Investec

LACEY & WAGHORN

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.

MUNDY'S MOMENT

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.

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.