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The business of art | Art in Focus Ep1 | Investec
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The 31st edition of the Investec South African Women's Open 2024 from 25-28 April at Erinvale Country and Golf Estate.
For more, visit: https://invest.ec/2x56lE4
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 mining of green metals
06:05 Is renewable energy a good investment?
08:17 The importance of efficient energy use
09:02 Battery technology advancement
10:34 Construction companies' boom
12:09 A bearish short-term view on hydrogen
14:51 Investing in companies contributing to the SDGs
15:12 Transitioning companies present an opportunity
16:55 Monitoring companies' transition targets is vital
19:29 How will the adoption of AI impact journey to net zero?
22:07 Is AI a responsible investment?
22:56 2022 Inflation Reduction Act and its impact
24:52 Global Sustainable Equity Fund
28:12 Investing for good without compromising returns
29:34 Energy transition- the megatrend that offers a myriad of investment opportunities
Tune in to this enlightening investment-focused episode and be informed about the myriad opportunities for individuals, stemming from the energy transition.
This episode was brought to you by Investec Wealth & Investment's Global Sustainability Equity Fund. Invest in world-class companies dedicated to achieving the UN's Sustainable Development Goals (SDGs), and that we believe can provide you with attractive returns. The fund strives to have a 100% net positive SDG impact. Learn more: investec.com/en_za/investment/invest-offshore/global-sustainable-equity-fund.html Investec's Global Sustainable Equity Fund (investec.com/content/dam/south-africa/myself/invest/invest-offshore/global-sustainable-equity-fund/Investec-Global-Sustainable-Equity-Fund-Brochure.pdf) · Investec Focus Radio SA (investec.com/en_za/focus/investec-focus-radio-podcasts.html)
In this video, we show you how Investec understands the needs and challenges of young professionals. With Investec as your dedicated financial partner, you can access exclusive benefits, like competitive debit rates, interest-free days on credit card purchases, unlimited free ATM withdrawals, and unlimited airport lounge access.
Whether you’re a young, first-time home buyer or looking for vehicle finance, Investec offers tailored solutions and rewards to support your journey.
Our commitment to your wealth creation journey is unwavering, with a 24/7/365 global Client Support Centre and award-winning digital banking and banking apps.
With two dedicated Private Bankers and access to a Financial Adviser, you’ll get personalised guidance every step of the way.
Don't settle for ordinary. Upgrade to Private Banking as a young professional with Investec today. Apply now or learn more at: link.investec.com/nfut93
From breathtaking drives to precise putts, the Investec SA Women's Open is a celebration of the relentless pursuit of the extraordinary.
For more, visit: https://invest.ec/2x56lE4
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 South Africa’s key public-private partnerships and the business leaders driving them, with our panel of experts.
We feature journalist and editor, Ferial Haffajee, in a recent In Conversations event, she sat down with Investec CEO Designate, Cumesh Moodliar , Busisiwe Mavuso, CEO of Business Leadership South Africa, Fumani Mthembi, Co-founder & Director of Pele Energy Group, Mteto Nyati, Chairman at Eskom and Executive Chairman at BSG, Mark Rayner, Vumacam investor, co-founder of Leadwood Partners, and Reyburn Hendricks, CEO at H1 Holdings.
This episode is for all South Africans who are interested in finding out what some of the initiatives are that are helping to drive the country to prosperity.
Skip ahead:
00:00 Intro
01:50 Understanding the CEO initiative and how it works
04:51 The inner workings of the CEO initiative
07:55 The timelines put forward by the CEO initiative for various infrastructure and security projects to be completed
10:06 Government’s role vs the role of the public sector in these public-private partnership projects
12:15 Eskom update from Chairman of the board, Mteto Nyati.
15:09 National Treasury diagnostic report on Eskom
16:41 The end of loadshedding
18:26 Regulatory reform driving private power production
21:24 Industrialisation of the energy sector as a way to tackle unemployment
25:35 Vuma cam revolutionizing the crime detection industry in South Africa
28:27 Rolling out crime detection video technology in Johannesburg
29:36 Skills development in the security industry to meet technological advancements
31:59 Suggestions to the president from Captains of industry Private-public partnerships in Johannesburg (investec.com/en_za/focus/economy/navigating-uncertainty.html) · Investec Focus Radio SA (investec.com/en_za/focus/investec-focus-radio-podcasts.html)
#investecchampionscup
For more, visit: https://invest.ec/2x56lE4
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 equity markets?
