Investec Focus Radio South Africa features conversations between leading minds from within Investec and other experts on economic, investment and business topic...
NOW Special Edition: Positioning for tariff turmoil
In this special edition of Investec’s No Ordinary Wednesday podcast, we delve into the recent market turmoil following President Donald Trump's controversial tariff announcements, which led to a staggering $5 trillion loss in the S&P 500 in just two days. Investec Wealth & Investment International’s Chief Investment Strategist, Chris Holdsworth, and Investment Strategist, Osagyefo Mazwai discuss implications for the global and local economies, investment portfolios and the future of markets.
Podcast key moments:
00:00 – introduction
01:01 - What’s the Global Investment Strategy Group’s view on Trump’s strategy and how does it impact its risk score?
03:00 - Is this all bark and no bite on Trump’s behalf? Could Trump roll back any of the tariffs?
03:54 - Is there method in Trump’s madness? Could these tariffs play to his ambitions of boosting local manufacturing, reducing debt and improving the life of the majority of Americans?
05:55 - US recession fears are mounting, are these valid? What would the knock-on consequences be for global growth and earnings?
06:39 – Where are the opportunities for investors amidst the chaos?
07:50 - South Africa’s exposure to tariffs?
09:24 - What options does the South African government have when it comes to responding to the tariffs?
10:30 – The uncertainty with the government of national unity is weighing heavily on local markets. How will this play out?
12:17 - With all this uncertainty, how is Investec’s Global Investment Strategy Group positioned on South Africa?
13:30 - South Africa has strong trade ties with both the US and China. How could these tariffs affect the country’s trade balance?
14:22 - Should we be concerned about further rand weakness?
15:20 - With no end in sight to geopolitical tensions and global trade shifts, what is the outlook for the global economy over the next 12 months?
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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17:19
Everything Counts | Ep 19: Managing Taxes in a Deceased Estate
When planning your estate, understanding the tax implications on a deceased estate is crucial. In this episode of Everything Counts, we dive into estate duty, capital gains tax, income tax after death, and how trusts can help with tax efficiency and asset protection.
Joining the discussion are:
• Nikki Bush: Renowned speaker and author, who shares her personal journey of loss and resilience.
• Lieze-Marie Brink: Legal and financial expert at Investec, providing crucial estate planning insights.
• Navashni Rajkumar: Financial advisor dedicated to financial literacy and planning. Managing Taxes in a Deceased Estate · Investec Focus Radio SA
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20:38
Macro Monday Ep 68: Assessing the fallout from ‘Liberation Day’
The fallout from US President Donald Trump’s ‘Liberation Day’ tariffs continued on global markets on Monday. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, discusses the big question of whether the tariffs will lead to a recession in the US and elsewhere, and what the long-term damage to confidence will be, even if there is a reversal in policy. Investec Focus Radio SA
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10:51
NOW Ep 96: How to fix SA's broken infrastructure
South Africa’s economic revival hinges on mobilising private capital for infrastructure. With fiscal pressures mounting, public-private partnerships (PPPs) offer a crucial path to sustainable growth. Lourens van Rensburg, head of Corporate and Institutional Banking at Investec, and Martin Meyer, head of Energy & Infrastructure Finance, dissect key insights from Investec’s SA Economic Reform Conference. What will it take to unlock investment—and why is time running out?
Podcast key moments:
00:00 - Introduction
01:29 - Is there a fundamental shift in the relationship between the public and private sectors?
04:25 – What factors have contributed to the Renewable Energy Independent Power Producer Procurement Programme (REIPPPP) success?
06:31 - Eskom has added a new 800-megawatt unit at the Kusile Power Station, are we out of the woods regarding electricity generation?
09:30 – What can improve the bankability of infrastructure projects?
13:11 - What strategies are crucial for revitalising our manufacturing sector, and how can public-private partnerships play a role in this effort?
15:40 - How do you ensure that infrastructure development prioritises not only economic growth but also sustainability and the needs of local communities?
18:30 - What key infrastructure development lessons can South Africa draw from India?
20:18 - What is the one thing that needs to happen to get the flywheel of private sector investment turning?
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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23:08
Macro Monday Ep 67: US equities struggle in Trump’s second term
The fall in US over the last two months stands in stark contrast to the market performance at the start of President Donald Trump’s first term in office and has been the worst total return for the S&P 500 at this point of a presidency since George W Bush’s first term. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, looks at how markets have performed so far this year. 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.
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