Global Investment View Q3 2018
Your look into the most important investor insights for the quarter
Introduction to the latest quarter
Executive view of the quarter
Our risk positioning for the quarter
Download the latest investment insights for Q3 2018
Insights from the GISG
Key investor insights from the Q3 report
In the Q3 report, the GISG offers comprehensive insight into global investment trends and potential icebergs. Here are some of the key take outs:
Download the report to get the full picture
One of the issues that affects us most directly here in SA is the souring of appetite for emerging markets generally and SA specifically.
Paul McKeaveney, Chairman of the Asset Allocation Committee, Investec Wealth & Investment SA
Rationale – why ‘risk off’?
Were it not for President Trump’s hostile engagement with trading partners, we would be more positive. Unfortunately, he cannot be ignored.
Investec Wealth & Investment UK and Chairman of the Global Investment Strategy Group, John Haynes, Head of Research
How we set our risk budget
Our Global Investment Strategy Group on how they set the risk budget and their outlook for the rest of 2017.
A strong rand that derives its strength from global economic growth will help all sectors of the JSE. It will be particularly helpful to the South African plays listed on the JSE that depend on the state of the SA economy.
Brian Kantor, Chief Economist and Strategist, Investec Wealth & Investment SA
Read the full report for Q3
Find out what the medium term SA market view is and see the full global and domestic asset allocation positioning for the quarter.
More insights from the GISG
Read more articles and thought leadership from the investment experts of the GISG.