Thursday, May 1, 2025

PODCAST: Can tech titans keep up the pace?

Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec’s new trading and investing platform, Clarity, shares his views on the latest episode of the No Ordinary Wednesday podcast.

Get rich or dope tryin’ – business lessons from Lance Armstrong

Some people will do absolutely anything to win. In some instances, we call that determination. In others, we call it greed. Just how blurry is the line between those two things? Take a lesson from the most tested athlete in the world: Lance Armstrong.

Navigating the Future: Key Global Trends Shaping the ETF Market

The global ETF market continues to expand rapidly. South Africa is mirroring this global trend, led by Satrix with dominant share of the local market. Fikile Mbhokota and Kingsley Williams share further insights in this piece.

Woodstock ’99: a recipe for a riot

What do you get when you combine an unused airforce base, 220,000 teenagers, a couple of angry nu metal bands and some very expensive water? Part concert, part scene from an apocalyptic movie, the Woodstock festival that took place in 1999 was practically doomed from the start. 

PODCAST: Budget 2025 – what to expect

In this special edition of No Ordinary Wednesday, Investec experts Chief Economist Annabel Bishop, Treasury Economist Tertia Jacobs and Chief Investment Strategist Chris Holdsworth share their predictions for Budget 2025

A structured approach to investing in China

Some local investors looking to diversify portfolios beyond developed markets in response to high valuations and slower growth are considering emerging market exposure in the hunt for better returns. Investec explains the opportunity in China in this piece.

Spotify: mafia tactics that work!

What does the world’s most popular music streaming service have in common with the mob? Aside from some playlists of Italian classics, only its (very effective) conversion strategy. 

GHOST WRAP – Retailers on sale on the JSE

The retail sector got off to a very poor start in 2025. With practically the entire sector down, are there stocks that were punished more than they should've been? This podcast is a useful summary of recent retail updates.
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