Global Investment View

Quarterly risk reports from Investec's Global Investment Strategy Group

Canary Wharf skyline, London

The Global Investment View distils the thinking of the Global Investment Strategy Group (GISG) 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 latest Global Investment View for Q3 2020

Investing
Gold nuggets

Global Investment View – Keeping a neutral position while going for gold

10 July 2020

Investec’s Global Investment View for Q3 2020 says that gold is the favoured hedge in the face of higher inflation down the line.

4 min read

Learn more about the remarkable people who make up the Global Investment Strategy Group

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
Global Investment View
Read the Global Investment View for Q2 2020

A modest tilt towards more risk; long-term earning power of the global economy recognised, says Investec's Global Investment Strategy Group.

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