Investec

US FISCAL CLIFF

Clyde Rossouw, manager of the Investec Global Franchise fund, talks to Dan Jones about his strategy and recent portfolio moves.

A client recently inquired why we still hold Avon Products considering the terrible time the company and its shareholders have experienced.

This week, managers explain which moves have helped their performance in 2012.

EMs

THE BIQ QUESTION

Investec's veteran stock picker Alastair Mundy said Japanese stocks are the most attractive compared to peers across the world, having fallen sharply in the last few months.

Investec emerging market debt head highlights growth and stability as Nigeria joins J.P. Morgan index.

Investec's stockpicking veteran Alastair Mundy has bought into Royal Bank of Scotland after a change of sentiment towards elements of the UK's beaten-up banking sector.

Investec is bringing its $463m Global Franchise fund onshore as it expands its specialist equity range, Investment Week understands.