Best Investec Podcasts (2024)

1
Investec FSCA probe could cost £30m 19:24

1h ago19:24

19:24

Schalk Louw from PSG Old Oak discusses Investec's strong results and Bidcorp's positive update, which has been bolstered by bolt-on acquisitions and lower food inflation. Andy Pfaff, CEO of Coherent Capital Management, discusses their commodity AMC, explaining its mechanics and highlighting current trends. He also introduces their new AMC, which is…

1
Investec posts 9.1% rise in full-year profit. The well-lit elephant in the room: is loadshedding actually over? 1:25:21

24m ago1:25:21

1:25:21

Cumesh Moodliar, CEO of Investec Bank joins Bruce Whitfield to peruse through the company's annual financial results. The bank, which has operations in Britain and is listed on the London Stock Exchange, reported a 9.1% increase in full-year profit and declared a final dividend of 19 pence per share. Bruce Whitfield is joined by Anne Bernstein, Exe…

1
Investec posts 9.1% rise in full-year profit 9:33

2h ago9:33

9:33

GUEST - Cumesh Moodliar - Investec SA CEO South African lender and asset manager Investec posts 9.1% rise in full-year profit. The bank, which also operates in Britain and is listed in London, has increased targeted group return on equity (RoE) over the next three years to 13-17% from 12-16%. Kaya FM…

1
The Current Ep 7 | SA's solar awakening 31:12

3h ago31:12

31:12

This year, South Africa is set to become the tenth-largest solar market in the world. In 2023 R17.5 Billion rands of solar panels were imported into this country. In the latest episode of The Current podcast series, we’re talking all things solar PV – from market dynamics to how much it costs and whether it makes commercial sense for you to install…

1
S02 Ep19 Energy market update: The latest from the IAA report 5:08

20m ago5:08

5:08

Investec Head of Commodities Callum Macpherson discusses the International Energy Agency’s latest monthly report which was published last week. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not consti…

1
Investec’s Kevin Hogan and Thivian Moodley discuss the importance of security in business banking 34:28

4h ago34:28

34:28

In this Investec What’s Next in Business Banking interview, Investec’s Kevin Hogan and Thivian Moodley discuss the importance of security in business banking.Hogan is the Head of Fraud Risk at Investec. He has worked in the banking industry for 21 years — first as a credit analyst at Nedbank and then as part of the first retail banking fraud preven…

1
Google to build South Africa to Australia subsea cable called Umoja. How wildlife bonds operate to help lions and wild dogs 40:29

1h ago40:29

40:29

To paint a more vivid picture on Google's announcement to build a new, high capacity subsea cable system that connects Africa and Australia is Founder and Editor at Techcentral Duncan McLeod who speaks to Bruce Whitfield. Bruce Whitfield is joined by Estimator at Jacobs Bros Boat Builders ,Taariq Jacobs who takes him on a cruise down memory lane on…

1
[TOP STORY] 'Commodities are things made by Mother Nature, not in boardrooms' 5:57

1h ago5:57

5:57

Andy Pfaff, CEO at Coherent Capital Management, on their Coherent Global Commodity Investment portfolio.By Simon Brown

1
OPINION: There is a lot more at stake in the Anglo American-BHP debate 13:53

2h ago13:53

13:53

Taddy Blecher – CEO of the Maharishi Institute The real issues, however, often lie beyond the immediate illumination – beyond what you can see. In the context of the Anglo American-BHP takeover debate, there is much more at stake than what is immediately visible. What is at stake relates to the very soul and purpose of these individual companies, a…

1
PIVOT POINT: In conversation with Dr Roy Havemann is the CEO of Krutham 23:31

2h ago23:31

23:31

Roy leads Krutham’s financial sector policy and public economics practice in South Africa, specialising in public policy development, banking strategy and general economics. Roy has over twenty years of experience in the public and private sectors, with a 15-year career with National Treasury, spanning macroeconomic policy and financial sector poli…

