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  • Welcome

    Investec Global Insights - Asia 2016

    The Investec Global Insights – Asia 2016 conference expected to attract over 100 delegates from Asia. This year we:

    • Discussed key themes and drivers of investment markets
    • Gave you the opportunity to attend our 'Meet the Portfolio Manager' sessions
    • Interacted with peers from major fund buyers

    With markets having changed over the last twelve months it is important to consider where opportunity exists. 

    The Investec Global Insights - Asia 2016 explored these opportunities and more.

  • Agenda

    Agenda

    Programme at a glance

    Wednesday, 23 November

    Investec Global Insights - Asia 2016 8:15am Registration
    8:45am Opening remarks – celebrating 25 years with Investec Asset Management
    Beonca Yip, Managing Director, Head of Advisor Business, Asia

    8:55am A world view
    Philip Saunders, Co-Head of Multi-Asset Growth

    9:20am

    Deeper dive: Finding growth in a low growth world

    • Opportunities in Asia and China equities: Greg Kuhnert, Portfolio Manager - Asia
    • Opportunities in Commodities: George Cheveley, Portfolio Manager – Commodities & Resources 

    Moderated by Philip Saunders, Co-Head of Multi-Asset Growth

    10:00am Refreshment break

    10:15am The art of diversification - navigating negative rates in search of resilient returns
    John Stopford, Head of Multi-Asset Income

    10:35am

    Deeper dive: Finding income in a low interest rate world

    • Opportunities in global credit and high yield: Jeff Boswell, Head of Developed Market Credit 
    • Opportunities in Asia and China fixed income: Wilfred Wee, Portfolio Manager – Asia fixed income
    • Opportunities in emerging markets corporate bonds: Victoria Harling, Strategy Leader — Emerging Markets Corporate Debt
    • Opportunities in quality income equities: Blake Hutchins, Portfolio Manager – Global Quality Equity Income

    Moderated by John Stopford, Head of Multi-Asset Income

    11:15am Panel discussion – The future distribution landscape
    Moderated by Beonca Yip, Managing Director, Head of Advisor Business, Asia
    12:00pm

    Lunch and presentation

    • Multi-Asset Credit: A new approach to credit investing: Jeff Boswell, Head of Developed Market Credit 
    • What we have learned today: Philip Saunders, Co-Head of Multi-Asset Growth
    12:45pm ‘Meet the Portfolio Manager’ Session 1
    1:30pm ‘Meet the Portfolio Manager’ Session 2
    2:15pm

    End of the event



    Read the agenda
  • Speakers

    Speaker Information


    Philip Saunders
    Co-Head of Multi-Asset Growth

    John Stopford

    Head of Multi-Asset Income


    Jeff Boswell

    Head of Developed Market Credit

    Blake Hutchins

    Portfolio Manager
    Global Quality Equity Income

    Greg Kuhnert
    Portfolio Manager - Asia


    George Cheveley
    Portfolio Manager
    Commodities & Resources


    Victoria Harling

    Strategy Leader -
    Emerging Markets Corporate Debt

    Wilfred Wee

    Portfolio Manager -
    Asia Fixed Income

    Beonca Yip

    Managing Director, Head of Advisor Business, Asia


  • Presentations

    Presentations

     

    A world view
    Philip Saunders, Co-Head of Multi-Asset Growth
     
    The art of diversification - navigating negative rates in search of resilient returns
    John Stopford, Head of Multi-Asset Income
     
    Multi-Asset Credit: A new approach to credit investing
    Jeff Boswell, Head of Developed Market Credit
     
    Meet the Portfolio Manager - Multi-Asset Income
    John Stopford, Head of Multi-Asset Income
     
    Meet the Portfolio Manager - Asia and China Equities
    Greg Kuhnert, Portfolio Manager – Asia
     
    Meet the Portfolio Manager - Quality
    Blake Hutchins, Portfolio Manager – Global Quality Equity Income
     
    Meet the Portfolio Manager - Emerging Markets Fixed Income
    Victoria Harling, Strategy Leader — Emerging Markets Corporate Debt
    Wilfred Wee, Portfolio Manager – Asia Fixed Income

     
    Meet the Portfolio Manager - Commodity Equities
    George Cheveley, Portfolio Manager – Commodities & Resources
     
    Meet the Portfolio Manager - Multi-Asset Total Return
    Philip Saunders, Co-Head of Multi-Asset Growth
     
  • Event summary

    Event summary

     

    Event summary
    Getting ready for a new world of investing
     
    Presentation Summary - John Stopford
    Diversifying - and being prepared for the worst
     
    Presentation Summary - Philip Saunders
    Preparing for cyclical change
     
    Presentation Summary - Jeff Boxwell
    A growing need for dynamic asset allocations
     
  • About us

    A global perspective, a world of difference 

    Investec Asset Management provides investment products and services to institutions, advisory clients and individuals. Our clients include pension funds, central banks, sovereign wealth funds, insurers, foundations, financial advisers and individual investors.

    It all began in 1991. Over twenty-five years of growth later, Investec Asset Management is a truly global company managing over $117 billion* for clients based all over the world.

    While our perspective and presence are global, it is our distinctive African heritage that sets us apart. Our footprint in emerging and developed markets enable us to explore the best investment opportunities for our clients.

    *as at 30 September 2016

     

Disclaimer:

The value of this investment, and any income generated from it, will be affected by changes in interest rates, general market conditions and other political, social and economic developments, as well as by specific matters relating to the assets in which it invests. The investment objective of any sub-fund of the Investec Global Strategy Fund (the "Fund") will not necessarily be achieved and investors are not certain to make profits; losses may be made. The Fund may use or invest in financial derivatives. Past performance figures shown and any forecasts on the economy, stock or bond market, or economic trends that are targeted by the fund, are not indicative of future performance. Investment involves risks. Investors should read the Prospectus for details, including the risk factors. All the information contained in this communication is believed to be reliable but may be inaccurate or incomplete. Any opinions stated are honestly held but are not guaranteed and should not be relied upon. This is not a buy, sell or hold recommendation for any particular security. The portfolio may change significantly over a short period of time. This communication is provided for general information only. It is not an invitation to make an investment nor does it constitute an offer for sale.

In Hong Kong, this document has not been reviewed by the SFC. The full documentation that should be considered before making an investment, including the Prospectus and Product Key Facts Statement (KFS), which set out the fund specific risks, is available from Investec Asset Management. The company website has not been reviewed by the SFC and may contain information with respect to non-SFC authorized funds which are not available to the public of Hong Kong. Issuer: Investec Asset Management Hong Kong Limited.

In Singapore, the value of the shares in the fund and the income accruing to the shares, if any, may fall or rise. Potential investor should read the details of the Prospectus before deciding to subscribe for or purchase the Fund. Investment involves risk. Please refer to the Singapore Offering Documents (including the risk factors set out therein) and the relevant Product Highlights Sheet for details which are available at your bank or financial adviser. Investors may wish to seek advice from a financial adviser before making a commitment to purchase shares of the Fund. In the event that an investor chooses not to seek advice from a financial adviser, he/she should consider carefully whether the Fund in question is suitable for him/her. For more information, please contact your bank and financial advice. this document is issued by Investec Asset Management Singapore Pte Limited (company registration number: 201220398M).