NOW Ep 126: Investing through the noise

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, revealing where capital is flowing, how behaviour is shifting, and the risks investors may not see. Listen now to understand the gap between perception and portfolio reality and what it means for your investment decisions. Read more on www.investec.com/now Chapters: 00:00 – Introduction: Markets driven by reaction, not fundamentals 01:43 – How investors react to breaking news 02:27 – Timing the market: speed vs sequencing 03:06 – Market resilience and the fragility of narrow leadership 04:17 – Flight to safety: textbook vs reality 05:54 – Trading the news cycle: does it add value? 06:53 – Diversification in a concentrated market 08:24 – Offshore investing: asset exposure vs currency impact 09:18 – Clarity platform overview (ad break) 09:55 – Sector trends: what investors are buying now 10:46 – Commodities, energy and tech: short-term trade or long-term shift? 12:12 – Beyond equities: rise of cash, crypto and alternatives 13:31 – Investor mistakes in volatile markets 14:31 – Trading frequency: activity vs discipline 16:27 – Positioning for inflation and higher rates 17:47 – Global conflict and the South African portfolio Investec Focus Radio SA