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Tailored for investment professionals this site provides information on our products, strategies and services. Please remember capital is at risk and past performance is not a guide to the future.

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Welcome to our Institutional Update

This quarter we explore the state of the global economy, searching for evidence of when the current recovery may turn.

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The view from our Multi-Asset team

Our Multi-Asset team give their view on the macro-economic outlook.

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Strategy Focus: Investec European Equity

Why Europe, why now?

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Strategy Focus: Investec Asian Equity

Market reforms and an earnings rebound are reasons for optimism in Asia ex-Japan equities.

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Strategy Focus: Accessing Emerging Markets

Peter Eerdmans and Archie Hart explain why now is a good time to consider investing in emerging markets.

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Chinese equities: Finding alpha in the ‘old’ and ‘new’ economies

Greg Kuhnert believes opportunities abound, at good valuations.

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Active management offers engaged stewardship and responsibility

Therese Niklasson explains why active management improves the stewardship of companies.

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Thought Papers

Our thought papers are designed to help you make informed investment decisions.

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Journal 5, Chapter 1

There is ever more compelling evidence in support of taking a long-term approach to investing. But is this easier said than done?

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