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Welcome to Taking Stock

Economics is expected to play a more meaningful role in 2017 in driving returns

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Jeremy Gardiner’s A -Z

Jeremy Gardiner reflects on current issues affecting markets

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Investec Opportunity and Cautious Managed Funds update

Quality is a long-term investment strategy and may lag the market during rapid market rotation

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Uncertainty makes for a volatile environment

The more pro-cyclical global environment and favourable inflation outlook should support domestic bonds

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Outlook for SA equities improving

A better outlook for global growth, SA rates and commodity sector earnings expectations support equities

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Investec Global Franchise Fund update

What does the significant market rotation away from quality mean for the Fund?

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Q&A with Clyde Rossouw

Clyde reflects on some of his favourite investment writers and lessons learnt in his career

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Celebrating our 25-year anniversary

Reuniting alumni, colleagues and friends at our 25-year anniversary celebration in 2016

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