In episode 2, Michael Fridjhon, Chairman of the Trophy Wine Show, Tom Carson, one of the international judges, and Bruce Jack - founder of Flagstone wines and Bruce Jack wines- discuss wine competitions crucial role in the wine ecosystem. More than just an opportunity for winemakers to win awards, they ensure local wines remain internationally competitive, whilst encouraging innovation and transformation in the wine industry. 00:00: Introduction – Wine, legacy and leadership 02:18: Origins and impact of the Trophy Wine Show 04:24: International perspectives – Tom Carson’s insights 05:35: Remembering Len Evans – Training the next generation 08:03: Judging standards and the selection process 09:51: Why the academies matter – Beyond the echo chamber 11:32: Bruce Jack – endorsements and the power of awards 12:58: Where are South African wines gaining ground? 14:10: South Africa’s wine evolution – changing palates and practices 16:32: How can South Africa grow its global footprint? 18:48: The future of SA wine – A 10-year vision

In this episode, Motheo is joined by Sylvia Da Costa from Investec Sustainable Solutions, Darryl Brennan from Burgess Plumbing and Nkuleleko Mabila from Green Cape to tackle one of South Africa’s most urgent challenges: water outages and the need for reliable backup water systems. The panel unpacks the realities of South Africa’s water crisis, including infrastructure issues, climate change impact, and rising demand. They discuss the different types of water backup systems available, what homeowners should consider before installing one, and the importance of compliance with local regulations. They also cover the process and cost of installing a borehole, the legal requirements for borehole registration and the benefits of investing in alternative water solutions for peace of mind and cost savings. Plus, the team highlights tech innovations that help monitor water usage and prevent leaks, ensuring your system is efficient and future-proof. If you’re considering a backup water system or want peace of mind during outages, this episode is packed with expert advice and practical tips you can’t afford to miss. 00:00 Introduction 01:45 South Africa’s water crisis 03:25 What to consider before getting a water backup system 04:50 Backup water system compliance 06:16 Water purification vs filtration: Which is best? 07:20 Water filtration maintenance tips 08:38 What is backwashing? 08:56 Mistakes to avoid during backup water system installation 09:47 Tech-powered water innovations 10:56 Concerns around boreholes 13:24 Cost of a borehole in South Africa 14:15 Benefits of using a backup water system 15:00 What to look for in a backup water system 15:40 Backup water system success story 17:15 Local council vs homeowners’ responsibility around water wastage 19:10 Water efficient fittings at home 20:30 Conclusion

Trade policy uncertainty remains elevated, with US President Donald Trump responding to a court setback with the doubling of tariffs on steel and aluminium. Chinese trade talks appear to have stalled, while the US may retaliate with a tax on foreign owners of US securities, who come from countries deemed to unfairly tax US businesses. Listen to the weekly market round-up from the Chief Investment Strategist of Investec Wealth & Investment International, Chris Holdsworth.

Twenty years on, the managers of the Investec UCITS World Axis Core Fund reflect on what two decades of global investing have taught them and what investors should expect next. From shifting geopolitics to enduring investment truths, this episode of No Ordinary Wednesday with Investec Investment Management’s Head of Multi-Manager Investments Ryan Friedman and Fund Manager Bronwen Trower, explores the art of staying the course in aa world that rarely does. Podcast key moments: 00:00 – Introduction 01:28 - What is the Investec World Axis Range Fund of funds and where does it sit in an investor’s portfolio? 03:04 - What makes the Investec World Axis Range Fund of funds different? 05:28 – As a fund manager, how do you maintain a disciplined, long-term allocation framework amid extreme volatility and policy uncertainty? 09:08 – What’s the biggest misconception that investors have about global investing today? 10:11 - Where are investors looking in fixed income? 12:18 - The dollar has been fluctuating for months, what is happening? And are there other currencies we should be thinking about? 17:10 - How does South Africa look relative to the rest of the world? 18:43 - Private markets at all rage at the moment 21:24 - What has anchored your investment philosophy across such divergent cycles? 22:45 - What’s the one lesson you take from managing this fund across two turbulent decades and what’s next? 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.

