Investec Focus Radio South Africa features conversations between leading minds from within Investec and other experts on economic, investment and business topics in addition to issues that go beyond wealth.
Macro Monday Ep134: Fixed income investors are having a tough time
There’s been an almost universal rise in bond yields around the world over the past few months. According to Global Chief Investment Officer Chris Holdsworth, developed markets have seen the biggest rises, with France one of the hardest hit, as it grapples with a worsening fiscal situation.
28 Sept 2026
Macro Monday ep 133 | US growth is running hot
The US economy is running hot, with the latest indicators pointing to 5% GDP growth, ahead of market forecasts for third-quarter growth of 2.8%. This comes despite high oil prices and rising inflation and has implications for the US dollar and the prospects of the US being able to grow out of its debt problem.
23 Sept 2026
No Ordinary Wednesday | South Africa’s race to get connected
South Africa’s digital infrastructure is expanding rapidly, from data centres and fibre networks to satellites. But can the country provide the power, capital and regulatory certainty needed to turn digital investment into lasting growth?
On No Ordinary Wednesday, Jeremy Maggs speaks to Investec CIB’s Louise Pillay, a telecoms and media analyst, and David Abbey, a leveraged finance specialist, about what is driving demand, where the risk of overbuilding lies and what it will take to connect more of the country.
Chapters:
00:00 - Digital infrastructure as a growth engine
01:58 - How digital infrastructure has evolved
03:17 - Coverage versus digital inclusion
04:54 - What is driving demand for data centres and AI infrastructure?
06:08 - Is there a risk of overbuilding?
07:34 - Is grid access the bigger constraint for data centres?
08:45 - Power, water and social licence
10:53 - What makes a digital infrastructure project financeable?
12:04 - Can new rules speed up fibre rollout?
13:34 - Satellite versus fibre and mobile
14:47 - Does satellite change the economics of rural connectivity?
15:42 - How should policymakers regulate competing technologies?
16:38 - Who will fund the next phase of broadband build-out?
17:30 - What could change the outlook for the sector?
Who has been a guest on Investec Focus Radio SA
Names identified in recent episode analyses. Showing up to five guests.
Osagyefo Mazwai
Lara Hodes
Sinenhlanhla Sithomo
Elsie Rateiwa
Sipho Maseko
Reach and audience
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YouTube views
16,810,290
Score snapshot 15 Sept 2025
Apple Podcasts (US)
4.0 / 5
5 ratings
Spotify
5.0 / 5
79 ratings
Podcast Authority Score: 84 / 100
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