Japan by the numbers
February 21 2020: Philip Saunders unpacks the Japanese economy following the release of the latest GDP numbers.
Investec Asset Management | The Big Picture
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A collection of interviews and viewpoints from Investec Asset Management’s investment professionals. Important information - This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is not an invitation to make an investment and should not be construed as advice. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Investec Asset Management. The value of investments can fall as well as rise and losses may be made. In South Africa, Investec Asset Management is an authorised financial services provider.
Positive mood at Mining Indaba
February 10 2020: George Cheveley travelled to Cape Town to take part in the annual Mining Indaba and reports back to Lindsay Williams on the key disc...
South Africa’s ratings balancing act - South Africa update
February 7 2020: Nazmeera Moola outlines the current state of the South African economy and looks ahead to the upcoming ratings decision.
Planetary Pulse: making pensions greener - UK update
January 27 2020: John Green talks to Lindsay Williams about the recently launched Planetary Pulse survey of 2000 UK pension fund members and their vie...
South Africa update: a look at the SARB rate cute
January 20 2020: Nazmeera Moola discusses the decision by the South African Reserve Bank to cut rates.
Is 2020 the year of differentiation for emerging markets? – Investment Views 2020
December 19 2019: Emerging markets are diverging from developed markets in response to slower economic growth. Hear from 4Factor’s Archie Hart on how ...
Investors’ focus on sustainability will intensify in 2020 – Investment Views 2020
December 10 2019: Asset owners are under increasing pressure to ensure that their allocations fully incorporate ESG considerations. Therese Niklasson ...
Counting on resilience rather than monetary stimulus – Investment Views 2020
December 6 2019: Clyde Rossouw explains why he’s looking for companies that can drive their own earnings growth and that do not require investors to s...
2020 outlook – what a relief?
December 3 2019: After a fretful year in markets, can we expect a late-cycle relief rally in 2020? Philip Saunders maps the investment outlook for the...
Rural China: the next half-billion
November 18 2019: Investors are well aware of the urbanisation story in China. Yet it is rural China, making up 40% of the population, that is now bec...