Tim O'Dell, manager of the Investec Currency Alpha fund, and part of Investec's currency management team, considers three top investment themes.
Franklin Templeton has today completed its £45m cash purchase of Rensburg Fund Management from Investec.
Investec's joint head of fixed income John Stopford says developed market sovereign debt, the search for yield, and inflation will be the three dominant themes this year.
Investec multi-asset managers Philip Saunders and Max King outline seven key themes for investors in 2011:
In the latest Conjecture debate, our panelists from Investec, Morgan Stanley and Standard & Poor's discussed Structured Products.
Investec Asset Management, which runs $5bn of emerging market debt assets, is launching a blended local currency and hard currency EMD strategy.
Alastair Mundy, manager of the Investec Cautious Managed fund, believes lowly valued blue-chip equities are possibly the best hedge against any future economic or market uncertainty.
The FTSE took its early lead from strong gains in Asia rather than muted US markets, up by 0.5% to 5,723.51.