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  • Welcome

    Welcome

    The future isn’t what it used to be

    As Charles Darwin wrote, “it is not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is most adaptable to change”. Change is all around us, as the world as we know it rapidly evolves and successful investing requires much greater flexibility and insight. Political uncertainty and diverging monetary policy are resulting in increasing volatility, both of which are new to a generation of younger investors. How should you react?

    Join us in London as we bring you and your peers together with business leaders and industry experts to explore the challenges and opportunities that lie ahead in a rapidly changing world.

    We are excited about our agenda line-up and will share this with you in the coming weeks.

    Our global journey

  • Agenda

    Agenda

    Day 1 - Thursday, 9 May 2019

    18:00 – 22:00

    InPerspective Dinner

    Welcome | Natalie Phillips, Deputy Managing Director, SA

    Investing for a better tomorrow | Vian Sharif, Investec Asset Management

    Guest speaker: Lord Mark Malloch-Brown, Former Deputy Secretary-General of the United Nations in conversation with Philip Saunders, Multi-Asset

    There are numerous and varied potential geopolitical hurdles ahead for the global economy over the next few years, ranging from US political volatility, to challenges in Europe, to the re-emergence of populism in various Western countries. Which of these are most likely to ‘upset the apple cart’?

     

    Day 2 – Friday, 10 May 2019

    8:00 – 8:30

    Registration and breakfast

    8:30 – 9:00

    Challenges confronting global asset managers over the next decade

    How does one ensure that they remain relevant and competitive?

    Domenico Ferrini, Co-Chief Executive Officer in conversation with
    Thabo Khojane, Managing Director, Africa

    09:00 – 10:00

    The future isn’t what it used to be

    Long-term investing requires thinking about what the world may look like 10 years from now. 2008 saw one of the worst economic downturns and largest market sell-offs since the Great Depression. Just over a decade has passed and memories of that turbulence are re-emerging. Current market movements may reflect late cycle issues – or they may reflect deeper, more structural concerns. In this session, we will share scenarios that will impact your portfolios and future returns.

    Michael Power, Investment Strategist in conversation with:
    Iain Cunningham, Multi-Asset
    Simon Brazier, Quality
    Rhynhardt Roodt, 4Factor

    10:00 – 10:15

    Refreshment break

    10:15 – 11:15

    Impact of a changing global liquidity environment on emerging market assets

    After a decade of quantitative easing we now live in a world where changing global liquidity is causing distress for emerging markets. How is this expected to play out across different emerging market asset classes?

    Peter Eerdmans, Fixed Income in conversation with:
    Nazmeera Moola, Head of SA Investments
    Charles Robertson, Global Chief Economist, Renaissance Capital
    Archie Hart, Emerging Markets Equity
    Victoria Harling, Emerging Market Corporate Debt

    11:15 – 12:15

    Embracing new realities: Impact of decarbonisation on investment decision-making

    Much of global industry has embraced the sustainability initiative and this is already making an impact on both companies and investment decision-making. Has the pursuit of a low carbon footprint really made a difference?

    Panel discussion moderated by Adeline Diab, Co-head of Sustainable & Thematic Investing, Barclays
    Unathi Loos, SA Equity, Investec Asset Management
    Deirdre Cooper, Natural Resources, Investec Asset Management
    Matt Evans, Quality, Investec Asset Management

    12:15 – 13:30

    Lunch

    13:30 – 14:30

    Selecting an investment partner for the long term

    The need for a global perspective in achieving compelling long-term investment outcomes, affects both the construction of portfolios and appointing a firm to manage them. How are the new generation of allocators of capital approaching this age-old question?

    Thabo Khojane in conversation with:
    Jarred Glansbeek, Chief Executive Officer, Riscura Solutions
    Gyongyi King, Chief Investment Officer, Alexander Forbes Investments
    Ndabe Mkhize, Chief Investment Officer, Eskom Pension & Provident Funds

    14:30 – 14:45

    Refreshment break

    14:45 – 15:45

    Investing in the New China… at home and abroad

    Does the last year’s market turmoil change the investment case and what are the implications of China’s ‘Belt and Road’ initiative for investors? In 2013, the government of China inaugurated ‘Belt and Road’, a global infrastructure project to enhance economic, political and financial ties between China, Asia, Africa and Western Europe. The land-based Silk Road Economic Belt will reopen the ancient route across Eurasia, with cutting-edge transport and logistics infrastructure, while the ocean-going Maritime Silk Road will create a network of state-of-the-art port facilities from China to the Mediterranean.