06:13 – Equity markets to watch out for 2024
07:57 – Emerging markets equities vs developing markets equities?
09:05 – What are emerging markets equity funds investing in?
10:02 – How is South Africa performing against other emerging markets?
10:58 – Is SA Inc attractive to investors?
11:37 – Are there significant inflows in tech and AI in South Africa?
12:25 – What sectors in South Africa are attractive to investors?
14:14 – What sectors are growing in South Africa?
15:24 – Impact of investing in South Africa
17:20 – What will drive the investment outlook for the next 12 to 18 months?
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.
Read more on www.investec.com/now Investec Focus Radio SA (investec.com/en_za/focus/investec-focus-radio-podcasts.html)
Click the link below to find out more on the FCA offering and how it works: link.investec.com/n7oqa7
For more, visit: https://invest.ec/2x56lE4
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 demand for so-called "clean minerals" which South Africa has in abundance.
About #TheCurrentInvestec
Over 10 episodes, our host Iman Rappetti will be talking to industry experts, from inside Investec and beyond, about how South Africa can keep the lights on while moving towards a more equitable and sustainable energy future.From an individual looking to go off-grid, to a corporate or institutional investor looking to benefit from the opportunities of the energy transition- this is for you.
For more, visit: https://invest.ec/2x56lE4
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 eating PGM's lunch
13:15 PGMs are vital in hydrogen fuel energy
16:27 South Africa's potential as a leader in the hydrogen economy
20:58 Other clean metals in the green energy transition
21:14 Nuclear energy in SA's energy mix
23:34 Will the hydrogen economy be a game changer for SA?
This episode was brought to you by Investec Corporate and Institutional Banking. The Commodity Hedging and Working Capital Solutions team identifies opportunities and structures investment alternatives across traditional commodity assets and exciting frontier markets like regulated carbon allowances.
Learn more: investec.com/en_za/investec-for-institutions/commodities.html Investec's Commodity Hedging and Working Capital solutions (investec.com/en_za/investec-for-institutions/commodities.html) · Investec Focus Radio SA (investec.com/en_za/focus/investec-focus-radio-podcasts.html)
Investec's Martin Meyer, Ayan Ghosh and Rudi Dicks, the Project management head in the office of the Presidency, unpack the multitude of challenges facing Eskom and the feasibility of the government plans to turn the overburdened utility around.
About #TheCurrentInvestec
The Current is a podcast series that delves into South Africa’s energy landscape, the drivers and barriers for change and where the opportunities lie.
Over 10 episodes, our host Iman Rappetti will be talking to industry experts, from inside Investec and beyond, about how South Africa can keep the lights on while moving towards a more equitable and sustainable energy future.From an individual looking to go off-grid, to a corporate or institutional investor looking to benefit from the opportunities of the energy transition- this is for you.
For more, visit: https://invest.ec/2x56lE4
Investec's Campbell Parry, Chris Holdsworth, Samantha Mooi and James Mackay of the Energy Council of SA, set the scene on why an energy transition is so important, the drivers and barriers to change and the social, economic and environmental implications of SA's transition.
About #TheCurrentInvestec:
The Current is a podcast series that delves into South Africa’s energy landscape, the drivers and barriers for change and where the opportunities lie.
Over 10 episodes, our host Iman Rappetti will be talking to industry experts, from inside Investec and beyond, about how South Africa can keep the lights on while moving towards a more equitable and sustainable energy future.From an individual looking to go off-grid, to a corporate or institutional investor looking to benefit from the opportunities of the energy transition- this is for you.
For more, visit: https://invest.ec/2x56lE4
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 conversation about the future of food and how groundbreaking technology and conscious choices can lead to a more sustainable planet.
00:00 Introduction
01:23 Arturo Elizondo’s journey to forming food technology company, Every co.
03:11 Alternative protein landscape
07:58 Ensuring that our food is sustainable?
12:48 Accessibility and affordability
14:08 Nutritional value of alternative proteins
15:31 The shift to consume less animal proteins
16:31 The use of AI in food production
At Investec our vision is to grow and preserve our clients’ long-term wealth by allocating capital that not only achieves desired financial outcomes, but also
ensures that future generations inherit a world they can be proud of.
