Welcome to the 4th episode of The Current, an Investec Focus Radio podcast series, in which your host Iman Rappetti takes you on a thought-provoking 10-part journey of South Africa's energy transition. In this episode, Investec's Barry Shamley, Zane Buizuidenhout, Boipelo Rabotata and Campbell Parry discuss the myriad investment opportunities presented by the energy transition and the world's commitment to reach net zero by 2050. From mining companies, enabling and transitioning businesses, to carbon capture, nuclear and hydrogen. 00:00 Introduction 02:22 Meet the guests 02:55 Investing in m ..read more

As South Africa approaches elections, the nation grapples with critical issues such as substantial unemployment, escalating violent crime rates, and persistent power and infrastructure challenges that dominate the public discourse. Amidst these challenges, many South Africans are looking beyond the government for solutions – they look to themselves but they also look to an innovative business community. Public-private partnerships are playing a key role in helping South Africa meet its infrastructural and development investment requirements. In this episode, get an inside view into some of So ..read more

From SA Inc, to green and gold. In the latest episode of No Ordinary Wednesday, discover the sectors that have piqued the interest of award-winning fund managers, Barry Shamley and Peter Vogel, and the factors driving their local and international investment decisions. Podcast key moments: 00:00 – Introduction 01:20 - How are macroeconomic and geopolitical conditions affecting global equity funds? 02:24 – How are equity markets fairing in South Africa despite global headwinds? 03:57 – Are South African investors optimistic about local equity funds? 04:54 – How is rand volatility affecting equ ..read more

Investec's Quentin Allison, Ayan Ghosh and Fanele Mondi, CEO of the Energy Intensive Users Group, examine the crucial role of the mining sector in the energy transition, with a focus on the growing need for so-called "clean minerals" which South Africa has in abundance. 00:00 Intro 02:37 The energy trilemma 04:53 Just transition and how to manage the loss of jobs from coal mining 07:00 Energy transition happening at a slow pace 08:09 The promise of Platinum Group Metals (PGMs) 10:56 Investec's Commodity Hedging and Working Capital Solutions 11:20 How clean are PGMs, really? 12:19 EVs are eati ..read more

In this special edition of Investec Focus Radio, we delve into the intersection of food technology and sustainability with Arturo Elizondo, the founder and CEO of The Every Company, and Melanie Janse van Vuuren, Global Sustainability lead at Investec. We explore the environmental challenges of traditional meat production and the rise of innovative lab-created food alternatives. Arturo shares Every Company's groundbreaking work in precision fermentation and AI to create the world's first chickenless eggs and how this technology can revolutionise our food systems. Listen to this compelling co ..read more

This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses risks ahead for US growth, despite an uptick in the leading indicator. Investec Focus Radio SA ..read more

South Africa’s often under-appreciated mid-market sector remains a bulwark in driving the country’s economy and continues to play a key role in mitigating some of the country's infrastructure and energy difficulties. And while resilience is an overtraded word in South Africa, it is this attitude that is helping the sector grow. In this episode, Dhiren Mansingh, Investec’s Head of Business Transactional Banking, discusses the mid-market landscape, how these businesses are holding the line in tough times and how they’re positioning for growth. Podcast key moments: 00:00 – Introduction 01:05 ..read more

This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses global growth and the upward revisions to US growth expectations, global inflation and commodity markets. Investec Focus Radio SA ..read more

In this episode, Investec's Martin Meyer and Ayan Ghosh are joined by Rudi Dicks, the head of project management in the office of the Presidency. Together they discuss the challenges facing Eskom and the feasibility of the plans to turn the ailing utility around. The episode covers infrastructure constraints, particularly in transmission, skills needed, investment, collaboration, unbundling, and a look at Brazil as a developing country from which SA can learn much about renewable energy transition. 00:00 Intro 02:04 Eskom’s “chicken and egg” maintenance dilemma 04:16 German VGBE consortium’s ..read more

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the latest nonfarm payroll data, global activity, inflation in Europe and China and SA’s GDP print. Investec Focus Radio SA ..read more