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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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 days ago43 min
Investec Minds Ep 5 | Nick Holland on decisions that reshaped Gold Fields
Some of Nick Holland’s biggest decisions took years to prove their worth. The former Gold Fields CEO joins Investec’s Nkateko Mathonsi to discuss the unbundling that created Sibanye Gold, and his backing of the Chilean mine Salares Norte long before production began. He explains why safety meant stopping production, and why higher output does not always mean better returns. Watch episode 5 of Investec Minds for a conversation about the judgement mining demands and the conviction to invest beyond your own tenure. Investec Focus Radio SA
- 3 days ago6 min
Macro Monday Ep139: The three major effects of the US midterms
Democratic Party control of the US House of Representatives and Senate has had three broad market implications: data centre buildouts are unpopular with voters; Congress will likely limit military escalation in the Middle East (which could bring down energy prices); and slower artificial intelligence-linked investment could be good for US Treasuries. Investec Focus Radio SA
- 1 weeks ago31 min
No Ordinary Wednesday | Has the AI boom got ahead of itself?
AI agents have entered the workplace, robots are edging closer to our homes and billions continue to flow into the infrastructure powering artificial intelligence. But as technology advances, are the returns keeping pace with expectations? In this episode of No Ordinary Wednesday, Investec Global Equity analysts David Smith and Zane Bezuidenhout join Jeremy Maggs to examine the year's defining technology trends, the debate over an AI bubble and the companies best placed to benefit. From the future of work to the economics of AI, they unpack what 2026 has taught investors and what to watch in 2027 and beyond. Investec Focus Radio SA
- 1 weeks ago8 min
Macro Monday Ep138: The beats go on for US equities
Global equities continue to advance, while US corporate earnings continue to beat expectations. Taking into account these ongoing beats, notes Global Chief Investment Officer Chris Holdsworth, the overall US market now trades at just under 20 times earnings, which is not excessive by historical standards. Investec Focus Radio SA
- 2 weeks ago8 min
Macro Monday Ep137: Mortgage market an orange light for the US economy
The US economy continues to grow, thanks to ongoing investment into AI, and despite federal government indebtedness and higher inflation because of rising fuel prices. One area where the strain is showing though, says Global Chief Investment Officer Chris Holdsworth, is in the housing market, where mortgage rates are climbing and applications are falling. Should weaker house prices follow, this will be a headwind for consumer spending. Investec Focus Radio SA
- 3 weeks ago26 min
No Ordinary Wednesday: IMF 2026 | AI, debt and the global investment outlook
AI investment is supporting growth, but its wider benefits remain uneven. Where will global capital go next, and what will businesses pay to access it? In this special edition of No Ordinary Wednesday, Cumesh Moodliar, CEO of Investec South Africa, and Andrew Lillywhite, head of bank funding group at Investec UK, share first-hand insights from their time at the 2026 IMF and World Bank meetings in Bangkok. Drawing on conversations at the meetings, they examine the forces shaping global investment. They also identify signals that could support investment, from more stable long-term interest rates to the potential impact of a stronger South African credit rating. Investec Focus Radio SA
- 3 weeks ago27 min
No Ordinary Wednesday: IMF 2026 | AI, debt and the global investment outlook
AI investment is supporting growth, but its wider benefits remain uneven. Where will global capital go next, and what will businesses pay to access it? In this special edition of No Ordinary Wednesday, Cumesh Moodliar, CEO of Investec South Africa, and Andrew Lillywhite, head of bank funding group at Investec UK, share first-hand insights from their time at the 2026 IMF and World Bank meetings in Bangkok. Drawing on conversations at the meetings, they examine the forces shaping global investment. They also identify signals that could support investment, from more stable long-term interest rates to the potential impact of a stronger South African credit rating. Investec Focus Radio SA
- 3 weeks ago10 min
Macro Monday Ep136: Tech sector weakens after US inflation report
The war in the Middle East continues to weigh on markets and the economy, with second round effects showing up in US inflation numbers, notes Investment Strategist at Investec Investment Management Osagyefo Mazwai. The tech sector was the biggest loser in the days following the US inflation print. Investec Focus Radio SA
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