Tag:
Investec
Podcasts
PODCAST: No Ordinary Wednesday | The economics of tourism in SA
South Africa’s growth challenge is shifting from reform to delivery. Tourism is part of that test. On No Ordinary Wednesday, Jeremy Maggs and Investec economist Lara Hodes examine what it will take to turn sector momentum into investment, jobs and sustained growth.
Sponsored
Stay invested; stay protected
International Titans Basket Ltd provides diversified international equity exposure with built-in capital protection, helping investors navigate periods of heightened market volatility. This dollar-denominated listed share, promoted by Investec, offers a measured way to stay “in the game” while staying covered.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies.
Ghost Stories
Ghost Stories #111: Global equities with 100% capital protection and geared upside (Japie Lubbe of Investec)
The award-winning Investec Structured Products team brings you the latest iteration of International Titans Basket Ltd. This product offers 100% capital protection and geared upside (with a cap), referencing a basket of underlying global equity indices. Bringing decades of experience and passion to this discussion, Japie Lubbe walks us through exactly how the structure works.
Podcasts
PODCAST: No Ordinary Wednesday Ep132 | Investing in AI’s next chapter
Artificial intelligence is moving faster than almost anyone expected.
After attending two of the world's biggest technology conferences in Boston and San Francisco, Investec global equity analysts David Smith and Zane Bezuidenhout unpack what they learned from the executives shaping AI's future.
From surging demand and infrastructure bottlenecks to agentic AI and the companies best placed to benefit, they explore what investors should be watching next.
This podcast is hosted by Jeremy Maggs.
Ghost Bites
Ghost Bites (Bank ratings upgrades | Mantengu | MAS | Oando)
Several SA banks have enjoyed a ratings upgrade from Fitch. A new bidder has emerged for Mantengu's Blue Ridge Platinum. PKMI's bid for MAS shares ended in a puff of smoke and not much else. Oando is a vertically integrated energy company that nobody talks about.
Sponsored
New Investec structured product helps investors maintain tech exposure with downside protection
Strong earnings in the tech sector have driven the Nasdaq to new highs recently. But with concerns about high valuations, investors are looking for ways to participate in the sector while protecting their downside. The Investec Nasdaq 100 Geared Growth structured product could address those needs, as explained by Brian McMillan in this piece.
Ghost Bites
Ghost Bites (CA Sales | Premier | Stor-Age | Vukile Property)
Vukile is doing well everywhere, while property sector peer Stor-Age's strong local performance is being diluted by tough conditions in the UK. It's Chuckles all round for Premier investors thanks to the Millbake numbers. CA Sales is dipping into digital with a new acquisition.

