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Investec Focus Radio SA

Investec
South Africa
Inflation
US Economy
Investec
United States
Artificial Intelligence
Federal Reserve
Economic Growth
Sustainability
US Inflation
China
Tariffs
Commodity Prices
Climate Change
Estate Planning
African Art
Gold
Financial Planning
Global Economy
Global Markets

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.

PublishesTwice weeklyEpisodes150Founded7 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Investec Focus Radio SA

Latest Episodes

The US economy continues to grow, thanks to ongoing investment into AI, and despite federal government indebtedness and higher inflation because of rising fuel prices. One area where the strain is showing though, says Global Chief Investment Officer ... more

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AI investment is supporting growth, but its wider benefits remain uneven. Where will global capital go next, and what will businesses pay to access it?

In this special edition of No Ordinary Wednesday, Cumesh Moodliar, CEO of Investec South Africa, ... more

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The war in the Middle East continues to weigh on markets and the economy, with second round effects showing up in US inflation numbers, notes Investment Strategist at Investec Investment Management Osagyefo Mazwai. The tech sector was the biggest los... more

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The global economy is proving resilient, and company earnings remain healthy. Even so, Investec’s Global Investment Strategy Group has maintained a risk score of zero, reflecting a measured approach to portfolio positioning. The findings are publishe... more

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Recent Guests

Cumesh Moodliar
CEO of Investec South Africa.
Investec South Africa
Episode: No Ordinary Wednesday: IMF 2026 | AI, debt and the global investment outlook
Andrew Lillywhite
Head of bank funding group at Investec UK.
Investec UK
Episode: No Ordinary Wednesday: IMF 2026 | AI, debt and the global investment outlook
Chris Holdsworth
Investec Investment Management's Global Chief Investment Officer and Chairman of the Global Investment Strategy Group
Investec
Episode: No Ordinary Wednesday: Inside Investec’s investment outlook
David Abbey
From Leveraged Finance
Investec
Episode: No Ordinary Wednesday | South Africa’s race to get connected
Louise Pillay
Equity analyst covering telecoms and media
Investec
Episode: No Ordinary Wednesday | South Africa’s race to get connected
Chris Griffith
Former CEO of Kumba Iron Ore, Anglo American Platinum (Valterra), Gold Fields
Anglo American Platinum/Valterra; Kumba Iron Ore; Gold Fields
Episode: Investec Minds Ep 4: Chris Griffith on leading mining through crisis
Callum Macpherson
Head of Commodities at Investec UK
Investec UK
Episode: No Ordinary Wednesday | The signals from oil, bonds and inflation
Ellie Henderson
Economist at Investec UK
Investec UK
Episode: No Ordinary Wednesday | The signals from oil, bonds and inflation
Lara Hodes
Economist at Investec
Investec
Episode: No Ordinary Wednesday | The economics of tourism in SA

Hosts

Chris Holdsworth
Host of Macro Monday on Investec Focus Radio SA; Chief Investment Strategist at Investec Wealth & Investment
Jeremy Maggs
Host of No Ordinary Wednesday; senior broadcaster associated with Investec Focus Radio SA and Investec

Reviews

4.8 out of 5 stars from 195 ratings
  • Essential

    Easily the most informative and sober economic analysis of SA - shining beacon in a meagre field

    Apple Podcasts
    5
    bbjfvbhfxvbk?);:,$&(( b
    South Africa21 days ago
  • Investec Focus Radio Sa

    Brief and informative

    Apple Podcasts
    5
    Rob_Lith
    South Africa2 years ago
  • Concise. Informative. Valuable and focused.

    I like that it addresses topics head on and keeps it concise with what needs to be spoken about but no fluff. Bringing in an educational point as to why certain things are happening would be great

    Apple Podcasts
    5
    Some call me 007
    South Africa2 years ago
  • Subpar

    The show lacks in-depth analysis sounds like a citation of headlines could be better

    Apple Podcasts
    2
    D-rock Steady
    South Africa2 years ago
  • In a nutshell

    concise and useful info!

    Apple Podcasts
    5
    Gourmet Garcon
    South Africa2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Educational and punchy, avoids fluff but could add more case studies.
Appreciates practical takeaways and clear explanations for investors.
Concise and informative, with focused insights.
Positive feedback on diverse topics and expert guests.
Audience-friendly, sometimes lacks depth in analysis for some topics.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

No Ordinary Wednesday: Inside Investec’s investment outlook
Q: What is the biggest risk you'll be watching out for, and what would give the global and South African committees confidence to take more risk?
The main risk is the knock-on effect of rapidly rising yields. The committees may gain confidence as inflation begins to ease, reducing pressure on central banks and creating the possibility of rate cuts.
No Ordinary Wednesday: Inside Investec’s investment outlook
Q: Can you explain what Investec uses this risk score for, and what does the current score of zero actually mean in practice?
The score guides risk appetite across Investec's investment business. Zero means a neutral position, while the top and bottom of the scale correspond to roughly 15% overweight or underweight in equities.
No Ordinary Wednesday: IMF 2026 | AI, debt and the global investment outlook
Q: What would persuade investors that the country can grow materially faster?
Cumesh Moodliar points to improving fiscal indicators, reform progress, political and coalition stability, and especially clear, executable infrastructure plans that can give investors confidence.
No Ordinary Wednesday: IMF 2026 | AI, debt and the global investment outlook
Q: Which assumption would you be most cautious about building a business plan around?
Andrew Lillywhite says AI investment is already being deployed, although returns remain uncertain, while assuming oil prices will fall soon is especially risky given geopolitical fragility and possible inflationary effects.
No Ordinary Wednesday | Mini-Budget 2026: More revenue, less borrowing?
Q: Annabel, what would a credible fiscal anchor look like in practice, and how could the government move away from it while maintaining credibility?
Annabel describes a credible anchor as a mix of hard constraints (e.g., debt-to-GDP ceilings) and flexible guardrails, allowing for crisis responses but ensuring a path back to sustainability, with an emphasis on a credible roadmap and guardrail enforcement.

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Frequently Asked Questions About Investec Focus Radio SA

What is Investec Focus Radio SA about and what kind of topics does it cover?

The show offers data-driven, macro-focused insights for investors and business professionals, blending global and SA-specific market analysis with practical implications for portfolios and decision-making. Episodes frequently cover equity and fixed income dynamics, monetary policy expectations, inflation and currency moves, and the evolving tech and AI landscapes. Guests range from Investec economists and researchers to industry leaders, travel and financial planning experts, delivering leadership perspectives, crisis-management lessons, and policy context. The format emphasizes concise, actionable takeaways, with a consistent emphasis on real-world impacts for investors, executives, and informed listeners seeking strategic clarity.

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Which podcasts are similar to Investec Focus Radio SA?

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1. MoneywebNOW
2. The Money Show
3. BizNews Radio
4. SMWX
5. WorldWide Markets with Simon Brown

How many episodes of Investec Focus Radio SA are there?

Investec Focus Radio SA launched 7 years ago and published 150 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Investec Focus Radio SA?

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What guests have appeared on Investec Focus Radio SA?

Recent guests on Investec Focus Radio SA include:

1. Cumesh Moodliar
2. Andrew Lillywhite
3. Chris Holdsworth
4. David Abbey
5. Louise Pillay
6. Chris Griffith
7. Callum Macpherson
8. Ellie Henderson

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