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Investec

Welcome to the 2015 Investment views

What are the investment prospects for 2015? Watch and read the views of our leading portfolio managers and strategists from across our different investment teams and asset classes.

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Featured webcast

Our Multi-Asset themes for 2015

Philip Saunders, John Stopford & Michael Spinks

How do we expect the global backdrop to play out in 2015? What are the key implications for equities, bonds and alternatives? Which regions and sector themes should be considered?
Read and watch the views of our Multi-Asset co-heads as they outline their views for the year ahead.

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Emerging Market Fixed Income

Peter Eerdmans

How will interest rates and a stronger dollar affect emerging economies in 2015?

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Emerging Market Fixed Income

Mike Hugman

Emerging markets, low inflation and reform.

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4Factor Global Equities

Mark Breedon

What are the main investment themes for equity markets in 2015? 

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Quality Investing

Clyde Rossouw

How will ‘quality’ companies fare in 2015?

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Multi-Asset Income

John Stopford


Managing income asset exposure in 2015.

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Commodities & Resources

Bradley George

What are the prospects for energy equities, precious metals and agricultural stocks in 2015? 

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Value Investing

Alastair Mundy

Can mega caps offer good value in the UK equity market in 2015?

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Multi-Asset Growth

Philip Saunders

The drivers of global growth are changing.

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Pan Africa

Joseph Rohm

How will Ebola affect Africa’s  investment landscape in 2015? 

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