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Value update - John Biccard8th February 2013Portfolio Manager John Biccard, gives his outlook for 2013 and an update on current positioning of the Investec Value Fund.
Impact of Obama's second administration8th November 2012Thanos Papasavvas, assesses the impact of President Obama being re-elected, addressing in particular the reasons behind Obama's win, the effects on the US economy and wider geopolitical issues in China, Israel and Iran.
Politics, politics, politics17th October 2012Thanos Papasavvas provides his weekly update on the Fixed Income and Currency environment.
It's not a Eurozone crisis3rd October 2012Thanos Papasavvas provides his weekly update on the Fixed Income and Currency environment. This week's update focuses in particular on the first round of US Presidential debates and the relative crisis in developed nations.
Global Franchise Update30th August 2012Clyde explains how buying high-quality global franchise businesses presents a unique opportunity in the current environment of low growth and the uncertain future of the global economy.