10 May 2012Thanos Papasavvas, Strategist for Fixed Income & Currency, discusses the implications of election results in France and Greece.
07 May 2012Michael Power has just returned from a 7 week tour of the globe, hear his review and thoughts from the trip.
06 May 2012John Stopford reviews the fairly disappointing recent global PMI data.
30 April 2012George Cheveley discusses the current outlook for commodities; are industrial led commodities beginning to slow?
23 April 2012John Stopford, co-head of Fixed Income at Investec Asset Management, analyses the latest round of European bond auctions and comments on the general state, indeed the very future, of the Eurozone.
19 April 2012Russell Silberston, portfolio manager at Investec Asset Management, talks of the successful short-term Spanish bond auction, looks forward to the 10 year Bond sale, and talks of the need for caution in the Eurozone.
11 April 2012Thanos Papasavvas elegantly and optimistically summarises the Eurozone's latest 'crisis'; Spain is in the spotlight.
22 March 2012South Africa’s consumer price inflation has surprised to the downside. Can it possibly have peaked? Andre Roux talks to Lindsay Williams
23 March 2012As the US stock market embraces 2012, is there a danger that investors are disbelieving and continue to look for the market ‘bogeyman’. Philip Saunders gives us his considered analysis.
19 March 2012Gold, China and the disappearance of bad news.
15 March 2012The US Federal Reserve is a positive mood. Is this the real thing?
02 March 2012Ben Bernanke quells talk of fresh stimulus to ease jobless rate, Russell Silberston discusses with Lindsay Williams.
24 FebruaryMichael Power embarks on a tour of the world’s key economic geographies, and touches on the South African Budget 2012.
23 FebruaryAndre Roux discusses South African inflation and responds to the Budget.
17 FebruaryWhy is growth out of favour? Why should it be in favour in the future? Richard Middleton, portfolio manager, discusses.
17 FebruaryLindsay Williams talks to Lesley Lipschitz about his recent appointment at Investec Asset Management after 37 years with the IMF.
2 February 2012John Biccard, portfolio manager of the Investec Value Fund, talks to Lindsay Williams on a testing 2011, reviews the recent stock market rally, and highlights his fund’s holdings.
14 December 2011Hendrik du Toit, CEO of Investec Asset Management, looks back on 20 years in business – how it started and what it took over the last two decades to transform a small business in Cape Town to a globally competitive investment manager. In conversation with Bruce Whitfield on The Money Show, 702 & Cape Talk.
