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This website is for Wholesale Clients (as defined in the Corporations Act and applicable regulations) only and provides information on our products, strategies and services. Please remember capital is at risk and past performance is not a guide to the future.

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2019 Investment Views - In Conversation

Our investment teams sit down to discuss the potential challenges and opportunities facing markets in 2019.

A view from the CEOs | John Green & Mimi Ferrini

Multi-Asset Growth | Philip Saunders & Iain Cunningham

Credit | Jeff Boswell & Garland Hansmann

Emerging Market Debt | Peter Eerdmans & Werner Gey van Pittius

China | Wenchang Ma & Wilfred Wee

Asia Pacific equities | Charlie Linton & Nidhi Mahurkar

Quality Investing | Clyde Rossouw & Rob Forsyth

ESG | Therese Niklasson & Tom Nelson

Important information

This content is for informational purposes only and should not be construed as an offer, or solicitation of an offer, to buy or sell securities. All of the views expressed about the markets, securities or companies reflect the personal views of the individual fund manager (or team) named. While opinions stated are honestly held, they are not guarantees and should not be relied on. Investec Asset Management in the normal course of its activities as an international investment manager may already hold or intend to purchase or sell the stocks mentioned on behalf of its clients. The information or opinions provided should not be taken as specific advice on the merits of any investment decision. This content may contains statements about expected or anticipated future events and financial results that are forward-looking in nature and, as a result, are subject to certain risks and uncertainties, such as general economic, market and business conditions, new legislation and regulatory actions, competitive and general economic factors and conditions and the occurrence of unexpected events. Actual outcomes may differ materially from those stated herein.
In Australia, this document is provided for general information only to wholesale clients (as defined in the Corporations Act 2001). All rights reserved. Issued by Investec Asset Management, issued November 2018.