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Investec Focus Radio SA: Daily Summaries Delivered
by Investec
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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The most recent episodes — sign up to get AI-powered summaries of each one.
- Today6 min
Macro Monday ep 132: Central banks on a hiking path
The Fed hiked rates last week amid resilient economic growth and higher inflation, much of it due to higher fuel prices at the pump, while the Bank of Japan also increased borrowing costs, with more likely to come. South Africa’s Reserve Bank is likely to follow suit this week, as inflation expectations remain elevated. Investec Focus Radio SA
- 1 weeks ago8 min
Macro Monday Ep131: Fed meets as oil prices rise
Gains by Houthi rebels in recent days have placed further upward pressure on oil prices, with benchmark rates up about 3% on Monday morning, while bond yields have risen since the start of the war. Against this backdrop, the Fed meets this week to decide on interest rates, and, according to Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, many economists are expecting a hike. Investec Focus Radio SA
- 1 weeks ago17 min
No Ordinary Wednesday | The signals from oil, bonds and inflation
Oil, bond yields and inflation are sending a more cautious signal on the global outlook. Growth has held up better than expected. But energy markets remain tight, long-term borrowing costs are rising, and central banks are weighing the risk of another inflation shock. In the latest No Ordinary Wednesday, Ellie Henderson and Callum Macpherson of Investec UK discuss what the oil market, sovereign bonds and economic data are telling us now. They also explore what this means for interest rates, corporate investment and the risks facing South Africa. Investec Focus Radio SA
- 2 weeks ago8 min
Macro Monday Ep130: Crude prices, US jobs place focus on interest rates
Crude oil prices have risen over 20% in the last month, and this problem seems unlikely to be resolved quickly: prediction markets put only a 30% likelihood of normal flows through the Strait of Hormuz by December. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management says with services inflation pressures also rising, and jobs numbers looking stronger, markets are pointing to rate hikes by the Fed. Investec Focus Radio SA
- 3 weeks ago9 min
Macro Monday Ep129: Warsh’s hawkish speech
New Fed chief Kevin Warsh delivered a hawkish speech at the Jackson Hole symposium of central bankers on Friday, leading to a stronger US dollar and increased expectations of rate hikes this year and next year. Investec Investment Management’s Investment Strategist Osagyefo Mazwai examines what this means for the US economy, as well as emerging market currencies like the rand. Investec Focus Radio SA
- 3 weeks ago12 min
No Ordinary Wednesday | The economics of tourism in SA
South Africa’s growth challenge is shifting from reform to delivery. Tourism is part of that test. International arrivals rose 12.3% in the first half of 2026. And phase III of the government-business Partnership now puts the sector firmly on the growth agenda, with a focus on air access, visas, safety and infrastructure. On No Ordinary Wednesday, Jeremy Maggs and Investec economist Lara Hodes examine what it will take to turn that momentum into investment, jobs and sustained growth. Read more on www.investec.com/now Investec Focus Radio SA
- 3 weeks ago28 min
Everything Counts | Episode 54: Protecting property wealth
Property is often seen as one of the more reliable ways to build long-term wealth. It’s tangible, familiar and, for many South Africans, an important part of their financial plan. But investing in property comes with risks that can be easy to overlook, from hidden costs and changing rental yields to considerations around what happens if you’re no longer able to earn an income. In this episode of Everything Counts, we look beyond the property itself to explore what it really takes to build a resilient property investment strategy. Motheo Khoaripe is joined by Sinenhlanhla Sithomo, head of insurance business at Investec, and Elsie Rateiwa, head of financial services at Lightstone Property, to unpack the risks, potential returns and the importance of protecting the income behind your investment. 00:00 Introduction 01:05 Investment property as part of a broader wealth strategy 01:39 What are the risks of investing in property? 03:10 Is buying property in Cape Town a good investment? 04:52 The need for liquid cash when you own an investment property 05:48 Risk of buying multiple properties in a concentrated area 06:25 What are the hidden costs of investing in property? 07:30 How to financially prepare to buy a house 08:28 How to calculate cash flow resistance 09:51 How to calculate a realistic return on investment in property 10:40 Protecting the income that maintains your property investment 11:42 The benefits of having life insurance and mortgage protection insurance 12:07 Does mortgage protection insurance cover you if you become disabled? 13:34 Why people don’t see themselves as assets to insure 14:25 What insurance do I need for investment property? 16:40 Life cover vs mortgage protection cover for property investments 18:25 What to consider if you have multiple investment properties 21:50 How long to see return on investment in property? 24:52 How to identify a good area to buy investment property in? 25:36 Key takeaways for investing in property 26:53 Conclusion Investec Focus Radio SA
- 4 weeks ago4 min
Macro Monday Ep128: US bond market intervention fails to bring down yields
Moves by the US Treasury to intervene in the bond market failed to bring down yields meaningfully, and the continuing worsening of the US’s fiscal position may explain why. According to Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, the US’s debt-to-GDP ratio is above 100% and seems set to remain above that level, with tax hikes politically unpalatable and little room to cut spending in areas such as defense, healthcare and social security. Investec Focus Radio SA
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