Podcasts about Investec

The wine industry contributes R56.5 billion to our economy annually, and for every one job produced on a wine farm, another 10 are created further down the value chain. In this episode CEO of SA Wine, Rico Basson and Victor dos Reis, a senior transactor in the Leverage Finance team at Investec discuss the industry's growth prospects, how exporters can mitigate US trade tariffs and how the future of the industry relies on it moving from a bulk to a value business. 00:00: Introduction – Industry insights and global opportunities 01:10: SA Wine's economic footprint – Beyond the glass 04:10: The multiplier effect – Careers across the wine economy 07:10: Wine tourism – Driving local growth 09:05: Expanding the experience – Attracting more tourists 10:43: The tariff threat – Challenges in the US market 14:40: Diversifying markets – Where to next? 15:43: Infrastructure matters and collaboration counts 19:27: Foreign investment – A global vote of confidence 21:40: What drives global investment in SA Wine? 23:32: Regional growth and new opportunities 24:58: Looking ahead – A 10-year vision for SA wine 26:58: A toast to progress and looking ahead Buy trophy winning wines · Investec Focus Radio SA

The conflict between Israel and Iran has intensified, impacting gas supplies as Chevron shuts down production at the Leviathan field due to security risks. While oil supplies remain unaffected, the market is reacting with volatility, and OPEC+ may adjust its plans in response to these developments. 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. Investec

South Africa needs to produce 10 times more engineers to compete globally. But, in 2023, only 3% of matric students achieved a distinction in mathematics, and over 77% got less than 50%. These figures highlight a growing STEM (Science, Technology, Engineering and Maths) skills gap, a challenge we must address to fuel economic growth and tackle the ongoing youth unemployment crisis. In this special Youth Month edition of No Ordinary Wednesday, Jeremy Maggs speaks to Prof. Kobus Maree, a leading educational psychologist and Setlogane Manchidi, Investec's Head of Corporate Social Investment, on the catalytic power of maths and science for economic growth and employability. Podcast key moments: 00:00 – Introduction 01:43 - What makes gateway subjects, maths and science, foundational for young people? 05:11 - What kinds of skills – beyond content knowledge – does success in maths and science cultivate in learners? 08:37 – What is the Promaths programme? And what is driving this investment for Investec? 11:07 – Does matric pass rate reflect performance and participation in maths and science? 12:48 – How have Promaths students performed over the past 20-years? 15:07 – What is the connection between school-level success in maths and science and employability in high-growth industries? 19:31 - What are the key improvements we need to make in how we teach maths and science in our schools? 23:36 - What has Promaths taught you about equity and access? 27:08 - What message would you give to South Africa's youth this Youth Month? Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

Are we educating for employability – or falling further behind ? Setlogane Manchidi, Head of CSI at Investec spoke to Clarence Ford on this matter Views and News with Clarence Ford is the mid-morning show on CapeTalk. This 3-hour long programme shares and reflects a broad array of perspectives. It is inspirational, passionate and positive. Host Clarence Ford’s gentle curiosity and dapper demeanour leave listeners feeling motivated and empowered. Known for his love of jazz and golf, Clarrie covers a range of themes including relationships, heritage and philosophy. Popular segments include Barbs’ Wire at 9:30am (Mon-Thurs) and The Naked Scientist at 9:30 on Fridays. Thank you for listening to a podcast from Views & News with Clarence Ford Listen live on Primedia+ weekdays between 09:00 and 12:00 (SA Time) to Views and News with Clarence Ford broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/erjiQj2 or find all the catch-up podcasts here https://buff.ly/BdpaXRn Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Brent crude oil prices have strengthened at the end of last week, despite discussions of potential production hikes from OPEC+. Factors such as limited cuts to Saudi selling prices and ongoing overproduction by several members are supporting prices, while the market remains in its current range, with the possibility of reaching $70/b if it breaks out. 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. Investec

