Tag:
Jeremy Maggs
Podcasts
PODCAST: No Ordinary Wednesday ep103 – tensions, tariffs and the fragile global economy
At the midpoint of 2025, the global economy stands at a precarious intersection of cooling inflation on one side and rising geopolitical tensions on the other. In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Investec Chief Economists Annabel Bishop (South Africa) and Phil Shaw (UK) about the shocks and signals shaping markets.
Podcasts
PODCAST: No Ordinary Wednesday ep101 – a 20-year perspective on global investing
Twenty years on, the managers of the Investec UCITS World Axis Core Fund reflect on what two decades of global investing have taught them and what investors should expect next. No Ordinary Wednesday is hosted by Jeremy Maggs.
Podcasts
PODCAST: No Ordinary Wednesday ep100 – a world in flux
From a global pandemic to fractured supply chains, energy shocks, inflation spirals, rate hikes, AI disruption, war, and geopolitical realignment - the last four years have been anything but dull. The 100th episode of No Ordinary Wednesday is a discussion on regional trends that will shape the years to come.
Podcasts
PODCAST: USA Inc – a superpower stumbles
With the recent global markets turmoil, driven by US President Donald Trump’s tariffs policies, questions are being asked about the future of US exceptionalism. Jeremy Maggs hosts this episode with Annelise Peers and Richard Cardo of Investec.
Podcasts
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.
Podcasts
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.
Podcasts
PODCAST: Global economy: Recession or recovery?
Recession risks, inflation pressures, and trade tensions - how is the global economy shaping up in 2025? Investec’s Chief Economists, Phil Shaw (UK) and Annabel Bishop (SA), take stock of the latest trends in No Ordinary Wednesday. From global growth forecasts to the economic outlook for Europe and South Africa, they break down what lies ahead.
Podcasts
PODCAST: Can tech titans keep up the pace?
Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec’s new trading and investing platform, Clarity, shares his views on the latest episode of the No Ordinary Wednesday podcast.
