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Macro Monday Ep65: US consumer confidence worsens as equities fall

Macro Monday Ep65: US consumer confidence worsens as equities fall



In this episode Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International looks at US economic concerns which are rising, with stock markets indices and consumer confi…


Published on 9 months, 2 weeks ago

Macro Monday Ep64: Stimulus on the cards for Europe and China

Macro Monday Ep64: Stimulus on the cards for Europe and China



While tariff uncertainty continues to weigh on the US, fiscal stimulus is on the agenda in Europe, with plans to boost spending on infrastructure and defence, and in China, which is targeting growth …


Published on 9 months, 3 weeks ago

Art in Focus Ep 5 | African art's international impact

Art in Focus Ep 5 | African art's international impact



In this fifth and final episode of Art in Focus, we hear from two locally based artists, Brett Seiler and Sanell Aggenbach, about how their careers started, how they broke into the international art …


Published on 9 months, 3 weeks ago

NOW ep94: Is China Trump-proof?

NOW ep94: Is China Trump-proof?



Tariffs may not have as much of an impact on China which has rewired its supply chains to reduce its dependence on the US, says Campbell Parry, global resources analyst at Investec Wealth and Investm…


Published on 9 months, 3 weeks ago

Macro Monday Ep63: US equities lag as worries grow about economic growth

Macro Monday Ep63: US equities lag as worries grow about economic growth



There are rising concerns about the US economy, from weakening consumer numbers to worries about employment. This may explain why US markets have lagged global markets this year, as expected weaker e…


Published on 9 months, 4 weeks ago

Everything Counts | Episode 17: Tips to find the right car in South Africa

Everything Counts | Episode 17: Tips to find the right car in South Africa



Thinking of buying a new car in 2025? Before you make your next big purchase, get expert insights into the latest car trends, best models, and smart financing strategies.

In this episode of Everythi…


Published on 10 months ago

Macro Monday Ep 62: Fiscal pressure in the US

Macro Monday Ep 62: Fiscal pressure in the US



Fiscal challenges are a recurring theme from Washington to Cape Town. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at how the US Congress will ne…


Published on 10 months, 1 week ago

NOW Ep93: Can tech titans keep up the pace?

NOW Ep93: Can tech titans keep up the pace?



Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of In…


Published on 10 months, 1 week ago

Art in Focus Ep4 | A lens on photography as art

Art in Focus Ep4 | A lens on photography as art



Tristanne Farrell chats to Virginia MacKenny- artist, writer, and Emeritus Associate Professor of Painting at Michaelis School of Fine Art, and Vanessa Cowling, artist and part-time lecturer in photo…


Published on 10 months, 2 weeks ago

Macro Monday Ep 61 | Inflation headache for the Fed

Macro Monday Ep 61 | Inflation headache for the Fed



While there are signs that inflation is reaccelerating in the US, data such as retail sales, and credit card and auto loan delinquencies, point to softer economic growth, posing challenges for the Fe…


Published on 10 months, 2 weeks ago





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