Relebogile Mabotja speaks to Darren Behrendt, the Investec Life CEO and head of My Investments, about not giving up on building wealth in your late 30s and 40s. 702 Afternoons with Relebogile Mabotja is broadcast live on Johannesburg based talk radio station 702 every weekday afternoon. Relebogile brings a lighter touch to some of the issues of the day as well as a mix of lifestyle topics and a peak into the worlds of entertainment and leisure. Thank you for listening to a 702 Afternoons with Relebogile Mabotja podcast. Listen live on Primedia+ weekdays from 13:00 to 15:00 (SA Time) to Afternoons with Relebogile Mabotja broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/2qKsEfu or find all the catch-up podcasts here https://buff.ly/DTykncj Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

OPEC+ has agreed to increase production, setting July's output at 410 kb/d above June and 822 kb/d above the original target. Despite these increases, oil prices rose, likely due to geopolitical tensions, including strikes on Russian airfields that may affect production. 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. Investec

Twenty years on, the managers of the Investec UCITS World Axis Core Fund reflect on what two decades of global investing have taught them and what investors should expect next. From shifting geopolitics to enduring investment truths, this episode of No Ordinary Wednesday with Investec Investment Management's Head of Multi-Manager Investments Ryan Friedman and Fund Manager Bronwen Trower, explores the art of staying the course in aa world that rarely does. Podcast key moments: 00:00 – Introduction 01:28 - What is the Investec World Axis Range Fund of funds and where does it sit in an investor's portfolio? 03:04 - What makes the Investec World Axis Range Fund of funds different? 05:28 – As a fund manager, how do you maintain a disciplined, long-term allocation framework amid extreme volatility and policy uncertainty? 09:08 – What's the biggest misconception that investors have about global investing today? 10:11 - Where are investors looking in fixed income? 12:18 - The dollar has been fluctuating for months, what is happening? And are there other currencies we should be thinking about? 17:10 - How does South Africa look relative to the rest of the world? 18:43 - Private markets at all rage at the moment 21:24 - What has anchored your investment philosophy across such divergent cycles? 22:45 - What's the one lesson you take from managing this fund across two turbulent decades and what's next? Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

Oil prices remained stable last week despite significant news, with Brent holding around $65/b amid OPEC+ discussions and Trump's comments on EU trade. Bearish factors may lead to further declines if trade talks falter. Meanwhile, gas and power prices in Europe have risen due to maintenance outages in Norway, pushing winter gas futures to their highest levels since early April. 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. Investec

In this debut episode of Wine in Focus, we hear from Johan Malan from Wine Cellar, Mike Ratcliffe - co-founder of Vilafonté and Investec's Roy van Eck on why and how to invest in fine wine. They cover how you tell the difference between a premium vintage and a plonk, how to age wine, a wine bond, and close with their hopes for South Africa's wine industry. 00:00: Intro 01:54: Wine as an alternative asset class 03:29: Basic investment case for wine 05:12: Tips on what separates a fine wine from an average one 09:00: Are stickers a sign of pedigree? 10:24: How to store wine 11:38: Should you ensure your fine wine? 13:44: How do you apply patience and allow fine wine to improve? 17:35: What returns to expect from fine wine investment 21:53: First of its kind: Wind bond 23:53: The SA wine industry in the next 10 years Investec Focus Radio SA

Schalk Louw from PSG Old Oak unpacks Investec's strong results. As someone who primarily focuses on equities, he shares how he's interpreting the recent spike in global bond yields. Spear Reit CEO Quintin Rossi reflects on the company's latest results and the encouraging rise in demand for international business process outsourcing (BPO) within South Africa. And Simon chats about the rand — what it's really telling us, and why it might be saying more than you think.

