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Macro Monday Ep 93: Interest rate convergence on the cards for developed markets
With three of the world’s leading central banks meeting this week, Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says markets are pricing in a convergence …
Published on 2 months ago
Everything Counts | Episode 33: Saving strategies post-retirement
Are you wondering how to make your money work for you after retirement?
In this episode of Everything Counts, host Motheo Khoaripe sits down once again with Kate Robson, Co-Head of Investec My Inves…
Published on 2 months, 1 week ago
Macro Monday Ep 92: Good news on the global growth and inflation front
There’s good news for the world economy, with the IMF forecasting solid growth for the world economy this year and next, and median inflation in the world’s leading economies declining in September. …
Published on 2 months, 1 week ago
NOW Ep 112: IMF Special | Signals from Washington
In this special IMF edition of No Ordinary Wednesday, Cumesh Moodliar, CEO of Investec South Africa, and Ruth Leas, CEO of Investec UK, unpack the signals from this year’s meetings in Washington – fr…
Published on 2 months, 1 week ago
NOW Ep 111: In tech we trust?
In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Zane Bezuidenhout and David Smith, Global Equity Research Analysts at Investec Investment Management in the UK. Fresh from the Deuts…
Published on 2 months, 2 weeks ago
Macro Monday Ep 91: US-China trade dispute escalates
The trade dispute between the US and China took a new turn on Friday, as US President Donald Trump threatened 100% tariffs in response to Chinese measures against the US such as export controls on ra…
Published on 2 months, 2 weeks ago
Everything Counts | Episode 32: Should you move your retirement savings offshore?
Are you worried about whether your retirement savings are safe and working as hard as they can?
This episode of Everything Counts dives deep into the realities of moving your retirement savings offs…
Published on 2 months, 3 weeks ago
Macro Monday Ep 90: US shutdown clouds outlook
Global equities have had a good run since the Liberation Day jitters in April, with Japan and South Africa being standout markets. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Inv…
Published on 2 months, 3 weeks ago
NOW Ep110: US priced for perfection
The US market is trading ~40% above fair value. What could cause those lofty valuations to deflate? This week on No Ordinary Wednesday, Chris Holdsworth, Chief Investment Strategist at Investec Wealt…
Published on 3 months ago
Macro Monday Ep 89: Data send mixed messages
There have been some mixed messages on the US data front recently. US GDP in the second quarter was revised upwards, even as labour markets have been softer and consumer confidence has been weak. Chr…
Published on 3 months ago