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  • Summary

    In Cape Town, where our story began 27 years ago, we hosted the 11th Investec Global Insights conference and brought together 220 delegates from around the world.

    Investing for a better tomorrow
    If you would like to support wildlife conservation in Africa, please see these links below.
    www.tusk.org
    African Parks www.africanparks.org
    Pete Morkel’s foundation watotofoundation@hotmail.com

  • Main stage presentations

  • Main stage videos

    Main stage sessions


    Opening remarks: Richard Garland (Managing Director – Global Advisor)


    A top level view: Interview with Hendrik du Toit (Joint-CEO Investec Group)


    “Crossing the river by feeling the stones”: Philip Saunders (Co-Head of Multi-Asset Growth)

    Key strategic themes


    Energy transition: Tom Nelson (Head of Natural Resources)


    Debt and demographics: John Stopford (Head of Multi-Asset Income)


    Investment implications of artificial intelligence: Rhynhardt Roodt (Co-Head of 4Factor Equity)


    Fixed income investing in a post QE world: John Stopford (Head of Multi-Asset Income)


    Investing for a better tomorrow: Vian Sharif and interview with Peter Morkel


    Introduction from Thabo Khojane (Managing Director, Investec Asset Management, South Africa)


    A view of Africa: An interview with Justice Moseneke - Interviewed by Nazmeera Moola


    China: no longer just a copy-cat economy - Michael Power (Strategist)

    Main stage panels


    Panel: Current opportunities and challenges in equity markets


    Panel: Finding sustainable sources of income


    Panel: Where are the opportunities in Africa


    Panel: Why and how should you invest in Emerging Market equities


    Advisors’ Corner: Trends in the Advisor market

     


    Important information

    This communication is for institutional investors and financial advisors only. It is not to be distributed to the public or within a country where such distribution would be contrary to applicable law or regulations. If you are a retail investor and receive it as part of a general circulation, please contact us at www.investecassetmanagement.com/contactus.
    The information may discuss general market activity or industry trends and is not intended to be relied upon as a forecast, research or investment advice. The economic and market views presented herein reflect Investec Asset Management’s (‘Investec’) judgment as at the date shown and are subject to change without notice. There is no guarantee that views and opinions expressed will be correct, and Investec’s intentions to buy or sell particular securities in the future may change. The investment views, analysis and market opinions expressed may not reflect those of Investec as a whole, and different views may be expressed based on different investment objectives. This communication is based on internal data, public and third party sources. Although we believe the information to be reliable, we have not independently verified it, and we cannot guarantee its accuracy or completeness. Investec’s internal data may not be audited. Investec does not provide legal or tax advice. Prospective investors should consult their tax advisors before making tax-related investment decisions.
    Nothing herein should be construed as an offer to enter into any contract, investment advice, a recommendation of any kind, a solicitation of clients, or an offer to invest in any particular fund, product, investment vehicle or derivative. Investment involves risks. Past performance is not indicative of future performance. Any decision to invest in strategies described herein should be made after reviewing the offering document and conducting such investigation as an investor deems necessary and consulting its own legal, accounting and tax advisors in order to make an independent determination of suitability and consequences of such an investment. This material does not purport to be a complete summary of all the risks associated with this Strategy. A description of risks associated with this Strategy can be found in the offering or other disclosure documents. Copies of such documents are available free of charge upon request.
    In the US, this communication should only be read by institutional investors, professional financial advisers and their eligible clients, but must not be distributed to US persons apart from the aforementioned recipients. THIS INVESTMENT IS NOT FOR SALE TO US PERSONS EXCEPT QUALIFIED PURCHASERS. In Australia, this document is provided for general information only to wholesale clients (as defined in the Corporations Act 2001). In Hong Kong, this document is intended solely for the use of the person to whom it has been delivered and is not to be reproduced or distributed to any other persons; this document shall be delivered to professional financial advisors and institutional and professional investors only. It is issued by Investec Asset Management Hong Kong Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong (SFC). The Company’s website has not been reviewed by the SFC and may contain information with respect to non-SFC authorised funds which are not available to the public of Hong Kong. In Singapore, this document is issued by Investec Asset Management Singapore Pte Limited (company registration number: 201220398M) for accredited investors, professional financial advisors and institutional investors only. In Indonesia, Thailand, The Philippines, Brunei, Malaysia and Vietnam this document is provided in a private and confidential manner to institutional investors only. In South Africa, Investec Asset Management (Pty) Ltd. is an authorised financial services provider. Investec Asset Management Botswana, Unit 5, Plot 64511, Fairgrounds, Gaborone, Botswana, is regulated by the Non-Bank Financial Institutions Regulatory Authority. In Namibia, Investec Asset Management Namibia (Pty) Ltd is regulated by the Namibia Financial Institutions Supervisory Authority.
    Except as otherwise authorised, this information may not be shown, copied, transmitted, or otherwise given to any third party without Investec’s prior written consent. © 2018 Investec Asset Management. All rights reserved. Issued by Investec Asset Management, October 2018.

    Indices
    Indices are shown for illustrative purposes only, are unmanaged and do not take into account market conditions or the costs associated with investing. Further, the manager’s strategy may deploy investment techniques and instruments not used to generate Index performance. For this reason, the performance of the manager and the Indices are not directly comparable. If applicable MSCI data is sourced from MSCI Inc. MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used as a basis for other indices or any securities or financial products. This report is not approved, endorsed, reviewed or produced by MSCI. None of the MSCI data is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. If applicable FTSE data is sourced from FTSE International Limited (‘FTSE’) © FTSE 2018. Please note a disclaimer applies to FTSE data and can be found at www.ftse.com/products/downloads/FTSE_Wholly_Owned_Non-Partner.pdf

  • Meet the PM: presentations & audio

    Meet the PM: presentations & audio

    *Presentations with an asterix (*) may cover funds that are not registered for sale in South Africa under section 65 of CISCA and therefore, may not be appropriate for South African domiciled attendees.

         
    GMAI & GSM: John Stopford and Philip Saunders PDF Audio
    *European Equities: Ken Hsia PDF Audio
    *Global Value Equity: Alessandro Dicorrado PDF Audio
    Global Franchise: Clyde Rossouw PDF Audio
    *Asia & China equities: Greg Kuhnert and Wenchang Ma PDF Audio
    *Latin America: Matthew Claeson and Carina Güerisoli PDF Audio
    *Global Total Return Credit: Jeff Boswell PDF Audio
    *Natural Resource equities: Tom Nelson PDF Audio
    *Emerging Market Fixed Income: Peter Eerdmans and Victoria Harling PDF Audio
  • Podcasts

    Podcasts

    Ahead of Global Insights, we interviewed some of the speakers to take a closer look at their topics. You can listen to the interviews below. The Big Picture podcast channel is available on the move. Simply search for ‘Investec Asset Management’ in your podcast app of choice and subscribe.

    How to subscribe to our podcasts

    Global Insights interviews:

Some of the funds displayed on this page may not be registered in your region and will therefore not be available for sale . Please visit www.investecassetmanagement.com/registrations to check registration by country.