Investec

Investec's Peter Eerdmans has taken a neutral position in emerging market bonds on the view the sector will consolidate following its highs this year.

Investec's Alastair Mundy is continuing to hold Norwegian bonds and gold in his £1.56bn Cautious Managed fund to protect investors should the efforts to stabilise the financial system eventually fail.

Investec is planning to securitise £250m worth of ‘non-standard' mortgages, including self-certified and subprime home loans, in the UK.

Investec's Max King has boosted his exposure to equities on the belief negative market sentiment has peaked.

Investec's Max King says investors have become too fixated on income generation at the expense of capital growth.

THE BIG QUESTION

Investec Asset Management's John Stopford says the group has been selling European and US government bonds as fears over the economic slowdown have become "overdone".

Independent providers of structured products could see biggest threat to business model yet as sector comes under RDR spotlight

Investec Asset Management, which runs more than $5.3bn in active currency funds, is retaining its short position on the Australian dollar as the country faces its first hung parliament since the Second World War.

THE BIG QUESTION