We have a broad range of equity investment strategies covering global markets, emerging markets and frontier markets run by focused specialist investment teams using bespoke disciplined investment processes.
The views expressed are as at the date of publication and may no longer be current.
In its simplest form, Quality investing seeks to build an attractively valued portfolio of high quality businesses, each with a robust wealth preservation profile.
Quality companies that redefine the world - December 2017
Investing in Asia the Quality way - November 2017
Long-term investing - An active Quality equity approach - September 2017
Equity investing the Quality way - May 2017
Equity investing the Quality way - March 2016
Investing in markets the quality way - September 2014
Tracking down great ideas – why return on invested capital is a crucial metric - December 2013
Our proprietary 4Factor Equities strategy focuses exclusively on companies which we believe are high quality, attractively valued, improving their operating performance and receiving increasing investor attention.
Paper one: Why China now? Why make a dedicated allocation to China - November 2017
Paper two: Why China now? The beta argument - November 2017
Paper three: Generating ‘alpha’ in China: A 4Factor perspective - November 2017
Summary paper: The alpha and beta of Chinese equities - November 2017
Pro-active? What benefits can actively managed investment solutions can continue to offer a 21st century investor? - October 2017
Allocating globally: Considerations for emerging market investors - September 2017
Global equity investing: Navigating equity markets in an uncertain world - March 2016
Understanding tracking error - July 2013
How do ESG ratings help the investment process? - July 2013
The Regime Indicator – Phase II – looking back to look forward - May 2013
Technical momentum – a review of recent performance and implications for the 4Factor process - January 2013
Does economic growth drive emerging market equity returns? - May 2012
Global Endurance Equity Strategy - Targeting superior long-term equity performance with lower volatility - May 2012
Are global equities fit for purpose? - October 2012
Investec 4Factor™ equity process enhancement: the Regime Indicator - December 2011
China: An investment perspective - August 2011
Why emerging markets, why now? - August 2011
Frontier & Emerging Market Equities
Our firm has its roots in Cape Town, South Africa, where it was founded in 1991. We are pioneers of investing in frontier and emerging market equities.
Africa: the case for sustainable growth - November 2013
Africa: The next investment frontier - August 2012
The state of play in African politics - February 2012
We offer a specialist approach to fixed income investment, focused on the active management of global interest rates, currencies and credit.
The case for an unconstrained reserve management strategy - July 2014
Macro currency hedges for global exposures - Building more efficient portfolios - July 2012
The Benefits of Currency Management - July 2010
Emerging Market Fixed Income
Emerging Market Debt (EMD) has become an increasingly important asset class over recent years and it has always been a core part of our business.
Tactical asset allocation in Emerging Market Blended Debt: Informed decision making - May 2017
Evolving in Adversity: The resilience of EM corporate debt - October 2016
What is EM Blended Debt? - September 2015
EMD the benefits and drawbacks of active and passive investing in local EMD - October 2014
Current conversations on African fixed income markets - May 2014
Opportunities in Asian Local Currency Bonds - December 2013
Africa: The case for sustainable growth - November 2013
Finding a suitable Emerging Market Debt solution - March 2013
EMD Paper VIII: Opportunities in African fixed income - December 2012
EMD Paper VII: Emerging Market Debt: the next 10 years - May 2012
Capital Flows to Emerging Markets, Central Bank Reactions and Considerations for Investors - May 2012
EMD Paper VI - Another way to play the EMD opportunity - March 2013
EMD Paper V - Active versus passive implementation strategies - February 2011
EMD Paper IV - How to allocate to emerging market debt - September 2010
EMD Paper III - Allocating to emerging market debt - July 2010
EMD Paper II - The structural development of emerging markets - March 2010
EMD Paper I - Emerging market debt as a separate asset class - February 2010
Our multi-asset strategies aim to add value through both asset allocation and bottom-up security selection. We offer global and emerging market solutions seeking growth and income.
Target Return Bond Strategy – Building a resilient fixed income absolute return portfolio – February 2017
Investec Diversified Growth Strategy – Our approach to currency hedging – December 2016
The importance of diversification: free lunch or fallacy - January 2015
The benefits of diversified sources of income - June 2013
Exploring the current low growth environment - March 2013
Diversified Growth Portfolios: Beyond Naïve Diversification - August 2012
Meeting the challenge of uncertain interest rates - June 2017
Investing in multi-asset credit strategies - December 2016
We offer a comprehensive range of alternative investment strategies investing in commodities and resource equities, private equity and private debt.
Commodities and Resources: Key trends and investment opportunities - August 2016
Our energy future: creating a sustainable global energy system - June 2016