Investec Focus Radio SA

In this final episode of The Current, we revisit some of the highlights and reiterate the critical takeaways you need to know from the nine-part podcast series. From SA's solar boom to progress at Eskom, electric vehicles and how to finance energy infrastructure, this is a summation from 20 experts inside Investec and beyond. This series was hosted by Iman Rappetti- an award-winning journalist and author.

00:00: Intro

01:57: The consequences if SA doesn't transition

03:36: Clean energy's advantages

04:42: Diagnosing Eskom's woes

05:35: Private sector investment in energy: REIPP's success

06:52: The importance of unbundling Eskom

07:17: Eskom's turnaround

08:01: Phasing out of fossil fuels

09:40: Examining humanity's reliance on coal and oil

10:53: The mining sector's contribution to carbonisation

11:39: The opportunity of PGMs (platinum and palladium)

12:53: Battery innovation

13:42: Bringing nuclear into the future energy mix

14:04: A case for nuclear

15:05: Is the promise of hydrogen overstated?

16:46: Investec's Sustainable Solution offering

17:30: SA's solar awakening

18:38: Growth of solar in the commercial and industrial (C&I) space

19:40: Solar's appeal

20:22: Equitable access to renewable energy

21:23: Electricity 'feedback' schemes

22:34: Electric vehicles in SA

24:10: Interest in EVs on the up

25:06: EV's for business rental

26:12: Economics of clean energy too good to ignore

27:39: Africa's crucial role in the globe's energy transition

28:18: Barriers to energy infrastructure investment

28:52: The opportunity for Africa to leapfrog to green industrialisation

29:40: SA to benefit from regional energy demand

31:21: Export and credit agency finance to derisk

32:11: Example of export finance in action: Acre Investment Fund

33:10: Incorporating renewable energy into your investment portfolio

33:57: How to invest to do well, and do good

35:12: The energy transition is worth the turbulent journey

36:23: Concluding comments and thanks

To find out about Investec's private client and business energy offering, visit: https://www.investec.com/en_za/borrow/finance-for-individuals/sustainable-solutions.html

To find learn more about Investec's corporate and institutional energy offering, click: https://www.investec.com/en_za/investec-for-corporates/finance/energy-infrastructure.html

Explore investing in the Global Sustainable Equity Fund here: https://www.investec.com/en_za/investment/invest-offshore/global-sustainable-equity-fund.html The Current podcast series | Ep 1 - 10 · Investec Focus Radio SA

In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris looks at elections in the US, disappointing data out of the country which suggests that growth expectations might be a little bit too high and some encouraging data out of South Africa. Investec Focus Radio SA

The market may be unpredictable, but your investment strategy doesn't have to be. Investec Investment Management experts Ebeth Van Heerden, Head of Investment Distribution & Intermediaries, and Paul McKeaveney, Portfolio Manager, share their insights on what approaches are winning, common mistakes investors make, and why staying the course is important.

Podcast key moments

00:00 – Introduction

01:06 – Investing vs savings, what’s the difference?

02:56 – Why is investing so difficult? Why do you choose the right investment for your needs?

04:51 – The value of time

06:53 – Risk mitigation strategies

08:03 – Investment lessons from the past

10:00 – Common mistakes investors make in times of uncertainty

12:36 – Should we be putting more funds offshore, given headwinds facing South Africa?

13:57 – Buying into a concentrated index

15:34 – What does “invest and forget” mean?

17:09 – Active vs passive investment strategy

18:23 – Which asset classes are outperforming in 2024?

19:45 – Key factors investors should be thinking about today.

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 No Ordinary Wednesday with Jeremy Maggs · Investec Focus Radio SA

Everything Counts is a new bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help you improve your financial well-being.

In this episode leading financial consumer journalist, Maya Fisher-French and seasoned Investec financial advisor, Kgomotso Motloung are back and they dive deep into the world of debt management, offering invaluable insights and practical tips to help you pay off debt and start saving for a brighter financial future.

Don't miss out on this episode packed with real-life examples. Whether you're a young professional or a seasoned investor, this podcast will equip you with the knowledge and tools to manage your debt effectively and pave the way toward financial freedom. Tune in now and take the first step towards a brighter financial future!

Skip ahead

00:00 Introduction

01:03 What is debt?

02:37 Defining wants vs needs

04:39 The importance of an emergency fund

06:26 Getting yourself out of debt

08:39 How do you deal with extra money while you are in debt?

09:49 The importance of negotiating better interest rates

11:47 Personal loans

14:40 What you qualify for vs what you can afford

17:09 How credit scores work

20:38 The pros and cons of debt consolidation

23:30 Paying off debt vs saving

25:38 What is a survival budget and how does it work?