Stephen Grootes speaks to Cumesh Moodliar, CEO of Investec Bank, about the bank's strong performance, with a 7.8% increase in profit. Investec will pay a record dividend for the third year after the bank’s operating profit surpassed the R24 billion mark for the first time. In other interviews, Vincent Anthonyrajah, CEO and co-founder of Differential Capital, and Karabo Makete, Partner and Investment Principal at Aions Ventures, unpack the crucial role of governance in companies and how investors shape corporate direction through key mechanisms. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Cumesh Moodliar, CEO of Investec Bank, about the bank's strong performance, with a 7.8% increase in profit. Investec will pay a record dividend for the third year after the bank’s operating profit surpassed the R24 billion mark for the first time. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Nishlan Samujh – Finance Director, Investec Group SAfm Market Update - Podcasts and live stream

This evening we dive into market movements with Momentum Investments, Investec takes us through its recent financials, we unpack Wednesday night's meeting between presidents Ramaphosa and Trump, we look at tax takeaways from the latest budget speech with Sars, Standard Bank looks at the importance of financial literacy when building generational wealth, and in this week's SME feature, we speak to The Art of Movement, a Joburg-based dance and yoga studio that's been getting people moving for over a decade. SAfm Market Update - Podcasts and live stream

EXPERT Topic: Budget focuses on essential services and infrastructure, with new spending tied to tax increases Guest: Tertia Jacobs, Treasury Economist and Fixed Income Specialist at Investec

Nhlanhla Sehume speaks to Nishlan Samuj, Group Finance Director at InvestecSee omnystudio.com/listener for privacy information.

We look at the weekends rugby from a betting angle

This evening we dive into market movements with Sasfin Wealth and speak all things Budget 3.0 – with Corusca Consulting, Investec, and SNG Grant Thornton joining us to unpack the speech and its impact on citizens. SAfm Market Update - Podcasts and live stream

Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702's Motheo Khoaripe. Each episode unpacks practical aspects of personal finance-how to save, spend, invest, and make smart decisions to boost your financial well-being. In this episode, Motheo is joined by De Wet Taljaard (Technical Advisor at Investec Sustainable Solutions), Kirk Palmer (Director at Solafi), and Andrew Winstone (CEO at Energy LED) to tackle one of South Africa's hottest topics: solar power and energy efficiency for households. They break down the current state of the energy crisis in South Africa, the realities of Eskom, and the future of electricity. The panel shares actionable tips on how to reduce your energy bill; from switching to LED lighting to using your geyser smartly and choosing energy efficient appliances. The panel explains the different types of solar systems, the cost of solar panels for home and how to choose a solar system for your home. Whether you're ready to invest in solar or just want to make your home more energy efficient, this episode is packed with expert advice to help you make informed decisions and take control of your energy future. 00:00 Introduction 01:36 The current energy crisis in South Africa 03:05 The Energy Availability Factor (EAF) 04:28 The impact of power failures in municipalities 05:10 How to curb the cost of power failures in your home 05:50 How to use lights to reduce energy consumption and save costs 07:39 Energy efficient options to cut costs in the home 8:36 How to use the energy efficiency metric 09:14 Insulation in the home 10:24 Home solar system costs and the return on investment 12:49 Types of solar systems on the market and the costs involved 14:50 Maintenance and lifespan of solar systems 15:30 Choosing the right solar system 17:32 Sectional titles and body corporates 18:45 Compliance and safety considerations 20:10 Eskom direct connected customer requirements 21:20 Why registration is the responsibility of the business or homeowner 21:52 Meeting the requirements to get your system registered 22:17 Financing opportunities for solar systems 22:45 Funding solutions for Investec clients 23:18 Cape Town versus Johannesburg: feeding back into the grid 25:32 Energy saving tips 26:08 Increasing energy independence and savings for the future 27:20 How can you prepare for South Africa's growing water crisis? Listen to the whole Everything Counts series on Investec Focus Radio SA Investec Focus Radio SA

Recent developments on a potential Iran nuclear deal have impacted the oil market, with Brent hovering around $65/b. The IEA's report shows upward revisions in oil demand for 2024-2026, but concerns about oversupply persist, especially with the potential increase in Iranian crude later this year. 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. Investec

