Our investment professionals provide insight and analysis across asset classes, regions, investment styles, policies and economics.
John Wyn-Evans talks about Investec Wealth & Investment's latest 18-month outlook of investment risk - including main threats, the probability of them taking place, and their potential impact.
Trade wars - Mutually Assured Economic Destruction
John Wyn-Evans takes a timely look at the global threat of protectionism.
Water, water, everywhere, nor any drop to drink
The flow of money: Chris Hills, Investec Wealth & Investment's chief investment officer, examines how the demand for water is affecting economic growth across the globe.
Flushed with success: investing in the ‘Elon Musk of toilets’
In 2017, the efficient toilet company Propelair was flushed with an £8m Investec-led investment. Propelair’s Garry Moore and Investec’s David Phillips talk about the investment, and the aim of saving water, cash and Cape Town.
Inflation returns (part 2) and trade wars
Because the threat of inflation in the US has been the main mover of markets recently, John Wyn-Evans returns to the subject. He also explores what trade wars would mean for investors.
Fears of higher inflation have been the catalyst for rising bond yields and falling equity prices in early 2018. Our UK head of investment strategy explores the subject in more detail.
The $24 million pizza
Our UK head of investment strategy looks at the recent interest in Bitcoin and questions whether it is the currency of the future.
A short-term investment, with long-term wins
If you were given £100,000 to build and manage an investment portfolio, how well would it perform after six months?
Growth and value – an investor’s perspective
The value vs growth debate is not one that will easily be resolved, with strong views by proponents in either camp, writes One Magazine editor, Patrick Lawlor.
Investing – why risk is required for reward
Private Client Wealth Manager, Patrick Duggan writes about the necessity of discipline for accomplishment, on pressing on when things get tough, and how this trait carries over to being a successful investor.
Emerging markets, emerging technologies
Investec's economic strategist, Chris Becker on investing directly in the emerging technologies of emerging economies.
Can behavioural finance make you a better investor?
Practical examples on harnessing the concepts of behavioural finance to make better investment decisions.
'The world is a scary place. For investors, that’s a good thing.'
Investment opportunity is about positioning yourself on the right side of change, says one of the world’s leading fund managers, Sunil Thakor.
Podcast: Understanding the world of Bitcoin & cryptocurrencies
Part one of a three-part podcast series on the basics of cryptocurrencies, Bitcoin and blockchain.
Podcast: The supply and future value of Bitcoin
In part two of our three-part podcast series on cryptocurrencies, we discuss bitcoin supply and demand, cryptocurrency security and regulations.
Podcast: Bitcoin for business
In the final instalment of our three-part podcast series on cryptocurrencies, we look at whether bitcoin is fit for purpose for businesses to start using it on scale.
'Buy few, but buy the very best'
One of the leading global fund managers, Sunil Thakor, on the importance of "owning the leader", investing in emerging markets and finding opportunity in change.
Diversification vs diworsification
As investors we are often told things like "diversification is your only free lunch", but as Patrick Duggan writes, owning too may investments can confuse you, increase your investment cost, add layers of required due diligence and lead to below average risk-adjusted returns.
What do venture capitalists look for?
We chat with Silicon Valley venture capitalist, Adam Valkin about what it takes to be a venture capitalist as well what he looks for in entrepreneurs.