Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe. Each episode unpacks practical aspects of personal finance-how to save, spend, invest, and make smart decisions to boost your financial wellbeing. In this episode, Motheo explores the trend of unretirement, where people return to work after retiring or delay retirement past the age of 65. Join experts Kate Robson (co-head of Investec, My Investments) and Nicolette Mashil...
Jul 29, 2025•24 min0
Despite the uncertainty about tariffs, equity markets have been strong around the world, putting the early April declines behind them. This has coincided with a weaker US dollar and a stronger gold price, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International. Investec Focus Radio SA
Jul 28, 2025•9 min0
From AI-optimised shelf space to influencer-fuelled fast fashion, global consumer trends are in flux. Global Consumer Analyst at Investec UK, Eddy Hargreaves, joins No Ordinary Wednesday to explore retail innovation, brand strategy, and why selling to today’s cautious, connected shopper is trickier than ever. Podcast key moments: 00:00 – Introduction 01:21 – Developed vs. emerging market consumers 02:32 – Inflation, discounts and luxury sales decline 05:05 – How tariffs affect pricing, brand per...
Jul 22, 2025•36 min0
US inflation appears to be heading to 3% by September, above the target rate of 2%. According to Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth his may explain the Fed’s caution on interest rates, even as Fed chief Jerome Powell remains under pressure from President Donald Trump. Investec Focus Radio SA
Jul 21, 2025•9 min0
In this final episode, we turn our focus to sustainability and innovation. We go back to where it all begins...the land, the soil, the foundation that supports every vine, every bottle, and every story. Host Lerato Motshologane is joined by Rosa Kruger one of SA's most respected viticulturists and the founder of the Old Vine Project. And Johnathan Grieve, the pioneering force behind Avondale Wines. One of South Africa's most forward-thinking biodynamic wine estates. 00:00: Introduction – Old Vin...
Jul 15, 2025•30 min0
Discover how your psychology shapes money habits and learn how to build a healthier, more mindful relationship with your finances. In this episode of Everything Counts, we explore how deep-seated psychology and early life experiences shape our financial habits. Host Motheo Khoaripe is joined by Professor Charlene Lew and Investec financial adviser Kgomotso Motloung to unpack why we sometimes sabotage our savings and how to break the cycle. Learn practical strategies to rebuild a healthier relati...
Jul 15, 2025•26 min0
Based on the latest announcement, the effective US tariff rate on imports is now about 18%, the highest since the 1930s. Despite this, says Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth, markets remain relatively calm – and the US equity market is still pricing in strong earnings growth – suggesting that the Trump administration won’t follow through on many of the tariffs. Investec Focus Radio SA...
Jul 14, 2025•10 min0
South Africa has spent more than a decade in economic drift – growing slower than its emerging market peers, losing investor confidence, and missing out on vital tax revenue. So, how do we get back on track? In this episode of No Ordinary Wednesday, Jeremy Maggs is joined by Cumesh Moodliar, CEO of Investec South Africa, and Osagyefo Mazwai, Investment Strategist at Investec Wealth & Investment International, to unpack the hard truths, and outline a roadmap to recovery and long-term prosperi...
Jul 08, 2025•24 min0
Wednesday is the day when US President Donald Trump’s Liberation Day tariffs are set to come into effect. There’s still some uncertainty about what will happen, says Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth and even a further postponement of the tariffs is a possibility. Investec Focus Radio SA
Jul 07, 2025•7 min0
Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe. Each episode unpacks practical aspects of personal finance-how to save, spend, invest, and make smart decisions to boost your financial well-being. In this episode, Motheo sits down with Itumeleng Merafe, head of Investec Private Banking, to explore how a wealth mindset can set you up for financial success. They discuss the habits that set successful people apart – from ...
