Investec | Why defence makes sense
We believe the nature of markets has evolved since the GFC. Find out why a defensive approach makes sense all the time, not just in a recessionary environment.
13th Nov 2019
Investec | The driving force behind defensive returns?
Portfolio Managers John Stopford and Jason Borbora-Sheen explain their approach to delivering defensive returns in unsettled markets.
9th Jul 2019
The Week: The platform duty of care
The Woodford problems have raised a number of problems, not least the relationship between platforms and their execution-only clients.
20th Jun 2019
Investec | Alastair Mundy in conversation: Temple Bar Investment Trust
Journalist Cherry Reynard speaks to Portfolio Manager Alastair Mundy and Analyst Peter Lowery, covering topics such as the Temple Bar dividend, value vs. growth investing and their views on the domest...
8th Apr 2019
Investec | Defensive Returns - Drawdowns
As markets brace for continued volatility in 2019, a more defensive stance appears warranted. John Stopford and Jason Borbora discuss their approach to delivering defensive returns on the Investec Div...
10th Jan 2019
From tailwinds to headwinds: A new market regime
Explore our 2019 Investment Views, with expert analysis, asses class by asset class, to equip you with insight into what could lie ahead.
11th Dec 2018
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