Investec Focus Radio SA

Macro Monday Ep135: The two sides to the AI investment boom

No Ordinary Wednesday | Mini-Budget 2026: More revenue, less borrowing?

South Africa’s upcoming medium-term budget policy statement faces significant pressure from a challenging global environment, including Middle East conflict-driven energy costs and the impact of El Niño on agricultural output. While higher precious metal prices provide a temporary revenue boost, fiscal sustainability r...

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

Macro Monday ep 133 | US growth is running hot

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

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

Chris Griffith, a veteran mining executive and former CEO of Kumba Iron Ore and Anglo American Platinum, reflects on navigating high-stakes leadership challenges throughout his career. He emphasizes the necessity of maintaining the rule of law and operational integrity during periods of intense external pressure, such ...

Macro Monday ep 132: Central banks on a hiking path

Macro Monday Ep131: Fed meets as oil prices rise

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

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

Macro Monday Ep126: Warsh’s hawkish speech

No Ordinary Wednesday | The economics of tourism in SA

Everything Counts | Episode 54: Protecting property wealth

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

Macro Monday Ep127: The Fed’s difficult position

Investec Minds Ep 3: Sipho Maseko on the hard decisions that define leaders

No Ordinary Wednesday Ep 133 | Bond markets: A licence to yield.

Everything Counts | Episode 53: Tips for tax filing season in South Africa

Tax filing serves as a critical opportunity for strategic financial planning rather than a mere compliance exercise. Taxpayers must look beyond auto-assessments, as these often rely on incomplete third-party data that fails to account for shifts in financial circumstances like rental income, capital gains, or changes i...

Macro Monday Ep126: Slowing momentum in global equities

No Ordinary Wednesday Ep 132: Investing in AI's next chapter