Ghost Stories

Author: The Finance Ghost

Ghost Stories is a long-form podcast that gives me the opportunity to have deeper conversations with founders, executives and market participants who have a great story to tell.
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Language: en

Genres: Business, Entrepreneurship, Investing

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Ghost Stories #111: International Titans Basket Ltd - 100% capital protection, geared upside (with Japie Lubbe)
Episode 111
Wednesday, 12 August, 2026

The award-winning Investec Structured Products team brings you the latest iteration of International Titans Basket Ltd. This product offers 100% capital protection and geared upside (with a cap), referencing a basket of underlying global equity indices. Bringing decades of experience and passion to this discussion, Japie Lubbe walks us through exactly how the structure works. In this podcast: 00:00 Intro 01:32 60-40 portfolios vs. structured products 04:04 Track record of Investec Structured Products 05:00 Overview of latest product: International Titans Basket Limited 09:30 Index exposure and valuations 11:21 Stats around trying to “time” the market 13:41 100% capital protection 19:00 Backtesting the upside cap and gearing 21:02 The underlying mechanics of the structure 23:50 Credit risk 27:41 Fees and access to product You can find all the information you need on the Investec website at this link. Disclaimer Chapters (00:00:00) - Intro(00:01:32) - 60-40 portfolios vs. structured products(00:04:04) - Track record of Investec Structured Products(00:05:00) - Overview of latest product: International Titans Basket Limited(00:09:30) - Index exposure and valuations(00:11:21) - Stats around trying to “time” the market(00:13:41) - 100% capital protection(00:19:00) - Backtesting the upside cap and gearing(00:21:02) - The underlying mechanics of the structure(00:23:50) - Credit risk(00:27:41) - Fees and access to product