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Investec Focus Radio SA

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Investec Focus Radio SA
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  • What next? | From heavy industry to clean growth
    In the debut episode of 'What Next' - Marc Kahn and Lindsay Hooper bring in Faustine Delasalle, CEO of the Mission Possible Partnership and Katie Fergusson, SVP, Studies and Development at Anglo-American to discuss some surprising advancements being made by heavy industry, like steel manufacturing. While technologies for low-carbon, resource efficient steel, cement, heavy transport and mining are advancing rapidly, deployment still lags behind what’s required. 00:00 Introduction 01:50 Clean Growth & Industrial Revolution 03:23 Guests background in sustainability 04:40 Are We Moving Fast Enough? 06:36 Technology, Policy, and Market Forces 08:00 Scenarios for Industrial Acceleration 09:03 Mining’s Role in the Transition 10:01 Innovation in Mining- examples of new technologies 13:14 Scaling Innovation: Lessons Learned 19:46 More mining less extraction 21: 06 Value Chains, Policy, and Market Signals 24:52 Partnerships and Vertical Integration 27:07 Social Impact and Just Transition 31:57 Policy Shifts for Decarbonization 34:06 Leadership Insights 37:11 Closing Reflections Investec Focus Radio SA
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  • NOW Ep115: The great rewiring of global healthcare
    Medicine is moving into a world where software spots patterns before humans sense symptoms, and breakthrough therapies can move markets faster than earnings reports. Longevity is rising, costs are climbing, and global healthcare systems are left to wonder whether innovation will save them or bankrupt them first. In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Dr Jimmy Muchechetere from Investec Investment Management UK to unravel the forces rewiring global healthcare, from the boom-and-bust frenzy around weight-loss drugs to AI promising to predict illness long before it strikes. Podcast key moments: 00:00 Introduction 01:34 Are we reaching the limits of human longevity? 02:13 Are weight-loss drugs a bubble or a structural shift? 04:13 How the White House–pharma deal changes drug pricing 06:58 Who wins and loses in a world with fewer illnesses? 08:10 Why longevity is becoming a macroeconomic risk 10:28 Who holds power in an AI-driven pharmaceutical world? 12:27 How to maintain trust when AI outperforms humans in diagnostics 13:51 How AI is transforming preventative medicine 16:27 Will data expertise surpass clinical expertise? 17:35 Who is accountable when AI influences medical decisions? 18:57 Why regulation must catch up with rapid AI innovation 20:47 Will AI-driven healthcare widen inequality? 22:39 How demographics and geopolitics shape healthcare tailwinds 23:56 How leaders build conviction in a VUCA healthcare landscape 25:22 The next frontier in personalised and preventative medicine 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
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  • Everything Counts | Episode 35: Online Safety for Children
    Are you worried about what your children are doing online or how to handle it if your child is the one causing harm? In this episode of Everything Counts, host Motheo Khoaripe sits down once again with Emma Sadleir Berkovitz, founder of the Digital Law Company and Africa’s leading expert on social media law and digital risk. Together, they tackle one of the most difficult topics in parenting today: what to do when your child becomes a cyberbully and how to guide them towards responsible, empathetic online behaviour. From the legal consequences of cyberbullying to the real-world impact of digital actions, this episode explores the cyberspace fallacy and the lasting effects of online harm. You’ll learn how peer-to-peer digital abuse manifests, the dangers of oversharing online and how online anonymity fuels online cruelty, all while discovering tools to help your children develop resilience, empathy and accountability. Emma also shares insights on digital literacy, the growing movement for a ‘smartphone-free childhood’ and practical strategies for parents to keep children safe online. If you’re a parent, teacher or caregiver navigating the challenges of raising kids in a connected world, this episode is your roadmap to understanding, prevention and empowerment. Stay informed, stay intentional and help your children build a healthier relationship with technology, one click at a time. 00:00 Introduction 01:00 How to parent a child that is a cyberbully 02:50 Legal consequences of cyberbullying 04:50 The cyberspace fallacy 07:00 How prevalent is peer-to-peer harm? 11:00 The digital world as an extension of the real world 14:00 The dangers of oversharing online 17:00 Empowering kids with social scripts 17:50 Online anonymity makes cyberbullying worse 19:10 Increase in mental health issues for children 21:00 Smartphone Free Childhood 22:30 Digital literacy starts at a young age 24:30 Parents need to educate children on their online responsibilities 26:30 Tips for parents to keep children safe online 30:00 Conclusion Investec Focus Radio SA
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  • Macro Monday Ep 96: Global inflation surprises to the downside
    October inflation surprised on the downside in just over half of the major countries that have reported numbers so far. There was no number for the US, due to the government shutdown, but, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, other indicators point to a rate of around 3%, with some upside risk. Investec Focus Radio SA
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  • Macro Monday Ep 95: Global growth continues to be strong
    Global growth is on the rise again, while the US has seen upgrades to its growth forecasts, despite the ongoing shutdown. But while the US seems in good shape, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, there are early signs of softness in China, based on import numbers and high frequency data. Investec Focus Radio SA
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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.
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