Markets are moving fast but are investors moving with intent?

In the latest episode of No Ordinary Wednesday, we go beyond market headlines to unpack what investors are actually doing in a volatile, news-driven environment.

From trading the news cycle to navigating currency swings and concentrated markets, Investec’s Tinus Rautenbach and Bongani Nhleko share real insights from the Clarity platform, revealing where capital is flowing, how behaviour is shifting, and the risks investors may not see.

Listen now to understand the gap between perception and portfolio reality and what it means for your investment decisions.

Read more on www.investec.com/now

Chapters:

00:00 – Introduction: Markets driven by reaction, not fundamentals

01:43 – How investors react to breaking news

02:27 – Timing the market: speed vs sequencing

03:06 – Market resilience and the fragility of narrow leadership

04:17 – Flight to safety: textbook vs reality

05:54 – Trading the news cycle: does it add value?

06:53 – Diversification in a concentrated market

08:24 – Offshore investing: asset exposure vs currency impact

09:18 – Clarity platform overview (ad break)

09:55 – Sector trends: what investors are buying now

10:46 – Commodities, energy and tech: short-term trade or long-term shift?

12:12 – Beyond equities: rise of cash, crypto and alternatives

13:31 – Investor mistakes in volatile markets

14:31 – Trading frequency: activity vs discipline

16:27 – Positioning for inflation and higher rates

17:47 – Global conflict and the South African portfolio Investec Focus Radio SA