Investec

Gold mining equities are poised to climb a further 30%-40% before they are fully valued, according to Investec Asset Management's Bradley George.

Investec's global asset management business expects to see assets jump 22% year on year after record inflows into the business during 2010/11.

SPECIAL SITS

Investec's Alastair Mundy argues intuition cannot beat studied investment models and deeper analysis of the marketplace.

Oil prices do not yet reflect a crisis, although the risk of political contagion across the MENA region could force the crude price up over $150 a barrel in the short term, says Mark Lacey at Investec.

Incisive Media's Editorial Director Lawrence Gosling speaks to Investec Structured Products' Gary Dale about developments in the structured investments market.

Investec Asset Management has launched two emerging markets funds investing in debt and local currencies.

DEMAND FOR EURO WILL RETURN

The Egyptian crisis has boosted the price of oil to a two-year high but sent equity markets lower, causing some managers to warn of contagion risk to the global economic recovery.

Investec's Philip Rodrigs says accessing small caps via a specialist active manager could bring value to your portfolio.