Podcasts
PODCAST: Positioning for tariff turmoil
In this special edition of Investec’s No Ordinary Wednesday podcast, Jeremy Maggs is joined by Chris Holdsworth and Osagyefo Mazwai to delve into the recent market turmoil following President Donald Trump's controversial tariff announcements.
Ghost Stories
Ghost Stories #59: STADIO – a growth story on the JSE
STADIO Holdings has a growth story to tell. That's a rare thing on the South African market. The tertiary education space is booming and STADIO is addressing that demand through a combination of contact learning and distance learning offerings.
On this podcast, CEO Chris Vorster and CFO Ishak Kula joined me to talk through the business model.
Ghost Stories
Ghost Stories #58: Diversification – the way to survive market chaos
With the markets in disarray in the aftermath of tariffs, it looks like the theme this year is more around risk management in a bear market rather than which growth stocks to buy. This is where strategic asset allocation becomes key, as discussed with Kingsley Williams of Satrix in this podcast.
Ghost Stories
Ghost Stories #57: VAT strategies, bracket creep and what it means for South Africans
With the dust having settled on the Budget Speech and the proposals that parliament will need to vote on, Tertius Troost of Forvis Mazars in South Africa joined me to reflect on the key drivers behind the headlines - including the real questions, like whether VAT is anti-poor and how bracket creep really impacts us.
Ghost Wrap
GHOST WRAP – Q1 winners on the JSE
In considering how the first few months of the year have played out, some surprising winners have emerged. The performance in gold is simply a case of the sector carrying on where it left off in 2024, but what about platinum? And where did that telecoms rally come from? Also, have retail stocks continued their slide since the previous episode of Ghost Wrap that focused on that issue?
Podcasts
PODCAST: Global economy: Recession or recovery?
Recession risks, inflation pressures, and trade tensions - how is the global economy shaping up in 2025? Investec’s Chief Economists, Phil Shaw (UK) and Annabel Bishop (SA), take stock of the latest trends in No Ordinary Wednesday. From global growth forecasts to the economic outlook for Europe and South Africa, they break down what lies ahead.
Podcasts
PODCAST: Is China Trump-proof?
Tariffs may have a diminished impact on China, as the country has strategically restructured its supply chains to lessen its reliance on the US. This is according to Campbell Parry, global resources analyst at Investec Wealth and Investment International, on the latest episode of No Ordinary Wednesday.
Ghost Stories
Ghost Stories #56: Don’t waste the TFSA opportunity
Tax-free savings accounts (TFSA) are one of the most building blocks in any equity portfolio. The advantage of compounding tax-free returns over a long period is incredibly powerful and can really turbocharge a long-term wealth creation journey. Siyabulela Nomoyi joined me to discuss the importance of TFSA investments.
Podcasts
PODCAST: Can tech titans keep up the pace?
Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec’s new trading and investing platform, Clarity, shares his views on the latest episode of the No Ordinary Wednesday podcast.
Podcasts
PODCAST: Budget 2025 – what to expect
In this special edition of No Ordinary Wednesday, Investec experts Chief Economist Annabel Bishop, Treasury Economist Tertia Jacobs and Chief Investment Strategist Chris Holdsworth share their predictions for Budget 2025
Ghost Wrap
GHOST WRAP – Retailers on sale on the JSE
The retail sector got off to a very poor start in 2025. With practically the entire sector down, are there stocks that were punished more than they should've been? This podcast is a useful summary of recent retail updates.
