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Investing beyond uncertainty

Revisit the highlights of Investec’s My Investments event. Explore expert insights, local market opportunities, and a simplified approach to long-term investing.

 

You don’t need certainty to invest. You need a partner who thinks long term.

Investec's first-ever My Investments event held in Sandton on 29 May brought together leading voices from Investec Investment Management (IIM) and My Investments for an evening of insight, purpose and connection.

Guest speaker and panel moderator, Ferial Haffajee, put the spotlight on South Africa’s most pressing local stories, unpacking the deeper meaning behind the headlines. Chief Investment Strategist – Investec Wealth & Investment International, Chris Holdsworth, explored the broader global market dynamics – from the strength of the dollar and looming risks in the US to the untapped potential of South African equities.

Ryan Friedman, head of multi-manager investments, Investec Investment Management illustrated Investec’s disciplined, long-term investment philosophy, while Thabiso Masiela, Co-head of Investec My Investments, explained how My Investments makes investing simpler and more accessible − empowering you to take action independently or with the guidance of a Investec financial adviser.

Bronwen Trower, fund manager for Investec Investment Management showed how South African markets quietly exceeded expectations over the past 12 months, with strong returns from both the Top 40 index and local bonds.

 

Key themes and takeaways

If you weren’t able to join us or would like a reminder of the key moments in the discussion, watch the highlights.

If you weren’t able to join us or would like a reminder of the key moments in the discussion, watch the highlights.


Meet the panel
Thabiso headshot
THABISO MASIELA

Co-head of Investec My Investments

Chris headshot
CHRIS HOLDSWORTH

Chief investment strategist, Investec Wealth & Investment International

Rayan headshot
RYAN FRIEDMAN

Head of multi-manager investments, Investec Investment Management

Bronwen headshot
BRONWEN TROWER

Fund manager, Investec Investment Management


Ferial image
Guest speaker and panel moderator, Ferial Haffajee – Associate Editor, Daily Maverick

As Joseph Nye, the late philosopher, wrote: A country's soft power is almost as powerful as its hard power: its GDP and its trade relations.

Timeless fundamentals for confident investing 

 

Uncertainty is not the enemy − it’s part of the investment journey. Volatility often creates opportunities for those who stay grounded and think long term. That’s why a strategic, forward-looking approach consistently outperforms reactive decision-making.

A global mindset is essential, but it’s equally important not to overlook what’s in your own backyard. South African equities and bonds have quietly delivered strong returns, offering meaningful opportunities that complement a well-diversified portfolio.

In times of uncertainty, clarity becomes your greatest asset. Simplified strategies can cut through the confusion, helping investors stay calm, confident, and focused on what truly matters.

And most importantly, you don’t have to do it alone. Having a trusted partner by your side brings reassurance and expertise when it’s needed most.

 

Watch the full event

Whether you're considering your next investment move or looking to better understand how Investec approaches long-term wealth creation, this full event replay offers valuable perspective and expert insight.

Whether you're considering your next investment move or looking to better understand how Investec approaches long-term wealth creation, this full event replay offers valuable perspective and expert insight.

  • View video time stamps

    00:33 Introduction
    2:08 Why partnering with Investec
    3:58 Exploring Investec’s investment philosophy
    4:39 Introducing the guest speakers and panel
    6:13 Looking at the world through an optimistic lens.
    6:55 Navigating uncertainty
    13:56 Fixing Joburg’s water problems
    14:38 The GNU
    31:28 What’s happening globally
    33:23 The impact of tariffs on the US debt problem
    35:21 Inflation in the US
    37:20 Why the dollar remains strong
    40:59 South Africa and the opportunity it presents
    52:06 We have a massively concentrated market in South Africa
    53:00 Introducing the panel
    53:59 Rising above the noise
    58:25 Cautious optimism
    59:19 What is the market pricing based on current uncertainties
    1:01:58 Long-term and steady growth
    1:03:00 "Price is what you pay, and value is what you get”
    1:04:43 The importance of having the right people
    1:07:22 Dealing with uncertainty
    1:08:10 Conservative versus aggressive
    1:10:20 SA local funds
    1:11:31What about bonds
    1:12:12 Retirement and creating legacy
    1:13:50 Simplifying complex concepts
    1:17:00 The impact of Artificial Intelligence
    1:19:14 Opportunities in other markets
    1:23:53 Should we hedge against the market collapse?
    1:26:28 Why gold is a trusted investment
    1:28:53 A full range of products
    1:31:20 Closing

Thabiso headshot
Thabiso Masiela, Co-head Investec My Investments

Let us do the heavy lifting for you. Rather pair yourself with a trusted partner who can help you invest based on your objectives and what you’re trying to achieve over the long term.

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