Natural resources-related equities will be largely supported by stable demand and improvements in business models, argues Tom Nelson, head of commodities and resources at Investec Asset Management.
Tag: Investec Asset Management
HEAD-TO-HEAD: Investec vs MFS
FSA compares the Investec European Equity Fund with the MFS Meridian European Research Fund
Investec: China’s banks losing share to online platforms
China’s banks, despite a positive outlook, are not the best investments because they face increasingly hard competition from online giants running financial platforms, according to Greg Kuhnert, portfolio manager at Investec Asset Management.
Investec: Investor relations in China slow to develop
Mainland-listed companies still need to improve transparency, which remains an obstacle to institutional investment, said Greg Kuhnert, portfolio manager at Investec Asset Management.
Taming China’s stock market
Foreign buyers and Chinese institutional investors with long-term horizon bring stability and efficiency to Chinese stock market, argues Greg Kuhnert, portfolio manager at Investec Asset Management.
HEAD-TO-HEAD: Investec vs Natixis
FSA compares the Investec Global Franchise Fund and the Natixis Global Asset Management – Harris Associates Global Equity Fund.
Investec sees structural changes in commodity companies
Instead of focusing on growth, the commodity and resources sector now stresses profitability, said Investec’s Tom Nelson.
Investec puts EM equities on hold
John Stopford, manager of Investec Global Multi Asset Income Fund, said the portfolio has turned more pro-growth but has zero exposure to emerging market equities.
Video interview: Investec’s Justin Simler on risk
Stopped in the corridor at the FSA Growth Forum in Singapore, the investment director of the multi-asset team talks about portfolio risks over the next 12 months.
Video: FSA Growth Forum Singapore
We present highlights from the Fund Selector Asia Growth Forum in Singapore, held on 31 May at the Swissotel.
