Investment views

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Tusk Awards 2018 Winners

Tusk Awards 2018 Winners

Tusk Conservation Awards, in partnership with Investec Asset Management, celebrated the ground-breaking work of Africa’s unsung conservation heroes.

Read more about 2018 Tusk Conservation Awards winners
China, today

China, today

China is a major and growing influence on global capital markets and understanding the impact this will have on you is crucial.

Even if you are not considering allocating directly to Chinese assets, your portfolio will still be affected by decisions made in Beijing, no matter where you are invested. To help you understand how, we have created a suite of materials which are accessible right here on our China hub.

Visit our China hub

Featured investment views

South Africa: Mboweni delivers sober budget

22 February 2019

South Africa’s finance minister, Tito Mboweni, delivered some tough messages in his first budget speech.

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Natural Resources Indicator

20 February 2019

An overview of the natural resources sector.

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Venezuela: lessons from history

15 February 2019

Recent developments in Venezuela have raised hopes for a desperately needed change in political regime. With some investors weighing the potential gains from a debt restructure, Portfolio Manager Mike Hugman examines the crisis unfolding in the context of similar historical events across emerging markets and urges caution.

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What can past market regimes tell us about the next chapter for EM debt?

12 February 2019

With the US economy cooling and interest rates approaching a likely peak, a new cycle in emerging markets is drawing near. How should investors approach it? In a new paper, Portfolio Manager Mike Hugman offers this suggestion: abandon your preconceptions.

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- Read more from Emerging Perspectives
What can past market regimes tell us about the next chapter for emerging markets?

12 February 2019

With the US economy cooling and interest rates approaching a likely peak, a new cycle in emerging markets is drawing near. How should investors approach it? In a new paper, Portfolio Manager Mike Hugman offers this suggestion: abandon your preconceptions.

Read More