Investec

Investec's Jacob Robbins has joined Premier Asset Management as lead manager of the Premier Global Alpha Growth fund.

Emerging market currencies fell sharply during September after holding up pretty well through August. Developing market exchange rates even lost ground against the euro, despite Europe being the focus of market fears.

Investec's Alastair Mundy has said investor irrationality is helping his investment process but has warned on corporate profitability.

The Active Managed sector has suffered from market volatility in the short term, but managers have held their nerve.

Emerging economies would face a systemic crisis if foreign investors, who own one-third of EM local currency debt markets, begin to pull out their cash, fund managers have warned.

ON SPECIALIST MARKETS

MY THREE BEST IDEAS FROM BOND MARKETS

The Swiss central bank's decision to cap the franc has split investors, with Investec's currency head Thanos Papasavvas backing the move while Jim Rogers called it a "huge mistake" that could completely debase the currency.

In the latest Conjecture debate, our panellists from Barclays Wealth, Investec Structured Products and Morgan Stanley discussed UK Equity Income.

MUNDY'S MOMENT