2018 started off well, but then descended into gloom and despair as Trump’s tariff war, a strong US dollar and rising US interest rates ravaged emerging markets, including South Africa. 2019 also started well, but despite successful elections, a resurgent tariff war has once again scared foreign investors away, including from South Africa. What is Trump’s strategy? Will he soften on the Chinese? And can our president withstand the forces of evil who want to “Venezuela” our country?
Core, defensive income fund
Actively managed - continuously analysing fixed income instruments
Participation in bond bull markets and protection in bond bear-markets
Not benchmark cognisant and is a high conviction portfolio of best ideas
Will invest in companies across all market sectors where profit and earnings expectations are rising
Makes high conviction investments in specific stock ideas where earnings expectations are rising & valuations are reasonable
Brian Kahn retired from the South African Reserve Bank at the end of September 2018 after 19 years of service. During his time at the SARB he initially served as deputy head of the Research Department, and from 2009 as Adviser to the Governor. He was appointed to the Bank’s Monetary Policy Committee at its formation in October 1999, and remained a member of the MPC until his retirement. He was also a member of the Bank’s Financial Stability Committee.
Before joining the Bank, he was Professor of Economics and head of the School of Economics at the University of Cape Town. He has been involved in various economic research projects, including at the World Bank, the London School of Economics and the World Institute for Development Economics Research (WIDER). He is currently a consultant at Investec Asset Management and an Honorary Professor at the School of Economics at UCT. He has a BA (hons) and MA (Economics) degree from the University of Cape Town.
Co-Head of SA & Africa Fixed Income
Joined the firm in 2012
Joined the industry in 2000
Peter is a Co-Head of SA & Africa Fixed Income and is a portfolio manager in the South African Rates team at Investec Asset Management. He has responsibility for a range of fixed income portfolios, including the Flexible Bond and Diversified Income strategies, complementing the team with his global macro experience.
Prior to joining Investec Asset Management, he spent eight years as an interest rate derivative trader at Goldman Sachs in London, with responsibility for managing European swap flow and prop books.
Peter holds a Bachelor of Commerce (Hons) from the University of Cape Town, and a Master of Science degree in Finance from the London Business School. He is also a Chartered Accountant (SA) and a CFA Charterholder.
Co-Head of SA Equity & Multi-Asset
Joined the firm in 2017
Joined the industry in 2004
Hannes is the co-head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management. His focus is on the General Equity and Balanced strategies and equity hedge funds. Prior to joining the firm, Hannes was a portfolio manager at Fairtree Capital. He was also an analyst and head of the equities trading desk.
Before that, he held various positions within the Sanlam Group, including being a founding member of MiWay Insurance and member of the Group Corporate Finance team. Hannes completed his articles at PricewaterhouseCoopers.
Hannes holds a Bachelor of Accounting Honours as well a Bachelor of Accounting Masters degree from Stellenbosch University. Hannes is a Chartered Accountant and CFA Charterholder.
Marketing Director, Communications
Joined the firm in 1992
Joined the industry in 1990
Jeremy is a regular voice in the media, at conferences and to the investment-related world at large, responsible for commenting on current affairs, economics and investment markets.
In his position, Jeremy is inundated with information from the world’s top analysts, on everything from politics to petrol. Jeremy’s challenge is consolidating all this information and bringing it to you in an understandable format that you will find interesting and informative.
With the company since 1992, Jeremy has been with the firm for 25 years, during which the business grew from a small Cape Town Asset Management firm to a significant global business managing clients assets in excess of R1.9 trillion*.
Jeremy also served on the board of Western Province/Stormers rugby from 2003 to 2005, a period in which their performance was particularly poor!
Although he studied accounting at the University of Cape Town and Economics at the University of Witwatersrand, Jeremy is neither an accountant nor an economist, but uses these skills to demystify what the accountants and economists are saying.
* as at 30th June 2018.
Tuesday, 30 July 2019
The Boardwalk Hotel and Convention Centre, 2nd Avenue, Beach Road
Wednesday, 31 July 2019
Hilton Durban, 12-14 Walnut Rd
Thursday, 2 August 2019
Century City Convention Centre, No. 4 Energy Lane, Century City
Tuesday, 6 August 2019
The Maslow Hotel Sandton, Rivonia Rd & Grayston Dr, Sandton
Wednesday, 6 August 2019
Time Square Casino, 209 Aramist Ave, Menlyn