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Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the disconnect between US GDP data, the leading indicator and other data series – pointing to a slowdown, though a recession is less likely.

As we enter 2024, the M&A landscape shows signs of recovery, albeit cautiously. Charles Barlow, Investec's Head of Cross-Border Finance and International Advisory and Capitalmind Investec experts Jürgen Schwarz, Marleen Vermeer, and Kilian de Gourcuff discuss the key sectors, trends and risks to keep an eye on in 2024. 00:00 – Introduction 01:45 - What were the key factors in 2023 that resulted in one of the worst bear markets for M&A in a decade? 03:19 - Upswing in M&A activity in 2024? 04:38 - Which sectors are leading recovery in M&A? 05:50 - Which sectors are attractive? 06:44 – Investment into artificial intelligence 09:46 – Potential of mega deals valued at US$10bn or greater this year? 11:14 – Risks, crises and problems that could derail the M&A upswing? 12:32 – Buyers’ market in 2024? 13:50 – Deal appetite for South African corporates? 16:20 – Deal themes in Europe and the US 17:40 – Expectations for M&A in 2024? 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.

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at global Inflation data and what it means for monetary policy, weak data coming out of the US for January, and is South Africa in recession.

Investec Chief Economist Annabel Bishop looks at what stabilising inflation and interest rates will mean for South African consumers in 2024. In this podcast, brought to you by Investec Personal Cash Investments, Bishop talks about what you can expect from food and fuel prices to salaries and tax.

In this episode, we aim to shed light on the complex relationship between financial stress and mental health, and provide you with tools, insights, and practical advice to navigate the storm when faced with the overwhelming burden of economic hardship.

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses high frequency economic data which suggests there’s an uptick in economic activity across the globe so far at the beginning of the year, inflation in China and the fiscal position in South Africa.

Surging government expenditure, high debt and a widening budget deficit. How will the minister tackle the country's financial problems? In the latest episode of the No Ordinary Wednesday podcast, Investec experts Chief Economist Annabel Bishop ,Treasury Economist at Investec Corporate and Institutional Banking Tertia Jacobs and Wealth & Investment Tax and Fiduciary specialist Pierre Botha give their insights on what to expect at this year’s budget speech. 00:00 – Introduction 01:04 – 2024 economic growth outlook 03:20 – Impact of weak economic growth on South Africa’s finances 05:33 – fiscal policy vs monetary policy 07:03 – How closely are ratings agencies watching budget speech 2024? 08:40 – Where should Finance minister Enoch Godongwana cut expenditure in the 2024 budget? 11:54 – What are the key focus areas for budget 2024? 16:38 – With rising government debt, high expenditure, revenue shortfalls and a widening budget deficit, where will the money come from? 17:10 – What is the possible fiscal anchor? 18:29 – The importance of public private partnerships 19:21 – Any tax increases expected? 21:17 - Shift in focus by SARS to high-net-worth individuals 22:11 – Any changes expected to exchange controls? 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.

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the nonfarm payroll numbers in the US, the latest IMF global growth forecasts and tax data in SA.

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the latest inflation data from across the world particularly from the US and the inflation outlook for South Africa.

AI, geopolitical risks, anaemic economic growth and climate change dominated talks at this year’s Davos meetings. Investec Bank SA CEO Richard Wainwright and Investec Group Finance Director Nishlan Samujh, who were at WEF in Switzerland, share their insights. 00:00 – Introduction 01:06 – Why have citizens lost trust in both political and business leaders? 03:12 – How does leadership, politically and in business, rebuild trust? 04:19 – How worried should we be about escalating geopolitics? 06:48 – What’s the 2024 outlook for interest rates and inflation? 07:45 – What’s the outlook on global growth? 09:45 – What was the sentiment in Davos around election in over 50 countries in 2024? 11:38 – Where do opportunities lie for investors in an environment of uncertainty? 13:08 – What is the future of AI? 15:20 – Is South Africa an investment destination? 17:13 – The African Continental Free Trade Agreement and the Private Sector Action Plan 20:23 – Key takeaways from the World Economic Forum meetings in Davos 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.

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the results from Investec’s Global Investment Strategy Group (GISG) meeting and what it means for risk allocation as well as global markets and the upcoming Reserve Bank’s monetary policy committee meeting.

Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the market pricing in aggressive rate cuts by the Fed, ECB and Bank of England this year, as key core inflation numbers remain in focus.