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
|18:00 – 22:00||
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’?
|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
|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:
|10:00 – 10:15||
|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:
|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
|12:15 – 13:30||
|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:
|14:30 – 14:45||
|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
|15:45 – 16:00||
Closing remarks followed by drinks and canapés
InPerspective Forum 2019 concludes
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.
During 1999 she assumed responsibility for Investec Asset Management’s private client relationships. In 2002, Natalie changed her focus to institutional new business. Since 2002, Natalie has also been responsible for some of the firm’s largest institutional client and consultant relationships.
Natalie holds a Bachelor of Laws degree and a Master’s degree in Economics, both from the University of Stellenbosch. She has attended the Harvard Woman’s Leadership Programme.
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.
Prior to joining Investec Asset Management, Vian specialised in communications for the luxury goods sector, most recently holding a directorship at boutique luxury communications agency Luchford APM where she assisted in the repositioning of the Pringle of Scotland brand. Prior to this Vian was an account manager at London agency Aurelia PR, where she managed flagship accounts such as Versace & Salvatore Ferragamo whilst working on special projects for brands such as Krug and Moet & Chandon.
She began her career at NM Rothschild before moving to the press office at Gucci and Gucci Group’s global communications office in London.
Vian graduated from Cambridge University in 2000 with a BA in English and History of Art.
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.
He began his investment career in 1982 as an analyst at Guinness Mahon & Co Limited, assuming management responsibility for the company’s managed currency funds in 1984. In 1987, he became a founding director of Guinness Flight Global Asset Management, which was later acquired by Investec Asset Management in 1998, and led its successful Global Fixed Income team. In 2000 he joined the Multi-Asset team, becoming Head in 2004.
Philip graduated from Cambridge University with a MA in History in 1980.
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.
Mimi has helped build and develop our investment capabilities both regionally and globally and has been a member of the Global Executive Committee since its inception.
Mimi graduated from the University of South Africa with a degree in Commerce.
Investec Asset Management has grown from a small South African start-up to an international specialist asset management firm entrusted with over US$140.6 billion* of client assets.
* As at 30 June 2018
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.
Before joining the firm, Thabo worked as a management consultant with Monitor Company, based initially in the US and later in South Africa. His focus was competitive strategy for aspiring global businesses; he had clients in telecommunications, healthcare and mining.
Thabo graduated from Brown University in the US, with a BSc in Engineering and a BA in Economics.
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.
He began his career working in the Middle East department of Chase Manhattan Bank before joining Anglo American's corporate finance department in South Africa. Michael then worked in the London corporate finance department of NM Rothschild & Sons where his work had a strong natural resource emphasis. Having completed a 4x4 overland safari through Africa, Michael then worked for HSBC-Equator Bank in Kenya for four years. He returned to the UK to work at Baring Asset Management as a director in their emerging markets department, where he was head of Africa and the Middle East as well as heading the natural resources sector, and was also portfolio manager for the Pan African Simba Fund.
Michael graduated from the University of Cape Town with a Phd in Economics. He also holds an MA in International Business and Law from the Fletcher School at Tufts and a BA in Politics, Philosophy and Economics from the University of Oxford.
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.
Prior to joining the firm in 2016, Iain started his career at Schroders where he was responsible for the management of a number of multi-asset funds and mandates focused on dynamic asset allocation and income.
He has a BSc in Economics from Loughborough University, and an MSc in Economics and Finance (with distinction). Iain is also a Chartered Financial Analyst (CFA) Charterholder.
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.
Prior to joining the firm, Simon worked for Threadneedle where he was Head of UK Equities and responsible for the portfolio management of the Threadneedle UK Fund. He has been managing funds for over 14 years, having started his career with Schroders in 1998.
Simon graduated from Durham University and the University of Aix-Marseille with a BA Honours degree in Economics with French. Simon holds the Institute of Investment Management and Research (IIMR) certificate.
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.
Over the years he has been responsible for the fundamental analysis of a broad range of listed companies, the portfolio management of a number of equity and multi-asset strategies as well as driving the equity research agenda within these strategies. Rhynhardt rejoined the firm in 2010 from Oryx Investment Management where he worked for two years as a research analyst and portfolio manager.
He graduated from the University of Pretoria with a Bachelor of Commerce in Financial Management Sciences and a Bachelor of Commerce (Hons) in Investment Management (cum laude), before completing a Master’s degree in Financial Management (cum laude) at the University of Cape Town. Rhynhardt is also a CFA Charterholder.
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.
Prior to his time at Watson Wyatt, he spent six years as a senior portfolio manager responsible for global bond management at Robeco, where he helped develop the credit process and lead on numerous projects improving the process and tools of the department.
He graduated in 1995 with a Master’s degree in Econometrics from Erasmus University Rotterdam.
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.
Prior to this she was co-head of SA & Africa Fixed Income. Nazmeera has covered the macro-economy in South Africa and other emerging markets since 2000. She is passionate about making financial markets work to support development. Her remit includes the Emerging Africa Infrastructure Fund, which provides debt financing for infrastructure projects across Africa. Nazmeera has been published extensively in the local media, including the Financial Mail and Business Times.