    Rongrong Huo, Investec Investment Institute in conversation with Greg Kuhnert, 4Factor Asia and
    Ma Hui, Minister of the Embassy of the People’s Republic of China in the United Kingdom

    15:45 – 16:00

    Closing remarks followed by drinks and canapés

    Natalie Phillips

    InPerspective Forum 2019 concludes

  • Speakers

    Speakers

    Natalie Phillips

    Deputy Managing Director

    Joined the firm in 1997
    Joined the industry in 1997

    Natalie is responsible for the South African institutional and corporate businesses. She began her career with the firm in 1997, initially as a legal advisor and later as an investment analyst in the industrial conglomerates sector.

    Vian Sharif

    Media Relations

    Joined the firm in 2008
    Joined the industry in 2000

    Vian Sharif is part of Investec Asset Management’s global communications team in London and is responsible for all cross-border media relations ex Africa. She joined Investec Asset Management in 2007.

    Philip Saunders

    Multi-Asset

    Joined the firm in 1981
    Joined the industry in 1981

    Philip is Co-Head of Multi-Asset Growth at Investec Asset Management, he is also a portfolio manager for Multi-Asset total return, global multi-asset and protected strategies.

    Domenico (Mimi) Ferrini

    Co-Chief Executive Officer & Co-Chief Investment Officer

    Joined the firm in 1992
    Joined the industry in 1988

    Mimi is Co-Chief Executive Officer and Co-Chief Investment Officer at Investec Asset Management. Mimi joined the company in 1992 as one of the founding members. Mimi held various leadership roles across the business before becoming Co-Chief Investment Officer.

    Thabo Khojane

    Managing Director, Africa

    Joined the firm in 1998
    Joined the industry in 1998

    Thabo is the managing director of Africa at Investec Asset Management and has been with the firm since 1998. Prior to this role, he was managing director for the South African-only business.

    Michael Power

    Investment Strategist

    Joined the firm in 2002
    Joined the industry in 1985

    Michael joined Investec Asset Management as a strategist in December 2002. His current responsibilities include understanding how the shift in the centre of economic gravity from West to East is impacting on the world of investment and in particular how it is opening up new investment opportunities for Investec’s global client base.

    Iain Cunningham

    Multi-Asset

    Joined the firm in 2016
    Joined the industry in 2007

    Iain is a portfolio manager in the Multi-Asset team at Investec Asset Management. He is the co-portfolio manager of the Investec Global Multi-Asset Total Return, Investec Global Strategic Managed and the Investec Multi-Asset Protector strategies. He is also a member of the team’s Macro Research Group, where he focuses on the analysis of structural macro themes, as well as the FX and Rates Research Group.

    Simon Brazier

    Quality

    Joined the firm in 2014
    Joined the industry in 1998

    Simon is Co-Head of Quality at Investec Asset Management. He is a portfolio manager with a focus on UK equities, and manager of the Investec UK Alpha Fund and the Luxembourg domiciled Investec GSF UK Alpha Fund. He is also responsible for the co-management of the specialist Quality investment team. Simon is based in the firm’s London office.

    Rhynhardt Roodt

    4Factor

    Joined the firm in 2004
    Joined the industry in 2004

    Rhynhardt is the Co-Head of 4Factor and co-portfolio manager for the Global Core Equity Strategy at Investec Asset Management. He began his career at the firm in 2004 and was previously the Co-Head of SA Equity & Multi-Asset.

    Peter Eerdmans

    Fixed Income

    Joined the firm in 2005
    Joined the industry in 1995

    Peter is Head Fixed Income and Co-Head of Emerging Market Sovereign & FX at Investec Asset Management. He is jointly responsible with Werner Gey van Pittius for all global emerging market sovereign debt strategies. Peter is also responsible top-down analysis within the team. He joined the firm in 2005 from Watson Wyatt, where he was responsible for bond and currency manager research.

