Investec Focus Radio SA

While US earnings have been strong, more and more companies are seeing artificial intelligence (AI) as a risk, rather than an opportunity, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, that while there’s been a selloff in sectors likely to be disrupted by increased AI deployment. Investec Focus Radio SA

South Africa’s 2026 Budget arrives at a pivotal moment. Debt is hovering near 78% of GDP. Growth is forecast at just 1.5%. Debt-servicing costs absorb around 5% of GDP. And yet, bond yields have fallen, sentiment has improved and S&P maintains a positive outlook.

Is this genuine fiscal stabilisation or simply a window of opportunity?

In the latest episode of No Ordinary Wednesday, Jeremy Maggs sits down with Investec’s Chief Economist Annabel Bishop and Treasury Economist Tertia Jacobs to unpack:

• Whether debt has truly peaked

• How meaningful the commodity revenue windfall is

• The risk of further “stealth” tax pressure on households

• Municipal reform and infrastructure momentum

• What it would take to secure a credit-rating upgrade

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

From stitched fabrics and beaded surfaces to gel capsules and monumental sculptures, this episode of Art in Focus explores how personal memory becomes cultural narrative. Mary Sibande, Sahlah Davids and Leila Abrahams join Tristanne Farrell to talk identity, heritage, healing and how artists transform lived experience into work that resonates locally and globally.

KEY MOMENTS:

00:00 Introduction

00:49 Meet the guests: Mary, Leila and Sahlah

01:51 Making meaning from heritage and identity

06:08 The creative process, materials and making

08:08 Colour, symbolism and meaning

13:55 Growth, influence and change

19:43 Support, belief and opportunity

21:54 Responsibility, reach and return

28:54 Aspirational acquisitions

30:05 Conclusion Series page for Art in Focus on Investec website · Investec Focus Radio SA

Earning, spending, investing and shopping overseas has never been easier, but it has never been more complex either. If your money is constantly moving between currencies, countries, and platforms, it can feel like you’re doing everything right on paper while still losing value through fees, exchange rates and timing.

In this episode of Everything Counts, Motheo Khoaripe explores what it really means to live a global financial life. He’s joined by Dan Buntman, Product Lead for International Banking at Investec, and Bonnie Dalglish, Private Banking Forex Lead, to unpack how South Africans are spending, earning and investing in an increasingly borderless world.

The conversation dives into the explosive growth of online and global shopping, the rise of multicurrency lifestyles, and why so many people feel their money is harder to track than ever before. From foreign income and international subscriptions to offshore investing, travel, and digital nomad life, the episode highlights the hidden costs and blind spots that can quietly erode your finances.

You’ll learn how exchange rates, fees, and payment timing impact your money, why separating currency conversion from spending can be a game changer, and how new banking technology is simplifying global payments behind the scenes. The experts also explain how multicurrency accounts and intelligent routing can help reduce friction, avoid unnecessary conversions, and give you more control when your life stretches across borders.

If your lifestyle, income, or investments are international (or heading that way) this episode will help you understand how to make your global money work harder for you, with less stress and more control.

00:00 Introduction

02:00 How popular is online shopping?

04:00 How are South Africans online shopping overseas?

05:10 Banking allows global shopping

06:10 How are South Africans living and spending across borders?

09:00 What to consider when it comes to multi currency spending

09:30 Buying foreign currency vs global spending

11:00 How banking innovations make international spending easier

12:00 What is a multi currency account?

13:00 The technology behind multi currency accounts

15:15 Benefits of a multi currency account

17:05 How many people are using multi currency accounts?

19:30 Key takeaways for international spending

21:00 Conclusion Investec Focus Radio SA

The world economy appears to be in good shape. Global composite purchasing managers index numbers are on the rise, with US manufacturing enjoying a significant uptick in January, and Germany’s factory orders have risen strongly too. All in all, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, the numbers support expectations of global GDP growth of 3% this year. Investec Focus Radio SA