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Investec Focus Radio SA

by Investec

Chart positions today · India

Not on the India charts we track today.

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Latest episodes

  • Macro Monday Ep134: Fixed income investors are having a tough time

    October 5, 2026 · 10 min

    There’s been an almost universal rise in bond yields around the world over the past few months. According to Global Chief Investment Officer Chris Holdsworth, developed markets have seen the biggest rises, with France one of the hardest…

  • Macro Monday ep 133 | US growth is running hot

    September 28, 2026 · 8 min

    The US economy is running hot, with the latest indicators pointing to 5% GDP growth, ahead of market forecasts for third-quarter growth of 2.8%. This comes despite high oil prices and rising inflation and has implications for the US dollar…

  • No Ordinary Wednesday | South Africa’s race to get connected

    September 23, 2026 · 20 min

    South Africa’s digital infrastructure is expanding rapidly, from data centres and fibre networks to satellites. But can the country provide the power, capital and regulatory certainty needed to turn digital investment into lasting…

  • Investec Minds Ep 4: Chris Griffith on leading mining through crisis

    September 21, 2026 · 32 min

    In conversation with Head of Investec Equity Research Nkateko Mathonsi, former Gold Fields CEO Chris Griffith reflects on the high-stakes decisions that shaped his mining career, from investing through downturns to balancing business…

  • Macro Monday ep 132: Central banks on a hiking path

    September 21, 2026 · 6 min

    The Fed hiked rates last week amid resilient economic growth and higher inflation, much of it due to higher fuel prices at the pump, while the Bank of Japan also increased borrowing costs, with more likely to come. South Africa’s Reserve…

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  • Macro Monday Ep131: Fed meets as oil prices rise

    September 14, 2026 · 8 min

    Gains by Houthi rebels in recent days have placed further upward pressure on oil prices, with benchmark rates up about 3% on Monday morning, while bond yields have risen since the start of the war. Against this backdrop, the Fed meets this…

  • No Ordinary Wednesday | The signals from oil, bonds and inflation

    September 8, 2026 · 18 min

    Oil, bond yields and inflation are sending a more cautious signal on the global outlook. Growth has held up better than expected. But energy markets remain tight, long-term borrowing costs are rising, and central banks are weighing the…

  • Macro Monday Ep130: Crude prices, US jobs place focus on interest rates

    September 7, 2026 · 8 min

    Crude oil prices have risen over 20% in the last month, and this problem seems unlikely to be resolved quickly: prediction markets put only a 30% likelihood of normal flows through the Strait of Hormuz by December. Chris Holdsworth, Global…

  • Macro Monday Ep129: Warsh’s hawkish speech

    August 31, 2026 · 9 min

    New Fed chief Kevin Warsh delivered a hawkish speech at the Jackson Hole symposium of central bankers on Friday, leading to a stronger US dollar and increased expectations of rate hikes this year and next year. Investec Investment…

  • No Ordinary Wednesday | The economics of tourism in SA

    August 25, 2026 · 12 min

    South Africa’s growth challenge is shifting from reform to delivery. Tourism is part of that test. International arrivals rose 12.3% in the first half of 2026. And phase III of the government-business Partnership now puts the sector…

  • Everything Counts | Episode 54: Protecting property wealth

    August 25, 2026 · 29 min

    Property is often seen as one of the more reliable ways to build long-term wealth. It’s tangible, familiar and, for many South Africans, an important part of their financial plan. But investing in property comes with risks that can be easy…

  • Macro Monday Ep128: US bond market intervention fails to bring down yields

    August 24, 2026 · 5 min

    Moves by the US Treasury to intervene in the bond market failed to bring down yields meaningfully, and the continuing worsening of the US’s fiscal position may explain why. According to Chris Holdsworth, Global Chief Investment Officer…

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About the show

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.