
The Federal Open Markets Committee, Bank of Japan and SA Reserve Bank Monetary Policy Committee (MPC) all opted to keep rates unchanged last week. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International looks at the challenges for central banks as they face a volatile year in markets and the economy. Investec Focus Radio SA
Mar 24, 2025•8 min0
Recession risks, inflation pressures, and trade tensions - how is the global economy shaping up in 2025? Investec’s Chief Economists, Phil Shaw (UK) and Annabel Bishop (SA), take stock of the latest trends in No Ordinary Wednesday. From global growth forecasts to the economic outlook for Europe and South Africa, they break down what lies ahead. Podcast key moments: 00:00 – Introduction 01:02 - How will the evolution of US trade, defence, and foreign aid policies influencing the global macroecono...
Mar 17, 2025•22 min0
In this episode Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International looks at US economic concerns which are rising, with stock markets indices and consumer confidence coming off. Labour market expectations are at their worst since 2008, which will likely to less spending. Locally, the Reserve Bank’s MPC is not expected to cut rates this week, despite low inflation, weak growth and high real rates. Investec Focus Radio SA...
Mar 17, 2025•10 min0
While tariff uncertainty continues to weigh on the US, fiscal stimulus is on the agenda in Europe, with plans to boost spending on infrastructure and defence, and in China, which is targeting growth of 5% and a budget deficit of 4% this year. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, shares his views. Investec Focus Radio SA
Mar 10, 2025•8 min0
In this fifth and final episode of Art in Focus, we hear from two locally based artists, Brett Seiler and Sanell Aggenbach, about how their careers started, how they broke into the international art market, and the influence African art is having on the global art scene. 00:00: Intro 01:25: Introduction of guests 02:13: Art careers often start with DIY initiatives 03:56: Community fosters connections and relationships among artists 05:08: Artists' careers often begin with gallery support 06:46: ...
Mar 06, 2025•25 min0
Tariffs may not have as much of an impact on China which has rewired its supply chains to reduce its dependence on the US, says Campbell Parry, global resources analyst at Investec Wealth and Investment International. Speaking on the latest episode of No Ordinary Wednesday, Parry discusses prospects for the Chinese economy and the country’s investment case. 00:00: Intro 01:12: China growth priorities at annual parliamentary gathering 02:25: Chinese trade retaliation 04:32: Impact of continued Ch...
Mar 04, 2025•18 min0
There are rising concerns about the US economy, from weakening consumer numbers to worries about employment. This may explain why US markets have lagged global markets this year, as expected weaker economic growth translates into softer earnings. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, shares his views. Investec Focus Radio SA
Mar 03, 2025•10 min0
Thinking of buying a new car in 2025? Before you make your next big purchase, get expert insights into the latest car trends, best models, and smart financing strategies. In this episode of Everything Counts, host Marius Roberts is joined by automotive insiders, Sean Nurse, Motoring Editor at AutoTrader and Editorial Director, Ian McLaren, from Car Magazine to unpack the biggest car trends for 2025. From how Chinese car brands are shaking up the market, and the evolution of SUVs to the growing a...
Feb 25, 2025•34 min0
Fiscal challenges are a recurring theme from Washington to Cape Town. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at how the US Congress will need to pass legislation by the middle of next month to avoid a funding lapse, while its debt ceiling will need to be raised soon. Investec Focus Radio SA
Feb 24, 2025•7 min0
Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec’s new trading and investing platform, Clarity, shares his views on the latest episode of the No Ordinary Wednesday podcast. Investec Focus Radio SA
Feb 18, 2025•20 min0
Tristanne Farrell chats to Virginia MacKenny- artist, writer, and Emeritus Associate Professor of Painting at Michaelis School of Fine Art, and Vanessa Cowling, artist and part-time lecturer in photography at UCT. They discuss everything you need to consider when buying photography as part of your art collection. The conversation covers edition sizes, paper quality, provenance and the emerging trends in taking and printing photos- including the influence of AI. 00:00: Intro 01:09: Introduction o...
Feb 17, 2025•29 min0
While there are signs that inflation is reaccelerating in the US, data such as retail sales, and credit card and auto loan delinquencies, point to softer economic growth, posing challenges for the Fed. Listen to Chief Investment Strategist at Investec Wealth & Investment International Chris Holdsworth's analysis. Investec Focus Radio SA
Feb 17, 2025•10 min0
Tariff wars are escalating, with President Trump announcing new tariffs on steel and aluminium imports, and China retaliating with tariffs on a wide range of US goods. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at this in the context of strong labour growth in the US, and diverging trends in other major economies. Investec Focus Radio SA
Feb 10, 2025•8 min0
With a challenging economic landscape, fluctuating currency, global trade tensions, and ongoing energy struggles what can South Africans, businesses and investors expect from Finance Minister Enoch Godongwana’s 2025 Budget Speech? Investec experts Chief Economist Annabel Bishop, Treasury Economist Tertia Jacobs and Chief Investment Strategist Chris Holdsworth share their predictions for Budget 2025. Podcast key moments: 00:00 – Introduction 01:16 - Overview of the current macroeconomic landscape...
Feb 09, 2025•21 min0
In this episode, we hear from young artist Boemo Diale and curator Sean O’Toole about the shifting art industry. They discuss Boemo's rise to fame, the role of art fairs in promoting underrepresented artists, and the importance of established artists supporting newcomers. 00:00: Intro 01:22: Introduction of guests 03:31: The evolution of art fairs 07:46: Boemo on what challenges she faced when starting out 08:36: Thoughts on artists giving back 13:20: Challenges commonly faced by young artists 1...
Feb 06, 2025•29 min0
President Trump came out guns blazing over the weekend slapping a 25% tariff on Mexican and Canadian imports (excluding energy) and 10% on Chinese imports. In this week’s Macro Monday, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, examines the wide-ranging implications of the announcement. Investec Focus Radio SA
Feb 03, 2025•8 min0
Competition is heating up in the world of artificial intelligence. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at the implications of the launch of China's DeepSeek. The new Large Language Model (LLM) promises to be better or as good as OpenAI and other Western options while costing significantly less to develop and run. Investec Focus Radio SA
Jan 27, 2025•8 min0
In this episode, Tristanne Farrell, chats to Cumesh Moodliar, the CEO of Investec Bank SA, and Itumeleng Merafe, head of Investec Private Bank on how to approach art as an investment. The conversation covers liquidity considerations, depressed market conditions, tax benefits and the role of primary and secondary markets. We also get a sense of what's behind their mutual love for art, and where it all started. 00:00: Intro 01:20: Introduction of guests 01:56 How did Cumesh and Itu's art journey b...
Jan 24, 2025•32 min0
Will the world continue down the path of fragmentation, or will it unite to tackle the pressing challenges that threaten our collective future? In the last episode of our Davos special edition, CEOs of Investec SA and UK, Cumesh Moodliar and Ruth Leas, share with us their key learnings from the event and how these discussions are influencing the future of business and governance. Podcast key moments: 00:00 - Introduction 01:12 – What is the one thing that stood out at Davos 2025? 03:12 – Thought...
Jan 23, 2025•15 min0
In the second episode of our Davos special edition, Investec guests Nick Riley, head of Investment Banking, and Dhiren Mansingh, head of Business Transactional Banking, discuss a significant shift in global trade from multi-lateralism to multi-bilateralism. This evolution places less emphasis on regional agreements and more on establishing direct bilateral relationships between countries. Our experts delve into how this transition impacts trade dynamics and how countries and companies can extrac...
Jan 21, 2025•22 min0
