Tag:
Investec
Podcasts
PODCAST: No Ordinary Wednesday Ep120 | Water risk is business risk
Water scarcity is no longer a future risk. It is already reshaping how businesses operate, invest and grow in South Africa. In this episode of No Ordinary Wednesday, recorded after an Investec and Proparco water-resilience event, Jeremy Maggs is joined by Dr Sean Phillips, Director-General of the Department of Water and Sanitation; Helen Hulett, water-security advisor; and Melanie Humphries, Head of Sustainable Solutions at Investec.
Ghost Bites
Ghost Bites (Rainbow Chicken | Sappi | Sea Harvest | Vodacom)
Rainbow Chicken's earnings have doubled, while Sea Harvest's earnings have quadrupled! Vodacom is making hay while the sun is shining in Egypt. Sappi is trading at COVID and GFC levels and expects more pressure on earnings in the next quarter.
Podcasts
Davos 2026 | Navigating the new disorder
The World Economic Forum Annual Meeting in Davos offered fewer illusions, and more realism. The rules-based order is no longer assumed. Geopolitics is now embedded in balance sheets. Scale matters. Delivery matters more. Jeremy Maggs talks to Investec Group Chief Executive Fani Titi on the final episode of Investec's Davos Debrief series.
Podcasts
WEF2026 | AI: from hype cycle to hard choices
AI has moved beyond experimentation. It now sits at the centre of decision-making. At the World Economic Forum Annual Meeting in Davos, the conversation is clear - how can leaders use AI to drive growth, manage risk and reshape work.
In episode 2 of Investec's Davos Debrief series, Jeremy Maggs speaks to Lyndon Subroyen, Investec’s Global Head of Digital & Technology.
Ghost Bites
Ghost Bites (Alphamin | Sibanye-Stillwater)
Alphamin had a strong 2025 despite security challenges in the DRC. Sibanye-Stillwater has plotted the way forward for its lithium asset, with cautious optimism as the overall theme.
Podcasts
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.
Ghost Bites
Ghost Bites (Aveng | Ninety One)
Aveng has announced a change in top management, with the CEO leaving the group at the end of January 2026. Ninety One's AUM has continued its positive trajectory.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies.