Find out more about the Investec Sustainability Equity Fund Find out more about the Investec Sustainability Equity Fund (investec.com/content/dam/south-africa/myself/invest/invest-offshore/global-sustainable-equity-fund/Investec-Global-Sustainable-Equity-Fund-Brochure.pdf)
#InvestecChampionsCup
Podcast key moments:
00:00 – Introduction
01:05 – What type of companies make up the mid-market segment?
01:50 – How important is the mid-market sector to the South African economy?
02:45 – How are these mid-market companies navigating challenges in the South African economy?
04:23 – What are mid-market businesses worried about?
05:47 – What has been the impact of high inflation and high interest rates environment for the mid-market sector?
07:11 – How are mid-market businesses navigating uncertainties?
08:26 – How should mid-market businesses protect themselves against currency volatility?
10:18 – Where are mid-market companies investing?
11:49 – Where do opportunities lie for mid-market businesses?
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.
Read more on www.investec.com/now Investec Focus Radio SA (investec.com/en_za/focus/investec-focus-radio-podcasts.html)
If you're a Private Banking client under the age of 30, kickstart your life insurance journey with complimentary cover from Investec Life.
Sign up for LifeStarter on Investec Online and get covered in a few clicks.
Learn more: link.investec.com/kkscm2
Exclusively available to Private Banking clients under the age of 30. T’s & C's apply.
#InvestecLife #LifeStarter #LifeInsurance
For more, visit: https://invest.ec/2x56lE4
00:00 Intro
02:04 Eskom’s “chicken and egg” maintenance dilemma
04:16 German VGBE consortium’s damning report
06:28 Investment in transmission is the most important factor
07:40 Eskom needs to decarbonize for economic and sustainability reasons
11:08 Balancing FDI and local investment into renewables
12:43 Progress on the unbundling of Eskom into three separate entities
15:59 South Africans will need to be patient. The transition will be slow
16:37 What lessons can we learn from Brazil’s energy transition
18:22 South Africa is the leading investment destination for renewable energy
20:58 Poor logistics network is impacting Eskom
23:07 Evidence providing hope that Eskom is on the right track
This episode was brought to you by Investec Corporate and Institutional Banking. The Energy and Infrastructure team offer funding solutions and a full range of specialist financial services across a wide range of infrastructure sectors, including renewable energy.
The team comprises diverse skills in banking, advisory, finance, law, engineering, power development and project management.
Learn more: investec.com/en_za/investec-for-corporates/finance/power-and-infrastructure-finance.html ICIB Energy and Infrastructure finance (investec.com/en_za/investec-for-corporates/finance/power-and-infrastructure-finance.html) · Investec Focus Radio SA (investec.com/en_za/focus/investec-focus-radio-podcasts.html)
00:00 - Introduction
01:10 – What is driving India’s rapid economic growth?
02:26 – Is India’s economic growth sustainable?
04:05 – What makes India’s economy resilient?
05:28 – How will India’s majority young population contribute to its economic growth?
06:16 – Where do investment opportunities lie in India?
08:30 – What challenges could impede India’s growth aspirations?
11:25 – What are the key sectors to look out for in India?
13:36 – India’s business growth
14:51 – What are the key considerations for investing in India?
17:17 – Lessons from India?
19:50 – Impressions of India?
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.
Read more on www.investec.com/now Investec Focus Radio SA (investec.com/en_za/focus/investec-focus-radio-podcasts.html)
As AI transforms from a novel concept to a mainstream tool, we examine its role in redefining job roles and the necessary skills for the workforce of tomorrow.
In this insightful discussion, we're joined by Sameer Rawjee, founder of Google's Life Design Lab and O-School Ventures, and Lesley-Anne Gatter, Global Head of People and Organisation at Investec. Together, they share their unique perspectives on the transition from traditional job functions to new paradigms shaped by AI, the ethical considerations it raises and the strategies for adapting to a job market in flux.
Explore the shift from manual labour to strategic oversight, the rise of prompt engineering and the increasing importance of human-centric skills in an automated world.