Jul 01, 2025•32 min0
In this fourth episode, we spotlight two women winemakers whose award winning wines and youthful leadership style are transforming the traditionally male-dominated industry. Praisy Dlamini, CEO and winemaker at Adama Wines and Kiara Scott, head wine maker at Hazendal Wine Estate are not just making exceptional wines—they’re laying the groundwork for a more inclusive and diverse industry. 00:00: Introduction – What women bring to the wine making process 05:03: From sugarcane to cellar doors – Pra...
Jun 30, 2025•30 min0
The US dollar has weakened against most global currencies, but remains strong against most, on a purchasing power parity basis. Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth argues that should the dollar weaken further, it could be good for emerging market equities and for commodities. Investec Focus Radio SA
Jun 30, 2025•9 min0
At the midpoint of 2025, the global economy stands at a precarious intersection of cooling inflation on one side, rising geopolitical tensions on the other. In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Investec Chief Economists Annabel Bishop (South Africa) and Phil Shaw (UK) about the shocks and signals shaping markets from the Strait of Hormuz and the US tariff clock to South Africa’s subdued growth and greylisting outlook. Podcast key moments: 00:00 – Introduction 01:20 ...
Jun 24, 2025•31 min0
Following the weekend’s air strikes by the US on Iran’s nuclear facilities, markets are keeping an eye on Iran’s response, says Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth. In particular, any attempts to shut the Strait of Hormuz will have an impact on markets, with 20% of global oil and LNG passing through the strait. Investec Focus Radio SA
Jun 23, 2025•8 min0
The wine industry contributes R56.5 billion to our economy annually, and for every one job produced on a wine farm, another 10 are created further down the value chain. In this episode CEO of SA Wine, Rico Basson and Victor dos Reis, a senior transactor in the Leverage Finance team at Investec discuss the industry’s growth prospects, how exporters can mitigate US trade tariffs and how the future of the industry relies on it moving from a bulk to a value business. 00:00: Introduction – Industry i...
Jun 19, 2025•31 min0
Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe. Each episode unpacks practical aspects of personal finance; how to save, spend, invest and make smart decisions to boost your financial well-being. In this episode, Motheo is joined by Winstone Jordaan (Grid Cars), Ndia Magadagela (Everlectric), Gresham Pillay (Volvo Cars South Africa), and Jenni Verschoor (Investec Sustainable Solutions) to chat about new energy vehicle...
Jun 17, 2025•33 min0
South Africa needs to produce 10 times more engineers to compete globally. But, in 2023, only 3% of matric students achieved a distinction in mathematics, and over 77% got less than 50%. These figures highlight a growing STEM (Science, Technology, Engineering and Maths) skills gap, a challenge we must address to fuel economic growth and tackle the ongoing youth unemployment crisis. In this special Youth Month edition of No Ordinary Wednesday, Jeremy Maggs speaks to Prof. Kobus Maree, a leading e...
Jun 11, 2025•32 min0
Trade policy uncertainty continues to weigh on the US dollar, with even the euro gaining against the dollar despite last week’s rate cut by the ECB. Chief Investment Strategist of Investec Wealth & Investment International, Chris Holdsworth looks at how currencies are taking their cue from growth trajectories, rather than interest rate differentials. Investec Focus Radio SA
Jun 09, 2025•8 min0
In episode 2, Michael Fridjhon, Chairman of the Trophy Wine Show, Tom Carson, one of the international judges, and Bruce Jack - founder of Flagstone wines and Bruce Jack wines- discuss wine competitions crucial role in the wine ecosystem. More than just an opportunity for winemakers to win awards, they ensure local wines remain internationally competitive, whilst encouraging innovation and transformation in the wine industry. 00:00: Introduction – Wine, legacy and leadership 02:18: Origins and i...
Jun 06, 2025•22 min0
In this episode, Motheo is joined by Sylvia Da Costa from Investec Sustainable Solutions, Darryl Brennan from Burgess Plumbing and Nkuleleko Mabila from Green Cape to tackle one of South Africa’s most urgent challenges: water outages and the need for reliable backup water systems. The panel unpacks the realities of South Africa’s water crisis, including infrastructure issues, climate change impact, and rising demand. They discuss the different types of water backup systems available, what homeow...