From a global pandemic to fractured supply chains, energy shocks, inflation spirals, rate hikes, AI disruption, war, and geopolitical realignment - the last four years have been anything but dull. As we celebrate the 100th episode of the No Ordinary Wednesday podcast, we pause the relentless churn of the news cycle to reflect on the macro themes that have defined our world since this show first aired in May 2021. In this episode, we've gathered a veritable global panel of Investec leaders from Johannesburg, London, Mumbai, and Dubai to share their insights on what has shaped their regions and the critical forces they will be monitoring in the coming years. Podcast key moments 00:00 - Introduction 01:37 – How have macro trends influenced the UK 05:14 – What are the most significant factors impacting South Africa's economy? 08:09 – What macro trends have impacted India? 10:33 – UAE's story of reinvention 14:09 – What key forces are you watching closely that could shape strategy and opportunity in UK, South Africa, UAE and India? Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

Der M&A-Markt im Food- & Beverage-Sektor ist so dynamisch wie die Geschmäcker der Konsumenten und mindestens genauso anspruchsvoll. Die letzten Jahren waren geprägt von Inflation, Kostenanstiegen, Supply Chain Problemen und dem Ukraine-Krieg, was sowohl bei Konsumenten als auch auf dem M&A-Markt zu Unsicherheiten geführt haben. In 2025 sehen wir aber Licht am Horizont. Warum?Das verraten uns Florian Ismer und Jürgen Schwarz. Sie begleiten nicht nur seit Jahren als Branchen-Insider Deals im Food- & Beverage-Markt, sondern haben auch den Wandel von Capitalmind hin zu Investec hautnah erlebt und mitgestaltet. Im Sektor-Deep-Dive sprechen wir über aktuelle Markttrends, Käuferlogiken, Cross-Border-Deals, die Rolle von ESG-Kriterien im M&A-Prozess und darüber, was einen Food-Deal wirklich erfolgreich macht.Wir beleuchten in dieser Episode:wie die Lage im Food & Beverage-Markt aktuell ist,welche Auswirkungen sie auf M&A-Deals im Sektor hat,welche Rolle Strategen, ESG-Kriterien und Cross-Border-Deals spielen,wie der Zusammenschluss von Capitalmind und Investec abgelaufen ist,was Florian und Jürgen für die Zukunft des Food & Beverage M&A erwarten,und vieles mehr... Viel Spaß beim Hören!***Timestamps:(02:08) Vita Florian(04:28) Vita Jürgen inkl. Gründungen von Outfitter.de und Alpha Industries(11:29) Wechsel zu Capitalmind/Investec(19:36) Florians Sicht EquityGate - Capitalmind - Investec(22:35) Aktuelle Ausrichtung Investec(25:05) Sektor Food & Beverage bei Investec(26:58) Aktuelle Marktlage F&B(40:09) M&A-Trends im F&B(46:34) ESG-Kriterien und deren Auswirkungen(51:24) Käuferauswahl und -ansprache, Rolle von Strategen(58:55) Ausblick F&B M&A-Markt***Alle Links zur Folge:Kai Hesselmann auf LinkedIn: https://www.linkedin.com/in/kai-hesselmann-dealcircle/CLOSE THE DEAL auf LinkedIn: https://www.linkedin.com/company/closethedeal-podcastFlorian Ismer auf LinkedIn: https://www.linkedin.com/in/fismer/Jürgen Schwarz auf LinkedIn: https://www.linkedin.com/in/jürgen-schwarz-2008b511a/Investec auf LinkedIn: https://www.linkedin.com/company/investec-business-advisory/Website CLOSE THE DEAL: https://dealcircle.com/ClosetheDeal/***AMBER ist die Plattform für sichere Unternehmensnachfolgen. Schaut bei AMBER vorbei, wenn ihr keinen relevanten Deal mehr verpassen oder die Reichweite eurer Verkaufsmandate zusätzlich erhöhen wollt: www.amber.deals***Du bist M&A-Berater im Small- oder Midcap-Segment und suchst einen Überblick über alle relevanten Deals?Jetzt schnell den

The oil market rallied into the end of last week on optimism about talks between China and the US on trade. Callum Macpherson, Head of Commodities at Investec UK, discusses what progress has been made and what does this mean for energy markets. 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. Investec

OPEC+ have announced an increase in output over the weekend. Callum Macpherson, Head of Commodities at Investec UK, discusses what has been decided and the motivation behind the move. 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. Investec

