Investec Focus Radio SA

President Trump came out guns blazing over the weekend slapping a 25% tariff on Mexican and Canadian imports (excluding energy) and 10% on Chinese imports. In this week’s Macro Monday, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, examines the wide-ranging implications of the announcement. Investec Focus Radio SA

Competition is heating up in the world of artificial intelligence. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at the implications of the launch of China's DeepSeek. The new Large Language Model (LLM) promises to be better or as good as OpenAI and other Western options while costing significantly less to develop and run. Investec Focus Radio SA

In this episode, Tristanne Farrell, chats to Cumesh Moodliar, the CEO of Investec Bank SA, and Itumeleng Merafe, head of Investec Private Bank on how to approach art as an investment. The conversation covers liquidity considerations, depressed market conditions, tax benefits and the role of primary and secondary markets. We also get a sense of what's behind their mutual love for art, and where it all started. 00:00: Intro 01:20: Introduction of guests 01:56 How did Cumesh and Itu's art journey begin? 03:56: Top 10 artist ‘wish list’ and how do you approach collecting? 06:41: Contributing factors to the art market's resilience amid economic challenges 09:07: Understanding the role of primary and secondary art markets 13:38: Exploring art purchases through social media 15:16: Gen-X leads in expenditure 17:58: Growing interest in textured works and sculpture 20:05: What might be causing the shift in luxury goods like watches? 24:41: Diversifying Portfolios: Balancing equities and alternatives 29:04: The significance of the Investec Cape Town Art Fair 31:01: Closing and where to subscribe to listen to the series Find out more about the Investec Cape Town Art Fair and buy tickets here: https://link.investec.com/h8aczf Investec Focus Radio SA

Will the world continue down the path of fragmentation, or will it unite to tackle the pressing challenges that threaten our collective future? In the last episode of our Davos special edition, CEOs of Investec SA and UK, Cumesh Moodliar and Ruth Leas, share with us their key learnings from the event and how these discussions are influencing the future of business and governance. Podcast key moments: 00:00 - Introduction 01:12 – What is the one thing that stood out at Davos 2025? 03:12 – Thoughts on Donald Trump’s first week back? 04:28 – How was South Africa’s investment message at the World Economic Forum meetings received? 05:06 - How was UK Chancellor Rachel Reeves’ address received by the business community in Davos? 06:44 – What stood out for you in European Commission President Ursula von der Leyen speech? 09:13 - The theme WEF this year was "Collaboration for the Intelligent Age". From what you’re hearing in the Davos, are the robots coming for our jobs? 10:08 – Insights from the WEF panel “Energy Transition: Where Public Policy Meets Private Goals” 11:47 – Key takeaways from the 2025 Davos annual meeting 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

In the second episode of our Davos special edition, Investec guests Nick Riley, head of Investment Banking, and Dhiren Mansingh, head of Business Transactional Banking, discuss a significant shift in global trade from multi-lateralism to multi-bilateralism. This evolution places less emphasis on regional agreements and more on establishing direct bilateral relationships between countries. Our experts delve into how this transition impacts trade dynamics and how countries and companies can extract growth in an ever-changing environment. Podcast key moments: 00:00 – Introduction 01:44 – What’s the sentiment on the ground in Davos? 04:18 – Is the weakest long-term growth outlook of developing economies on the agenda? 05:15 - What strategies can South African importers and exporters adopt to navigate these challenging conditions and seize potential trade opportunities? 07:17 – The risk of imported inflation 08:49 - How can South Africa attract investment in this challenging environment? 10:30 - What criteria will we use to evaluate the success of SA narrative, and how will we define what constitutes investment success? 11:51 – What is the current appetite among banks to finance these large-scale infrastructure projects in South Africa? 13:23 – What other vital investments should we consider, that will bolster South Africa’s growth? 14:26 - Are you spotting any potential opportunities for South African businesses amid trade challenges? 16:06 - What opportunities do you see for your corporate clients in this environment? 16:51 - How can technology facilitate the scaling of trade, and what specific mechanisms do you see at play? 18:24 - How is technology influencing this sector? 19:12 - Any talks or sessions you’re most looking forward to attending this week? 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

