Monday, April 13, 2026
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Chris Holdsworth

PODCAST: No Ordinary Wednesday Ep123 | Middle East conflict – counting the cost of disruption

Markets are sending a surprisingly calm signal in the face of escalating conflict with Iran. Oil prices are rising, supply chains are under pressure, and recession risks are quietly ticking higher, yet equities remain relatively steady. In the latest episode of No Ordinary Wednesday, Jeremy Maggs is joined by Investec experts in SA and the UK - Callum Macpherson, Phil Shaw and Chris Holdsworth - to unpack what’s really at play. The conversation explores what happens if the conflict drags on for longer, what key indicators markets are watching and what risks to the global economy are already emerging.

WEF2026 | What markets will be watching in Davos

The World Economic Forum Annual Meeting is here and markets are paying attention. As leaders gather in Davos, the conversations will likely shape risk premiums, capital allocation and investor confidence in the months ahead.  In episode one of Investec's special Davos Debrief podcast series, host Jeremy Maggs is joined by Chris Holdsworth, Chief Investment Strategist at Investec, to cut through the noise and focus on what really matters for investors.

PODCAST: No Ordinary Wednesday Ep116 | Markets in dissonance – what 2025 taught us

The year-end episode of the No Ordinary Wednesday podcast confronts a familiar contradiction: markets that looked buoyant, and an economy that often didn’t. In a conversation between host Jeremy Maggs and Investec's Chief Investment Strategist Chris Holdsworth, this podcast dissects the year’s dissonance and the lessons it leaves behind - above all, that in a noisy world, valuation discipline and diversification remain the investor’s most dependable anchors.

PODCAST: Tariffs – Pause and effect

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: Positioning for tariff turmoil

In this special edition of Investec’s No Ordinary Wednesday podcast, Jeremy Maggs is joined by Chris Holdsworth and Osagyefo Mazwai to delve into the recent market turmoil following President Donald Trump's controversial tariff announcements.

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
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