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
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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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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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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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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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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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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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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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18 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 borrowi…
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8 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…
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9 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…
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12 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…
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29 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.…
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5 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. Accordi…
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8 min
Macro Monday Ep127: The Fed’s difficult position
The US Federal Reserve finds itself in a difficult position. The US economy has been shedding jobs, and wage growth is soft. At the same time, says Chris Holdsworth, Global Chief I…
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34 min
Investec Minds Ep 3: Sipho Maseko on the hard decisions that define leaders
What does leadership look like after the CEO title falls away? In this episode of Investec Minds, former Telkom Group CEO Sipho Maseko joins Investec's Nkateko Mathonsi and Louise…