This week, Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, looks at what’s clouding the US economy outlook including uncertainty about tariffs, weakening consumer sentiment and higher bond yields, partly stemming from a new tax bill that could add billions of dollars to US government debt in the coming years.

In this debut episode of Wine in Focus, we hear from Johan Malan from Wine Cellar, Mike Ratcliffe - co-founder of Vilafonté and Investec's Roy van Eck on why and how to invest in fine wine. They cover how you tell the difference between a premium vintage and a plonk, how to age wine, a wine bond, and close with their hopes for South Africa's wine industry. 00:00: Intro 01:54: Wine as an alternative asset class 03:29: Basic investment case for wine 05:12: Tips on what separates a fine wine from an average one 09:00: Are stickers a sign of pedigree? 10:24: How to store wine 11:38: Should you ensure your fine wine? 13:44: How do you apply patience and allow fine wine to improve? 17:35: What returns to expect from fine wine investment 21:53: First of its kind: Wind bond 23:53: The SA wine industry in the next 10 years

Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe. Each episode unpacks practical aspects of personal finance-how to save, spend, invest, and make smart decisions to boost your financial well-being. In this episode, Motheo is joined by De Wet Taljaard (Technical Advisor at Investec Sustainable Solutions), Kirk Palmer (Director at Solafi), and Andrew Winstone (CEO at Energy LED) to tackle one of South Africa’s hottest topics: solar power and energy efficiency for households. They break down the current state of the energy crisis in South Africa, the realities of Eskom, and the future of electricity. The panel shares actionable tips on how to reduce your energy bill; from switching to LED lighting to using your geyser smartly and choosing energy efficient appliances. The panel explains the different types of solar systems, the cost of solar panels for home and how to choose a solar system for your home. Whether you’re ready to invest in solar or just want to make your home more energy efficient, this episode is packed with expert advice to help you make informed decisions and take control of your energy future. 00:00 Introduction 01:36 The current energy crisis in South Africa 03:05 The Energy Availability Factor (EAF) 04:28 The impact of power failures in municipalities 05:10 How to curb the cost of power failures in your home 05:50 How to use lights to reduce energy consumption and save costs 07:39 Energy efficient options to cut costs in the home 8:36 How to use the energy efficiency metric 09:14 Insulation in the home 10:24 Home solar system costs and the return on investment 12:49 Types of solar systems on the market and the costs involved 14:50 Maintenance and lifespan of solar systems 15:30 Choosing the right solar system 17:32 Sectional titles and body corporates 18:45 Compliance and safety considerations 20:10 Eskom direct connected customer requirements 21:20 Why registration is the responsibility of the business or homeowner 21:52 Meeting the requirements to get your system registered 22:17 Financing opportunities for solar systems 22:45 Funding solutions for Investec clients 23:18 Cape Town versus Johannesburg: feeding back into the grid 25:32 Energy saving tips 26:08 Increasing energy independence and savings for the future 27:20 How can you prepare for South Africa’s growing water crisis? Listen to the whole Everything Counts series on Investec Focus Radio SA

In this episode Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, discusses a general decline in inflation numbers around the world in April, indicating little reason for concern yet. However, uncertainty about policy and tariffs makes forecasting difficult, especially in the US.

From a global pandemic to fractured supply chains, energy shocks, inflation spirals, rate hikes, AI disruption, war, and geopolitical realignment - the last four years have been anything but dull. As we celebrate the 100th episode of the No Ordinary Wednesday podcast, we pause the relentless churn of the news cycle to reflect on the macro themes that have defined our world since this show first aired in May 2021. In this episode, we’ve gathered a veritable global panel of Investec leaders from Johannesburg, London, Mumbai, and Dubai to share their insights on what has shaped their regions and the critical forces they will be monitoring in the coming years. Podcast key moments 00:00 - Introduction 01:37 – How have macro trends influenced the UK 05:14 – What are the most significant factors impacting South Africa’s economy? 08:09 – What macro trends have impacted India? 10:33 – UAE’s story of reinvention 14:09 – What key forces are you watching closely that could shape strategy and opportunity in UK, South Africa, UAE and India? 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.