Post the tariff turmoil, investors are reconsidering their exposure to the US market. In this episode of No Ordinary Wednesday, Annelise Peers, Chief Investment Officer at Investec Switzerland, and Richard Cardo, Portfolio Manager and Head of Single Manager Investments at Investec, who oversees the Investec Global Leaders Fund, delve into the macroeconomic and market dynamics reshaping global asset allocation. Investec Focus Radio SA

Brent set a new recent high in its recovery from the sell-off at the start of this month. Callum Macpherson, Head of Commodities at Investec UK discusses market prospects in the current global environment. 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. Investec

In this episode, we discuss the recent rise in the oil market to $68/b and the factors driving this change, including US-Iran talks. We also touch on the implications for oil prices, US-China trade relations, and the current state of European electricity and gas markets. Tune in for insights into the future of these sectors. 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. Investec

Where are investors seeking refuge amid uncertainty? And will the recent rebound in global stocks last? In this episode of No Ordinary Wednesday, Investec Wealth and Investment International's Chief Investment Strategist Chris Holdsworth, and investment strategist Osa Mazwai explore the ongoing impact of US President Donald Trump's tariff policies. Podcast key moments: 00:00 – Introduction 01:09 – What's been the market reaction since Trump's tariff about turn? 01:46 – Why was there a huge bond sell-off? 03:05 – What does the US bond market turbulence mean for SA? 04:21 – Is the US still a go-to safe haven? 05:26 – What other safe havens are investors looking to? 06:58 – Can China rely on domestic demand to drive growth? 08:39 – How does the tariff pause on SA impact investor sentiment? 10:11 – What are markets watching regarding the GNU? 12:05 – Currency expectations? 13:09 – Recession in the US? 14:37 – How are tariffs disrupting global supply chains? Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

With the latest Tariff announcements from US President Donald Trump, oil has rallied following. Callum Macpherson, Head of Commodities at Investec UK discusses the oil price outlook, amid uncertainty in the market. 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. Investec

When planning your estate, understanding the tax implications on a deceased estate is crucial. In this episode of Everything Counts, we dive into estate duty, capital gains tax, income tax after death, and how trusts can help with tax efficiency and asset protection. Joining the discussion are: • Nikki Bush: Renowned speaker and author, who shares her personal journey of loss and resilience. • Lieze-Marie Brink: Legal and financial expert at Investec, providing crucial estate planning insights. • Navashni Rajkumar: Financial advisor dedicated to financial literacy and planning. Managing Taxes in a Deceased Estate · Investec Focus Radio SA

In this special edition of Investec's No Ordinary Wednesday podcast, we delve into the recent market turmoil following President Donald Trump's controversial tariff announcements, which led to a staggering $5 trillion loss in the S&P 500 in just two days. Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth, and Investment Strategist, Osagyefo Mazwai discuss implications for the global and local economies, investment portfolios and the future of markets. Podcast key moments: 00:00 – introduction 01:01 - What's the Global Investment Strategy Group's view on Trump's strategy and how does it impact its risk score? 03:00 - Is this all bark and no bite on Trump's behalf? Could Trump roll back any of the tariffs? 03:54 - Is there method in Trump's madness? Could these tariffs play to his ambitions of boosting local manufacturing, reducing debt and improving the life of the majority of Americans? 05:55 - US recession fears are mounting, are these valid? What would the knock-on consequences be for global growth and earnings? 06:39 – Where are the opportunities for investors amidst the chaos? 07:50 - South Africa's exposure to tariffs? 09:24 - What options does the South African government have when it comes to responding to the tariffs? 10:30 – The uncertainty with the government of national unity is weighing heavily on local markets. How will this play out? 12:17 - With all this uncertainty, how is Investec's Global Investment Strategy Group positioned on South Africa? 13:30 - South Africa has strong trade ties with both the US and China. How could these tariffs affect the country's trade balance? 14:22 - Should we be concerned about further rand weakness? 15:20 - With no end in sight to geopolitical tensions and global trade shifts, what is the outlook for the global economy over the next 12 months? Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

