Investec Asset Management has launched two emerging markets funds investing in debt and local currencies.
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.
Investec's joint head of fixed income John Stopford is positioning his portfolios ahead of an expected sharp reversal in bond yields.
For the year ahead I think everyone's desire would be for a fund manager to be able to state exactly what is going to happen over the next 12 months and exactly how they think their portfolio is positioned to benefit from that.