    Nazmeera Moola

    Deputy Managing Director SA, Head of SA Investments

    Joined the firm in 2013
    Joined the industry in 2000

    Nazmeera is Head of SA Investments at Investec Asset Management. She works closely with the global and SA capability heads to ensure that we continue to have competitive investment performance and adding further depth and diversity to our Cape Town based investment teams.

    Archie Hart

    Emerging Markets Equity

    Joined the firm in 2008
    Joined the industry in 1986

    Archie is the portfolio manager for the Emerging Markets Equity Strategy in the 4Factor team at Investec Asset Management.

    Victoria Harling

    Emerging Market Corporate Debt

    Joined the firm in 2011
    Joined the industry in 1997

    Victoria is Head of Emerging Market Corporate Debt and is responsible for managing the Emerging Market Corporate Debt Strategy and the Emerging Market Investment Grade Corporate Debt Strategy at Investec Asset Management.

    Unathi Loos

    SA Equity

    Joined the firm in 2012
    Joined the industry in 2008

    Unathi is a portfolio manager for the Investec Balanced Strategy within the SA 4Factor team. She also has co-portfolio management responsibilities for the South African Resources Strategy. As sector head of Resources she is responsible for driving the research agenda within this sector with specific research responsibilities for a number of large cap mining companies.

    Deirdre Cooper

    Natural Resources

    Joined the firm in 2018
    Joined the industry in 1997

    Deirdre is a portfolio manager for the Global Environment Strategy in the Natural Resources team at Investec Asset Management. She joined the team in 2018, and is a utility, infrastructure and energy transition specialist.

    Matt Evans

    Quality

    Joined the firm in 2017
    Joined the industry in 1998

    Matt is a portfolio manager at Investec Asset Management, with a focus on UK Smaller Companies within the Quality team. Matt is based in the London office.

    Rongrong Huo

    Investec Investment Institute

    Joined the firm in 2018
    Joined the industry in 2006

    Rongrong is the Executive Director, Head of Investment Institute at Investec Asset Management. The Investment Institute delivers strategic investing insights and analysis across asset classes, investment strategies and borders.

    Greg Kuhnert

    4Factor Asia

    Joined the firm in 1999
    Joined the industry in 1995

    Greg is the portfolio manager for the Asia ex Japan and All China Equity strategies and co-portfolio manager for the Asia Pacific ex Japan Equity Strategy in the 4Factor team at Investec Asset Management.

  • Insight

    Insight

    Emerging markets: cycles past and future

    What can past market regimes tell us about the next chapter?

    Read more

    Deconstructing decarbonisation

    How humanity's greatest challenge impacts the investment landscape.

    Read more

    What’s the real story with China’s tech sector?

    Varun Laijawalla, Emerging Markets Equity Analyst, 4Factor, recently visited China. He attended investment conferences and visited e-commerce companies in Beijing and Shenzhen, seeking insights into the Chinese tech sector.

    Read more

    Is India the next China?

    Varun Laijawalla, Emerging Markets Equity Analyst, 4Factor, recently visited India. He visited e-commerce companies in Bangalore and Delhi, seeking insights into the enigmatic Indian e-commerce market.

    Read more

    China’s evolving economy

    Michael Power updates Lindsay Williams on China, following his recent interview which looked at why China should no longer be seen as a copy-cat economy.

    Read more

    China, today

    We examine the evolution of China’s capital markets and its potential impact on global markets. Read more to understand the investment opportunity that we believe China offers.

    Read more

    2019 Investment Views

    Our 2019 Investment Views explores this question with expert analysis to equip you with insight into what could lie ahead.

    Read more

    Why is the future emerging?

    In the latest chapter of our flagship publication The Journal, we have partnered with leading industry experts to discuss the steps that asset owners can explore today to capitalise on long-term for the future.

    Read more

  • Venues

    Venues

    Thursday, 9 May 2019

    InPerspective Forum | Dinner
    Apothecaries’ Hall, Black Friars Lane,
    London, EC4V 6EJ

    Friday, 10 May 2019

    InPerspective Forum | Investment Programme
    Investec Asset Management, Woolgate Exchange,
    25 Basinghall Street, London, EC2V 5HA