Simon’s weekly wrap: Oil, food, tech and the price you’ll pay

With oil prices up over 50% so far this year, I had a conversation with Old Mutual Wealth investment strategist Izak Odendaal about the potential impact in inflation. He points to data that shows every $10 move in oil reflects as ±0.4% in inflation. So easily a 1% increase globally, but what will central banks do?

You can also listen to this podcast on iono.fm here.

I chatted with Keith McLachlan of Element Investment Managers about the potential impact on higher fuel prices on our food basket. There are two areas of risk, food producers and food retailers. Both will take some level of pain, but how much will be passed onto consumers?

You can also listen to this podcast on iono.fm here.

We all know about the Mag7 trade of AI stocks, but Bryn Hatty of Stonehage Fleming Investment Management SA has a different approach. Knowing which of the Mag7 will be ultimately winners is tough but some sectors, such as healthcare, are absolutely going to benefit and they’re focusing beyond the obvious.

You can also listen to this podcast on iono.fm here.

Chinese vehicles are gaining in popularity and I chatted with Ayesha Hatea from TransUnion Africa on the 2025 vehicle sales data. Chinese vehicles were 17% of passenger vehicle sales last year, this is up from less than 5% just four years ago. It’s in part about price, but also value as they offer all the bells and whistles.

You can also listen to this podcast on iono.fm here.

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