1
South Africans who collaborate with Certified Financial Planner® professionals experience an enhanced quality of life – 14:39

2h ago14:39

14:39

GUEST: Nici Macdonald – Head of Department: Certification and Standards at The Financial Planning Institute - SA South Africans who collaborate with Certified Financial Planner® professionals experience an enhanced quality of life, greater financial confidence and resilience, and increased satisfaction with their financial circumstances, a new surv…

1
Vehicle sales across Audi, Mercedes-Benz, & BMW have more than halved in the last decade. 11:56

2h ago11:56

11:56

GUEST - Brandon Cohen – Chairperson: National Automobile Dealers' Association (NADA) The premium vehicle segment in South Africa is set to face significant challenges as sales drop due to the weak economy, high interest rates, and soaring fuel prices. As a result, many South Africans are avoiding premium cars and opting for the new wave of Chinese …

1
[TOP STORY] Spear Reit annual results show office vacancies contracting 6:54

2h ago6:54

6:54

The Liberty Life building transfer to Capitec takes place ‘later this week and effectively will push up our hedge ratio closer to 60%’ – CEO Quintin Rossi.By Simon Brown

1
Pick n Pay has a plan, but will it work? 20:47

1h ago20:47

20:47

Odwa Magwentshu from Trive South Africa discusses Southern Sun's results and maiden dividend and the market-loving Pick n Pay update. Bradley Elliott from RelyComply offers insights on the new compliance deadlines to combat money laundering. Spear Reit's Quintin Rossi unpacks the company's strong results.…

1
Anglo rejects BHP for the third time. Inflation cools off but sticky. Shapeshifter - Jonathon Liebmann, Founder of BlackBrick 1:19:40

2h ago1:19:40

1:19:40

Mining experts and host Bruce Whitfield discuss BHP’s final attempt to acquire Anglo American. The bid was rejected by the mining giant and the state-owned Public Investment Corporation, which owns over 7% of Anglo American. Anglo American Plc’s second-largest shareholder stated that BHP Group’s takeover offer needs a “meaningful revision,” making …

1
Liberty 2023 Claims Statistics reveal an upward trend in cancer and cardiovascular diseases 12:18

2h ago12:18

12:18

GUEST - Tom Crotty, Head of Risk Technical Marketing at Liberty. Liberty paid out R9.14 billion for mortality, lifestyle protection and income protection claims in 2023. The payouts comprised R6.72 billion in valid claims to individual clients, their families, and beneficiaries as well as well as R2.4 billion in corporate claims, according to Liber…

1
Shapeshifter - Jonathan Liebmann, Co-Founder of BlackBrick 16:39

20h ago16:39

16:39

Jonathan Liebmann, co-founder of BlackBrick, is The Money Show's Shapeshifter. He talks with host Bruce Whitfield about his career and founding BlackBrick, which has quickly become Africa's fastest-growing apartment hotel brand since 2019. With properties in Sandton and Foreshore, and a new hotel in Bedfordview, BlackBrick plans to expand to Garden…

1
Southern Sun reports record results and declares its first dividend since listing 13:11

23h ago13:11

13:11

GUEST – Marcel von Aulock – Southern Sun CEO Leading hotel operator Southern Sun reported revenue growth of 19% to R6.0 billion, aided by more a normalised demand from local and international travellers and strong demand for conferencing and events. Highlights ● Revenue up 19% to R6.0 billion ● Ebitdar up 32% to R1.9 billion ● Adjusted HEPS up 88% …

1
INSIDE YOUR BUSINESS: Insurance Essentials 18:46

3h ago18:46

18:46

GUEST: Nkanzi Sokhulu, CEO of iWyze While running your own business can be highly rewarding, there are risks involved too. If a client falls at your premises and claims for compensation, or you’re taken to court for negligence, you could face a bill for thousands of pounds, even if you’re subsequently proven to have done nothing wrong. And if your …

