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Global investing

A 20-year perspective on global investing

Twenty years on, the managers of the Investec UCITS World Axis Core Fund reflect on what two decades of global investing have taught them and what investors should expect next. From shifting geopolitics to enduring investment truths, this episode of No Ordinary Wednesday with Investec Investment Management’s Head of Multi-Manager Investments Ryan Friedman and Fund Manager Bronwen Trower, explores the art of staying the course in a world that rarely does.

 


 

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Podcast key moments:

00:00 – Introduction

01:28 - What is the Investec World Axis Range Fund of funds and where does it sit in an investor’s portfolio?

03:04 - What makes the Investec World Axis Range Fund of funds different?

05:28 – As a fund manager, how do you maintain a disciplined, long-term allocation framework amid extreme volatility and policy uncertainty?

09:08 – What’s the biggest misconception that investors have about global investing today?

10:11 - Where are investors looking in fixed income?

12:18 - The dollar has been fluctuating for months, what is happening? And are there other currencies we should be thinking about?

17:10 - How does South Africa look relative to the rest of the world? 

18:43 - Private markets at all rage at the moment

21:24 - What has anchored your investment philosophy across such divergent cycles?

22:45 - What’s the one lesson you take from managing this fund across two turbulent decades and what’s next?

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    Although information has been obtained from sources believed to be reliable,  Investec Wealth & Investment International (Pty) Ltd or its affiliates and/or subsidiaries (collectively “W&I”) does not warrant its completeness or accuracy. Opinions and estimates represent W&I’s view at the time of going to print and are subject to change without notice. Investments in general and, derivatives, in particular, involve numerous risks, including, among others, market risk, counterparty default risk and liquidity risk. The information contained herein is for information purposes only and readers should not rely on such information as advice in relation to a specific issue without taking financial, banking, investment or other professional advice.  W&I and/or its employees may hold a position in any securities or financial instruments mentioned herein. The information contained in this document does not constitute an offer or solicitation of investment, financial or banking services by W&I . W&I accepts no liability for any loss or damage of whatsoever nature including, but not limited to, loss of profits, goodwill or any type of financial or other pecuniary or direct or special indirect or consequential loss howsoever arising whether in negligence or for breach of contract or other duty as a result of use of the or reliance on the information contained in this document, whether authorised or not.  W&I does not make representation that the information provided is appropriate for use in all jurisdictions or by all investors or other potential clients who are therefore responsible for compliance with their applicable local laws and regulations. This document may not be reproduced in whole or in part or copies circulated without the prior written consent of W&I.

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