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Institutional Update Q4 2016

The Journal, Volume 4, Chapter 2

Investment Institute: Resilience in an age of uncertainty

The Journal, Volume 4, Chapter 2

Investment Institute:
Resilience in an age of uncertainty

Global investors and corporate leaders face a challenging future in a low-growth, low-return world with increasing pressure to address environmental, social and governance (ESG) issues. As investors, we have the ability to look through the noise and put capital to work to generate both long-term returns and a more sustainable future for generations to come.


About the Investec Institute

Investec Asset Management created the Investment Institute in 2012 to share our distinctive insights with our clients. This year the Institute is addressing the most pressing issues arising from the current investment environment:

  • How do we create resilient portfolios over the long term?
  • How should investors tackle the major changes and uncertainties we face in the global economy?
  • How can we invest to support sustainable development?

Introduction

In chapter 2 of our fourth annual Journal, we continue to explore the theme of “building resilience” in the face of a low-growth, low return world. Our contributors weigh in on changing economic, regional and industry trends as well as the increasing focus on incorporating long termism and sustainability into mainstream investment practices.

Our Chief Strategist, Michael Power, discusses the unique and significant roles that China, India and South-East Asia play in the vanguard of the renewable energy revolution. Tom Nelson, Head of Commodities & Resources, analyses the future of global oil markets. This sets the stage for an interesting debate between Ben Caldecott, Director of the Sustainable Finance Programme at the University of Oxford’s Smith School of Enterprise and the Environment, and Roger Urwin, Global Head of Investment Content at investment consultant Willis Towers Watson, on the issue of stranded assets and long-term value destruction.


As we turn to the investment implications of the current versus the long-term environment, Dale MacMaster, chief investment officer at the Alberta Investment Management Corporation (AIMCo) discusses his clients’ portfolio allocations and approach to environmental, social and governance issues in its investment processes. Finally, our Investec ESG team considers the investment opportunities that may arise from this ever changing investment landscape.

Events

In September the Institute held its inaugural Singapore Forum, discussing the unique and significant roles that China, India and South-East Asia play in the new age. We were joined by a number of external speakers including the Deputy Prime Minister of Singapore, Tharman Shanmugaratnam; alongside key speakers from Investec Asset Management, who discussed how the economic and political transitions throughout the wider Asian region will shape intraregional and global investment decisions.

In November, the Institute will be welcoming institutional clients from around the globe for its flagship London Forum: Long-Term Investing for a Sustainable Future. The Forum will bring together a group of influential leaders in a closed-door session to debate the merits of long term investing and the practical applications for advancing it. We are delighted that Zanny Minton Beddoes, Editor-in-Chief at The Economist; Paul Polman, CEO of Unilever; Charles Gave of Gavekal; and Lord Mark Malloch Brown, Co-Chair of the Business and Sustainable Development Commission, together with other notable speakers will address the Forum.

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