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Dedicato ai professionisti dell’investimento, questo sito fornisce informazioni sui nostri prodotti, strategie e servizi. Si ricorda che il capitale è esposto a rischi e che i risultati precedenti non costituiscono un’indicazione di quelli futuri. Utilizziamo i cookies per accertarci di fornirvi la migliore esperienza possibile sul nostro sito web. I cookies comprendono anche i cookies di parti terze. I cookies di parti terze potrebbero monitorare l’uso che fate del nostro sito web. Continuando, confermate di voler ricevere tutti i cookies associati al nostro sito web. Per maggiori informazioni, comprese le istruzioni per disabilitare la ricezione dei cookies, si rimanda alla nostra Politica sui cookies.

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The Journal is the Investment Institute’s flagship annual publication. It features contributions from Investec Asset Management’s investment specialists as well as highly regarded academics and external practitioners. In our fourth Journal, we explore how to generate resilient, long-term returns in an age of uncertainty: the current low-growth, low-yield and increasingly complex investment environment.

In The Investor’s View, we talk to executives of some of the world’s leading asset owners. They discuss their approach to long-term investing, where they see new opportunities and how they are facing up to the challenges of the current macroeconomic environment. 

Read The Journal Volume 4, Chapter 3

Chapter 3, January 2016

Chapter 3 is our final instalment of Journal 4. Notwithstanding the significant disruptions taking place in our immediate political and investment landscape; we discuss the importance, now more than ever, of adopting a long-term mind set for both investment and sustainability practices.

Ten key themes for financing sustainable development

Aniket Shah, Financing Sustainable Development Initiative, UN Sustainable Development Solutions Network 

Renewable energy: Revolution or evolution?

Tom Nelson, Head of Commodities & Resources, Investec Asset Management
Graeme Baker, Analyst, Commodities & Resources, Investec Asset Management

The Investor’s View

Shahril Ridza Ridzuan, Chief Executive Officer, Employees Provident Fund, Malaysia 

Evolving in adversity: The underappreciated resilience of emerging market corporate debt

Victoria Harling, Strategy Leader, Emerging Markets Corporate, Investec Asset Management
Tammy Lloyd, Investment Specialist, Investec Asset Management


Chapter 2, October 2016

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. 

The light at the end of the tunnel: the sun and renewable energy

Michael Power, Chief Strategist, Investec Asset Management

The Changing Dynamic of the Global Oil Markets

Tom Nelson, Head of Commodities & Resources, Investec Asset Management

Avoiding Long Term Value destruction: An Interview 

Roger Urwin, Global Head of Investment Content & Investment Consultant at Willis Towers Watson and Ben Caldecott, Director of the Sustainable Finance Programme, University of Oxford’s Smith School of Enterprise and the Environment

Investor’s View: How Alberta is changing its portfolio strategy to meet the needs of its clients in a low return world 

Dale MacMaster, Chief Investment Officer, Alberta Investment Management Corporation (AIMCo)

Using ESG to Drive Long-Term Returns 

Therese Niklasson, Global Head of ESG, Investec Asset Management and Naasir Roomanay, ESG Analyst, Investec Asset Management


Chapter 1, July 2016

Chapter 1 focuses on the definition of resilience and the actions required to build portfolios in these challenging environments.

Retooling investors for an age of uncertainty

Hendrik du Toit
, Chief Executive Officer, Investec Asset Management

Overcoming failures in long-term savings and investment: the lessons of the UK

Ian Goldin, Professor of Globalisation and Development, Director of the Oxford Martin School, University of Oxford

Ashok Gupta, Chair of the Pensions and Lifetime Savings Association Defined Benefits Taskforce

The Investor’s View

Adrian Orr, Chairman, International Forum of Sovereign Wealth Funds; Chief Executive Officer, New Zealand Superannuation Fund

Profiting from long-term value creation in the equity markets

Clyde Rossouw and Simon Brazier, Co-Heads of Quality, Investec Asset Management

Navigating negative rates for resilient returns

Russell Silberston, Head of Multi-Asset Absolute Return, Investec Asset Management

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