Investec Focus Radio SA
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Investec Focus Radio SA
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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166 Episoden
Macro Monday Ep 91: US-China trade dispute escalates
The trade dispute between the US and China took a new turn on Friday, as US President Donald Trump threatened 100% tariffs in response to Chinese meas...
Everything Counts | Episode 32: Should you move your retirement savings offshore?
Are you worried about whether your retirement savings are safe and working as hard as they can?
This episode of Everything...
Macro Monday Ep 90: US shutdown clouds outlook
Global equities have had a good run since the Liberation Day jitters in April, with Japan and South Africa being standout markets. Chris Holdsworth, C...
NOW Ep110: US priced for perfection
The US market is trading ~40% above fair value. What could cause those lofty valuations to deflate? This week on No Ordinary Wednesday, Chris Holdswor...
Macro Monday Ep 89: Data send mixed messages
There have been some mixed messages on the US data front recently. US GDP in the second quarter was revised upwards, even as labour markets have been...
Everything Counts | Ep 31: Cybersecurity South Africa: How to stay safe online
Worried about the personal risks when your phone and your digital identity, falls into the wrong hands?
This episode of Eve...
Macro Monday Ep 88: A tale of three central banks
It was a busy week on the monetary policy front last week. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International d...
NOW Ep 109: SA’s logistics logjam | Bottlenecks, costs and cautious optimism
South Africa’s logistics system may be strained, but it is not without promise. In the latest episode of No Ordinary Wednesday, host Jeremy Maggs is i...
Macro Monday Ep 87: US labour market cools even as inflation rises
It’s becoming clear that the US labour market is cooling while at the same time inflation is increasing. Therefore, while markets are expecting a cut...
Everything Counts | Ep 30: Business Cybersecurity: Staying Ahead of Cyber Fraud
Worried about the growing threat of cybercrime and fraud targeting your business?
This episode of Everything Counts is your...
Macro Monday Ep 86: Data readings increasingly point to a US slowdown
Investors are growing concerned about a possible US recession, as the labour market weakens and PMI numbers decline, notes Chris Holdsworth, Chief Inv...
NOW Ep108: The magnificent 10 | Striking gold in global markets
The six resources stocks among South Africa’s “Magnificent 10” are shining on the back of gold and platinum strength, but can the rally withstand US i...
Macro Monday Ep 85: Volatility remains low
Volatility in many asset classes remains low, despite the unclear outlook for tariffs, US growth, jobs and interest rates. Meanwhile, says Chris Holds...
Everything Counts | Ep 29: Smart travel planning: how to get the most out of your holiday budget
Planning a dream trip but feeling overwhelmed by flights, hotels and travel budgets?
This episode of Everything Counts is y...
NOW Ep107: A pivot to lower interest rates in SA?
Inflation is at 3%. The Reserve Bank wants to lock it there. Interest rates are edging down. But the bigger picture is far from settled:
...
Macro Monday Ep 84: Global inflation picks up
Inflation is picking up in the world’s leading economies, and while US inflation surprised on the downside, there are signs of inflationary pressures...
Everything Counts | Ep 28: Travel insurance explained: Why complimentary cover might not be enough
Planning your next trip? Don’t leave home without comprehensive travel insurance, warn the experts. In this episode of Everything Counts, Motheo Khoar...
Macro Monday Ep 83: Mixed signals in the US
Mixed signals persist for the US economy and its corporates. While there was a notable rebound in the composite PMI in July, there were contrasting ou...
NOW Ep106: Beyond the balance sheet | Humanising wealth
What do the colours of a popular toothpaste tell us about how we think about wealth? In the latest episode of the No Ordinary Wednesday podcast, Alexa...
Macro Monday Ep 82: A bad jobs report in the US
Despite a better-than-expected second-quarter GDP print, there are concerns about the US economy as high tariffs kick in and jobs growth stumbles. Wit...
Everything Counts | Ep 27: Unretirement | Rethinking life after 65
Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe. Each episode unpacks pr...
Macro Monday Ep 81: Equity markets shrug off tariff uncertainty
Despite the uncertainty about tariffs, equity markets have been strong around the world, putting the early April declines behind them. This has coinci...
Now Ep105: Global consumer trends 2025 | How inflation, AI and tariffs are reshaping retail
From AI-optimised shelf space to influencer-fuelled fast fashion, global consumer trends are in flux. Global Consumer Analyst at Investec UK, Eddy Har...
Macro Monday Ep 80: US inflation heading towards 3%
US inflation appears to be heading to 3% by September, above the target rate of 2%. According to Chief Investment Strategist of Investec Wealth & Inve...
Wine in Focus Ep 5 | Vinnovation: The future of sustainable wines
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...
Everything Counts | Ep 26: Build a better relationship with money
Discover how your psychology shapes money habits and learn how to build a healthier, more mindful relationship with your finances.
...
Macro Monday Ep 79: Markets remain calm about tariffs
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 Inve...
NOW Ep104: How South Africa can shift gears for growth
South Africa has spent more than a decade in economic drift – growing slower than its emerging market peers, losing investor confidence, and missing o...
Macro Monday Ep 78: The return of Liberation Day?
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 wi...
Everything Counts | Ep 25: Building a wealth mindset
Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe.
Wine in Focus Ep 4 | The changing face of the wine industry
In this fourth episode, we spotlight two women winemakers whose award winning wines and youthful leadership style are transforming the traditionally m...
Macro Monday Ep 77: What a weaker dollar means
The US dollar has weakened against most global currencies, but remains strong against most, on a purchasing power parity basis. Chief Investment Strat...
NOW Ep103: Tensions, tariffs and the fragile global economy
At the midpoint of 2025, the global economy stands at a precarious intersection of cooling inflation on one side, rising geopolitical tensions on the...
Macro Monday Ep 76: Markets keep an eye on Iran
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 Strat...
Wine in Focus Episode 3 | The wine industry's contribution to SA
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 dow...
Everything Counts | Ep 24: What are New Energy Vehicles? | EVs in South Africa
Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe. Each episode unpacks pr...
NOW Ep102: Education for employability
South Africa needs to produce 10 times more engineers to compete globally. But, in 2023, only 3% of matric students achieved a distinction in mathemat...
Macro Monday Ep 75: Trade policy uncertainty weighs on the US dollar
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. C...
Wine in Focus Ep 2 | Elevating SA wine on the world stage
In episode 2, Michael Fridjhon, Chairman of the Trophy Wine Show, Tom Carson, one of the international judges, and Bruce Jack - founder of Flagstone w...
Everything Counts | Ep 23: Water outages? Time to consider a backup water system
In this episode, Motheo is joined by Sylvia Da Costa from Investec Sustainable Solutions, Darryl Brennan from Burgess Plumbing and Nkuleleko Mabila fr...