Tag:
Jeremy Maggs
Podcasts
PODCAST: No Ordinary Wednesday Ep115 | The great rewiring of global healthcare
Medicine is moving into a world where software spots patterns before humans sense symptoms, and breakthrough therapies can move markets faster than earnings reports. Longevity is rising, costs are climbing, and global healthcare systems are left to wonder whether innovation will save them or bankrupt them first. In this episode of Investec No Ordinary Wednesday, Jeremy Maggs speaks with Dr Jimmy Muchechetere from Investec Investment Management UK.
Podcasts
PODCAST: MTBPS 2025 | Gold’s fiscal glow
South Africa’s economic story is balancing between risk and resolve, discipline and delivery. As the country prepares for its first Mid-Term Budget Policy Statement (MTBPS) under a coalition government, National Treasury faces a difficult equation: stabilise debt, restore credibility and still find space for growth. In this episode of No Ordinary Wednesday, Jeremy Maggs is joined by Investec’s Annabel Bishop, Tertia Jacobs, and Osa Mazwai to unpack the policy choices shaping the 2025 mini budget.
Podcasts
PODCAST: No Ordinary Wednesday Ep113 | The new era of cyber risk
Deepfakes that fool the eye. Voices that sound real. Attacks that never sleep. As artificial intelligence reshapes both offence and defence, cyber risk has gone mainstream. In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Investec cybersecurity experts Nomalizo Hlazo and Tash van der Heever.
Podcasts
PODCAST: No Ordinary Wednesday Ep112 | IMF Special – Signals from Washington
In this special IMF edition of No Ordinary Wednesday, Cumesh Moodliar, CEO of Investec South Africa, and Ruth Leas, CEO of Investec UK, unpack the signals from this year’s meetings in Washington – from the “three Ts” shaping investor sentiment (Trump, technology and tariffs) to the cautious optimism surrounding South Africa’s reform momentum.
Podcasts
PODCAST: No Ordinary Wednesday Ep108 | Striking gold in global markets
The six resources stocks among South Africa’s “Magnificent 10” are shining on the back of gold and platinum strength, but can the rally withstand US inflation, China’s demand shifts and local logistics woes? Jeremy Maggs speaks to Osa Mazwai and Campbell Parry of Investec.
Podcasts
PODCAST: No Ordinary Wednesday Ep107 | A pivot to lower interest rates in South Africa?
Inflation is at 3%. The Reserve Bank wants to lock it there. Interest rates are edging down. But the bigger picture is far from settled, as discussed by Jeremy Maggs with Investec Chief Economist Annabel Bishop. Just what does South Africa's macroeconomic policy mean for all of us?
Podcasts
PODCAST: No Ordinary Wednesday Ep106 – Beyond the balance sheet | Humanising wealth
What do the colours of a popular toothpaste tell us about how we think about wealth?
In the latest episode of the No Ordinary Wednesday podcast, Alexandra Nortier and Marc Romberg, joint heads of Wealth Management at Investec Wealth & Investment International, join Jeremy Maggs to explore how the nature of wealth is changing.
Podcasts
PODCAST: No Ordinary Wednesday Ep105 – Global consumer trends 2025
From AI-optimised shelf space to influencer-fuelled fast fashion, global consumer trends are in flux. Global Consumer Analyst at Investec UK, Eddy Hargreaves, joins No Ordinary Wednesday to explore retail innovation, brand strategy, and why selling to today’s cautious, connected shopper is trickier than ever.
