Investec

Earning, spending, investing and shopping overseas has never been easier, but it has never been more complex either. If your money is constantly moving between currencies, countries, and platforms, it can feel like you’re doing everything right on paper while still losing value through fees, exchange rates and timing. In this episode of Everything Counts, Motheo Khoaripe explores what it really me...

Oil prices softened into the end of last week following talks between the U.S. and Iran, which were described by both sides as constructive. While the meeting has eased immediate fears and pushed Brent back to around $67/b from recent highs near $70/b, markets remain cautious given the long road ahead and persistent supply-side pressures. Please note: this podcast is provided for information purpo...

The world economy appears to be in good shape. Global composite purchasing managers index numbers are on the rise, with US manufacturing enjoying a significant uptick in January, and Germany’s factory orders have risen strongly too. All in all, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, the numbers support expectations of global GDP growth of 3%...

For years, we’ve comforted ourselves with the idea that young people will “save the world.” But is that hope realistic - or an unfair projection? Many young people care deeply about climate, justice and inequality, yet face economic precarity, political disillusionment and shrinking civic space. How can youth today find real agency and meaningful work amid systemic barriers and concentrated power?...

When ideas meet machines and many hands shape one work, where does creativity begin? In episode 3 of Art in Focus series 2, Investec’s Tristanne Farrell invites curator Antonia Strauss, artist Aaron Philander and gallerist Brett Bellairs to unpack how technology is transforming not just into how art is made and sold, but how it’s experienced and valued. From AI to VR, African artists are engaging...

Water scarcity is no longer a future risk. It is already reshaping how businesses operate, invest and grow in South Africa. With water demand in Gauteng at record levels and ageing infrastructure under strain, water has become a material constraint on business continuity, supply chains and long-term competitiveness. For many companies, water security is now as critical as energy security. In this...

In this episode of podcast series, What Next? Michael Liebreich and Rory Sutherland lift the lid on how to shift behaviour at scale to achieve the energy transition. Marc Khan and Lindsey Hooper interview the pair on the sociopolitical backlash we have seen in some sectors with regard to climate action. The views in this podcast are those of the contributors, and don’t necessarily represent those...

Brent surged above $70/b last week, nearing $72/b, as markets priced in the risk of U.S. military action against Iran. Sentiment has since cooled after confirmation that talks are under way, with prices easing back toward $65/b. While the immediate risk premium has faded, uncertainty around the outcome of negotiations is likely to keep markets on edge. Please note: this podcast is provided for inf...

Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, makes sense of a busy few days on financial markets, which saw sharp falls in precious metals prices. Despite the dramatic drop in gold, platinum and silver prices, precious metals prices are back to where they were in early January. Investec Focus Radio SA

From discovering and nurturing emerging artists, to building trust-based relationships with collectors, Emma van der Merwe of Everard Read, Shona van der Merwe of RESERVOIR Projects and Anelisa Mangcu of Under the Aegis, discuss the increasing prominence and role of women in the art ecosystem. These three gallerists open up about how they navigate a world traditionally dominated by men, challenges...

Starting your first real job with a decent pay check should feel exciting but what if it mostly feels confusing, stressful and a little scary? If you’ve made money mistakes before, missed payments or taken on debt you didn’t fully understand, you’re not alone… and you’re not out of options. In this episode of Everything Counts, Motheo Khoaripe sits down with Investec’s Keshnie July, Lending Produc...

Brent crude has climbed above $66/b this morning, its highest level since Iran-related tensions peaked earlier this month. The rally reflects renewed geopolitical nervousness and a series of supply-side disruptions, prompting markets to price in a higher short-term risk premium. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solici...

Standing in for Chris Holdsworth this week, investment strategist Osagyefo Mazwai looks at the latest US growth numbers. While GDP growth at a headline level looks robust, it reveals some concerns about personal income, which has been lagging expenditure. The US labour market has also been softening, so while the Federal Open Markets Committee is unlikely to cut this at its meeting this week, mark...

The World Economic Forum Annual Meeting in Davos offered fewer illusions, and more realism. The rules-based order is no longer assumed. Geopolitics is now embedded in balance sheets. Scale matters. Delivery matters more. In the final episode of our Davos Debrief podcast series, Investec Group Chief Executive Fani Titi argues that the defining advantage in today’s global economy is adaptability - t...

In this episode, we examine the erosion of trust between institutions and communities, and why rebuilding legitimacy depends on place-based, locally led approaches Mike Kenny and Jacinta Koolmatrie. The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation....

AI has moved beyond experimentation. It now sits at the centre of decision-making. At the World Economic Forum Annual Meeting in Davos, the conversation is clear - how can leaders use AI to drive growth, manage risk and reshape work. In episode 2 of our Davos Debrief series, Jeremy Maggs speaks to Lyndon Subroyen, Investec’s Global Head of Digital & Technology, on why AI is a platform shift, not a...

We are joined by Helena Norrman (SSAB), Sang-Hyup Kim (GGGI) and Marina Grossi (CEBDS – Brazilian Business Council for Sustainable Development). Together, we focus on how leaders can accelerate clean and green growth by tackling real execution challenges. The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Investec...

Oil markets were volatile last week as tensions around Iran pushed Brent close to $67/b before easing back below $64/b after fears of imminent U.S. military action subsided. While the immediate risk premium has faded, prices remain elevated compared with earlier this year, reflecting ongoing concerns over potential disruptions to sanctioned crude flows. Please note: this podcast is provided for in...

Chris Holdsworth looks at some of the key takeouts from Investec’s latest global asset allocation committee meeting. These include decisions to maintain an underweight position in US equities – based on the country’s economic outlook and high valuations – and to increase the allocation to Japanese equities. Investec Focus Radio SA

The World Economic Forum Annual Meeting is here and markets are paying attention. As leaders gather in Davos, the conversations will likely shape risk premiums, capital allocation and investor confidence in the months ahead. In episode one of our special Davos Debrief podcast series, host Jeremy Maggs is joined by Chris Holdsworth, Chief Investment Strategist at Investec, to cut through the noise...

How can we harness AI to deliver human progress, not just corporate profits? Listen today to gain a clearer idea of how the promise of AI’s excites with possibilities. We speak to Vilas Dhar, President of Patrick J. McGovern Foundation and philanthropist, technologist and advocate for human-centred AI, to discuss the social and political dynamics in an AI-driven world. The views in this podcast ar...

Michael Liebreich and Rory Sutherland lift the lid on how to shift behaviour at scale to achieve the energy transition. Marc Khan and Lidnsay Hooper interview the pair on the sociopolitical backlash we have seen in some sectors with regard to climate action. The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University of Cambridge, or Inves...

Drowning in credit offers the moment you land your first paycheck? You’re not imagining it, from store cards to buy-now-pay-later, young professionals are being pulled into debt faster than they can say “credit approved". In this episode of Everything Counts, host Motheo Khoaripe sits down with Investec’s Keshnie July, Lending Product Owner and Lehlogonolo Ramushu, Credit Risk Consultant, to unpac...

Before turning to our 2026 Hedging Considerations note circulated on Friday, markets are digesting developments in Iran over the weekend. Rising tensions and the risk of broader regional instability have added a fresh geopolitical premium to oil prices, with Brent firming as investors assess the potential implications for supply and sentiment. Please note: this podcast is provided for information...

In the first episode of Macro Monday for 2026, our Chief Investment Strategist Chris Holdsworth looks at market performance over the last year. While US equities added 18% in 2025, it lagged behind global equities (up 23%) and an array of countries, including South Africa. One of the top-performing currencies last year was the rand, which benefited from improved fundamentals and a weaker US dollar...