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Institutional Update Q1 2017

Stef Bogaars, Managing Director

Welcome to the latest edition of Investec Asset Management’s Institutional Update.

Stef Bogaars Managing Director

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Welcome to our 
Institutional Update Q1 2017

Surprise to the upside?

The global economy ended 2016 on a firm note, with sentiment improving not only in the US, but also in other major economies. We believe that growth and earnings look likely to surprise the consensus to the upside, especially if the new US President follows through on his promises of tax cuts. In light of this and other key areas of change, we look across a variety of asset classes and topics to explore the key themes of relevance to institutional investors.

Asset class outlook: Multi-Asset and Emerging Market Debt

In this issue you can read snapshots of our investment outlooks, drawing on our recent '2017 Investment Views' including:

  • Multi-Asset: 2017 likely to surprise to the upside.
  • Emerging Market Debt: An exciting opportunity

Strategy feature: Investec Multi-Asset Credit

We profile the Investec Multi-Asset Credit strategy, a flexible active credit strategy that focuses on a range of developed market credit opportunities, covering why we believe that in a time of interest rate uncertainty, this strategy can offer a higher yield while controlling risk by diversifying across different credit segments.

Investment Institute: high quality research

This issue also includes executive overviews of recent materials published by our Investment Institute, including a discussion of the case for long-term investing and the third instalment of Journal 4 on building resilient portfolios.

Social responsibility and conservation

As long-term asset managers, we are deeply aware of our broader responsibility to society. We outline our ongoing activities in support of a better world, including our sponsorship of the recent Tusk Conservation Awards.

I hope you find the rest of this issue both interesting and useful and please do not hesitate to contact us if you would like more information on our strategies.

Best regards,

Stef Bogaars
Managing Director,
Europe Client Group

The view from the Multi-Asset team

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