Despite ongoing market uncertainties, Brent continues to trade around $68/b. The recent meeting between India, China, and Russia signals a unified front against US sanctions, while the upcoming OPEC+ meeting is unlikely to result in significant policy changes.

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 constitute a personal recommendation and is not investment advice. Investec

Oil prices rally on worries about Russian oil exports in view of the imminent increase in tariffs on India, which aim to dissuade India from buying in Russian oil

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 constitute a personal recommendation and is not investment advice. Investec

Volatility in many asset classes remains low, despite the unclear outlook for tariffs, US growth, jobs and interest rates. Meanwhile, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, the Fed remains cautious about the US economy, and markets are expecting a cut next month and four to five cuts next year. Investec Focus Radio SA

Planning a dream trip but feeling overwhelmed by flights, hotels and travel budgets?

This episode of Everything Counts is your essential guide to smart travel planning. It covers how to get the best value, avoid common pitfalls, and create authentic experiences without breaking the bank.

702’s Motheo Khoaripe is joined by Paolo Giuricich (Head of Investec Travel) and Liezl Gericke (Head of International - Africa, Middle East, and Asia Pacific) at Virgin Atlantic to share how industry insiders get more value when they travel: from when to book flights, how loyalty programmes can boost your journey, to using technology and trusted advisors to maximise every rand spent.

Whether you’re a first-time traveller or a seasoned explorer, this conversation will help you plan smarter, travel better and make every trip truly count.

00:00 Introduction

02:00 Investment in travel: How expectations have changed

03:00 How a travel advisor can help you get the most out of your holiday budget

04:30 Out-of-season holidays and affordable family vacations

06:00 When to best book flights

07:45 Don’t bank on last-minute holiday deals

08:50 Avoid peak season travel if possible

10:00 Travel is part of the holiday

12:45 Are airline loyalty programmes worth it?

13:15 Virgin Atlantic loyalty programme

14:50 How bank and airline rewards work together

15:30 Investec Travel benefits

19:45 How to avoid going over your holiday budget

20:00 Best travel apps

20:30 Using AI for travel planning

21:30 Conclusion Investec Focus Radio SA

Inflation is at 3%. The Reserve Bank wants to lock it there. Interest rates are edging down. But the bigger picture is far from settled:

• Growth is stuck below 1%

• US tariffs threaten trade and jobs

• The rand’s strength rests on fragile global sentiment

• Consumers are squeezed and government finances remain stretched

In this episode of No Ordinary Wednesday, Jeremy Maggs speaks to Investec Chief Economist Annabel Bishop about the shifting sands of macroeconomic policy, and what it means for business, households and markets.

Podcast key moments:

00:00 – Introduction

01:16 - What’s behind the SARB’s shift in inflation targeting? And will it or not result in significant rates cut?

04:44 - What would be the key triggers for either accelerating or pausing rate cuts?

07:43 – What sectors are potential bright spots and which structural drags are most likely to keep the annual growth rate anchored near one percent?

11:12 - What scale of impact do you anticipate tariffs will have our growth, trade balance, and broader economic outlook?

13:59 – How resilient is the South African consumer, and where are we seeing the greatest pressure on household spending?

16:22 - The rand has found support from recent dollar weakness, but how much of this strength is simply global sentiment, and how much reflects genuine improvements in South Africa’s economic fundamentals?

18:44 - How would you characterise current financial-market sentiment towards South Africa?

23:29 - Which key economic indicators will you be tracking most closely in the coming months, and why do they matter for South Africa’s 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

Following the Trump - Putin meeting after market close on Friday, initial uncertainty about the outcomes has shifted to optimism, with Russia agreeing to provide Ukraine with security guarantees. As markets react to this development, attention turns to the complexities of negotiations and their potential impact on oil, gas, and electricity prices.

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 constitute a personal recommendation and is not investment advice. Investec

Inflation is picking up in the world’s leading economies, and while US inflation surprised on the downside, there are signs of inflationary pressures in other areas. According to Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, it all points to some lively discussion at this week’s gathering of central bankers at Jackson Hole. Investec Focus Radio SA

Planning your next trip? Don’t leave home without comprehensive travel insurance, warn the experts. In this episode of Everything Counts, Motheo Khoaripe chats to Paolo Giuricich, head of Investec Travel, and Anrieth Symon, head of Travel at Bryte Insurance about the potential risks of relying solely on ‘free’ or ‘complimentary’ insurance when heading abroad.

Together, they break down why travel insurance isn’t just a “nice-to-have”, the difference between complimentary and comprehensive travel insurance, as well as what’s actually included in your policy.

So, when you’re planning an international adventure, don’t leave your peace of mind behind. This conversation will empower you to make informed, confident travel decisions.

00:00 Introduction

01:30 Why is travel insurance important?

02:30 What is comprehensive travel insurance?

04:45 Does travel insurance cover medical expenses?

06:00 Is travel insurance mandatory?

07:30 What should travel insurance cover?

10:30 Common travel insurance claims

14:00 What does travel insurance not cover?

15:00 Travel insurance exclusions

16:15 How pre-existing conditions affect your travel insurance

17:30 Travel insurance for seniors

18:30 What does travel insurance cost?

19:15 Complimentary vs comprehensive travel insurance

20:30 What does complimentary Investec travel insurance cover?

21:45 Medical travel insurance vs medical aid

25:10 When should you buy travel insurance?

26:00 Travel insurance for South Africans travelling locally

27:00 Conclusion Investec Focus Radio SA

Mixed signals persist for the US economy and its corporates. While there was a notable rebound in the composite PMI in July, there were contrasting outcomes across the different series, and bankruptcies are at five-year highs. Wall Street earnings have been strong, but share buybacks and insider buying also give a mixed message says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International. Investec Focus Radio SA

With Trump's deadline for a Russian ceasefire passing, Brent crude fell to $65.50/b, indicating market speculation about potential deals. As focus shifts back to rising OPEC+ output and summer demand, the implications for global oil and gas markets remain uncertain.

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 constitute a personal recommendation and is not investment advice. Investec