Investec Focus Radio SA

Despite the war in the Gulf, the last six months have been good for global equities. While the US market’s performance has been in line with the overall global performance, the standout has been South Korea, which, says Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, has helped emerging markets to outperform. Investec Focus Radio SA

The global economy has held up but that does not mean risk has faded. At the halfway point of 2026, growth has been stronger than feared and inflation has cooled, but not enough. Central banks remain cautious while energy markets are still exposed to Middle East disruption. For South Africa, the global backdrop feeds directly into the rand, inflation, capital flows, commodity prices and the Reserv...

Athletes often have a decade or two to earn what needs to last a lifetime. So how do they turn short careers into long-term financial security? In Part 2 of the Everything Counts: Sports Edition Wrapped episodes, host Motheo Khoaripe is joined by Springbok World Cup winner and Investec Sports head Schalk Brits, Investec financial adviser Vumi Dludlu, and wealth manager Moses Bokaba. Together, they...

It’s not just the oil price that’s fallen this month. Platinum, gold, iron ore and copper are also down. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says it reflects a softer Chinese economy, US dollar strength and a new Fed chief who’s a hawk on inflation. Investec Focus Radio SA

In this episode of Investec Minds, former Anglo American and AngloGold Ashanti CEO Mark Cutifani reflects on the leadership decisions that shaped his career and the mining industry. In conversation with Investec's Nkateko Mathonsi and Patrick Mann, he shares insights on navigating crises, transforming organisational culture, driving innovation, improving mine safety and why mining will play a pivo...

While peace talks between the US and Iran have helped bring down oil prices and, with them, inflation expectations, Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says markets are reading Fed chief Kevin Warsh's commitment to price stability as a sign that a US rate hike is on the way. Investec Focus Radio SA

Is higher education keeping up with AI? For decades, the university degree has been treated as a reliable bridge between learning and work. AI is testing that bargain. As technology changes what employers need, higher education faces a sharper test - not whether it can produce graduates, but whether it can prepare people to think, adapt and contribute to an economy being reshaped in real time. In...

Markets welcomed reports of a US-Iran peace deal, with equity markets up and oil prices down sharply from recent highs. This could be good news for the global inflation outlook, though risks remain. Investec Focus Radio SA

Professional athletes can earn life-changing money before the age of 30. So why do so many still struggle financially after retirement? In this episode of Everything Counts: Sport's Edition, Motheo Khoaripe quizzes former Springbok and Investec head of Sports, Schalk Brits, financial adviser Vumi Dludlu, and Wealth Manager Moses Bokaba on the financial realities athletes face behind the scenes. Fr...

Economic data in the US, such as jobs growth, have surprised to the upside of late, pointing to a resilient economy. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says this strength has unsettled markets, on rising expectations of rate hikes by the Fed. Investec Focus Radio SA

Marble's head sommelier, Wikus Human and Investec's Roy van Eck, discuss what to consider when graduating from casual wine purchaser to wine collector. Together with host Palesa Mapheelle, they explain how to identifying age-worthy vintages, and the risks and rewards of investing in wine to make a financial return. They also share their personal journeys into wine, what mistakes they they've made...

China remains South Africa's largest trading partner, but the landscape of global trade is evolving. As compliance requirements tighten, supply chains face new pressures, and geopolitical tensions reshape trade flows, businesses must navigate an increasingly complex relationship with the world's second-largest economy. In this episode of No Ordinary Wednesday, Investec Treasury Economist Tertia Ja...

“Respect money and it will respect you.” That is one of the earliest money lessons Investec ambassador SA soccer midfielder playing for Mamelodi Sundowns and Bafana Bafana Teboho Mokoena learned growing up in Bethlehem – and it has shaped the way he thinks about football, family and financial freedom. In this episode of Everything Counts: Sports Edition, Teboho shares how he went from earning his...

While the tech sector has been a well-known driver of earnings and performance on Wall Street, it’s also been the major contributor to emerging markets as well. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says that’s largely to the contributions of TSMC in Taiwan and Samsung and SK Hynix in South Korea, emerging markets are up 26% year to date and 5...

US President Donald Trump announced over the weekend that the US and Iran were close to finalising a deal to end the war. However, notes Investment Strategist Osa Mazwai, even if the Strait of Hormuz were to be reopened completely, it will take some time for traffic to return to normal and for energy prices to fall significantly – which could be a problem for Republicans in the US midterm election...

Ever wondered what actually happens behind closed doors at a wine competition? How do judges decide what makes a wine exceptional and what separates a gold medal from the rest? In this episode of Wine in Focus, Palesa Mapheelle is joined by local wine doyenne, Michael Fridjhon and Wine Master and international judge, Heidi Makinen. Together, they explain the rigorous judging process of the Investe...

What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story. Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply chains are all now being affected by the fallout from the Iran war. In the latest episode of No Ordinary Wednesday, Jeremy Maggs speaks to Investec’s Osa Mazwai and Campbell Parry about w...

When markets feel uncertain, the hardest part isn’t the volatility, it’s knowing how to respond. In this episode of Everything Counts, chief investment strategist of Investec Wealth & Investment International Chris Holdsworth breaks down how to think about investing during uncertain times, and why behaviour often matters more than market conditions. From geopolitics and inflation to shifting growt...

While inflation is rising around the world – largely as expected – there are few signs of ‘stagflation’ (rising prices alongside slowing growth). However, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, GDP growth in the US and across Europe have been robust. Investec Focus Radio SA

Introducing Investec Minds, a new video podcast series from Investec Focus Radio SA. In each episode, Equity Research analysts from Investec Corporate and Investment Banking sit down with former CEOs to unpack the decisions that shaped their industries, the lessons they’ve learned, and how they see the future unfolding. In episode one, Stephen Koseff, former Group CEO of Investec, joins Nkateko Ma...

A comparison between the first 50 days of the current war with Iran and the first 50 days of the Gulf War of the early 1990s, shows that markets have been more resilient this time around. Recent earnings numbers, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, have been resilient as well, and not just in the US – countries like Taiwan, SA, Brazil...

Markets are moving fast but are investors moving with intent? In the latest episode of No Ordinary Wednesday, we go beyond market headlines to unpack what investors are actually doing in a volatile, news-driven environment. From trading the news cycle to navigating currency swings and concentrated markets, Investec’s Tinus Rautenbach and Bongani Nhleko share real insights from the Clarity platform...

Success in sport can come quickly. Understanding money often doesn’t. In this episode of Everything Counts: Sports Edition, Investec ambassador Cheslin Kolbe shares how his journey from humble beginnings to World Cup success shaped his approach to money, discipline and long-term planning. From early lessons in saving to navigating his first professional pay cheque and learning from financial mista...

Despite concerns about the war with Iran, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, earnings have been resilient while markets have been looking through the energy shock. Equities are up, while equity market analysts have been upgrading their earnings estimates. Investec Focus Radio SA

Ordinarily, you’d expect an oil shock to lead to not only higher inflation, but also weaker equities and a lower growth outlook. However, markets aren’t pricing in a stagflationary outcome. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, examines this apparent anomaly. Investec Focus Radio SA