Jun 05, 2025•18 min0
Trade policy uncertainty remains elevated, with US President Donald Trump responding to a court setback with the doubling of tariffs on steel and aluminium. Chinese trade talks appear to have stalled, while the US may retaliate with a tax on foreign owners of US securities, who come from countries deemed to unfairly tax US businesses. Listen to the weekly market round-up from the Chief Investment Strategist of Investec Wealth & Investment International, Chris Holdsworth. Investec Focus Radio...
Jun 02, 2025•7 min0
Twenty years on, the managers of the Investec UCITS World Axis Core Fund reflect on what two decades of global investing have taught them and what investors should expect next. From shifting geopolitics to enduring investment truths, this episode of No Ordinary Wednesday with Investec Investment Management’s Head of Multi-Manager Investments Ryan Friedman and Fund Manager Bronwen Trower, explores the art of staying the course in aa world that rarely does. Podcast key moments: 00:00 – Introductio...
May 27, 2025•27 min0
This week, Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, looks at what’s clouding the US economy outlook including uncertainty about tariffs, weakening consumer sentiment and higher bond yields, partly stemming from a new tax bill that could add billions of dollars to US government debt in the coming years. Investec Focus Radio SA
May 26, 2025•8 min0
In this debut episode of Wine in Focus, we hear from Johan Malan from Wine Cellar, Mike Ratcliffe - co-founder of Vilafonté and Investec's Roy van Eck on why and how to invest in fine wine. They cover how you tell the difference between a premium vintage and a plonk, how to age wine, a wine bond, and close with their hopes for South Africa's wine industry. 00:00: Intro 01:54: Wine as an alternative asset class 03:29: Basic investment case for wine 05:12: Tips on what separates a fine wine from a...
May 25, 2025•29 min0
Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe. Each episode unpacks practical aspects of personal finance-how to save, spend, invest, and make smart decisions to boost your financial well-being. In this episode, Motheo is joined by De Wet Taljaard (Technical Advisor at Investec Sustainable Solutions), Kirk Palmer (Director at Solafi), and Andrew Winstone (CEO at Energy LED) to tackle one of South Africa’s hottest top...
May 20, 2025•28 min0
In this episode Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, discusses a general decline in inflation numbers around the world in April, indicating little reason for concern yet. However, uncertainty about policy and tariffs makes forecasting difficult, especially in the US. Investec Focus Radio SA
May 19, 2025•9 min0
From a global pandemic to fractured supply chains, energy shocks, inflation spirals, rate hikes, AI disruption, war, and geopolitical realignment - the last four years have been anything but dull. As we celebrate the 100th episode of the No Ordinary Wednesday podcast, we pause the relentless churn of the news cycle to reflect on the macro themes that have defined our world since this show first aired in May 2021. In this episode, we’ve gathered a veritable global panel of Investec leaders from J...
May 13, 2025•25 min0
The world’s leading economies are seeing a deceleration in manufacturing activity, although they remain in expansive territory. In the US, earnings are being revised down, largely in response to the fall in GDP growth that this implies. Meanwhile the Fed is keeping rates steady in the face of an uncertain inflation outlook, but China is cutting rates to stimulate its economy. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, analyses high frequency da...
May 12, 2025•7 min0
In this episode, Lieze-Marie Brink and Jacques Van Niekerk from the Investec Tax and Fiduciary team dive into the critical aspects of wills and estate planning in South Africa. They explore why having a will is essential, especially in ensuring your assets are distributed according to your wishes, and the importance of establishing trusts. Jump to topics of interest: 00:00 Introduction 01:00 Marriage and wills in South Africa 02:50 Life partnerships and wills 03:30 Divorce and wills 04:30 Estate...
May 05, 2025•18 min0
Despite the tariff turmoil last month, US equities overcame the initial Liberation Day turmoil to end higher over the month. However, as Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, points out, the rest of the world has been outperforming the US. Investec Focus Radio SA
May 05, 2025•8 min0
