by Investec
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.
Language
🇺🇲
Publishing Since
9/15/2021
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April 15, 2025
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 Investment Strategist, Chris Holdsworth, and investment strategist Osa Mazwai explore the ongoing impact of U.S President Donald Trump’s tariff policies. Podcast key moments: 00:00 – Introduction 01:09 – What’s been the market reaction since Trump’s tariff about turn? 01:46 – Why was there a huge bond sell-off? 03:05 – What does the US bond market turbulence mean for SA? 04:21 – Is the US still a go to safe haven? 05:26 – What other safe havens are investors looking to? 06:58 – Can China rely on domestic demand to drive growth? 08:39 – How does the tariff pause on SA impact investor sentiment? 10:11 – What are markets watching regarding the GNU? 12:05 – Currency expectations? 13:09 – Recessions in the US? 14:37 – How are tariffs disrupting global supply chains? Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
April 14, 2025
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 International, argues that this reflects a sizeable negative shift in perceptions about the US economy, with US assets failing to exhibit their usual safe haven qualities in times of trouble.
April 8, 2025
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 staggering $5 trillion loss in the S&P 500 in just two days. Investec Wealth & Investment International’s Chief Investment Strategist, Chris Holdsworth, and Investment Strategist, Osagyefo Mazwai discuss implications for the global and local economies, investment portfolios and the future of markets. Podcast key moments: 00:00 – introduction 01:01 - What’s the Global Investment Strategy Group’s view on Trump’s strategy and how does it impact its risk score? 03:00 - Is this all bark and no bite on Trump’s behalf? Could Trump roll back any of the tariffs? 03:54 - Is there method in Trump’s madness? Could these tariffs play to his ambitions of boosting local manufacturing, reducing debt and improving the life of the majority of Americans? 05:55 - US recession fears are mounting, are these valid? What would the knock-on consequences be for global growth and earnings? 06:39 – Where are the opportunities for investors amidst the chaos? 07:50 - South Africa’s exposure to tariffs? 09:24 - What options does the South African government have when it comes to responding to the tariffs? 10:30 – The uncertainty with the government of national unity is weighing heavily on local markets. How will this play out? 12:17 - With all this uncertainty, how is Investec’s Global Investment Strategy Group positioned on South Africa? 13:30 - South Africa has strong trade ties with both the US and China. How could these tariffs affect the country’s trade balance? 14:22 - Should we be concerned about further rand weakness? 15:20 - With no end in sight to geopolitical tensions and global trade shifts, what is the outlook for the global economy over the next 12 months? Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
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