NOW Ep101: Taking the long view | A 20-year perspective on global investing
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
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27:16
Macro Monday Ep 73: Tariff uncertainty and bond yields cloud the outlook
This week, Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, looks at what’s clouding the US economy outlook including uncertainty about tariffs, weakening consumer sentiment and higher bond yields, partly stemming from a new tax bill that could add billions of dollars to US government debt in the coming years. Investec Focus Radio SA
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7:59
Wine in Focus Ep 1 | Investing in wine: Pairing enjoyment with returns
Everything Counts | Ep 22: Guide to Going Solar in South Africa
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
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28:13
Macro Monday Ep 72: Global inflation ticks down
In this episode Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, discusses a general decline in inflation numbers around the world in April, indicating little reason for concern yet. However, uncertainty about policy and tariffs makes forecasting difficult, especially in the US. Investec Focus Radio SA
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.
South Africa