Investec

Gillian Tett and Professor Bob Eccles discuss how anti-ESG sentiment and political tensions, particularly stemming from USA, are reshaping climate policy, corporate behaviour, and markets. These two globally respected interpreters of political economy and corporate purpose examine what this means for global action, and how leaders can navigate the fragmented landscape. 00:00 - 12:30 Understanding...

Gillian Tett and Professor Bob Eccles join us as we examine how anti-ESG sentiment and political tensions are reshaping climate policy, corporate behaviour, and markets, and what leaders can do to navigate this landscape. 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 advic...

We examine what many describe as a growing ‘meaning deficit’ in society. Along with Sudhanshu Palsule, Gillian Secrett, and Richard Springer, they explore how fragmentation, consumerism and polarisation erode our sense of purpose, and discuss how leaders can help rebuild meaning. The views in this podcast are those of the contributors, and don’t necessarily represent those of CISL, the University...

The latest global purchasing managers index numbers show that there’s little indication of a slowdown in global growth. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says the US numbers have also been strong, but key indicators show that US inflation is above target levels. Investec Focus Radio SA

As we close out the year, we’re taking stock of the global energy landscape - from oil markets caught between geopolitical tension and shifting fundamentals, to Europe’s winter gas outlook and the risks that lie ahead. Today, we’ll break down where the market stands, what’s driving price movements, and what to watch as we head into the new year. Please note: this podcast is provided for informatio...

In this episode, we explore whether corporate values really matter when markets, politics and societal expectations pull in different directions. We’re joined by Alison Taylor, author of Higher Ground, and Karen Wood, Chair of global mining and metals company South32, and Thomas Lingard from think tank, the Centre for Future Generations to try an unpack the possible impact of AI and how values and...

A discussion of Africa’s energy transition as both an economic strategy and a question of agency, featuring insights from Professor Carlos Lopes and investment leader Jasandra Nyker. They argue that while the world often views Africa through the narrow lens of risk, fragility, or aid dependency, the continent increasingly sees itself as a driver of innovation, industrialisation, and clean energy l...

The year-end episode of the No Ordinary Wednesday podcast confronts a familiar contradiction: markets that looked buoyant, and an economy that often didn’t. In conversation with our Chief Investment Strategist Chris Holdsworth, we dissect the year’s dissonance and the lessons it leaves behind - above all, that in a noisy world, valuation discipline and diversification remain the investor’s most de...

This episode examines the power shifts created by AI and digital systems with global sustainability leader Thomas Lingard. Lindsay Hooper and Marc Kahn explore where real agency lies, why governance is struggling to keep up, and what leadership capacities now matter most as technology reshapes the foundations of the global economy. The views in this podcast are those of the contributors, and don’t...

This festive season, scamsters are busier than ever. From fake travel deals to holiday shopping traps, the pressure to click quickly can make anyone vulnerable. In this episode of Everything Counts, Motheo Khoaripe sits down with fraud expert Kevin Hogan and cybersecurity specialist Nomalizo Hlazo to unpack the most common holiday scams and how to stay protected when excitement meets urgency. The...

While November was flat for global markets, they’ve performed well over six and 12 months. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International discusses South African equities that have stood out, with a 43% gain in US dollar terms over the past 12 months, compared to 19% for the global benchmark, reflecting the role of rising commodity prices in supporting So...

Brent crude has firmed this morning, approaching $64/b as a series of geopolitical risks, from rising U.S.–Venezuela tensions to attacks on Russian oil infrastructure, push a risk premium back into the market and reverse last week’s optimism around Ukraine peace talks. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of...

In this episode we host Dominic Vergine, CEO and founder of Monumo to discuss how AI can play a central role in advancing positive people and planet outcomes and the real impact of this technology. 00:00 – 01:41 | Setting the scene – AI and leadership in a changing world 01:41 – 18:25 | Targeted applications and real-world impact of AI 18:25 – 31:57 | AI, society, and the economy – risks, regulati...

In this episode, Mark Kahn speaks with Professor Carlos Lopes and investment executive Jasandra Nyker about Africa’s energy transition. Our guests reframe Africa’s narrative from risk to opportunity, showing the continent to be a dynamic platform for innovation and reinvention, with green energy at its core as a driver of industrial transformation, inclusive growth, and sustainable development. Th...

In this episode, we host Dominic Vergine, CEO and founder of Monumo. We discuss how AI can play a central role in advancing positive people and planet outcomes and the real impact of this technology. 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....

20 November 2025 Investec Investor Relations

Oil prices have come under renewed pressure as markets reassess the geopolitical risk premium following signs of progress toward a potential Ukraine peace plan. Earlier strength driven by fresh U.S. sanctions on Russian oil producers has faded, with traders now focusing on shifting diplomatic dynamics and the possibility of reduced supply disruption risk. Please note: this podcast is provided for...

The latest US jobs numbers were not encouraging, with nonfarm payrolls revised down for the eighth month in a row and unemployment rising to 4.4%. Despite this, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, the Fed doesn’t seem to be in a rush to cut rates, as inflation remains sticky. Investec Focus Radio SA

Clover Hogan and Ravi Naidoo join to discuss youth anxiety, climate realities and how young people can gain real influence in shaping a more just, sustainable future. 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. Investec

In the debut episode of 'What Next' - Marc Kahn and Lindsay Hooper bring in Faustine Delasalle, CEO of the Mission Possible Partnership and Katie Fergusson, SVP, Studies and Development at Anglo-American to discuss some surprising advancements being made by heavy industry, like steel manufacturing. While technologies for low-carbon, resource efficient steel, cement, heavy transport and mining are...

Medicine is moving into a world where software spots patterns before humans sense symptoms, and breakthrough therapies can move markets faster than earnings reports. Longevity is rising, costs are climbing, and global healthcare systems are left to wonder whether innovation will save them or bankrupt them first. In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Dr Jimmy Muchechete...

In this episode Marc Kahn, Investec's Chief Strategy and Sustainability Officer, Lindsay Hooper, CEO at CISL and guests Faustine Delasalle, CEO of the Mission Possible Partnership and Katie Fergusson, SVP, Studies and Development at Anglo American discuss what’s it going to take to replace high carbon energy and resource-intensive systems with cleaner, greener and more efficient alternatives. The...

Are you worried about what your children are doing online or how to handle it if your child is the one causing harm? In this episode of Everything Counts, host Motheo Khoaripe sits down once again with Emma Sadleir Berkovitz, founder of the Digital Law Company and Africa’s leading expert on social media law and digital risk. Together, they tackle one of the most difficult topics in parenting today...

Oil markets were volatile last week, with Brent swinging between $62 and $65/b as shifting supply signals, geopolitical tensions, and broader market sentiment drove sharp intraday moves. Despite the fluctuations, prices remain stuck in a well-defined range, capped by persistent oversupply concerns and resistance near the 50-day moving average. Please note: this podcast is provided for information...

October inflation surprised on the downside in just over half of the major countries that have reported numbers so far. There was no number for the US, due to the government shutdown, but, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, other indicators point to a rate of around 3%, with some upside risk. Investec Focus Radio SA