HeyJaredInvestec
Investec is an international bank and wealth manager with primary operations in the UK and South Africa.
- Indexed episodes, last 90 days
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- Sep 9, 2026
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- Jul 6, 2026
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The signals from oil, bonds and inflation (opens the original)
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Oil, bond yields and inflation are sending a more cautious signal on the global outlook. Growth has held up better than expected. But energy markets remain tight, long-term borrowing costs are rising, and central banks are weighing the risk of another inflation shock. In the latest No Ordinary Wednesday, Ellie Henderson and Callum Macpherson of Investec UK discuss what the oil market, sovereign bonds and economic data are telling us now. They also explore what this means for interest rates and c
No Ordinary Wednesday | The signals from oil, bonds and inflation (opens the original)
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Oil, bond yields and inflation are sending a more cautious signal on the global outlook. Growth has held up better than expected. But energy markets remain tight, long-term borrowing costs are rising, and central banks are weighing the risk of another inflation shock. In the latest No Ordinary Wednesday, Ellie Henderson and Callum Macpherson of Investec UK discuss what the oil market, sovereign bonds and economic data are telling us now. They also explore what this means for interest rates, corp
Macro Monday Ep130: Crude prices, US jobs place focus on interest rates (opens the original)
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Crude oil prices have risen over 20% in the last month, and this problem seems unlikely to be resolved quickly: prediction markets put only a 30% likelihood of normal flows through the Strait of Hormuz by December. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management says with services inflation pressures also rising, and jobs numbers looking stronger, markets are pointing to rate hikes by the Fed. Investec Focus Radio SA
S04 Ep49 Energy Market Update: Oil prices climb as US-Iran tensions disrupt shipping (opens the original)
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Brent crude has climbed above $97 a barrel, its highest level since mid-July, as renewed US-Iran tensions disrupt shipping and keep markets on edge. In this episode, we examine the tit-for-tat attacks, emerging risks around the Strait of Hormuz and why intermittent calm may only encourage a stop-start cycle in oil flows. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments.
S04 Ep48 Energy Market Update: Strait tensions keep energy markets on edge (opens the original)
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Brent crude is back above $90 a barrel after renewed US-Iran hostilities reversed last week’s slide towards $85. In this episode, we examine the fragile diplomacy around the Strait of Hormuz, the latest exchange of fire and why geopolitical risk is keeping energy prices elevated. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a person
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