The world’s leading economies are seeing a deceleration in manufacturing activity, although they remain in expansive territory. In the US, earnings are being revised down, largely in response to the fall in GDP growth that this implies. Meanwhile the Fed is keeping rates steady in the face of an uncertain inflation outlook, but China is cutting rates to stimulate its economy. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, analyses high frequency data of economic activity across the world.

In this episode, Lieze-Marie Brink and Jacques Van Niekerk from the Investec Tax and Fiduciary team dive into the critical aspects of wills and estate planning in South Africa. They explore why having a will is essential, especially in ensuring your assets are distributed according to your wishes, and the importance of establishing trusts. Jump to topics of interest: 00:00 Introduction 01:00 Marriage and wills in South Africa 02:50 Life partnerships and wills 03:30 Divorce and wills 04:30 Estate planning after having children 05:30 Testamentary trusts and risk 09:00 Laws of intestate succession 10:30 Adding failing provisions to your will 12:30 The value of trusts and wills 15:00 Do you need an offshore will for offshore assets? 16:00 Example: UK-based investment 17:00 Example: Property ownership in France (forced heirship laws) 20:00 What happens if your beneficiaries move abroad?

Despite the tariff turmoil last month, US equities overcame the initial Liberation Day turmoil to end higher over the month. However, as Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, points out, the rest of the world has been outperforming the US.

Post the tariff turmoil, investors are reconsidering their exposure to the US market. In this episode of No Ordinary Wednesday, Annelise Peers, Chief Investment Officer at Investec Switzerland, and Richard Cardo, Portfolio Manager and Head of Single Manager Investments at Investec, who oversees the Investec Global Leaders Fund, delve into the macroeconomic and market dynamics reshaping global asset allocation.

In this episode, Lieze-Marie Brink and Jacques Van Niekerk from the Investec Tax and Fiduciary team discuss the key aspects of estate planning and drafting a will in South Africa. They cover what should be included in a will, how to get started, and the importance of updating it after major life changes. Jump to topics of interest 00:00 Introduction 01:30 Why wills are important 02:45 The cost of a will 03:35 What happens if you don’t have a will 04:15 The laws of interstate succession 05:00 What makes a will valid in South Africa? 08:00 Where to start with drafting a will in South Africa 08:45 How often do you need to update your will 12:30 Consider your marriage regime when drafting your will 14:30 Religious provisions in your will 15:10 Joint wills 17:00 Will vs letter of wishes 19:00 Offshore assets and jurisdiction 21:30 Where should wills be kept? 23:00 The importance of talking to your loved ones about deceased estate administration

Where are investors seeking refuge amid uncertainty? And will the recent rebound in global stocks last? In this episode of No Ordinary Wednesday, Investec Wealth and Investment International's Chief Investment Strategist Chris Holdsworth, and investment strategist Osa Mazwai explore the ongoing impact of US President Donald Trump’s tariff policies. Podcast key moments: 00:00 – Introduction 01:09 – What’s been the market reaction since Trump’s tariff about turn? 01:46 – Why was there a huge bond sell-off? 03:05 – What does the US bond market turbulence mean for SA? 04:21 – Is the US still a go-to safe haven? 05:26 – What other safe havens are investors looking to? 06:58 – Can China rely on domestic demand to drive growth? 08:39 – How does the tariff pause on SA impact investor sentiment? 10:11 – What are markets watching regarding the GNU? 12:05 – Currency expectations? 13:09 – Recession in the US? 14:37 – How are tariffs disrupting global supply chains? 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.