While the IMF is bullish about global growth this year, uncertainty remains elevated, with the US market looking stretched, says Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth. Investec Focus Radio SA

Join us for the first episode of a special three-part series recorded during the World Economic Forum Annual Meetings in Davos-Klosters, Switzerland (20-24 January). In this episode, Investec CEO Cumesh Moodliar engages in a thought-provoking conversation with host Jeremy Maggs, exploring his hopes and expectations for the event. Discover the key topics that will capture the attention of global business leaders as they gather to discuss the pressing challenges and opportunities facing our world today. Podcast key moments: 00:00 Introduction 01:30 The impact of Trump's presidency on the global economy 02:30 Predictions for economic growth in South Africa in 2025 04:37 Is South Africa on the right path for growth? 07:56 Global cooperation on the decline 10:32 AGOA and the impact of South Africa's geopolitical positioning 12:13 What will the South African delegation's message be at Davos? 13:04 The investment case for South Africa 14:26 What do investors want to see in South Africa? 15:16 WEF speakers Cumesh is most looking forward to listening to in Davos 16:30 Outro 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

In the first episode of the 2025, Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth looks at the US dollar, although it has gained recently, bond yields have risen around the world, up due to both concerns about inflation and fiscal trajectories. Investec Focus Radio SA

In this episode, Investec senior wealth manager, Tristanne Farrell, brings Hannah O'Leary, Sotheby's Head of Modern and Contemporary African Art and Pule Taukobong a venture capitalist and avid art collector to gauge the pulse of the African art market. The conversation covers art trends, fairs, sourcing, pricing and diversity. We end by discussing what artists you should be paying attention to. 00:00: Intro 01:20: Introduction of guests 02:16: Is the African contemporary market's boom, about to bust? 05:59: Women are the best selling-African artists 08:37: Lack of diversity in art needs addressing 12:07: The importance of fairs to the art ecosystem 13:09: Young artists who came to the fore through the Investec Cape Town Art Fair 14:58: Reflecting on Frieze London and Emma Prempeh's show 19:59: Another African artist to watch: Pamela Phatsimo Sundstrum 22:02: African art becoming more tactile 26:24: Are record-high prices sustainable? 29:21: How to show proper support to artists: Example of Cinga Sampson 30:57: Where's the best place to source artwork? 31:47: Pule and Hannah tell us which artists are grabbing their attention right now 35:01: The overall health of the African market 36:40: Understanding the potential of the African art market 39:16: Closing and where to subscribe to the series Find out more about the Investec Cape Town Art Fair and buy tickets here: https://link.investec.com/n5va54 link.investec.com · Investec Focus Radio SA

In this episode of Everything Counts, we explore what it takes to be a skilled and considerate driver. Hosted by Marius Roberts, this episode covers essential tips for mastering the basics of driving, understanding road safety, and adopting defensive driving techniques. From handling traffic circles to navigating load-shedding-induced outages, we discuss the do’s and don’ts of driver etiquette. Learn how to improve your awareness, maintain safe following distances, and react to unexpected situations on the road. Listen now to improve your driving skills and make the roads safer for everyone. 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. Timestamps: 00:00 Introduction: Why good driving is a journey 01:00 Driver etiquette: Trust and consideration on the road 02:30 The dangers of distracted driving 04:00 How to handle intersections and improve traffic flow 06:00 Understanding pedestrian crossings and their importance 08:00 Navigating traffic circles and indicating correctly 10:00 Dealing with malfunctioning traffic lights 12:00 The reality of stopping distances and speed limits 15:00 The importance of maintaining safe following distances YOU MIGHT ALSO BE INTERESTED IN: Get on the road with flexible vehicle finance from Investec Private Banking From your first set of wheels to a bigger family car. Your dream convertible, or an affordable hatchback. Whatever you’re looking for, speak to your Private Banker about our flexible vehicle finance solutions at highly competitive rates. Listen to the full series · Full article · Learn more about our flexible vehicle finance solutions · Investec Focus Radio SA