She joined the firm in 2013 from Macquarie First South where she was Head of Macro Strategy. She began her career as an economist at Merrill Lynch in South Africa and London.
Nazmeera graduated from the University of Cape Town with a Bachelor of Business Science degree and is also a CFA Charterholder.
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.
He joined Investec Asset Management in 2008 from WestLB Mellon Asset Management where he was responsible for managing Latin American portfolios and maintaining the analytical coverage for this region. Prior to this, Archie worked for Deutsche Bank for seven years, starting as head of regional research in Hong Kong, then becoming a regional media analyst, and moving to London where he marketed Deutsche’s Asian equity product to institutional clients. Prior to this, Archie worked for BZW Asia in Hong Kong where he sold Asian equities to clients. Also in Hong Kong, Archie worked as an investment analyst for Crosby Securities before being promoted to head of Hong Kong research and deputy managing director, and subsequently moving to their sales team.
He started his career at Royal Life Fund Management in London as an investment analyst. Archie graduated in 1986 from the University of Sheffield with a degree in Business Studies.
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.
Victoria joined Investec Asset Management in 2011 from Nomura International. Victoria previously spent over three years working with emerging market trading desks and capital markets teams for Standard Bank and Nomura. She also spent two years running hedge fund and proprietary trading strategies for Rand Merchant Bank and Whitebeam Capital Management. Prior to this, Victoria spent over eight years working for Henderson Global Investors where she was responsible for running emerging market debt portfolios.
Victoria graduated from Leeds University with a Bachelor of Science degree in Biochemistry with Molecular Biology. In addition, she is a CFA Charterholder.
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.
Unathi joined the firm from Investec’s Private Bank division, where she was an internal and external consultant covering credit applications and loan agreements since 2008. Prior to joining Investec, she was a business director at Amperzand Advertising and an organisational development consultant at resources for African Innovations. Earlier in her career, she worked as an occupational therapist and also spent some time in a non-profit organisation.
Unathi has a Bachelor of Occupational Therapy degree from the University of Stellenbosch. She graduated cum laude from the University of Cape Town with a Master’s degree in Business Administration. Unathi has also passed Level III of the CFA Programme.
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.
Prior to this, she was a Partner, Portfolio Manager and Head of Research at Ecofin. Before joining Ecofin, Deirdre was an investment banker at Morgan Stanley where she headed their European Renewable Energy coverage effort and built an investment banking and principal investing franchise. She has long had a passion for sustainable investing and has worked on a voluntary basis in the microfinance sector both in the US and in Pakistan. She is a member of the advisory board of Girls Who Invest, a non-profit organisation whose mission is to increase the percentage of the world’s investable capital run by women. She is also a member of the advisory board of the Shell Foundation’s Energy Company of the Future project, as well as the advisory board for Imperial College’s Centre for Climate Finance and Investment.
Deirdre earned her MBA from Harvard Business School, where she was a Baker Scholar, and her BA from University College Dublin.
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.
Before joining the firm, Matt worked for Threadneedle as a portfolio manager in the UK equities team. He was co-manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund and a range of small cap institutional portfolios. He was also lead manager of the Threadneedle UK Ethical Equity Fund and was responsible for stock analysis and idea generation for the wider team. Prior to joining Threadneedle, Matthew was a portfolio manager at Legal & General Investment Management specialising in UK Small Caps.
He graduated from Loughborough University with a degree in Geography and Sports Science. In addition, Matt holds the Investment Management Certificate.
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.
Prior to joining the firm, she spent over 10 years at HSBC within its investment banking. As co-head of Sustainable Finance within Global Banking and Markets, she was responsible for green and sustainable product innovation across financing and investment. She was also Global Head of RMB Business, where she led the overall China and RMB internationalization strategy, revenue growth, product innovation and wider strategic client execution.
Rongrong is a Visiting Fellow at Tsinghua University in Beijing. She chairs the international workstream at for City of London’s Green Finance Initiative and leads overall China engagement. She also sits on the Senior Steering Group for UK’s Government’s Green Finance Institute. She was recognized by Financial News as one of the 100 most Influential Women in Finance in 2015, 2016 and 2017 and has also won the Chinese Business Leaders Award for Excellence in Banking in 2015. Rongrong studied in mainland China and the UK, and holds a Master of Science degree with Distinction from Cass Business School.
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.
Greg joined Investec Asset Management in 1999 working as an analyst researching Asian and global equities. Prior to this, Greg spent five years at Ernst & Young in Johannesburg, South Africa, within auditing and consulting, where he specialised in mining and financial companies.
He qualified as a Chartered Accountant in 1997. Greg graduated from the University of Witwatersrand in Johannesburg, South Africa, in 1994 and achieved a first class degree in Accountancy and is a CFA Charterholder.
What can past market regimes tell us about the next chapter?
How humanity's greatest challenge impacts the investment landscape.
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.
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.
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.
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.
Our 2019 Investment Views explores this question with expert analysis to equip you with insight into what could lie ahead.
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.
InPerspective Forum | Dinner
Apothecaries’ Hall, Black Friars Lane,
London, EC4V 6EJ
InPerspective Forum | Investment Programme
Investec Asset Management, Woolgate Exchange,
25 Basinghall Street, London, EC2V 5HA