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- 456 - S02 Ep17 Energy market update: Oil price recovery
Oil markets fell sharply at the end of last week and Brent traded at under 83 $/b. Investec Head of Commodities Callum Macpherson looks at why prices fell so sharply? Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Mon, 06 May 2024 - 3min - 455 - S02 Ep16 Energy market update: Oil price recovery
Investec Head of Commodities Callum Macpherson looks at what’s driving the oil price recovery, and whether it is sustainable. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Mon, 29 Apr 2024 - 3min - 454 - S02 Ep15 Energy market update: Market reaction to Middle East conflict
Investec Head of Commodities Callum Macpherson discusses market reaction to the Israel/Iran conflict and the oil price outlook. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Mon, 22 Apr 2024 - 3min - 453 - S02 Ep14 Energy market update: Market reaction to Middle East conflict
How have energy markets reacted to the news of the Iranian strike on Israel on Saturday? And the latest from International Energy Agency report with Investec Head of Commodities Callum Macpherson. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Mon, 15 Apr 2024 - 4min - 452 - S02 Ep13 Energy market update: Brent breaks past 90$/b
Brent has continued higher recently and broke 90$/b at the end of last week. Investec Head of Commodities Callum Macpherson discusses what has brought the market to these levels. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Mon, 08 Apr 2024 - 4min - 451 - S02 Ep12 Energy market update: Brent rally
Investec Head of Commodities Callum Macpherson discusses the Brent’s rally, breaking 87$/b last week. 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.
Mon, 25 Mar 2024 - 4min - 450 - S02 Ep11 Energy market update: Oil prices higher
Investec Head of Commodities Callum Macpherson discusses higher oil prices and the latest International Energy Agency report. 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.
Mon, 18 Mar 2024 - 5min - 449 - S02 Ep10 Energy market update: Equities sell off pushes Brent down
Brent is down at the bottom of its recent range again this morning. Investec Head of Commodities Callum Macpherson discusses the reasons behind this. 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.
Mon, 11 Mar 2024 - 2min - 448 - S02 Ep09 Energy market update: OPEC+ cuts extended
Over the weekend OPEC+ announced that their cuts would be extended to the end of June, but this has not moved the market. Investec Head of Commodities Callum Macpherson discusses why OPEC+ did this and why has the market not reacted. 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.
Mon, 04 Mar 2024 - 4min - 447 - S02 Ep08 Energy market update: Risk premium drives oil prices
Investec Head of Commodities Callum Macpherson looks at the risk premium in the oil market, and OPEC’s response. 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.
Mon, 26 Feb 2024 - 3min - 446 - S02 Ep07 Energy market update: Balancing the market
Investec Head of Commodities Callum Macpherson looks at the latest International Energy Agency report published last week. 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.
Mon, 19 Feb 2024 - 4min - 445 - S02 Ep06 Energy market update: Price of Brent moves higher
Investec Head of Commodities Callum Macpherson discusses the latest Brent moves and the drivers behind it. 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.
Mon, 12 Feb 2024 - 3min - 444 - S02 Ep05 Energy market update: Oil markets unmoved by US attacks
The US attacked sites of Iranian backed groups across Iraq and Syria over the weekend, but this has not lifted oil prices this morning. Investec Head of Commodities Callum Macpherson looks at the reasons behind this. 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.
Mon, 05 Feb 2024 - 4min - 443 - S02 Ep04 Energy market update: Attacks in Jordan rattle the oil market
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. 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.
Mon, 29 Jan 2024 - 5min - 442 - S02 Ep03 Energy market update: Impact of the Baltic attacks
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.
Mon, 22 Jan 2024 - 4min - 441 - S02 Ep02 Energy market update: 2024 outlook
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.
Mon, 15 Jan 2024 - 5min - 440 - S02 Ep01 Energy market update
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.
Mon, 08 Jan 2024 - 5min - 439 - S01 Ep50 Energy market update: 2024 energy markets outlook
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.
Mon, 11 Dec 2023 - 6min - 438 - S01 Ep49 Energy market update: OPEC+ announcements
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.
Mon, 04 Dec 2023 - 6min - 437 - S01 Ep48 Energy market update: OPEC+ postpones latest meeting
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.
Mon, 27 Nov 2023 - 3min - 436 - Investec Fintech Podcast: UK SME Lending - building a modern relationship bank
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.
Thu, 23 Nov 2023 - 43min - 435 - S01 Ep47 Energy market update: OPEC+ meeting preview
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.
