Ninety One | US Election: 91 seconds with…
Paul Vincent, Portfolio Manager on the Ninety One American Franchise Fund, explains his Quality approach to navigating volatile equity markets in the run up to the election.
Ninety One 29th Oct 2020
Ninety One | Navigating a volatile UK equity market
In this recording, Simon Brazier, manager of Ninety One’s UK Alpha Fund, offers insight into how the fund was positioned as we entered this dislocation and its positioning going forward.
Ninety One 9th Apr 2020
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.
Ninety One 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.
Ninety One 9th Jul 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...
Ninety One 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...
Ninety One 10th Jan 2019
Investec | Investec UK Alpha Fund: Q3 2018
Watch Portfolio Manager Simon Brazier’s update on the Fund covering the third quarter of 2018. A core UK equity fund focused on attractively values, quality businesses.
Ninety One 5th Nov 2018
Investec | Investec Diversified Income Fund: Q3 2018
Watch Portfolio Manager John Stopford’s update on the Fund covering the third quarter of 2018. Can be used as a defensive alternative or a source of income.
Investec | Investec UK Equity Income: Q3 2018
Watch Portfolio Manager Blake Hutchin’s update on the Fund covering the third quarter of 2018, during which the Fund reached its 3 year track record and markets saw increased volatility.
Investec | Investec Cautious Managed Fund: Q3 2018
Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the third quarter of 2018. Blends out of favour equities for growth with complementary asset seeking to dampen volatility
Investec | Two years on from Brexit, what's in store for UK investors?
At our London Global Insights event held in June this year we asked our portfolio manager and strategy leaders: Two years on from the Brexit vote, what’s in store for UK investors in the next 12 month...
Ninety One 9th Aug 2018
Investec | Investec Cautious Managed Fund: Q2 2018
Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the second quarter of 2018.
Ninety One 25th Jul 2018
Investec | Investec UK Alpha Fund: Q2 2018
Watch Portfolio Manager Simon Brazier’s update on the Fund covering the second quarter of 2018.
Investec | Investec Diversified Income Fund: Q2 2018
Watch Portfolio Manager John Stopford’s update on the Fund covering the second quarter of 2018.
Investec | Investec Multi Asset Protector Fund: Q2 2018
Watch Portfolio Manager Iain Cunningham’s update on the Fund covering the second quarter of 2018.
Investec | Opportunities
Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.
Ninety One 13th Jul 2018
Investec | Risks: Part 2
Are we in the most hated bull market of all time?
Investec | Risks: Part 1
If bond yields move higher, is this the first domino to go?
Investec | Geopolitical landscape
Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?
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