Investec AM appointed Peter Baird as managing principal for their Africa private equity funds team. Baird will work with the firm’s well-established Africa PE investment team to provide leadership as they continue to originate attractive investment opportunities, add value to, and eventually exit portfolio companies. The team currently manages two funds. Investec established an African […]
Two months before the first round of the French presidential election, InvestmentEurope stopped in Paris on the occasion of the Paris Hidden Gems Roundtable that took place at the Hotel Raphael on 28 February 2017. The event, which has gathered some 18 French fund selectors, has seen Eurizon Capital, T.Rowe Price, Investec, Seilern Investment Management […]
Simon Brazier and Clyde Roussow, co-heads of Quality at Investec Asset Management, highlight high-quality growth companies in a low-growth world can be drivers of sustainable and long-term value for investors. Normal cycles produce an abundance of economic growth, which create opportunities for higher earnings for all companies, and operational and financial leverage can improve returns […]
As the Brexit referendum is getting closer, the four speakers of the first InvestmentEurope’s fund selector roundtable in Europe’s capital Brussels gave their views on the topic at the occasion of a panel discussion. T.Rowe Price’s fixed income specialist Stephen Marsh said statistics of bookmakers on Brexit were worth considering compared to Brexit polls. He argued pollsters got wrong […]
Rajeev Bahl, European regional specialist at Investec Asset Mangement, will attend the Fund Selector Roundtable Brussels 2016 occurring on 26 May at the Hotel Amigo. He will be sharing his view and commenting opportunities on the European equity universe. Investec expects a recovery in European corporate earnings and assesses attitudes on corporate reform in Europe are changing. Investec’s European […]
The Investec Diversified Growth fund has been rated ‘Neutral’ according to the Morningstar Analyst Rating applied through the fund data and services provider’s initial coverage of the fund. Randal Goldsmith, senior manager research analyst at Morningstar, said: “Following a recent Morningstar Analyst Ratings meeting, we have initiated coverage of the Investec Diversified Growth fund with […]
Investec Wealth & Investment has appointed four new members to its research team. Dominic Barnes has joined as a fixed income portfolio manager, Esther Gilbert as a fixed income analyst, while Marcus Blyth and Adrian Todd have both joined as fund selection specialists. Barnes was hitherto working as director at Credit Suisse Private Bank & Wealth Management. […]
Clyde Rossouw, portfolio manager of the Investec Global Franchise Strategy, looks at the investment prospects for companies with valuable intangible assets, when traditional fundamental valuation rules seem to no longer apply. Central bank market engineering has resulted in a landscape which is awash with artificial liquidity, creating a challenging environment for investors. Over the past […]
Developed market government bond yields are still too low, says John Stopford, portfolio manager of the Investec Diversified Income Fund and across the Investec Managed Solutions Range.
More than four in ten (43%) intermediaries believe that the new regime has improved the quality of advice they provide to clients with just 5% saying it has had a negative effect, a new study by Investec Wealth & Investment revealed.
Clyde Rossouw, portfolio manager, Investec Global Franchise Fund, outlines four top themes forming his portfolio through to the close of the year.
Mark Wynne-Jones, Investec Asset Management’s portfolio manager on the Investec American Fund believes the Fed’s decision not to taper is motivated by a still lacklustre US economy.