The sharp sell-off in oil markets after Trump's tariffs were announced last week, continues this morning. Callum Macpherson, Head of Commodities at Investec UK discusses the latest in the oil market and why OPEC+ announced an output increase when prices were already falling. 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. Investec

South Africa's economic revival hinges on mobilising private capital for infrastructure. With fiscal pressures mounting, public-private partnerships (PPPs) offer a crucial path to sustainable growth. Lourens van Rensburg, head of Corporate and Institutional Banking at Investec, and Martin Meyer, head of Energy & Infrastructure Finance, dissect key insights from Investec's SA Economic Reform Conference. What will it take to unlock investment—and why is time running out? Podcast key moments: 00:00 - Introduction 01:29 - Is there a fundamental shift in the relationship between the public and private sectors? 04:25 – What factors have contributed to the Renewable Energy Independent Power Producer Procurement Programme (REIPPPP) success? 06:31 - Eskom has added a new 800-megawatt unit at the Kusile Power Station, are we out of the woods regarding electricity generation? 09:30 – What can improve the bankability of infrastructure projects? 13:11 - What strategies are crucial for revitalising our manufacturing sector, and how can public-private partnerships play a role in this effort? 15:40 - How do you ensure that infrastructure development prioritises not only economic growth but also sustainability and the needs of local communities? 18:30 - What key infrastructure development lessons can South Africa draw from India? 20:18 - What is the one thing that needs to happen to get the flywheel of private sector investment turning? Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

With the continued strengthening of Brent, Callum Macpherson, Head of Commodities at Investec UK looks at whether the market still concerned about supply. Investec

In this episode, Motheo is joined by Lieze-Mari Brink (from Investec's tax and fiduciary team), Nirvashni Rajkumar (an Investec financial adviser) and Nikki Bush (best-selling author and women's empowerment champion). They simplify the complexities of estate planning, outline the responsibilities of executors and they highlight the importance of having clear and detailed records. These are just some of the emotional and logistical challenges involved in winding up an estate. Their discussion also stresses the importance of having a well-prepared will, including letters of wishes, to help guide your loved ones and prevent conflicts. Keeping your records organised can make things much easier for your family when the time comes. Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help listeners improve their financial well-being. Key moments: 00:00 Introduction 01:56 Obtaining a death certificate 03:14 Timelines for wrapping up a deceased estate 05:06 Nikki Bush's experience with estate planning 07:53 Liquidity planning for your estate 08:50 How your marriage regime impacts your deceased estate plan 10:04 The value of a life insurance policy after death 11:06 Why estate planning is essential for everyone 11:47 The importance of having a financial advisor 12:14 The importance of sharing information with family in case of death 14:10 The quickest ways to wind up an estate efficiently 16:51 How to appoint an executor 17:45 The role of an executor in deceased estate administration 18:01 The complexities of nominating a family member as your executor 21:16 What should be in your will? 21:32 A will vs a letter of wishes 22:57 Organising your most important documents 25:22 Investec's Life File checklist 26:01 Critical documents to have on hand Investec Focus Radio · Listen to the full series · Investec Private Vault

Oil has strengthened over the last week and Brent is over 72 $/b this morning.? Callum Macpherson, Head of Commodities at Investec UK looks at what has been behind this move and if the rally can continue. Investec

Recession risks, inflation pressures, and trade tensions - how is the global economy shaping up in 2025? Investec's Chief Economists, Phil Shaw (UK) and Annabel Bishop (SA), take stock of the latest trends in No Ordinary Wednesday. From global growth forecasts to the economic outlook for Europe and South Africa, they break down what lies ahead. Podcast key moments: 00:00 – Introduction 01:02 - How will the evolution of US trade, defence, and foreign aid policies influencing the global macroeconomic outlook in the coming months? 02:21 - What are the key factors influencing your global economic growth projections? 03:53 - GDP growth in South Africa for 2025 is likely to fall below 1.5%, what's contributing to this downward revision? 05:41 - What will be the implications of slower growth on business confidence in South Africa? 06:33 – Was there anything in South Africa's Budget Speech 2025 that could turn the economic tide? 07:56 - What factors are you watching that would determine the growth path of the US in the coming months? Is a recession looming? 09:47 - What are some of the main headwinds currently affecting economic growth in Europe? 11:17 - What changes might we see due to new leadership changes in the EU? 12:49 - Do you see any challenges for European nations given their current fiscal positions? 14:28 – What stimulatory measures should the South African government be looking at to accelerate growth? 16:36 - What are those emerging economies contending with when it comes to economic growth? And how does that impact the global economy? 19:36 - What factors are you watching that could derail global growth? 20:49 - How has the fragmentation of the global economy influenced South Africa's trade relationships and economic strategy? Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

