The importance of maintaining a balance of exposures in current market conditions
The Investec Opportunity fund is a balanced portfolio of high-quality local and foreign stocks and fixed income assets.
The Investec Opportunity fund is a balanced portfolio of high-quality local and foreign stocks and fixed income assets.
Given the compelling reasons for investing offshore, which include diversification benefits, reduced emerging market and currency risk, and maintenance of ‘hard’ currency spending power, how best should investors go about investing offshore?
In the context of today’s macroeconomic backdrop, the question for investors is how sustainable is the risk-on trade, and are quality companies still well-placed to provide long-term outperformance?
Clyde Rossouw proves the case for consistency in money management. Portfolio manager of the Investec Opportunity Fund for the past 14 years, his rational investment process is a rare outperforming beacon among actively managed funds.
Leading money manager Sumesh Chetty shares some of his secrets in this interview about his Investec Cautious Managed fund – a portfolio which will have plenty of followers right now.
Investec’s Asset Management’s Sumesh Chetty has been piling into a few stocks that were hit hard by the Brexit fallout – one of them losing a staggering 50% because of its exposure to the London property market.
Philip Saunders says ‘Brexit’ polls make the vote too close to call and explains why a Leave vote could be a serious setback for the financial services sector and UK at large.
Investec Asset Management has been appointed to manage the $670 million Emerging Africa Infrastructure Fund, a public-private partnership anchored by the governments of the United Kingdom, The Netherlands, Sweden and Switzerland.
Read up on Clyde Rossouw’s (co-head of Quality at Investec Asset Management) expertise concerning investing wisely and his predictions for the future.
Kellermann has all the trappings of a solid member of society. His wife, Tracy Ann Kellermann, has a PhD in pharmacology from the University of Cape Town.