Investec is an international bank and wealth manager with primary operations in the UK and South Africa. On our Focus Radio podcast SA and UK channels you'll find a wealth of content about managing your money, the economy, investment and finance, alongside some honest and candid conversations with leaders, influencers and innovators from a wide range of fields.
Latest episodes
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5 min
S05 Ep05 Energy Market Update: Rising gas prices add pressure to the UK energy outlook
Brent crude reached $117.50 a barrel last week as renewed attacks on shipping in the Strait of Hormuz heightened supply concerns. Physical market tightness, rather than speculative…
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8 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 whe…
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27 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 N…
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4 min
S05 Ep04 Energy Market Update: Oil supply risks mount as Middle East tensions intensify
Trump’s efforts to lower diesel prices have had little lasting impact, with New York futures near $200 a barrel. Brent crude touched $110 as attacks on shipping in the Strait of Ho…
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10 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 Inve…
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18 min
No Ordinary Wednesday: Inside Investec’s investment outlook
The global economy is proving resilient, and company earnings remain healthy. Even so, Investec’s Global Investment Strategy Group has maintained a risk score of zero, reflecting a…
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5 min
S05 Ep03 Energy Market Update: Russian diesel deal offers limited relief to global markets
Trump’s announced deal to import Russian diesel offers limited relief, with the proposed 3.7 million barrels small relative to global demand and delivery uncertain amid damage to R…
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6 min
Macro Monday Ep135: The two sides to the AI investment boom
The AI story has been great for investors so far, but it may be making the Fed feel uncomfortable. AI investment is helping to fuel growth and inflation, potentially forcing the Fe…
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26 min
No Ordinary Wednesday | Mini-Budget 2026: More revenue, less borrowing?
Stronger revenue offers an opportunity to reduce borrowing. Will spending pressures limit the gains? Ahead of the 2026 Medium-Term Budget Policy Statement (MTBPS), Investec’s Annab…
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10 min
Macro Monday Ep134: Fixed income investors are having a tough time
There’s been an almost universal rise in bond yields around the world over the past few months. According to Global Chief Investment Officer Chris Holdsworth, developed markets hav…
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6 min
S05 Ep02 Energy Market Update: G7 reserve release offers temporary relief for UK diesel market
The G7’s 100 million barrel reserve release could ease diesel costs for UK businesses and motorists, following Trump’s confirmation that US diesel exports will continue. However, u…
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8 min
Macro Monday ep 133 | US growth is running hot
The US economy is running hot, with the latest indicators pointing to 5% GDP growth, ahead of market forecasts for third-quarter growth of 2.8%. This comes despite high oil prices…
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6 min
S05 Ep01 Energy Market Update: Oil markets caught between diplomacy and disruption
Brent’s sharp swings, from $97 to above $108 a barrel, reflecting the uncertainty over renewed US-Iran talks and the future of the Strait of Hormuz. Please note: this podcast is pr…
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20 min
No Ordinary Wednesday | South Africa’s race to get connected
South Africa’s digital infrastructure is expanding rapidly, from data centres and fibre networks to satellites. But can the country provide the power, capital and regulatory certai…
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32 min
Investec Minds Ep 4: Chris Griffith on leading mining through crisis
In conversation with Head of Investec Equity Research Nkateko Mathonsi, former Gold Fields CEO Chris Griffith reflects on the high-stakes decisions that shaped his mining career, f…
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16 min
Pre-close statement 18 September 2026
Listen to the audio recording of the Trading Update Investec Investor Relations
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6 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 borrowin…
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5 min
S04 Ep50 Energy Market Update: Could Brent crude climb back above $120?
Brent crude has surged above $106 a barrel after touching $110 last week, as threats to Saudi exports deepen concerns over global supply. Disruption in the Red Sea, Houthi advances…
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8 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…
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17 min
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 borrowi…