Last week was much quieter in oil markets than the week before, despite continued falls in US equities. Callum Macpherson, Head of Commodities at Investec UK discusses why did oil not follow equities lower again. 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. Investec

It's been a tumultuous time in energy markets and Callum Macpherson, Head of Commodities at Investec UK takes a look at some key events from last week and how the market reacted. Investec

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Max King, the market and investment trust commentator and former Investec fund manager. This discussion was recorded on Friday 07 March 2025. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. There is also a free e-book version you can read on a PC, tablet or smartphone, plus an audiobook version. Jonathan will be signing copies of the Handbook at the Master Investor show in London on March 29th. *** Section Timestamps: 0:00:24 - Introduction 0:00:41 - Reacting to the confusion coming from the US 0:04:01 - The implications following a peace in Ukraine 0:05:40 - Funding Europe's and the UK's defence 0:08:11 - The persistent discounts in the investment trusts sector 0:12:39 - A short break 0:13:34 - Boards' response to the arrival of Saba 0:15:25 - The shrinking commercial property sector 0:17:10 - The IPO of Achilles Investment Trust (AIC) 0:19:39 - Private equity 0:22:22 - Cost disclosure and the FCA 0:23:10 - Portfolio changes 0:25:35 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers Circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year. This week, as well as the usual features, the Circle features a profile of Augmentum Fintech (AUGM). Future profiles include Finsbury Growth & Income (FGT) and Bluefield Solar Income (BSIF). Our new expanded weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. The content of that email is also available for subscribers via the website. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 260 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Callum Macpherson, Head of Commodities at Investec UK, discusses the impact of uncertainty in the oil market brought about by President Trump's trade policies and the debate over Ukraine peace talks. Investec

Episode 341 - Steve Bamford @Bamfordgolf, Paul Williams @GolfBetting and Barry 'Hanrahan @AGoodTalkGolf discuss their selections for this week's Cognizant Classic on the PGA Tour and the Investec South African Open on the DP World Tour. For Masters Tournament research, read Steve's masters betting tips guide. Listeners should visit Golf Betting System for the best golf betting tips coverage. Intro: 00:30; Yuri from Chicago Listener Review: 01:47; Last Week - Campbell Break's Potgieter Punters Hearts: 03:25; Cognizant Classic Start: 18:59; South African Open Start: 49:23. Steve's Cognizant Classic Betting Preview: cognizant classic tips pga national strokes gained rankings Paul's Investec South African Open Betting Preview:  south african open tips We have a new set of Golf Betting System bookmaker guides, highlighting current 2025 sports accounts. boylesports promo code betfred promo code ladbrokes bonus code ladbrokes new customer offer coral promo code coral welcome offer bet365 promo code bet365 bonus code william hill bonus code william hill sign up offer unibet promo code All offers are for new customers, 18+ Check out our new most golf each way places page Steve Bamford provides pga tour tips across the whole of 2025 Let us talk you through the bet365 each way extra + bet365 golf each way places X: Steve Bamford @Bamfordgolf; Barry O'Hanrahan @AGoodTalkGolf; Paul Williams @GolfBetting Most Viewed Pages https://www.golfbettingsystem.co.uk/betfred-promo-code/ https://www.golfbettingsystem.co.uk/bet365-sign-up-offer/ https://www.golfbettingsystem.co.uk/boylesports-promo-code/ https://www.golfbettingsystem.co.uk/ladbrokes-sign-up-offer/ https://www.golfbettingsystem.co.uk/bet365-bonus-code-2023/ https://www.golfbettingsystem.co.uk/coral-promo-code/ This podcast is for listeners of 18 and above. Please be Gambleaware, you can visit GambleAware.org for more information and of course please bet responsibly.