US markets have been behaving unusually of late, with Treasury yields rising (weakening) even as the US dollar weakens. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, argues that this reflects a sizeable negative shift in perceptions about the US economy, with US assets failing to exhibit their usual safe haven qualities in times of trouble.

In this special edition of Investec’s No Ordinary Wednesday podcast, we delve into the recent market turmoil following President Donald Trump's controversial tariff announcements, which led to a staggering $5 trillion loss in the S&P 500 in just two days. In this Special Edition No Ordinary Wednesday, Investec Wealth & Investment International’s Chief Investment Strategist, Chris Holdsworth, and Investment Strategist, Osagyefo Mazwai discuss implications for the global and local economies, investment portfolios and the future of markets. Podcast key moments: 00:00 – introduction 01:01 - What’s the Global Investment Strategy Group’s view on Trump’s strategy and how does it impact its risk score? 03:00 - Is this all bark and no bite on Trump’s behalf? Could Trump roll back any of the tariffs? 03:54 - Is there method in Trump’s madness? Could these tariffs play to his ambitions of boosting local manufacturing, reducing debt and improving the life of the majority of Americans? 05:55 - US recession fears are mounting, are these valid? What would the knock-on consequences be for global growth and earnings? 06:39 – Where are the opportunities for investors amidst the chaos? 07:50 - South Africa’s exposure to tariffs? 09:24 - What options does the South African government have when it comes to responding to the tariffs? 10:30 – The uncertainty with the government of national unity is weighing heavily on local markets. How will this play out? 12:17 - With all this uncertainty, how is Investec’s Global Investment Strategy Group positioned on South Africa? 13:30 - South Africa has strong trade ties with both the US and China. How could these tariffs affect the country’s trade balance? 14:22 - Should we be concerned about further rand weakness? 15:20 - With no end in sight to geopolitical tensions and global trade shifts, what is the outlook for the global economy over the next 12 months? 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.

When planning your estate, understanding the tax implications on a deceased estate is crucial. In this episode of Everything Counts, we dive into estate duty, capital gains tax, income tax after death, and how trusts can help with tax efficiency and asset protection. Joining the discussion are: • Nikki Bush: Renowned speaker and author, who shares her personal journey of loss and resilience. • Lieze-Marie Brink: Legal and financial expert at Investec, providing crucial estate planning insights. • Navashni Rajkumar: Financial advisor dedicated to financial literacy and planning.

The fallout from US President Donald Trump’s ‘Liberation Day’ tariffs continued on global markets on Monday. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, discusses the big question of whether the tariffs will lead to a recession in the US and elsewhere, and what the long-term damage to confidence will be, even if there is a reversal in policy.

South Africa’s economic revival hinges on mobilising private capital for infrastructure. With fiscal pressures mounting, public-private partnerships (PPPs) offer a crucial path to sustainable growth. Lourens van Rensburg, head of Corporate and Institutional Banking at Investec, and Martin Meyer, head of Energy & Infrastructure Finance, dissect key insights from Investec’s SA Economic Reform Conference. What will it take to unlock investment—and why is time running out? Podcast key moments: 00:00 - Introduction 01:29 - Is there a fundamental shift in the relationship between the public and private sectors? 04:25 – What factors have contributed to the Renewable Energy Independent Power Producer Procurement Programme (REIPPPP) success? 06:31 - Eskom has added a new 800-megawatt unit at the Kusile Power Station, are we out of the woods regarding electricity generation? 09:30 – What can improve the bankability of infrastructure projects? 13:11 - What strategies are crucial for revitalising our manufacturing sector, and how can public-private partnerships play a role in this effort? 15:40 - How do you ensure that infrastructure development prioritises not only economic growth but also sustainability and the needs of local communities? 18:30 - What key infrastructure development lessons can South Africa draw from India? 20:18 - What is the one thing that needs to happen to get the flywheel of private sector investment turning? 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.