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Consumer and retail podcast

Play Episode Listen Later Jul 17, 2020 9:49


A New Learned Behaviour – Investec's Nicola Mallard and Alicia Forry discuss how four months of lockdown will likely change consumer behaviour. Topics covered include how we shop, what we buy , where we work, our use of packaging and emphasis on health. There will be implications for FMCG companies – they will need to reflect these changes in how they sell their products to consumers in a post pandemic world. Get in touch · Investec site

Consumer and retail podcast

Play Episode Listen Later Jul 17, 2020 9:49


Investec — A New Learned Behaviour – Investec’s Nicola Mallard and Alicia Forry discuss how four months of lockdown will likely change consumer behaviour. Topics covered include how we shop, what we buy , where we work, our use of packaging and emphasis on health. There will be implications for FMCG companies – they will need to reflect these changes in how they sell their products to consumers in a post pandemic world. Get in touch

Energy transition podcast - a false dawn for hydrogen?

Play Episode Listen Later Jul 17, 2020 11:28


In this week's podcast, Head of UK Research, Harold Hutchinson, discusses the role of hydrogen with Senior Energy Technology analyst, Marc Elliott. Get in touch · Investec site

Energy transition podcast - a false dawn for hydrogen?

Play Episode Listen Later Jul 17, 2020 11:28


Investec — In this week's podcast, Head of UK Research, Harold Hutchinson, discusses the role of hydrogen with Senior Energy Technology analyst, Marc Elliott. Get in touch

Consumer and retail team podcast

Play Episode Listen Later Jul 3, 2020 7:34


Investec — In this episode, Kate chats to Nicola about how Brexit could impact the retail sector, and they touch upon the potential mass disruption to supply chains.

Consumer and retail team podcast

Play Episode Listen Later Jul 3, 2020 7:34


In this episode, Kate chats to Nicola about how Brexit could impact the retail sector, and they touch upon the potential mass disruption to supply chains. Investec site

Consumer and retail team podcast

Play Episode Listen Later Jun 11, 2020 15:00


In this episode, Nicola is talking with Kate and Ben about how the sector has performed throughout lockdown, but more importantly, they look ahead to the future of retail as the sector looks to reopen its doors to UK consumers. Investec site

Energy transition podcast - the role of the circular economy

Play Episode Listen Later Jun 11, 2020 9:48


Head of UK Research, Harold Hutchinson, is joined by Marc Elliott, Senior Analyst in Energy Technology and Martin Young, Senior Analyst in Utilities. In this podcast, they discuss a recent note written by Martin Young and how the circular economy has a pivotal role in the sustainable revival of post-COVID economy. Investec site

Energy transition podcast - the role of hydrogen in the energy transition

Play Episode Listen Later Jun 11, 2020 11:54


Head of UK Research, Harold Hutchinson, is joined by Marc Elliott, Senior Analyst in Energy Technology and Martin Young, Senior Analyst in Utilities. This week they are discussing hydrogen. There is a consensus that electrification is at the heart of the energy transition, but there appears to be less agreement on the role of hydrogen, tune into the discussion. Investec site

Consumer team podcast

Play Episode Listen Later Jun 11, 2020 15:00


Investec — In this episode, Nicola is talking with Kate and Ben about how the sector has performed throughout lockdown, but more importantly, they look ahead to the future of retail as the sector looks to reopen its doors to UK consumers.

Energy transition podcast - the role of the circular economy

Play Episode Listen Later Jun 11, 2020 9:48


Investec — Head of UK Research, Harold Hutchinson, is joined by Marc Elliott, Senior Analyst in Energy Technology and Martin Young, Senior Analyst in Utilities. In this podcast, they discuss a recent note written by Martin Young and how the circular economy has a pivotal role in the sustainable revival of post-COVID economy.

Energy transition podcast - the role of hydrogen in the energy transition

Play Episode Listen Later Jun 11, 2020 11:54


Investec — Head of UK Research, Harold Hutchinson, is joined by Marc Elliott, Senior Analyst in Energy Technology and Martin Young, Senior Analyst in Utilities. This week they are discussing hydrogen. There is a consensus that electrification is at the heart of the energy transition, but there appears to be less agreement on the role of hydrogen, tune into the discussion.