Mon, 20 Nov 2023 - 4min - 434 - S01 Ep46 Energy market update: Oil markets outlook
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.
Mon, 13 Nov 2023 - 4min - 433 - S01 Ep45 Energy market update: Oil prices ease
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.
Tue, 07 Nov 2023 - 5min - 432 - S01 Ep44 Energy market update: Oil price stable as conflict continues
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.
Mon, 30 Oct 2023 - 4min - 431 - Investec Games Podcast - Cherry Freeman, Hiro Capital
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.
Tue, 17 Oct 2023 - 26min - 430 - S01 Ep43 Energy market update: Middle East conflict and the oil price
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.
Mon, 16 Oct 2023 - 6min - 429 - S01 Ep42 Energy market update: Brent rallies sharp
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.
Mon, 09 Oct 2023 - 4min - 428 - S01 Ep41 Energy market update: new highs for Brent price
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.
Mon, 02 Oct 2023 - 5min - 427 - S01 Ep40 Energy market update: Brent rally running out of steam?
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. 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.
Mon, 25 Sep 2023 - 5min - 426 - Investec Games Podcast - Sir Ian Livingstone, CBE
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?
Thu, 21 Sep 2023 - 41min - 425 - S01 Ep39 Energy market update: Latest on IEA report
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. 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.
Mon, 18 Sep 2023 - 7min - 424 - S01 Ep38 Energy market update: Brent rallies breaking 90 $/b
Investec Head of Commodities Callum Macpherson discusses oil rallied strongly last week after Saudi Arabia announced an extension to its cuts. 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.
Mon, 11 Sep 2023 - 5min - 423 - S01 Ep37 Energy market update: Brent reaches high levels
Brent reached its highest level since January this year, at the end of last week. Investec Head of Commodities Callum Macpherson explains what was driving that move? 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.
Mon, 04 Sep 2023 - 5min - 422 - S01 Ep36 Energy market update: Brent low following 88 high
Brent is lower again this week, after reaching a high of 88 a couple of weeks ago. Investec Head of Commodities Callum Macpherson explains. 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.
Mon, 21 Aug 2023 - 4min - 421 - S01 Ep34 Energy market update: European gas prices increase
Investec Head of Commodities Callum Macpherson explains what’s behind the large increase in gas prices last week in Europe. 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.
Mon, 14 Aug 2023 - 5min - 420 - S01 Ep33 Energy market update: Saudi Arabia cuts extended
Brent reached a high of over 86 $/b last week after Saudi Arabia announced that its additional voluntary cuts had been extended. Investec Head of Commodities Callum Macpherson explains why the country has done this and how significant is the move. 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.
Mon, 07 Aug 2023 - 5min - 419 - S01 Ep32 Energy market update: Oil prices continue strong 5-week run
Investec Head of Commodities Callum Macpherson examines the fundamental and macro drivers behind Brent breaking the $85 a barrel mark last week. 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.
Mon, 31 Jul 2023 - 5min - 418 - S01 Ep31 Energy market update: Oil Market Update
The latest Oil Market Update with Callum Macpherson. 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.
Mon, 24 Jul 2023 - 5min - 417 - S01 Ep30 Energy market update: Brent breaks $80 per barrel mark
Investec Head of Commodities Callum Macpherson unpacks the factors that pushed the global benchmark for Brent crude over the $80 mark last week and looks at the prospects for the week ahead. 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.
Mon, 17 Jul 2023 - 4min - 416 - S01 Ep29 Energy market update: Saudi Arabia's impending announcement
When Saudi Arabia announced its additional one million barrel per day cut at the start of June, to apply to July it said it would only be for one month, the question is whether that cut will be extended into August. Investec Head of Commodities Callum Macpherson looks at the market reaction. 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.
Mon, 03 Jul 2023 - 3min - 415 - S01 Ep28 Energy market update: Oil prices following Russia events
There have been extraordinary events over the weekend in Russia, but this seems not to have had any impact on oil prices. Investec Head of Commodities Callum Macpherson explains. 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.
Mon, 26 Jun 2023 - 3min - 414 - S01 Ep27 Energy market update: Oil market outlook
Investec Head of Commodities Callum Macpherson discusses the International Energy Agency’s published reports on the short-term and long-term outlook 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.
Mon, 19 Jun 2023 - 6min - 413 - S01 Ep26 Energy market update: Demand worries in the market
The market is still worried about demand. Investec Head of Commodities Callum Macpherson discusses the market dynamics. 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.