1
SA APRIL CPI: Inflation cools slightly, but still remains stubbornly high. 11:00

3h ago11:00

11:00

GUEST - Casey Sprake, Investment Analyst – Fixed Income, Anchor Capital For the second consecutive month, headline inflation, as measured by the Consumer Price Index (CPI), softened – declining to 5.2% YoY in April from 5.3% YoY in March. The headline inflation rate has held its ground between 5% and 6% since September 2023. Core inflation (excludi…

1
Life Healthcare sees 7.8% revenue growth 12:19

3h ago12:19

12:19

GUEST - Peter Wharton-Hood – Life Healthcare CEO Life Healthcare Group reported strong operating performance for the six-month period to 31 March 2024, growing group revenue by 7.8% to R11.7 billion. KEY HIGHLIGHTS: · Conclusion of sale of Alliance Medical Group · Revenue from continuing operations up 7.8% · Southern Africa acute PPD growth up 2.7%…

1
Consumer ninja 22 May 2024 11:26

2h ago11:26

11:26

Consumer ninja Wendy Knowler and host Bruce Whitfield delve into mis-selling of life insurance products. Knowler reveals that non-payment of premiums meant a particular life policy should not have paid out. It was totally mis-sold, something she says Liberty won’t admit, but in response to her taking on the case, they’ve paid an "ex-gratia” of R100…

1
Southern Sun declared first dividend since listing and surge in earnings 11:45

28m ago11:45

11:45

Marcel Nikolaus von Aulock, CEO of Southern Sun Hotel Group, discusses the company's financial results with host Bruce Whitfield. The hotel group has significantly recovered from the impact of Covid-19 on South Africa’s tourism and hospitality industry. On Wednesday, the company reported an 88% surge in earnings and declared its first dividend sinc…

1
Life Healthcare sees 7.8% revenue growth and declares dividend 5:39

1h ago5:39

5:39

Peter Wharton-Hood, CEO of Life Healthcare Group, discusses the company's half-year financial results with host Bruce Whitfield. JSE-listed Life Healthcare reported a revenue growth of 7.8%. Headline earnings per share from continuing operations were nearly 30% higher than the corresponding period. The group declared an interim dividend of 19 cents…

1
Business Unusual 4:38

1h ago4:38

4:38

Ashwin Lakhan, RMB Co-head of Investment Banking, and host Bruce Whitfield discuss the potential winners of the growing trade between South Africa and India. With relations at an all-time high, technology, food, and green infrastructure are expected to benefit the most from this burgeoning partnership. See omnystudio.com/listener for privacy inform…

1
Market Commentary 6:32

1h ago6:32

6:32

Chris Steward, Portfolio Manager at Ninety-One and Bruce Whitfield analyse top business and company stories of the day, as well as international and local markets. See omnystudio.com/listener for privacy information.By Primedia Broadcasting

1
Inflation takes a chill pill, but still remains stubbornly high 4:33

1h ago4:33

4:33

Liandra da Silva, Economist at Nedbank, and host Bruce Whitfield analyze the latest inflation figures. According to Stats SA, consumer prices saw minimal movement in April, with headline inflation slowing to 5.2%, down from 5.3% in March. This aligns with economists’ expectations for headline inflation to remain steady after its first decrease in 2…

1
BHP’s bid to acquire Anglo rebuffed by Anglo American’s second-largest shareholder, PIC 8:54

2h ago8:54

8:54

Mining experts and host Bruce Whitfield discuss BHP’s latest attempt to acquire Anglo American. The bid was rejected by the mining giant and the state-owned Public Investment Corporation, which owns over 7% of Anglo American. Anglo American Plc’s second-largest shareholder stated that BHP Group’s takeover offer needs a “meaningful revision,” making…

