Welcome to the special edition Global Investment View Q3

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.

Download the Global Wealth & Investment View Q3 | 2022

From Covid-19 to climate change, investors face a world of changes. The need for a proper wealth plan has never been greater.

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

Even if the SA economy does not grow at all for the reminder of the year, by our calculation the IMF, SA Reserve Bank (SARB) and consensus will all have to materially upwardly revise their SA GDP growth forecasts

Executive view of the quarter

The Global Investment Strategy Group (GISG) maintains its risk budget score (-0.5 on a scale of +3 to -3)

Click here to download the Global Investment View.

Read the full report for Q3

Find out why the Global Investment Strategy Group has retained its risk budget score.

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