NOW Ep 126: Investing through the noise
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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
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
Chapters
- 00:00 Introduction
- 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
- 09:55 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