1
Hiring activity has declined by -8.1%, partly attributed to current economic uncertainty. 15:32

1d ago15:32

15:32

GUEST - Paul Byrne - Head of Data and Insights at CareerJunction. Year-on-year, hiring activity decreased by -11%, compared to Q1:2023. Over the past two years (Q1:2022 to Q1:2024) hiring activity has declined by -8.1%. Slowing hiring activity evident in the South African recruitment market may be partly attributed to current economic uncertainty. …

1
[TOP STORY] TWK Agri holds up despite headwinds 6:41

5h ago6:41

6:41

The big story in the interim results was the contamination of woodchip stockpiles by a neighbouring fire: MD Andre Myburgh.By Simon Brown

1
These are the 3 reasons why PGMs are on the up 19:13

2h ago19:13

19:13

Kieran Witthuhn from Anchor on what’s driving PGM prices higher and whether it is sustainable. Andre Myburgh from TWK Agri discusses challenging results due to woodchip contamination caused by a fire in a nearby facility. Dany Mawas of Finalto South Africa discusses the use of an ODP licence by another party and how a company can comply with FSCA r…

1
Transaction Capital reports narrows losses. Personal Finance - What should you consider when buying a house? 1:20:42

21m ago1:20:42

1:20:42

Jonathan Jawno, CEO of Transaction Capital, joins host Bruce Whitfield to discuss the company's financial results. Transaction Capital has improved its cash position and narrowed its losses. Jawno highlights that the separate listing of WeBuyCars enabled the group to reduce its debt and achieve a net cash position at the holding company level. Tadd…

1
TECH & INNOVATION: TymeBank customers can now withdraw cash at 170 000 spaza shops and traders across SA 13:55

3h ago13:55

13:55

GUEST – Greg Illgner - TymeBank’s Chief Strategy Officer TymeBank and Flash, a South African payments solutions provider, have partnered to make it possible for TymeBank customers to withdraw cash at over 172,000 spaza shops and traders across the country. As a result, the bank now offers more cash withdrawal options and locations than any other ba…

1
Personal Finance - What should you consider when buying a house? 16:12

1h ago16:12

16:12

Personal finance expert and Galileo Capital co-founder joins host Bruce Whitfield on the Personal Finance Feature to discuss key considerations when buying a house. Purchasing a home is a major financial decision that demands thorough planning and deliberation. See omnystudio.com/listener for privacy information.…

1
SA’s relationship with the luxury watch market 16:22

3h ago16:22

16:22

GUEST - Peter Machlup - Peter Machlup Fine Wristwatches Despite high inflation and other economic pressures, the luxury watch market in South Africa is showing strong growth. With some caveats, the right watch brands are strong investments. Kaya FMBy Gugulethu Mfuphi

1
Are SA’s malls still a hot buy? 19:40

4h ago19:40

19:40

GUEST – Norman Raad, CEO of Broll Auctions and Sales With more than 23 million square metres of retail space in South Africa, this commercial property segment continues to be one of the most actively traded assets on the auction floor by private investors and real estate investment trusts alike. According to data from Lightstone, retail property la…

1
ALLAN GRAY: The risks and rewards of offshore investing 12:14

4h ago12:14

12:14

GUEST: Horacia Naidoo-McCarthy - Institutional Clients manager at Allan Gray While home may offer great comfort and safety in the known, there are enriching experiences and learnings to be gained from venturing into the great unknown. The same can be said for investing. Many investors suffer from “home country bias”, meaning that we invest a dispro…

1
Africa Business Focus 10:48

7m ago10:48

10:48

Daniel Van Dalen, Senior Analyst (Country Risk and Political Risk looks at the biggest business African stories that took place recently, including CHad’s recent presidential election and Angola’s runway inflation See omnystudio.com/listener for privacy information.By Primedia Broadcasting

1
WHY are global companies exiting SA ? 12:43

17m ago12:43

12:43

Magda Wierzycka, CEO at Sygnia Group explains to host Bruce Whitfield why a number of global corporations are exiting Africa’s most established economy, South Africa. See omnystudio.com/listener for privacy information.By Primedia Broadcasting

