Navigation Search

Select your location and role to view strategy and fund content

United Kingdom
  • Global homepage
  • Australia
  • Belgique
  • Botswana
  • Denmark
  • Deutschland
  • España
  • Finland (Suomi)
  • France
  • Hong Kong (香港)
  • Ireland
  • Italia
  • Luxembourg
  • Namibia
  • Nederland
  • Norway
  • Österreich
  • Portugal
  • 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. We use cookies to ensure that we give you the best experience on our website. This includes cookies from third parties. Such third party cookies may track your use of our website. By continuing you are confirming that you are happy to receive all cookies on our website. Please refer to our Cookie Policy for further information, including steps to take to disable cookies.

By entering you agree to our Terms & Conditions
  • Welcome Note

    Welcome to our 2018 Global Insights Conference

    It's hard to believe that over a year has passed since our last London Global Insights Conference, but as ever, the time since has been eventful for both the global economy and global markets.

    Donald Trump has remained at the forefront of geopolitical events, with his tweets filling the newswires on a regular basis. And if you hadn't already heard the words 'cryptocurrency' or 'Bitcoin' before, then you certainly had done by the end of 2017. Meanwhile in the UK, regulatory attention on the investment industry increased with the publication of the FCA's Asset Management Market Study, plus the introduction of MiFID II and PRIIPS early in 2018, all of this against the backdrop of the ongoing Brexit negotiations and attendant uncertainties.

    Looking at investment markets, those ongoing Brexit uncertainties continue to weigh heavily on the future growth prospects for "UK Plc", whilst other global markets have taken their cue from US stocks, which since the start of 2018 have now twice fallen by over 10% from their January highs into "correction" territory. Investors have plenty to think about at present, including the continuing withdrawal of central bank stimulus, rising trade tensions between the US and China and concerns that economic growth may have peaked after the best period of synchronised global expansion for some time. With valuations looking full or expensive for some assets, the key questions now are whether markets can regain their upward momentum and how do we manage downside risks in this environment.

    It is against this backdrop that we invite you to join Inve stec Asset Management once again at our Global Insights Conference in London on 21st June. Over the course of this event, our leading investment strategists and managers will share their views on a world going through dramatic political and economic change, as well as their investment insights relating to some of key funds.

    We hope that you will attend Investec's 2018 Global Insights Conference and take full advantage of the opportunity to meet both your peers and Investec's investment experts.


    Rodger Kennedy

    Charles Davies

  • Agenda


    New investment ideas

    08:00 Registration, light breakfast



    Rodger Kennedy, Sales Director UK Client Group



    Forecasting Europe's future

    Michael Power, Global Strategist


    In Discussion – Value and Quality, opportunities for investors

    Alastair Mundy, Head of Value Simon Brazier, Co-Head of Quality Moderated by
    Richard Romer-Lee, Managing Director, Square Mile Research


    The investment case for China

    Greg Kuhnert, Strategy Leader


    Refreshment break



    When a defensive approach is required

    Investec Diversified Income Fund – John Stopford, Head of Multi-Asset Income


    Credit in a rising rate environment

    Investec Global Total Return Credit Fund – Jeff Boswell, Strategy Leader


    Generating consistent returns from smaller companies

    Investec UK Smaller Companies Fund – Matt Evans, Portfolio Manager


    UK income investing through uncertain markets

    Investec UK Equity Income Fund – Blake Hutchins, Portfolio Manager




    Michael Power & all speakers



    Rodger Kennedy






  • Speakers

    Speaker profiles

    Rodger Kennedy

    Sales Director, UK Client Group
    Joined the firm in 2001
    Joined the industry in 1997

    Rodger is the sales director for London within the UK Client Group at Investec Asset Management. He is responsible for distribution to discretionary wealth managers and stock brokers as well as multi managers and private banks. Prior to joining Investec Asset Management in 2001, Rodger began his career in the financial services industry in 1997 with Bell Lawrie in Edinburgh where he trained as a stockbroker.

    Read more

    Rodger has passed the Registered Representatives exam from the Securities Institute, and holds the Investment Management Certificate (IMC) and FPC Qualifications from the Chartered Insurance Institute.