Brent fell at the end of last week, whereas it had been rallying strongly for much of last week. Callum Macpherson, Head of Commodities at Investec UK looks at what brought about this change of direction. 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. Investec

Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec's new trading and investing platform, Clarity, shares his views on the latest episode of the No Ordinary Wednesday podcast. Investec Focus Radio SA

Callum Macpherson, Head of Commodities at Investec UK discusses the latest report from the International Energy Agency looking at outlook for supply and demand. Investec

Since last week's podcast, Trump has delayed some of the new tariffs, Callum Macpherson, Head of Commodities at Investec UK, discusses what has been going on and what this might mean for oil. Investec

With a challenging economic landscape, fluctuating currency, global trade tensions, and ongoing energy struggles what can South Africans, businesses and investors expect from Finance Minister Enoch Godongwana's 2025 Budget Speech? Investec experts Chief Economist Annabel Bishop, Treasury Economist Tertia Jacobs and Chief Investment Strategist Chris Holdsworth share their predictions for Budget 2025. Podcast key moments: 00:00 – Introduction 01:16 - Overview of the current macroeconomic landscape 03:08 - What has changed since the Minister of Finance tabled the Medium-Term Budget Policy Statement (MTBPS) in October 2024? 04:10 – What will investors be watching in Budget 2025 04:45 - How do you expect the minister to navigate fiscal deficit? 06:35 - Can government lower its debt trajectory? 07:43 – How do we drive growth in South Africa? 08:52 - Expectations for revenue in the upcoming budget? any tax increases? 13:11 - From an investment perspective, what are the implications for various key sectors and the equity market? 14:18 - Outlook for government bond yields? 15:47 - When will South Africa get to investment grade? 16:44 - How can the budget address issues related to retrenchment and unemployment? 18:12 - Are there strategies to ensure the development of a sustainable infrastructure in South Africa? 19:55 - What's the one big thing that you're looking out for in budget 2025? Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

The Buy Side is our regular series talking with brand side marketers about sport and sponsorship. Our guest is Richard Deane, who's career includes running sponsorship programmes at Standard Life Investments, Abrdn and Investec across Ryder Cup, British and Irish Lions and many other major sports properties. The Buy Side is sponsored by the Two Circles intelligence platform KORE.  More than 900 brands, venues, and sports organisations trust the Kore platform to manage partnerships and assets and measure their impact with real-time insights. Through Fan Intelligence and Partnerships Intelligence, Two Circle's Kore platform unites sponsors and properties with solutions that help enhance the fan experience, drive smarter decisions, and enable marketing and operations teams to spend time where it matters.Learn more at twocircles.com.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 400 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner' on Apple, Spotify, Google, Stitcher and every podcast app. If you're interested in collaborating with Unofficial Partner to create one-off podcasts or series, you can reach us via the website.

We're back with Scratch! In this episode, we sit down with Abey Mokgwatsane, Chief Marketing Officer of Investec, an international bank and wealth manager that's celebrating its 50th anniversary—and still thinking like a challenger. Abey shares how his team keeps the brand fresh by simplifying complexity, focusing on consistent storytelling, and staying true to the heritage that first propelled Investec into the private banking space. He also explains what it's like to join a new industry as a “super sub” and how that outsider perspective drives authentic innovation.One of the big takeaways from this episode is Abey's focus on “making the complex simple and the simple exciting.” Whether it's building a brand around the iconic zebra or doubling down on Investec's legendary service culture, Abey's mindset proves that consistency doesn't have to mean boring. We also dive into what it means to remain “freshly consistent” instead of “consistently fresh,” a concept that's helped Investec maintain its challenger DNA over five decades of growth.Watch the video version of this podcast on Youtube ▶️: https://youtu.be/EGXZiOWQbsA