You may be interested in:

LifeStarter by Investec Life

The life you’re working towards is anything but ordinary, that’s why we’ve designed extraordinary life insurance solutions to help you protect it. But we understand that managing competing responsibilities and financial pressures can feel like a balancing act. So, we’ve developed a product to kickstart your life insurance journey with us. Introducing LifeStarter by Investec Life. A complimentary life insurance package, made for you. LifeStarter by Investec Life · Investec Focus Radio

In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses some disappointing data coming out of the US, concerning data out of China and reasons for optimism when it comes to SA Inc. Investec Focus Radio SA

Despite Africa having 60% of the best solar resources in the world, it only has 1% of installed solar PV capacity. And some 600 million people in Africa don't have access to energy- with detrimental developmental consequences.

The need is huge, and so too is the opportunity to finance Africa’s renewable energy transition. Revego's CIO says the total investment for renewable energy in Sub-Saharan Africa for the next eight years could reach about 193 billion US dollars.

In episode 9 of The Current, we discuss what needs to be done to mobilise the necessary capital to electrify Africa. Host, Iman Rappetti, is joined by Ana Hajduka Shields, CEO of Africa GreenCo, Ziyaad Sarang, Revego's CIO and Brian Irvine, Investec's global head of Export and Agency Finance.

00:00: Intro

02:25: Meet the guests

02:58: All the resources and so little power

05:25: What's the cause of Africa's energy deficit?

06:34: What's got in the way of investment in energy infrastructure?

07:44: Moving away from fossil fuels

08:26: Africa to leapfrog to green industrialisation

09:32: The "Beautiful convergence" of climate concerns, economics and energy efficiencies

11:19: Africa's riches need to be harnessed

12:19: Innovative financing: export finance credit agency

13:14: Acre Import Capital - A real-world example

16:24: Green bonds to build infrastructure

17:15: What about equity markets?

19:13: Education is a key factor to attract capital

22:30: Regional power pools and trading of energy

24:19: South Africa to benefit from cross-border trading

25:41: C&I project for commercial off-take

26:10: In crisis comes opportunity- 193bn dollars in opportunity

This podcast was brought to you by Investec's Export and Agency Finance team to find out more click here: https://www.investec.com/en_za/investec-for-corporates/finance/export-and-agency-finance.html Investec Export and Agency finance · Investec Focus Radio SA

Despite some notable economic gains for South Africa, growth constraints persist. What does this mean for the second half of the year? Investec Chief Economist Annabel Bishop shares her projections for the next six months and highlights the key economic indicators to watch out for.

Podcast key moments:

00:00 – Introduction

00:57 – Impact of elections on the rand, investor confidence and the economy

02:27 – GDP outlook for the rest of 2024

03:44 – Will the Purchase Manager's Index (PMI) improve?

05:10 – What will strengthen business confidence?

07:47 – Household finances remain restricted

09:04 – Inflation data positive for interest rates

10:45 – Impact of inflation on household finances

11:53 – Impact of global elections on South Africa

13:51 – Will South Africa’s 10-year benchmark bond recover?

16:19 – What are the key drivers of rand volatility?

17:40 – Key economic indicators to watch out for in the second half of 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.

Read more on www.investec.com/now Investec Focus Radio SA

Everything Counts is a new bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help listeners improve their financial well-being.

In this episode, we dive into budgeting and discuss how to manage your money better. Our expert guests, seasoned Investec financial advisor Kgomotso Motlaung and leading financial consumer journalist Maya Fisher-French, share their insights on budgeting and offer practical tips to help you take control of your finances.

Whether you're just starting out or looking to improve your budgeting skills, this episode will provide the guidance you need to achieve your financial goals. Tune in now and start making every penny count!

Skip ahead

00: 00 Introduction

01:12 Maya’s budgeting story

03:12 Why is budgeting important to your financial wellness?

04:11 What are the characteristics of a good budget?

07:27 How important is discipline?

09:56 How important is having conversations with your family about your budget?

13:46 What portion of your income must you set aside to save?

15:49 How does your life stage determine your budget?

17:52 How can budgeting tools assist you?

18:47 How do you put aside money to splurge?

22:07 How do you make sure you keep to your budget?

24:11 What are some of the biggest mistakes people make when drawing up a budget? Full article · Investec Focus · Investec Focus Radio SA

Everything Counts is a new bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help listeners improve their financial well-being.

In this episode, we dive into budgeting and discuss how to manage your money better. Our expert guests, seasoned Investec financial advisor Kgomotso Motlaung and leading financial consumer journalist Maya Fisher-French, share their insights on budgeting and offer practical tips to help you take control of your finances.

Whether you're just starting out or looking to improve your budgeting skills, this episode will provide the guidance you need to achieve your financial goals. Tune in now and start making every penny count! Article · Investec Focus Radio

In this week's episode, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth unpacks the latest global PMI print and what it means for the global growth, US employment, European Central Bank interest rates cut and South Africa’s latest GDP reading. Investec Focus Radio SA