Welcome to the Global Investment View Q1

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.

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

We expect that South African inflation will be within the Reserve Bank’s target band for the next 12 months.

Executive view of the quarter

The GISG reduced its global risk budget score (-1 on a scale of +3 to -3), while the SA risk score has been maintained at +0.5

Click here to download the Executive Summary Q1 2024.

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