NOW Ep85: Top concerns for global financiers in today’s market

Loading player...
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.
Chapters
  • 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
29 Oct 2024 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep106: What the Strait of Hormuz means for energy prices

What will be the impact of the hostilities in the Middle East on the world economy? Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International, examines the impact on oil prices, in particular, taking into account further disruption at the key Strait of Hormuz.
2 Mar 10 min

What's next? | The value of values

In this episode, of What's Next, we explore how corporate values shape decision-making in a time of political polarisation and markets that reward short-term performance. Ethics expert, Alison Taylor, and experienced board chair, Karen Wood, discuss the tension between purpose and profit, the realities of trade-offs, and how leaders can…
26 Feb 48 min

Macro Monday Ep105: Trump’s tariff setback

It was a difficult Friday for US President Donald Trump, as the Supreme Court ruled against his tariffs, while GDP in the fourth quarter grew by less than expected and a core measure of inflation rose. But, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, Trump…
23 Feb 13 min

Whats Next | The Tech Reckoning: Who Shapes the Next Economy?

What Next? Leadership Conversations for a Better Future examines how leaders can build future-fit economies in a time of accelerating technological and societal change. This episode looks at the power shifts created by AI and digital systems - asks where real agency still lies. Hosts Lindsay Hooper and Marc Kahn…
20 Feb 32 min