1
Growth opportunities for African fintech abound, especially in South Africa 5:57

2d ago5:57

5:57

Antonia Bothner the Endervour SA’s capital lead speaks to host Bruce Whitefield about the growth opportunities that are emerging especially for South Africa. Opportunities for growth in the fintech industry are booming throughout Africa, and South Africa is becoming a major player in this exciting field. Venture capital investment in South Africa h…

1
There is a lot more at stake in the Anglo American-BHP debate 10:02

19m ago10:02

10:02

Taddy Blecher, CEO of the Maharishi Institute, explains to host Bruce Whitfield that in the Anglo American-BHP takeover debate, there's more than meets the eye. The stakes go beyond the surface, involving the core essence and mission of these companies, and their distinctly different approaches to conducting business. See omnystudio.com/listener fo…

1
Market Commentary 5:54

32m ago5:54

5:54

Wayne McCurrie from FNB Wealth and Investments and Bruce Whitfield analyse corporate news and international markets. See omnystudio.com/listener for privacy information.By Primedia Broadcasting

1
TymeBank gets more aggressive with expansion and exposure 4:56

36m ago4:56

4:56

Greg Illgner, Chief Strategy Officer at TymeBank, joins host Bruce Whitfield to discuss the bank's partnership with Flash, a South African payment solutions provider. This partnership enables TymeBank customers to withdraw cash at over 172,000 spaza shops and traders nationwide. Consequently, TymeBank now offers more cash withdrawal options and loc…

1
Transaction Capital reports narrows losses 7:51

43m ago7:51

7:51

Jonathan Jawno, CEO of Transaction Capital, joins host Bruce Whitfield to discuss the company's financial results. Transaction Capital has improved its cash position and narrowed its losses. Jawno highlights that the separate listing of WeBuyCars enabled the group to reduce its debt and achieve a net cash position at the holding company level. See …

1
Thebe hopes to resolve stake valuation dispute before Shell exits SA 25:01

5h ago25:01

25:01

GUEST – Rapulane Mabelane, Chief Investment Officer at Thebe Investment Corporation Thebe Investment Corporation has remained cautiously optimistic that the dispute over the evaluation of its 28% stake in Shell Downstream South Africa (SDSA) will be resolved within the next three months by arbitration as the two-year period after which its notice t…

1
[TOP STORY] Astral Foods interims: Revenue up, but avian flu a possible winter concern 7:35

1h ago7:35

7:35

After a tough year CEO Chris Schutte looks forward to possible vaccination permits, less load shedding, an improved maize harvest and higher margins in time.By Simon Brown

1
SolarAfrica Energy’s Brandon Horn on avoiding rising electricity prices through wheeling 27:01

1d ago27:01

27:01

In this Driving Sustainability with Aki Anastasiou interview, SolarAfrica Head of Commercial Brandon Horn discusses the impact of rising electricity prices on South African businesses.Horn boasts over 16 years of sales and business development experience, and has a proven track record of driving sales growth and business expansion.Horn begins the i…

1
Consumer stock results show increasing pressure 20:52

3h ago20:52

20:52

Independent analyst Carmen Mpelwane discusses tough Balwin and Famous Brands results, which saw revenue up but profits down as costs hurt. Chris Schutte, CEO of Astral Foods, discusses the company's latest results. Profit is roaring back as avian influenza is largely gone. Bianca Botes, Citadel Global, offers insights on what drives moves in the ra…

1
In conversation | Navigating uncertainty in Cape Town 29:14

41m ago29:14

29:14

In this episode, journalist Ferial Haffajee hosts a discussion with Cumesh Moodliar, Fumani Mthembi, Ravi Naidoo, Reyburn Hendricks, and Wrenelle Stander. They explore the challenges and opportunities facing Cape Town and South Africa as they navigate uncertainty and work toward sustainable economic growth. The conversation delves into various topi…

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