A New Learned Behaviour – Investec’s Nicola Mallard and Alicia Forry discuss how four months of lockdown will likely change consumer behaviour. Topics covered include how we shop, what we buy , where we work, our use of packaging and emphasis on health.

There will be implications for FMCG companies – they will need to reflect these changes in how they sell their products to consumers in a post pandemic world. Get in touch · Investec site

In this week's podcast, Head of UK Research, Harold Hutchinson, discusses the role of hydrogen with Senior Energy Technology analyst, Marc Elliott. Get in touch · Investec site

In this episode, Kate chats to Nicola about how Brexit could impact the retail sector, and they touch upon the potential mass disruption to supply chains. Investec site

In this episode, Nicola is talking with Kate and Ben about how the sector has performed throughout lockdown, but more importantly, they look ahead to the future of retail as the sector looks to reopen its doors to UK consumers. Investec site

Head of UK Research, Harold Hutchinson, is joined by Marc Elliott, Senior Analyst in Energy Technology and Martin Young, Senior Analyst in Utilities. In this podcast, they discuss a recent note written by Martin Young and how the circular economy has a pivotal role in the sustainable revival of post-COVID economy. Investec site

Head of UK Research, Harold Hutchinson, is joined by Marc Elliott, Senior Analyst in Energy Technology and Martin Young, Senior Analyst in Utilities. This week they are discussing hydrogen. There is a consensus that electrification is at the heart of the energy transition, but there appears to be less agreement on the role of hydrogen, tune into the discussion. Investec site

Alternatives were the only asset class to continue to show sequential revenue growth in Blackrock’s Q3 update in April 2020. Since COVID-19 fears caused stock prices to collapse in February 2020, some of the strongest outperformers have been fund administrators, particularly those that focus mainly on fast-growing alternatives such as private debt, real estate and private equity.

We are joined by CEO of Sanne, Martin Schanier, CEO of MJ Hudson, Matthew Hudson and CEO of Ocorian, Anthony Zarmakoupis. Investec site

Harold Hutchinson, Head of Research at Investec, speaks with Martin Young and Marc Elliott about the current state of play in energy transition and the impact of the coronavirus outbreak on progress being made.

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. Get in touch · Investec site

Investec Wealth & Investment's Ronelle Hutchinson, Chris Holdsworth and Marc Romberg are joined by political analyst Ralph Mathekga to share their insights on the global and local economy for 2020. Watch video · Investec site

"What’s important is the confidence with which the market forecasts the future, particularly the future of the economies. And the less confident the forecasters (investors) become, the more volatility you introduce into the market; and that’s what happened in December." - Brian Kantor www.investec.com · Investec site