Mon, 12 Jun 2023 - 4min - 412 - S01 Ep25 Energy market update: OPEC+ meeting agreement
The OPEC+ has come to a complex agreement during their meeting on Sunday. Head of Commodities Callum Macpherson gives details of the decisions made. 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.
Mon, 05 Jun 2023 - 6min - 411 - S01 Ep24 Energy market update: Uncertainty in the market
The next OPEC+ meeting will be held on Sunday. Investec Head of Commodities Callum Macpherson discusses what might come out of that meeting. 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.
Tue, 30 May 2023 - 5min - 410 - S01 Ep23 Energy market update: Oil market report released
Investec Head of Commodities Callum Macpherson discusses the International Energy Agency’s latest monthly report 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 advice.
Mon, 22 May 2023 - 4min - 409 - S01 Ep22 Energy market update: Brent hit below 75 again
There has been some positive supply side news, but Brent is below 75 again. Investec Head of Commodities Callum Macpherson discusses these dynamics. 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.
Mon, 15 May 2023 - 3min - 408 - S01 Ep21 Energy market update: Brent rallies back over 76$/b
Brent reached a low of 71 last week, but has now rallied back over 76$/b, Head of Commodities Callum Macpherson explains the shift. 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.
Tue, 09 May 2023 - 4min - 407 - S01 Ep20 Energy market update: Economic outlook concerns
Brent has been trading under 80 $/b in recent days as the oil market continues to worry about the economic outlook. Head of Commodities Callum Macpherson discusses these dynamics. 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.
Tue, 02 May 2023 - 4min - 406 - S01 Ep19 Energy market update: Brent falls towards 80 $/b
Brent fell back towards 80 $/b at the end of last week. Head of Commodities Callum Macpherson explains how this has happened in spite of the production cuts that have been announced. 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.
Mon, 24 Apr 2023 - 3min - 405 - S01 Ep18 Energy market update: IEA monthly report published
The International Energy Agency’s monthly report was published at the end of last week. Head of Commodities Callum Macpherson discusses what the IEA had to say about the state of 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.
Mon, 17 Apr 2023 - 4min - 404 - S01 Ep17 Energy market update: Latest from the oil markets
A week on now from the announcement of cuts to output from the Saudi’s and others, Investec Head of Commodities Callum Macpherson discusses oil markets reaction. 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.
Tue, 11 Apr 2023 - 3min - 403 - S01 Ep16 Energy market update: OPEC announces output cuts
Investec Head of Commodities Callum Macpherson explains OPEC's decision to cut output and what it means for the markets. 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.
Mon, 03 Apr 2023 - 5min - 402 - S01 Ep15 Energy market update: Oil rebounds
Brent was very soft at the start of last week, but then rebounded - Investec Head of Commodities Callum Macpherson looks at what has brought this about. 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.
Mon, 27 Mar 2023 - 4min - 401 - S01 Ep14 Energy market update: Brent drops to low levels
After weeks of being fairly range bound, Brent dropped to its lowest level since December 2021 last week and is lower again this morning. Investec Head of Commodities Callum Macpherson discusses 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.
Mon, 20 Mar 2023 - 5min - 400 - S01 Ep13 Energy market update: Oil price reacts to equity markets
Investec Head of Commodities Callum Macpherson analyses the latest fall in 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.
Mon, 13 Mar 2023 - 4min - 399 - S01 Ep12 Energy market update: China growth | UAE & OPEC
In this episode, Investec Head of Commodities Callum Macpherson discusses China's growth target and is the UAE leaving OPEC? 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.
Mon, 06 Mar 2023 - 4min - 398 - S01 Ep11 Energy market update: What to expect at the International Energy Week
Investec Head of Commodities Callum Macpherson looks at some of the key topics that will be up for discussion at the International Energy Week in London this week. 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.
Mon, 27 Feb 2023 - 4min - 397 - S01 Ep10 Energy market update: Latest on the IEA report
In its monthly report, the International Energy Agency has significantly increased its demand forecast for 2023, by 300kb/d. Investec Head of Commodities Callum Macpherson looks at what this means for the energy 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.
Mon, 20 Feb 2023 - 6min - 396 - S01 Ep09: New developments shift Brent price
Brent rose at the end of last week after Russia announced a supply cut. Investec Head of Commodities Callum Macpherson discusses the significance of this development. 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.
Mon, 13 Feb 2023 - 4min - 395 - S01 Ep08 Energy market update: G7 caps Russian refined products
The G7 has now agreed on a price cap on Russian refined products. Callum Macpherson lets us know how these caps will work and how they will impact the markets. 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.