    Michael Power

    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.

    Read more

    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.

    Alastair Mundy

    Head of Value, Portfolio Manager
    Joined the firm in 2000
    Joined the industry in 1988

    Alastair is Head of the Value team at Investec Asset Management having joined in 2000 from Morley Fund Management.

    Alastair manages a number of funds including the Investec Cautious Managed Fund and the Investec UK Special Situations Fund. He also manages the Temple Bar Investment Trust.

    Read more

    Alastair graduated from City University with a Bachelor of Science degree in Actuarial Science in 1988.

    Simon Brazier

    Co-Head of 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.

    Read more

    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.

    Richard Romer-Lee

    Managing Director, Square Mile Research

    Richard is responsible for determining the strategy and focus for the business in conjunction with the Board and the Executive Management Team. Richard works closely with clients and all members of the team as well as forging strong business relationships within the wider industry.

    Read more

    Prior to founding Square Mile he was Research Director and co-founder of Old Broad Street Research Limited (OBSR). Following the acquisition of OBSR by Morningstar he became joint Managing Director of Morningstar OBSR, then MD of European Investment Consulting at Morningstar Inc. He has more than 25 years industry experience, starting at BMA Services in 1986 before becoming an analyst at Buck Consultants.

    Greg Kuhnert

    Portfolio Manager
    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.

    Read more

    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.

    Blake Hutchins

    Portfolio Manager
    Joined the firm in 2014
    Joined the industry in 2007

    Blake is a portfolio manager at Investec Asset Management. He is manager of the UK Equity Income Fund, co-manager of the Global Quality Equity Income Fund, backup portfolio manager on the UK Alpha Fund and an analyst within the Quality team. Blake is based in the firm’s London office.

    Read more

    Prior to joining the firm, Blake worked for Threadneedle where he was responsible for retail and institutional assets. He has been managing funds since 2011 having started his career with Aviva Investors in 2007. Blake graduated from the University of Edinburgh with a MA Honours degree in Economics and Politics. In addition, Blake holds the Investment Management Certificate (IMC) and is a CFA Charterholder.

    Jeff Boswell

    Developed Market Credit
    Joined the firm in 2015
    Joined the industry in 2001

    Jeff is responsible for managing and leading the development of the developed markets credit platform at Investec Asset Management. His responsibilities include acting as a portfolio manager across a range of Investec Asset Management credit funds.

    Prior to joining the firm Jeff worked at Intermediate Capital Group PLC as Head of Portfolio Management within its Credit Fund Management division. He was also a member of the investment committee across both liquid and illiquid Credit Fund Management strategies.

    Read more

    Prior to this he was at Investec Bank Limited as Head of Acquisition Finance, where he established the Acquisition Finance platform and led the development a third party asset management CLO platform alongside. Previously he has also held structured and leveraged finance roles at NIB Capital (London) and BOE Merchant Bank (South Africa).

    Jeff holds a Bachelor of Commerce degree with Honours (cum laude) from University of South Africa. He is also a Chartered Accountant (SA) and a CFA Charterholder.

    Matt Evans

    Portfolio Manager
    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.

    Read more

    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.

    John Stopford

    Head of Multi-Asset Income
    Joined the firm in 1993
    Joined the industry in 1990

    John is head of Multi-Asset Income at Investec Asset Management, responsible for all multi-strategy income. He is lead portfolio manager on our multi-strategy income portfolios, as well as participating in the wider management of our multi-asset strategies.

    Read more

    During his time at the firm John has held senior positions as co-head of Fixed Income & Currency, having previously been responsible for the management of our South African fixed income assets from 1998 to 2004.

    John joined Guinness Flight in 1993, which was later acquired by Investec Asset Management, and took responsibility for investments in emerging bond and currency markets. Previous to this, he worked in London and Tokyo as a specialist global bond and currency portfolio manager for Mitsui Trust Asset Management.

    John graduated from the University of Oxford with an honours degree in Chemistry in 1990 and he is a CFA Charterholder.

  • Venue

    The Ned

    London, Thursday 21 June 2018
    The Ned
    27 Poultry,
    London, EC2R 8AJZ