Investec Focus Radio SA

A comparison between the first 50 days of the current war with Iran and the first 50 days of the Gulf War of the early 1990s, shows that markets have been more resilient this time around. Recent earnings numbers, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, have been resilient as well, and not just in the US – countries like Taiwan, SA, Brazil and South Korea are all set to record strong profit growth this year. Investec Focus Radio SA

Markets are moving fast but are investors moving with intent?

In the latest episode of No Ordinary Wednesday, we go beyond market headlines to unpack what investors are actually doing in a volatile, news-driven environment.

From trading the news cycle to navigating currency swings and concentrated markets, Investec’s Tinus Rautenbach and Bongani Nhleko share real insights from the Clarity platform, revealing where capital is flowing, how behaviour is shifting, and the risks investors may not see.

Listen now to understand the gap between perception and portfolio reality and what it means for your investment decisions.

Read more on www.investec.com/now Investec Focus Radio SA

Success in sport can come quickly. Understanding money often doesn’t.

In this episode of Everything Counts: Sports Edition, Investec ambassador Cheslin Kolbe shares how his journey from humble beginnings to World Cup success shaped his approach to money, discipline and long-term planning.

From early lessons in saving to navigating his first professional pay cheque and learning from financial mistakes, Cheslin reflects on what it takes to build lasting financial security in a short and unpredictable career.

In this episode, we cover:

• Growing up with limited resources and learning to save

• The reality of earning as a young professional athlete

• Financial mistakes and lessons learned along the way

• The importance of investing and long-term planning

• Preparing for life after sport for athletes

• Teaching the next generation about money

This is more than a sports story – it’s a conversation about discipline, responsibility and building a future beyond the game.

If you care about:

• Financial literacy

• Career longevity

• Building wealth over time

• Learning from real-life money mistakes

this episode is for you.

Watch now and subscribe to Investec Focus Radio for more conversations that prove when it comes to money, everything counts.

00:00 Introduction

01:00 Early financial lessons

02:55 Sporting ambitions

06:30 First pay cheque and purchases

08:00 Lessons from early spending

09:09 Financial planning and moving abroad

10:30 Planning for life after sport

12:32 Locker room money conversations

13:50 Key financial principles

19:23 Money mistakes

21:55 Teaching children about money

24:00 Advice for athletes

25:00 Conclusion Investec Focus Radio SA

Despite concerns about the war with Iran, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, earnings have been resilient while markets have been looking through the energy shock. Equities are up, while equity market analysts have been upgrading their earnings estimates. Investec Focus Radio SA

Ordinarily, you’d expect an oil shock to lead to not only higher inflation, but also weaker equities and a lower growth outlook. However, markets aren’t pricing in a stagflationary outcome. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, examines this apparent anomaly. Investec Focus Radio SA