A trio of managers talk outlooks, sectors and interesting stocks as the coronavirus bites
Tag: Investec
Investec AM changes its stripes
Having a ‘quirky numbered name’ has done no harm to Twentyfour Asset Management
Fixed income complexity no longer engagement barrier
Investing in private markets could solve problem of ESG for bond investors
Gold targeted in the rush to diversify
The unwinding of QE puts a shine on gold for those worried about future purchasing power issues
Top rated small asset manager outperforms large peer
Scope’s top small asset manager Comgest outperforms group’s top large manager Kepler-Fonds, according to Morningstar data
Investec Asset Management appoints new European Head
Richard Haxe joins as managing director of European client group from Wellington Asset Management
Investec offers alternative investment Ucits range
The move to expand Luxembourg-domiciled fund range comes at a time when many asset managers are rejigging their international distribution strategies as Brexit looms.
Has the tide finally turned for inflation-linked bonds?
With the eurozone currently experiencing deflation, inflation-linked bonds are probably not the first thing on the mind of investors. However, as Brent crude is now back at $48, the only way for inflation is probably up. So should investors start thinking about protecting their portfolios against price rises?
Investors keep pouring money into GARS – is that a good idea?
The SLI GARS fund was the best-selling mutual fund in Europe in November, taking in €1bn in net new money. However, there are multi-strategy funds that perform much better.
Part 2 of 2 – A need for income drives you to absolute return, says Andrew Summers
In part two of a video interview, Andrew Summers explains why he is a big believer in alternative investments, and reveals a couple of his favourite funds in this area.
