Global Investment View

Here, experts from the Investec Global Investment Strategy Group (GISG) offer their insights into the factors informing their risk positioning for the quarter, the medium term global outlook, how it will impact the South African economy, and what icebergs may lie ahead.

Inside out of the ordinary documentary series: man fly fishing

The Global Investment Strategy Group (GISG) brings together the insights of Investec Wealth & Investment's professionals in the UK, South Africa and Switzerland, mapping their outlook, setting a risk budget and identifying potential pitfalls that lie in the global investor's path.

Investing
Light at the end of the tunnel

Strong global economic momentum likely to continue in Q3

14 July 2021

The global economic growth outlook is positive in our 18-month investment time horizon, with a cycle peak likely to be substantially later.

4 min read

Download the Global Investment View

The Global Investment View for Q3: 2021 distils the outcomes from the most recent meeting of Investec Wealth & Investment’s top strategic minds. 

Meet the people who manage your wealth

John Haynes, Chairman, Investec Global Investment Strategy Group
Annelise Peers, Chief Investment Officer, Investec Bank Switzerland
Ryan Friedman, Multi-manager Investments Head at Investec Wealth & Investment
John Wyn-Evans, Head of Investment Strategy for Investec Wealth & Investment UK
Philip Shaw, Chief Economist, Investec UK
Brian Kantor, Investec Wealth & Investment

The Global Investment View Archive

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About the Global Investment Strategy Group

Ten years ago at Investec, a collective was formed called the Global Investment Strategy Group (also known as the GISG). This global team, led out of the United Kingdom, directs the strategy that informs the investment decisions behind US$60 billion of private client wealth around the world.

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Global Investment Strategy Group

The Global Investment Strategy Group brings together our leading strategic thinkers to ensure the management of your portfolio is based on a comprehensive global macroeconomic outlook.