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2019 Investment Views

From tailwinds to headwinds: a new market regime

In 2018, the fair tailwinds of quantitative easing turned into the headwinds of quantitative tightening, trade wars and global political uncertainties. No doubt, some asset classes will stand up to the headwinds better than others going into 2019. But which?

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a holistic approach to capture Chinese growth

All China Equity Fund

A holistic approach to seeking attractive yield

All China Bond Fund

Unlocking growth potential in Asia

Asian Equity Fund

A defensive investment approach for uncertain times

Global Multi Asset Income Fund

Seeks consistency in an uncertain world

Global Franchise Fund

Featured investment views

6 Feb 2019

Portfolio Manager, Archie Hart, looks at emerging market equities and discusses the ongoing US/China trade talks.

1 Feb 2019

Clyde Rossouw discusses the quality investing approach for the year ahead with Lindsay Williams.

17 Jan 2019

Russell Silberston talks to Lindsay Williams following the historic Brexit defeat, which saw MPs reject the plan by a majority of 230.

25 Oct 2018

Portfolio Manager Wenchang Ma discusses the investment case for China and why we can expect to see continued trade war tensions with the US.

19 Oct 2018

Michael Power maps out October’s market selloff and what it means for the current bull market run.

15 Oct 2018

Following the first-round elections in Brazil, Jair Bolsonaro and Fernando Haddad will face off for the presidency on the 28th of October. As the market leans toward a victory for Bolsonaro, Vivienne Taberer, Portfolio Manager at Investec Asset Management, talks to Lindsay Williams about the current situation in Brazil and what these elections mean for emerging markets.

05 Oct 2018

Having evolved from a way to conquer chess grandmasters, the field of artificial intelligence has gained significant momentum due to technological advancements over the last two decades. Rhynhardt Roodt, portfolio manager at Investec Asset Management, discusses the investment implications of this.

28 Sep 2018

John Stopford argues that we need to be looking at more longer-term market forces as he describes the shift in demographic drivers and the debt supercycle.

5 September 2018

With September marking the 10-year anniversary of the Lehman Brothers collapse, Jason Borbora looks at what we’ve learnt in the past 10 years and what we might still need to learn.

29 August 2018

Is this the end of the rout in the renminbi or is there further to go? Emerging Market Fixed Income Portfolio Manager Wilfred Wee revisits recent developments and considers how Chinese authorities might react going forward.

5 July 2018

Philip Saunders, Portfolio Manager at Investec Asset Management, discusses China’s ‘Second Great Transformation’ which, if successful, promises to shape the world order in ways the West has only begun to appreciate.

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3 July 2018

John Stopford looks at the ongoing trade wars whilst emphasising a selective approach going forward.

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28 June 2018

In an interview recorded on Friday 22nd June, Philip Saunders discusses the latest developments in the ongoing trade war, OPEC’s meeting in Vienna and a look at the European economy.

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5 June 2018

Michael Power reflects on how much longer an emerging markets index can continue to embrace, as its core weight, a country that within a decade may well have the world’s largest economy.

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Past performance shown are not indicative of future performance. Dividends are not guaranteed. Investors are reminded that investment involves risk. Investors should read the prospectus and product highlights sheets of the funds which are available from www.investecassetmanagement.com/sg or any of the appointed distributors before making any investment decision. Please contact your financial advisor if you are in doubt of any information contained in this website. This website has not been reviewed by the Monetary Authority of Singapore. Issued by Investec AssetManagement Singapore Pte Limited (Co. Reg. No. 201220398M).

Professional Investor

2019 Investment Views

2019 Investment Views

Featured Funds

All China Equity Fund

All China Bond Fund

Asian Equity Fund

Global Multi Asset Income Fund

Global Franchise Fund

Featured investment views

An emerging 2019

Seeking greater certainty in uncertain times

Brexit defeat – what next?

The changing face of China

Bull market’s trade-war strain

Emerging views on Brazil elections

Beyond the hype of AI

Debt and demographics

Lehman’s collapse – what did we learn?

Will the renminbi rout continue?

Podcast: China - The second great transformation

Podcast: A trade war is not the only risk

Podcast: Trade wars revisited

Podcast: We need to talk about China

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2019 Investment Views

2019 Investment Views

Featured Funds

All China Equity Fund

All China Bond Fund

Asian Equity Fund

Global Multi Asset Income Fund

Global Franchise Fund

Featured investment views

An emerging 2019

Seeking greater certainty in uncertain times

Brexit defeat – what next?

The changing face of China

Bull market’s trade-war strain

Emerging views on Brazil elections

Beyond the hype of AI

Debt and demographics

Lehman’s collapse – what did we learn?

Will the renminbi rout continue?

Podcast: China - The second great transformation

Podcast: A trade war is not the only risk

Podcast: Trade wars revisited

Podcast: We need to talk about China

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