Investec Focus Radio SA

What impact will Trump's presidency have on the global economy and emerging markets? Tune in to the latest episode of the No Ordinary Wednesday podcast for insights from Investec experts, Annabel Bishop (SA) and Ellie Henderson (UK). Listen here

Podcast key moments:

00:00 – Introduction

01:00 - A few days since the Trump win have global markets settled?

02:56 – How will a Trump presidency impact inflation in the US?

04:15 – How will the Trump presidency affect global inflation and growth?

05:34 - How worried should emerging markets be about inflation?

08:19 – How will Trump’s proposed tariffs affect global growth?

10:57 – How will the Trump presidency impact other key markets?

12:21 – Will a surge in US bond yields continue?

13:25 – SA bond market outlook

15:00 – Concerns about the oil market?

16:55 – Upsides to the Trump win?

Read more on www.investec.com/now

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

In this episode of Everything Counts, we explored various tax-saving strategies available to South Africans. With insights from tax experts Nicci Courtney-Clark, head of Tax at TaxTim and Bronwen Trower, co-portfolio manager at Investec Wealth & Investments, we uncovered how you can optimise your tax savings in South Africa while remaining compliant.

This episode is perfect for anyone looking to be more tax-savvy and keep more of what they earn.

Everything Counts is a 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.

Key moments

00:00 Introduction

01:00 Tax-free savings accounts explained

03:00 Retirement contributions and tax benefits

05:00 Tax considerations before retirement

06:00 Donation tax benefits and requirements

08:00 Home office deductions: What qualifies?

10:00 Understanding medical tax credits and expenses

13:00 SARS auto-assessments: Pros and cons

14:00 How to dispute an auto-assessment

17:00 Penalties for missing tax deadlines

18:00 Common tax-saving mistakes to avoid

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As an Investec client, you have access to a dedicated Investec financial adviser for your life insurance and investment needs. Our advisers provide objective advice with no additional fees or commissions. Ensuring transparency and trust. Experience clear, unbiased advice with your trusted financial partner. Investec Focus Radio · Read full article · Listen to the full series

In this episode of Everything Counts, we explored various tax-saving strategies available to South Africans. With insights from tax experts Nicci Courtney-Clark, head of Tax at TaxTim and Bronwen Trower, co-portfolio manager at Investec Wealth & Investments, we uncovered how you can optimise your tax savings in South Africa while remaining compliant.

This episode is perfect for anyone looking to be more tax-savvy and keep more of what they earn.

Everything Counts is a 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.

Key moments

00:00 Introduction

01:00 Tax-free savings accounts explained

03:00 Retirement contributions and tax benefits

05:00 Tax considerations before retirement

06:00 Donation tax benefits and requirements

08:00 Home office deductions: What qualifies?

10:00 Understanding medical tax credits and expenses

13:00 SARS auto-assessments: Pros and cons

14:00 How to dispute an auto-assessment

17:00 Penalties for missing tax deadlines

18:00 Common tax-saving mistakes to avoid

YOU MIGHT ALSO BE INTERESTED IN:

As an Investec client, you have access to a dedicated Investec financial adviser for your life insurance and investment needs. Our advisers provide objective advice with no additional fees or commissions. Ensuring transparency and trust. Experience clear, unbiased advice with your trusted financial partner. Investec Focus Radio · Listen to the full series · Read the full article

Was inflation the poisoned chalice inherited by Kamala Harris? Chief Investment Strategist at Investec Wealth & Investment International examines the role of inflation and economic performance in deciding the outcomes of US presidential elections over the years. Investec Focus Radio SA

The US labour market points to further rate cuts. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, also discusses expected cuts in the Eurozone and UK, while Japanese rates are set to rise, leading to convergence among the world’s leading developed markets. Investec Focus Radio SA

Join Investec CEOs, Cumesh Moodliar (SA) and Ruth Leas (UK), as they share their key insights from the recent IMF and World Bank meetings in Washington. In the latest episode of No Ordinary Wednesday, they highlight the economic policies and market trends poised to influence investors and markets around the globe. Listen here:

Podcast key moments:

00:00 – Introduction

01:10 – Why the annual Investec IMF Breakfast event?

02:08 – What concerns global investors and financiers in 2024?

03:50 – What could derail global growth prospects?

05:15 – With cooling inflation and easing monetary policy, are markets in a stronger position?

