Investec

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.

A-Z OF GLOBAL INVESTING

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.

MUNDY'S MOMENT

The FTSE took its early lead from strong gains in Asia rather than muted US markets, up by 0.5% to 5,723.51.

ON ASSET ALLOCATION

Investec Asset Management head of global interest rates Russell Silberston comments on the risk of a Bank of England policy mistake ahead of tomorrow's inflation report.

The IMA UK Smaller Companies sector has delivered a second year of strong performance after generating phenomenal returns in 2009.