Navigation Search

Select your location and role to view strategy and fund content

South Africa
  • Global homepage
  • Australia
  • Belgique
  • Botswana
  • Denmark
  • Deutschland
  • España
  • Finland (Suomi)
  • France
  • Hong Kong (香港)
  • Ireland
  • Italia
  • Luxembourg
  • Namibia
  • Nederland
  • Norway
  • Österreich
  • Singapore
  • South Africa
  • Sweden (Sverige)
  • Switzerland
  • United Kingdom
  • United States
  • International
Professional Investor
  • Professional Investor
  • Individual Investor

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.

By entering you agree to our Terms & Conditions
  • Welcome

    Welcome note

    We are excited to announce the inaugural Investec GlobalSelect Investment Conference in London from 19 to 21 June 2018.

    Debates and discussions with business leaders, investment strategists and industry guest speakers will highlight the opportunities investors are currently evaluating.

    Please see click on the Agenda link to view the speaker line-up and conference agenda.

  • Agenda


    Day 1 — Tuesday, 19 June 2018

    12:00 – 12:30 Arrival, registration & lunch at the Investec Asset Management offices
    12:30 - 12:45 Welcome  
    12:45 – 13:30

    Evolving to thrive
    Conversation with Hendrik du Toit and John Green on the trends and outlook for the global banking and asset management industries

    Hendrik du Toit, Investec Group Joint CEO Designate
    John Green, Deputy Joint CEO, Investec Asset Management

    Jeremy Gardiner, Investec Asset Management

    13:30 -14:30

    Panel discussion:
    Secular mega-trends shaping the future world of investing

    Technological advances and disruption are resulting in sweeping change across industries, not only threatening traditional jobs but arguably fueling populist politics. Investors typically extrapolate past performance into the future, but in a rapidly changing world, can you be sure that the investments that work today will perform in the future? How should we build portfolios focused on the economies of tomorrow?


    George Cheveley, Portfolio Manager, Investec Alternatives & Commodities
    Iain Cunningham, Portfolio Manager, Investec Global Multi-Asset
    Tom Miller, Analyst, Investec Global Industrials
    Mike Hugman, Portfolio Manager, Investec Emerging Market Fixed Income

    Philip Saunders, Co-Head of Multi-Asset Growth, Investec Asset Management

    14:30 – 15:00

    Global credit – The “Smart” money
    The long-awaited return of volatility has arrived, and while unnerving, is part of the process of returning to a more ‘normalised’ market environment. Credit markets tend to be sensitive to material shifts in monetary policy, and credit spreads typically start to widen between 6 and 24 months before a more general equity market peak. Whereas shares react more slowly to complex financials, global credit, sometimes referred to as the ‘missing’ asset class, can foretell equity market movements. As markets gear up for higher interest rates – relatively late in the business cycle – stock investors would do well to take notice of their high-yield counterparts.

    Jeff Boswell, Global Head - Developed Market Credit, Investec Asset Management

    15:00 – 15:30 Tea break  
    15:30 – 16:00 Rethinking risk and returns - the old rules of diversification are no longer working

    Long-held relationships between asset classes appear to be breaking down as rising yields have led to a shakeup across asset classes. This has resulted in a regime change in cross-asset correlations.

    So how do you achieve effective diversification if the traditional methods, which use historical correlations and returns to derive an optimum asset mix, are no longer as effective?

    Philip Saunders, Co-Head of Multi-Asset Growth, Investec Asset Management

    16:00 - 16:30

    Much like mechanisation took over from man and beast, machines will be able to ‘think’ in the not so distant future. What does AI mean for investment?
    Artificial intelligence is predicted to be the fastest transition humankind has experienced and while the timing is uncertain, it is a matter of when, not if. What challenges does artificial intelligence pose for investors?

    Christine Baalham and Anton du Plooy, Portfolio Managers, Investec Global 4Factor Equity, Investec Asset Management
    16:30 – 17:15

    Guest speaker

    17:15 – 19:00

    Cocktails and canapés

    Day 2 | Wednesday, 20 June 2018

    08:30 – 09:00 Arrival and registration, with a light breakfast  
    09:00 – 9:45

    Business leader panel discussion:
    A global perspective on advisor trends, the asset management industry and distribution


    BlackRock Schroders Asset Management M&G Investment Franklin Templeton Investments Moderated by Investec Asset Management

    09:45 – 10:30

    Is value investing dead? A controversial view from a deep value manager

    Kevin Murphy, Co-Head of Global Value, Schroders Asset Management
    10:30 – 11:00

    Tea break

    11:00 – 11:45

    Emerging Markets: New Economy Opportunities

    Alistair MacDonald, Vice President, Institutional Portfolio Manager, Templeton Emerging Markets
    11:45 – 12:30

    Episodic investing: exploiting the opportunities in the current global macro-economic environment

    David Fischwick, Head of Macro and Equity Investment, M&G Investments
    15:15 – 15:30 Lunch break  
    13:30 – 14:15

    What is global equity income and the case for investing in it?

    Stuart Reeve, Managing Director, Head of Global Equity team, BlackRock
    14:15 – 15:15

    Guest speaker

    15:15 – 15:30 Tea break
    15:30 – 16:00

    Depart for Schroders office, +/-5min walk

    16:00 – 17:30

    Meet the global manager
    Due diligence session and office visit at Schroders Asset Management

    Hosted by Peter Harrison, CEO, Schroders Asset Management
    17:30 – 19:30

    At leisure


    Pre-dinner drinks, followed by dinner
    Madison Restaurant, Rooftop Terrace, One New Change, St Paul’s



    Day 3 | Thursday, 21 June 2018

    09:00 – 10:15

    Meet the global manager
    Due diligence session and office visit at Franklin Templeton Investments

    Hosted by Martyn Gilbey, UK Country Head, Franklin Templeton Investments
    10:15 – 10:30

    Depart for M&G Investments, +/-10min walk

    10:30 – 11:45

    Meet the global manager
    Due diligence session and office visit at M&G Investments

    Hosted by Andrew Watson, Head of UK Retail Sales and Marc Beckenstrater, Head of International Investments, M&G Investments
    11:45 – 12:00

    Depart for BlackRock, +/-10min walk

    12:00 – 13:30

    Meet the global manager
    Due diligence session and office visit at BlackRock

    Hosted by BlackRock Investment Institute

    Conference closes

  • Partners

  • Venues


    Investec Asset Management

    Woolgate Exchange, 25 Basinghall St, London EC2V 5HA, UK

    Schroders Asset Management

    31 Gresham St, London EC2R 7HE,

    Madison Restaurant

    Rooftop Terrace, One New Change, London EC4M 9AF, UK

    Franklin Templeton Investments

    5th Floor, Cannon Place,
    78 Cannon St, UK

    M&G Investments

    Governors House, 5 Laurence Pountney Hill, London EC4R 0HH, UK


    Drapers Gardens, 12 Throgmorton Avenue, London EC2N 2DL, UK

  • Accommodation


    Below are some hotel recommendations. They have been selected based on their location in relation to the Investec Asset Management office, external manager offices and the dinner venue.

    Please note: we have not booked any rooms and cannot guarantee availability. Room rates will depend on the time of the booking and range generally between £210 – 255 (excl. tax)

    If you’d like assistance with your hotel booking you can contact Rennies:

    Tania Thomas
    Tel: 021 416 1775
    Candice Saville
    Tel: 021 416 1777