The Investec Alternative Fund Administration Teleconference: Replay

Play Episode Listen Later May 21, 2020 54:48


Alternatives were the only asset class to continue to show sequential revenue growth in Blackrock's Q3 update in April 2020. Since COVID-19 fears caused stock prices to collapse in February 2020, some of the strongest outperformers have been fund administrators, particularly those that focus mainly on fast-growing alternatives such as private debt, real estate and private equity. We are joined by CEO of Sanne, Martin Schanier, CEO of MJ Hudson, Matthew Hudson and CEO of Ocorian, Anthony Zarmakoupis. Investec site

The Investec Alternative Fund Administration Teleconference: Replay

Play Episode Listen Later May 21, 2020 54:48


Investec — Alternatives were the only asset class to continue to show sequential revenue growth in Blackrock’s Q3 update in April 2020. Since COVID-19 fears caused stock prices to collapse in February 2020, some of the strongest outperformers have been fund administrators, particularly those that focus mainly on fast-growing alternatives such as private debt, real estate and private equity. We are joined by CEO of Sanne, Martin Schanier, CEO of MJ Hudson, Matthew Hudson and CEO of Ocorian, Anthony Zarmakoupis.

Energy transition podcast

Play Episode Listen Later Apr 28, 2020 13:20


Harold Hutchinson, Head of Research at Investec, speaks with Martin Young and Marc Elliott about the current state of play in energy transition and the impact of the coronavirus outbreak on progress being made. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Get in touch · Investec site

Energy transition podcast

Play Episode Listen Later Apr 28, 2020 13:20


Investec — Harold Hutchinson, Head of Research at Investec, speaks with Martin Young and Marc Elliott about the current state of play in energy transition and the impact of the coronavirus outbreak on progress being made. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Get in touch

Outlook 2020

Play Episode Listen Later Jan 28, 2020 34:13


Investec Wealth & Investment's Ronelle Hutchinson, Chris Holdsworth and Marc Romberg are joined by political analyst Ralph Mathekga to share their insights on the global and local economy for 2020. Watch video · Investec site

outlook investec chris holdsworth
Outlook 2020

Play Episode Listen Later Jan 27, 2020 34:13


Investec — Investec Wealth & Investment's Ronelle Hutchinson, Chris Holdsworth and Marc Romberg are joined by political analyst Ralph Mathekga to share their insights on the global and local economy for 2020. Watch video

outlook investec chris holdsworth
The market and the economy – not a certain relationship

Play Episode Listen Later Apr 30, 2019 22:22


"What's important is the confidence with which the market forecasts the future, particularly the future of the economies. And the less confident the forecasters (investors) become, the more volatility you introduce into the market; and that's what happened in December." - Brian Kantor www.investec.com · Investec site

The market and the economy – not a certain relationship

Play Episode Listen Later Apr 30, 2019 22:22


Investec — "What’s important is the confidence with which the market forecasts the future, particularly the future of the economies. And the less confident the forecasters (investors) become, the more volatility you introduce into the market; and that’s what happened in December." - Brian Kantor www.investec.com

Investing in art: It's more than just a numbers game

Play Episode Listen Later Jan 22, 2019 14:28


If investment returns are your primary incentive to invest in art, then you're missing the point, says Investec Wealth & Investment's Jonathan Bloch, ahead of the Investec Cape Town Art Fair 2019 (15-17 February). Investec site

Investing in art: It's more than just a numbers game

Play Episode Listen Later Jan 22, 2019 14:28


Investec — If investment returns are your primary incentive to invest in art, then you're missing the point, says Investec Wealth & Investment's Jonathan Bloch, ahead of the Investec Cape Town Art Fair 2019 (15-17 February).

Behavioural economics and finance

Play Episode Listen Later Nov 2, 2017 9:22


Investec Wealth & Investment Wealth Manager, Neil Urmson, on behavioural economics as a tool for investors. Investec site

investec behavioural economics economics and finance
Behavioural economics and finance

Play Episode Listen Later Nov 2, 2017 9:22


Investec — Investec Wealth & Investment Wealth Manager, Neil Urmson, on behavioural economics as a tool for investors.

investec behavioural economics economics and finance

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