Mon, 06 Feb 2023 - 6min - 394 - S01 Ep07 Energy market update: EU embargoes on Russian refined products
Investec Head of Commodities Callum Macpherson shares his insights on the fluctuation in oil prices last week and the upcoming EU embargoes on Russian refined products. 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.
Mon, 30 Jan 2023 - 4min - 393 - S01 Ep06 Energy market update: The outlook for energy markets in 2023
Investec Head of Commodities, Callum Macpherson, shares his outlook for the energy markets in 2023. 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.
Mon, 23 Jan 2023 - 15min - 392 - S01 Ep05 Energy market update: The impact of strengthening Brent
Investec Head of Commodities Callum Macpherson discusses the drivers of the strengthening oil markets. 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.
Mon, 16 Jan 2023 - 4min - 391 - S01 Ep04 Energy market update: Heavy falls in oil prices
Investec Head of Commodities Callum Macpherson discusses what was behind heavy falls in oil prices last week and how OPEC+ could react to market 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.
Mon, 12 Dec 2022 - 5min - 390 - S01 Ep03 Energy market update: OPEC+ decides on output
OPEC+ met over the weekend, Investec Head of Commodities Callum Macpherson unpacks some of the decisions announced. 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.
Mon, 05 Dec 2022 - 5min - 389 - S01 Ep02 Energy market update: Impact of China protests on the market
There have been extraordinary scenes of lockdown protests in China over the weekend, Investec Head of Commodities Callum Macpherson discusses the significance of this is for energy markets. 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.
Mon, 28 Nov 2022 - 7min - 388 - S01 Ep01 Energy market update: Sharp falls in oil prices
There were sharp falls in oil prices at the end of last week, as Brent fell below 86 $/b. Investec Head of Commodities Callum Macpherson discusses these developments and what to expect from the upcoming OPEC meeting. 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.
Mon, 21 Nov 2022 - 7min - 387 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 14 Nov 2022 - 4min - 386 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 07 Nov 2022 - 3min - 385 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 31 Oct 2022 - 4min - 384 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 24 Oct 2022 - 5min - 383 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 17 Oct 2022 - 6min - 382 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 10 Oct 2022 - 6min - 381 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 03 Oct 2022 - 4min - 380 - Sterling: an uncertain outlook?
With sterling hitting an all-time low against the US dollar and UK markets facing general uncertainty, Head of FX Chris Brand and economist Ellie Henderson discuss the current situation and outlook.
Wed, 28 Sep 2022 - 13min - 379 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 26 Sep 2022 - 4min - 378 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Tue, 20 Sep 2022 - 4min - 377 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Tue, 13 Sep 2022 - 4min - 376 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 05 Sep 2022 - 5min - 375 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Tue, 30 Aug 2022 - 4min - 374 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 01 Aug 2022 - 5min - 373 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 25 Jul 2022 - 4min - 372 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 18 Jul 2022 - 3min - 371 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 11 Jul 2022 - 3min - 370 - A view from the FX desk: Bye bye Boris
After one of the most dramatic periods in modern UK politics, Investec spot trader Chris Brand and economist Ryan Djajasaputra examine what happens next in the contest to replace Prime Minister Boris Johnson and what that might mean for government policy and currency markets.
Thu, 07 Jul 2022 - 10min - 369 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 04 Jul 2022 - 4min - 368 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 27 Jun 2022 - 3min - 367 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 20 Jun 2022 - 4min - 366 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 13 Jun 2022 - 4min - 365 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 06 Jun 2022 - 4min - 364 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Tue, 31 May 2022 - 4min - 363 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 23 May 2022 - 4min - 362 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Tue, 10 May 2022 - 3min - 361 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Tue, 03 May 2022 - 4min - 360 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 25 Apr 2022 - 5min - 359 - Podcast: an update from our chief economist
What’s driving financial markets at the moment? How might the war in Ukraine evolve and what are the implications for the global economy? How is the tug of war between inflation and slowing demand affecting the outlook for interest rates in the UK, the US and Europe? Investec’s Head of Corporate FX Kiran Russell and Chief Economist Philip Shaw answer those questions and more in our latest podcast. 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.
Wed, 13 Apr 2022 - 13min - 358 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 04 Apr 2022 - 4min - 357 - Energy market update
Callum Macpherson, head of Investec’s Commodities desk, gives an update on the energy 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.
Mon, 28 Mar 2022 - 4min
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