This podcast is a must-listen for professionals, employers and students alike, aiming to navigate the challenges and opportunities presented by AI in the workplace.
00:00 Introduction
01:47 AI trends in the workplace in 2023
04:05 AI trends to impact 2024
06:20 How are employees reacting to the uptake of AI by employers?
08:03 How are business models shifting to accommodate AI automation?
09:47 Is there a shift in what skills employers are looking for?
11:04 Prompt engineering is becoming a vital skill
12:44 Vital skills that students need for future careers
15:49 Roles on the brink of extinction
18:09 What roles are staying relevant
19:14 Resources on AI advancements
In conversation is an Investec Focus Radio podcast series that offers insights into a wide range of topics that will empower our clients to create, manage, preserve and grow their wealth. In conversation | AI: shaping the future of work (investec.com/en_za/focus/in-conversation/future-proof-your-career-how-to-stay-relevant-in-an-ai-driven-job.html) · Investec Focus Radio SA (investec.com/en_za/focus/investec-focus-radio-podcasts.html)
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 Focus Radio SA (investec.com/en_za/focus/investec-focus-radio-podcasts.html)
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 Focus Radio SA (investec.com/en_za/focus/investec-focus-radio-podcasts.html)
Jump to the cool bits:
00:00 Welcome
02:54 Tech Roadmap for Q1 2024 presented by Wayne Summers
16:51 Web Platform as a Service – Personal Features presented by Ruhan Odendaal & Charl Kruger
34:00 Current live APIs recap presented by Wayne Summers
43:40 Community Updates delivered by Nick Benson
For more, visit: https://invest.ec/2x56lE4
#InternationalZebraDay
"The zebra is in the value of everything we are. On the one hand, it blends into the bush in an understated way; on the other hand it represents the distinctiveness that we strive for as an organisation. The zebra is a humble and modest creature, yet it surprises, it delights and it stands out, no matter where in the world it journeys with us." - Bernard Kantor, Investec Founder
‘Investec Developer leverages Investec’s API fabric to bring core bank data and functionality right into the heart of where our clients need them. Our clients can now create secure, scalable solutions, customised to their individual and business needs.” – Shabhana Thaver, CIO Investec Specialist Bank SA
For more, visit: https://invest.ec/2x56lE4
For more, visit: https://invest.ec/2x56lE4
#InvestecChampionsCup
We’re down to 5 countries, 16 teams, 8 matches, and 1 epic final on 25 May
For more, visit: https://invest.ec/2x56lE4
How to Solve the Climate Change Problem
Getting people to change their behaviour is hard, even when more of the same will be deadly. In the final instalment of the Future Impact podcast series, we explore how to effect change.
For more, visit: https://invest.ec/2x56lE4
Export finance: The sustainability maker
The world needs large-scale infrastructure investment to slow the ticking of dangerous social and environmental clocks. Export finance has the workings to rally global capital to that pressing call.
For more, visit: https://invest.ec/2x56lE4
Combatting the Scourge of SA’s Human Trafficking Problem
Human trafficking in South Africa involves the exploitation of vulnerable children, women and men for the purposes of sex and slave-like labour. Learn how victims fall, why they stay and what banks and other organisations are doing to combat the scourge.
For more, visit: https://invest.ec/2x56lE4
The Limits of Renewable Energy in our Sustainable Future?
The limitations of renewable energy are now evident. They call for reflection on our caustic attitude towards fossil fuels. And a renewed focus on building a sustainable, diverse energy mix.
For more, visit: https://invest.ec/2x56lE4
Reimagining Education in Rural South Africa with Kate Groch
For decades, rural children in South Africa have suffered a debilitating condition: an estrangement from learning that causes a lifetime of struggle. One NPO, Good Work Foundation, is providing an antidote.
For more, visit: https://invest.ec/2x56lE4
Green Bonds in South Africa, and How They Work
Green bonds raise money for projects that will have a positive impact on the environment and/or help to combat climate change. In this podcast, we explore how they work and how they can help solve SA's power crisis.
For more, visit: https://invest.ec/2x56lE4
Only Communities can Save the Rhino | Conservation Podcast
Rhino conservation efforts will only be successful if they create tangible value for the surrounding communities. Care for Wild (C4W) is championing that model.
For more, visit: https://invest.ec/2x56lE4


