Category Archive: 3.) Investec

The global investment horizon for Q1 2018

Highlights from the #InvestecWealth Global Investment View video series, including comments on the SA economy, portfolio diversification and global economic outlook. Download the Global Investment View report here: http://bit.ly/2BBphHD. Get more Global Investment View insights: • Global investment icebergs to look out for in 2018 https://youtu.be/z6B0uSfIkpY • Global investment outlook https://youtu.be/xogB7xLHHq0 • What next for …...

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Outlook for the South African economy

There’s been a “renewed confidence” in the market since Ramaphosa’s election as ANC President, with a “huge ramp up in SA economy plays” – #InvestecWealth In its latest Global Investment View for Q1 2018, #InvestecWealth & Investment experts discuss the South African market’s positive reaction to current political events. In this video, Paul Deuchar, Head …

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Global investment icebergs to look out for in 2018

From transition risk to investor complacency, #InvestecWealth experts highlight the risks on their radar for Q1 2018. Following the release of the Global Investment View for the first quarter of 2018, Investec Wealth & Investment experts, Paul Deuchar and Alexandra Nortier, outline the major risks on the horizon, including the normalisation of interest rates, the …

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Investing in turbulent times

“What would’ve happened if you invested at the peak of the last five market crashes?” asks #InvestecWealth study. An Investec Wealth & Investment study explored whether it’s better to invest or sit on cash in turbulent times. Investec tested how a portfolio of 60% equities and 40% bonds would’ve performed over a ten-year period following …

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Cameron van der Burgh: The Man behind the Medals

When multi Olympic medalist Cameron van der Burgh approached #Investec for sponsorship he was only 21 years old. Over almost a decade Cameron has broken two world records and become a South African swimming icon. This is a look at the man behind the medals. More on Out of the Ordinary #InvestecSponsorships http://bit.ly/2BolmxR

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Investec Vision 2018: What is Vision?

Investec Wealth & Investment’s Head of Research, John Haynes, describes the purpose of Vision. To watch the full video, please visit: http://bit.ly/2qrNoZd To hear the views of our research team at a Vision 2018 event near you, please visit: http://bit.ly/2lUFeCL

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Private Equity Pulse Insight

The 3 reasons why 40% of M&A deals fail and whether this will rise and fall. For more info: http://bit.ly/2z40Xgp

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The economic implications of the South African political landscape

Political commentator Justice Malala talks to John Haynes and Paul McKeaveney about the potential impact on the economy post the ANC elective conference. The panel believes that if the outcome of the ANC elective conference is viewed positively by the market, South Africa’s economic recovery will be swift. Justice Malala comments that if the result …

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Investec Business Cash Solutions

Investec’s Business Cash Solutions, specialises in managing surplus cash for SME’s, maximising returns through a range of flexible cash deposit products. We like to work with our clients to understand their business’s unique cash flow requirement and then customise a solution to ensure that both the appropriate access to funds are available, as well as …

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European commercial property market rallying

While Europe is bouncing back, Brexit is casting a shadow on the UK’s commercial property market, says Investec UK’s CIO. In an interview at the recent #InvestecWealth Forum in Johannesburg, Chris Hills, Chief Investment Officer, Investec Wealth & Investment UK, said that the European commercial property market is recovering thanks to stimulus from the European …

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Leading growth investor reveals his favourite emerging markets.

Sunil Thakor, MD, Sands Capital, on why China and India are ripe for investment. Talking at the recent #InvestecWealth Forum, Thakor gave examples of the unexpected industries he has found fantastic growth opportunities in. India rising “One of our favourite parts of the world is India,” says Thakor. The country’s attractive young demographic profile and …

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Why the Chairman of Investec’s Global Investment Strategy Group is a China bull

Despite a general dim view of China’s growth, the Chairman of Investec’s Global Investment Strategy Group believes that the Chinese economic miracle is far from over. In an interview at the recent #InvestecWealth Forum, John Haynes, Chairman of the Global Investment Strategy group, Investec Wealth & Investment, UK, said “I would only worry about the …

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Why the best time to buy resources is when people don’t like them

Gold and uranium are favourite commodities of 2016’s Top Performing Global Equity Manager. Unfashionable resources, in particular gold and uranium, are favourite commodities of Dave Iben, Chief Investment Officer of Kopernik Global Investors USA. At the recent #InvestecWealth Forum, Iben, one of 18 exceptional fund managers in Investec’s World Axis Fund, spoke about why “commodities …

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The top three risks on the global investment horizon in 2018

Transition risk, rising inflation and populism top the agenda of Investec’s Global Investment Strategy Group. The Global Investment Strategy Group brings together the finest investment minds at Investec Wealth & Investment across the different geographies, to set the overarching positioning and investment strategy for the investment portfolios of clients. In this video interview at the …

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Finding investment opportunities in a turbulent world

Leading fund manager gives examples of how to position yourself on the right side of change. Watch full #InvestecWealth Forum video: http://invest.ec/2zyP9b2

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Investec’s 2017 Annual Secondaries Conference: key takeaways

Interesting debate and insightful views engendered a spirit of innovation and a deeper understanding of the role of innovation in the secondaries market. Listen to what our experts and clients had to say about our recent conference.

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The role of debt in the secondaries market

Innovation will play a key role as the market continues to develop and mature. Hear our experts’ thoughts on the role of debt in that innovation.

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How is the secondaries market evolving?

Listen to our experts’ thoughts on how the secondaries market has evolved to include more bespoke, specialist financing solutions, with deals growing in complexity.

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Reviewing leverage in the secondaries market

Leverage is an important part of the toolset for secondaries, but isn’t appropriate in every circumstance. Our experts explain why.

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The importance of innovation in the secondaries market

Our experts talk about the role of competition and how innovation has shaped the way deals are structured, ensuring they drive both value and the right risk-reward balance.

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