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NOW Ep98: Tariffs | Pause and effect
Where are investors seeking refuge amid uncertainty? And will the recent rebound in global stocks last? In this episode of No Ordinary Wednesday, Investec Wealth and Investment International's Chief …
Published on 8 months, 2 weeks ago
Macro Monday Ep 69: US fails to act as a safe haven
US markets have been behaving unusually of late, with Treasury yields rising (weakening) even as the US dollar weakens. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment Int…
Published on 8 months, 2 weeks ago
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 stag…
Published on 8 months, 3 weeks ago
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 deat…
Published on 8 months, 3 weeks ago
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,…
Published on 8 months, 3 weeks ago
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.…
Published on 8 months, 4 weeks ago
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&…
Published on 9 months ago
Everything Counts | Episode 18: Understanding the deceased estate administration
In this episode, Motheo is joined by Lieze-Mari Brink (from Investec's tax and fiduciary team), Nirvashni Rajkumar (an Investec financial adviser) and Nikki Bush (best-selling author and women’s empo…
Published on 9 months ago
Macro Monday Ep 66: Why are central banks keeping rates unchanged?
The Federal Open Markets Committee, Bank of Japan and SA Reserve Bank Monetary Policy Committee (MPC) all opted to keep rates unchanged last week. Chris Holdsworth, Chief Investment Strategist, Inves…
Published on 9 months, 1 week ago
NOW ep95: Global economy: Recession or recovery?
Recession risks, inflation pressures, and trade tensions - how is the global economy shaping up in 2025? Investec’s Chief Economists, Phil Shaw (UK) and Annabel Bishop (SA), take stock of the latest …
Published on 9 months, 2 weeks ago