07:31 – What message did SARB Governor Lesetja Kganyago have for the global banking community about South Africa?

09:32 – What concerns did the global finance community have about South Africa?

11:26 - How closely are financial institutions and global markets monitoring fiscal policy worldwide?

13:41 – Insights on UK economy

16:00 – What is the investor sentiment towards South Africa?

19:36 – Is this a turning point for South Africa’s economy?

21:00 – 2025 global economic outlook

Read more on www.investec.com/now

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

In this episode, we explore the future of sustainable, green homes and energy independence with insights from industry experts, Claudia Thompson, Sustainable Solutions Product Owner at Investec, Anastasia Delis, Soly Representative Managing Global Partnerships, and Mzwakhe Mntambo from Burgess Plumbing, who share their knowledge on how solar energy, water management, and smart technology are transforming properties into eco-friendly homes.

Whether you're a homeowner looking to boost sustainability at home or a business owner aiming for energy efficiency, this episode offers practical guidance on navigating the evolving world of sustainable energy. Tune in to gain insights into the short- and long-term benefits of sustainability, from cost savings and increased energy independence to environmental responsibility.

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.

Key moments:

00:00 Introduction: The rise of sustainable living in South Africa

01:00 Trends in home sustainability: Local and international perspectives

03:00 The shift towards solar energy and backup water systems

06:00 How to be more sustainable at home - simple steps

08:00 The role of technology in managing home energy

10:00 Recycling and sustainable practices for homes

12:00 Understanding costs and financing for sustainable solutions

14:00 Choosing the right installer and avoiding common mistakes

17:48 Heat pumps and geysers

18:00 Sustainability considerations when buying property

22:00 Renewable energy finance

26:00 Predictions for the future of sustainability

28:00 The evolution of financial products to meet the increasing needs of sustainable assets

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To find out more about the Investec Private Home Loan, visit our website and if you’re an Investec client, get in touch with your Private Banker.

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If you're an Investec client, get in touch with your private banker.

Investec Bank Limited is a licensed FSP. Terms and conditions apply. Investec Focus Radio · Investec Private Home Loan · Investec Sustainable Solutions

The IMF has warned that global public debt will exceed $100 trillion by the end of the year, highlighting soaring fiscal deficits in the US and China. In his latest Macro Monday update, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, examines this and other key themes from last week’s 2024 IMF/World Bank Annual Meetings in Washington. He also looks at the latest economic indicators that show a slight recovery in US consumer confidence and highlights a moderately positive US reporting season. Turning to South Africa, Holdsworth unpacks the latest inflation figures that show a steady decline. Investec Focus Radio SA

While betting markets currently show Trump in the lead, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, believes the US election remains too close to call. In this edition of Macro Monday, he explores research on the implications of a win for either candidate on US growth and inflation. Other topics include insights on the latest US economic indicators, interest rate cuts by the European Central Bank, unexpectedly strong Chinese growth, and an anticipated decline in oil prices. Investec Focus Radio SA

A rerating of SA sovereign bond yields, a stronger ZAR, and sidestepping a fiscal slippage, have sparked optimism for a healthier national balance sheet. But structural challenges persist, impeding the potential for growth. In the latest episode of the No Ordinary Wednesday podcast, Investec Chief Economist Annabel Bishop and Treasury Economist Tertia Jacobs discuss the Finance Minister's priorities ahead of the mini budget on 30 October.

Podcast key moments:

00:00 – Introduction

01:24 - Under what macroeconomic conditions will the minister deliver the midterm budget speech?

02:44 - Is South Africa in a much better macroeconomic position going into Q4?

03:22 – Is the budget deficit narrowing?

04:09 – Is South Africa managing debt better?

05:26 – What are the risks to consider?

07:21 – What does fiscal consolidation look like for the country?

09:12 – Any tax announcements expected?

10:49 – What do you expect on inflation targeting?

13:07 - What are some of the key developments that have transpired between February 2024 the upcoming October MTBPS?

14:08 - What are the implications of the rerating of the country risk premium and appreciation of the rand on the balance sheet?

15:15 - Following the review of the public-private partnerships, what are you expecting from the minister on October 30?

17:20 - Some conditional debt relief for municipalities was announced by the minister in February, do you think there will be more relief?

19:36 - Is the minister reining in the spending?

21:14 – Revenue forecast

Read more on www.investec.com/now

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