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Welcome to our Institutional Update

This quarter we explore the state of the global economy, searching for evidence of when the current recovery may turn.

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The view from our Multi-Asset team

Our Multi-Asset team give their view on the macro-economic outlook.

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Strategy Focus: Investec Diversified Growth

Michael Spinks outlines how Diversified Growth Fund (Australian) aims to provide real growth while managing volatility.

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Strategy Focus: Investec Multi-Asset Credit

Multi-Asset Credit offers access to a wide variety of options to manage different market and interest rate conditions

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Chinese equities: Finding alpha in the ‘old’ and ‘new’ economies

Greg Kuhnert believes opportunities abound, at good valuations.

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Active management offers engaged stewardship and responsibility

Therese Niklasson explains why active management improves the stewardship of companies.

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Performance of key strategies

How have our Strategies performed?

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Thought Papers

Our thought papers are designed to help you make informed investment decisions.

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Journal 5, Chapter 1

There is ever more compelling evidence in support of taking a long-term approach to investing. But is this easier said than done?

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