Welcome to the Global Investment View Q2

The Global Investment View distils the thinking of the Global Investment Strategy Group that brings together the insights of Investec Wealth & Investment’s professionals in the UK, South Africa and Switzerland. The Group meets quarterly to map out our outlook over the following 18 months, setting a risk budget and identifying some of the potential icebergs that lie in the global investor’s path.

Chris Holdsworth
Chris Holdsworth Chief Investment Strategist. Investec Wealth & Investment SA

The bar for South Africa is low, so any persistent beats should be reflected in strong returns for South African risk assets.

Executive view of the quarter

The GISG maintains its global risk budget score at -1 on a scale of +3 to -3, while the SA risk score has been maintained at +0.5

Click here to download the Executive Summary Q2 2024.

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