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Investec 2016 Investment Views

Investec professionals from equity, fixed-income and alternatives investment teams provide their 2016 outlooks for their individual strategies.

The need for portfolio resilience

Now, more than ever, investors are confronted by a world that appears full of potential pitfalls. Consequently, investors are increasingly demanding robust portfolios that can outperform the market in challenging environments and are resilient in the face of unforeseen events. But building this type of portfolio is not easy.


Diverging monetary policies

Despite being an increasingly consensus trade, we believe the US dollar will continue to be well supported and reach new cyclical highs as US monetary policy normalises slowly but surely.


Selectivity needed in emerging markets

The emerging-market universe is a disparate one offering a wide range of investment opportunities. While there are some unifying factors, the year ahead is likely to continue to be characterised by continuing divergence between markets.


Finding bottom-up opportunities

In 2016, we believe the investment environment will provide a more supportive backdrop for truly active, bottom-up, skilled stockpicking compared to that of recent years.



ESG going mainstream

We believe that 2016 will be the year that environmental, social and governance (ESG) factors will move centre stage for many investors and be seen as a driver for longterm value creation.



Philip Saunders, Michael Spinks, Edmund Ng, John Stopford, Russell Silberson and Justin Simler, for Investec, December 2015

Please note that these are the views of Philip Saunders, Michael Spinks, Edmund Ng, John Stopford, Russell Silberson and Justin Simler for Investec and should not be interpreted as the views of RL360°.

Author

Philip Saunders, Michael Spinks, Edmund Ng, John Stopford, Russell Silberson and Justin Simler

Investec Asset Management
December 2015

Please note that these are the views of the authors for Investec and should not be interpreted as the views of RL360°.

360° fund links

A range of Investec funds can be accessed through our guided architecture products Oracle, Paragon, Quantum and LifePlan. They can also be accessed through our PIMS portfolio bond.