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Macro Monday Ep60: Tariff wars escalate
Tariff wars are escalating, with President Trump announcing new tariffs on steel and aluminium imports, and China retaliating with tariffs on a wide range of US goods. Chris Holdsworth, Chief Investm…
Published on 10 months, 3 weeks ago
NOW Ep92: Budget 2025 | What to expect
With a challenging economic landscape, fluctuating currency, global trade tensions, and ongoing energy struggles what can South Africans, businesses and investors expect from Finance Minister Enoch G…
Published on 10 months, 3 weeks ago
Art in Focus Ep 3 | NextGen art: Cultivating talent and accessibility
In this episode, we hear from young artist Boemo Diale and curator Sean O’Toole about the shifting art industry. They discuss Boemo's rise to fame, the role of art fairs in promoting underrepresented…
Published on 10 months, 3 weeks ago
Macro Monday Ep59: Trump upsets the apple cart
President Trump came out guns blazing over the weekend slapping a 25% tariff on Mexican and Canadian imports (excluding energy) and 10% on Chinese imports. In this week’s Macro Monday, Chris Holdswor…
Published on 10 months, 4 weeks ago
Macro Monday Ep58: China shakes up competition in AI
Competition is heating up in the world of artificial intelligence. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at the implications of the launch…
Published on 11 months ago
Art in Focus Ep 2 | Art as an investment: A collector's take
In this episode, Tristanne Farrell, chats to Cumesh Moodliar, the CEO of Investec Bank SA, and Itumeleng Merafe, head of Investec Private Bank on how to approach art as an investment. The conversatio…
Published on 11 months, 1 week ago
NOW Ep91: Davos Debrief part 3 | WEF 2025: What next?
Will the world continue down the path of fragmentation, or will it unite to tackle the pressing challenges that threaten our collective future? In the last episode of our Davos special edition, CEOs …
Published on 11 months, 1 week ago
NOW Ep90: Davos Debrief part 2: Trade & investment in a multi-bilateral world
In the second episode of our Davos special edition, Investec guests Nick Riley, head of Investment Banking, and Dhiren Mansingh, head of Business Transactional Banking, discuss a significant shift in…
Published on 11 months, 1 week ago
Macro Monday Ep57: IMF upgrades global growth, despite policy uncertainty
While the IMF is bullish about global growth this year, uncertainty remains elevated, with the US market looking stretched, says Investec Wealth & Investment International's Chief Investment Strategi…
Published on 11 months, 1 week ago
NOW Ep89: Davos Debrief part 1: Showcasing South Africa's investment potential
Join us for the first episode of a special three-part series recorded during the World Economic Forum Annual Meetings in Davos-Klosters, Switzerland (20-24 January). In this episode, Investec CEO Cum…
Published on 11 months, 1 week ago