Tag:
Jeremy Maggs
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.
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.
Podcasts
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.
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.
