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Will we be able to eradicate Covid-19, or will it become endemic? If it does, what might “living with the virus” look like? How significant is the risk posed by global vaccine inequality, vaccine hesitancy, “long-Covid”, and vaccine-resistant variants? And in the longer term, is it just a matter of time until a new pandemic? If so, will we be any b…
 
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the oil market.-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 personal recommendation and is not investment …
 
Global demand continues to recover more quickly than output which remains restrained by shortages of raw materials. For many countries the growth gap has yet to drive up final product prices but an exception may be the US where prices are indeed jumping as the country benefits from an early reopening that has yet to unfold in many other economies.…
 
Investec Chief Economist Phil Shaw was joined by tax specialist Simon Bashorun.Following the UK Spring Budget earlier this month, when an increase in Corporation Tax was unveiled, the government has said it will make further announcements relating to tax policy on 23 March. On that day, being called "Tax Day" in the media, the Treasury will publish…
 
Wild bumps for US data are due to comparison distortions, an effect that is expected to be temporary and which would not derail Federal Reserve plans for extended stimulus. Steady policy for the Swiss National Bank, given a falling franc, is also the expectation. Jeremy Hawkins and Mark Pender also discuss the UK's performance amid developing tensi…
 
Despite the recent rise in long rates, neither the Federal Reserve nor the Bank of England are likely to make any QE adjustments. Covid cases have been coming down and vaccination rates going up in both the US and UK, in sharp contrast to the Eurozone where the outlook is becoming more uncertain.
 
Chief Economist Phil Shaw was joined by Investec property expert, William Scoular and Wealth & Investment's Simon Bashorun. Facing the challenge of balancing support for jobs amid the ongoing pandemic and calls to tackle the country's biggest peacetime fiscal deficit, will the chancellor start raising taxes now, or wait until the economy is on more…
 
Alan Harrison is joined by Head of Commodities, Callum Macpherson and Head of Oil and Gas Research, Nathan Piper to discuss the opportunities and trends for the oil and gas sector in 2021. 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 financ…
 
Is value vs growth a false dichotomy? That’s a question Max Richardson, senior investment director, Investec Wealth & Investment UK, put to Oaktree Capital’s Howard Marks, following the latter’s most recent memo, called “Something of Value”, which has generated a flurry of interest within the investment community. READ MORE…
 
Our duo of Jeremy Hawkins and Mark Pender round-up recent data and discuss the outlook for pending data and upcoming central bank announcements. Themes include weakness in the US labor market, ECB lending worries as well as the separation between assessments of current conditions and expectations for future recovery.…
 
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