Markets & Economy

The attack on a US base in Jordan has increased worries in the oil markets and Brent has broken through 84 $/b. Investec Head of Commodities Callum Macpherson discusses what this means for the oil market. Investec

Investec Head of Commodities Callum Macpherson looks at the attack on a Russian fuel plant in the Baltic and the impact on oil prices. 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 advice. Investec

Investec Head of Commodities Callum Macpherson discusses the year ahead for 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 advice. Investec

The Investec energy market has returned with season 2. In the first episode, Investec Head of Commodities Callum Macpherson looks at the last few weeks in the oil market, including the impact of the Houthi attacks in the Red Sea. 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 advice. Investec

Investec Head of Commodities Callum Macpherson looks back on the 2024 key events and what the outlook for 2024 is. 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 advice. Investec

The delayed OPEC+ meeting took place last Thursday. Investec Head of Commodities Callum Macpherson discusses what was discussed. 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 advice. Investec

The weekend OPEC+ has been postponed. Investec Head of Commodities Callum Macpherson explains why this has happened. 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 advice. Investec

In the latest episode of Investec’ Fintech Podcast, Mark James is in conversation Conrad Ford, Chief Product and Strategy officer at the challenger bank Allica, the moats that Allica has built, the outlook for the UK Fintech sector and his views on the SME lending landscape. Investec

Last week saw further falls in oil and Brent reached a low of 76.60 $/b. Against this backdrop of weak prices, OPEC+ are meeting on this coming weekend. Investec Head of Commodities Callum Macpherson discusses how might they react to recent developments. 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 advice. Investec

The selloff in oil markets accelerated last week and Brent touched 79.20 $/b. Head of Commodities Callum Macpherson looks at the outlook. 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 advice. Investec

Oil prices have softened again as the market seems to be increasingly confident that the war in Gaza will not disrupt supplies. Investec Head of Commodities Callum Macpherson looks at the dynamics at play. 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 advice. Investec

In spite of the developments in Gaza, oil prices have not been moving much. Head of Commodities Callum Macpherson explains why. 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 advice. Investec

In this episode, we are joined by Cherry Freeman, founder and general partner at Hiro Capital. Cherry leads Hiro’s deal pipeline and focusses on games, media platforms and software investments. The team at Hiro have between them angelled over US$9bn worth of some extraordinary games, sports and technology brands and we delve into what Cherry is finding the most exciting at present. Investec

It is just over a week since the conflict in the Middle East, Head of Commodities Callum Macpherson takes stock of what energy markets have been doing since then. 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 advice. Investec

Brent set a low of under 84 $/b last week, rallied sharply this morning after the events that unfolded in Israel over the weekend. Head of Commodities Callum Macpherson discusses latest Brent moves. 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 advice. Investec

Brent set another new high over 97 $/b last week, but it is much lower today, Investec Head of Commodities Callum Macpherson discusses what has been behind these moves. 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 advice. HELP MITIGATE YOUR RISK · Investec

There was a new high in Brent - close to 96 $/b last week, but also lows close to 92 $/b. Is this a sign the rally is running out of steam? Investec Head of Commodities Callum Macpherson explains. Investec

In this episode, I am joined Sir Ian Livingstone, one of the founding fathers of the UK games industry. Ian co-founded Games Workshop in 1975, exiting in 1991 before embarking on a remarkable career in the video games industry. Along the way he has written multiple Games books which have sold over 21 m copies worldwide, In 1995 he co-led the merger which created video games publisher Eidos plc launching blockbuster titles including Lara Croft: Tomb Raider, He‘s an angel investor and has been an investor in, and executive at a range of huge successes including Golf Clash developers Playdemic Ltd, which achieved unicorn status, and Fall Guys developers Mediatonic. He was Chairman of Sumo Group plc until its sale to Tencent, and is currently a General Partner of venture capital fund HIRO Capital. Who better, then, to ask about his outlook for the Games sector? Investec

Brent rallied close to 95 $/b last week and the International Energy Agency warned about the impact of Saudi cuts on price volatility, Investec Head of Commodities Callum Macpherson discusses the latest International Energy Agency’s report. HELP MITIGATE YOUR RISK · Investec

Investec Head of Commodities Callum Macpherson discusses oil rallied strongly last week after Saudi Arabia announced an extension to its cuts. HELP MITIGATE YOUR RISK