NOW Ep101: Taking the long view | A 20-year perspective on global investing

Investec Focus Radio SA

Twenty years on, the managers of the Investec UCITS World Axis Core Fund reflect on what two decades of global investing have taught them and what investors should expect next. From shifting geopolitics to enduring investment truths, this episode of No Ordinary Wednesday with Investec Investment Management’s Head of Multi-Manager Investments Ryan Friedman and Fund Manager Bronwen Trower, explores the art of staying the course in aa world that rarely does.
Podcast key moments:
00:00 – Introduction
01:28 - What is the Investec World Axis Range Fund of funds and where does it sit in an investor’s portfolio?
03:04 - What makes the Investec World Axis Range Fund of funds different?
05:28 – As a fund manager, how do you maintain a disciplined, long-term allocation framework amid extreme volatility and policy uncertainty?
09:08 – What’s the biggest misconception that investors have about global investing today?
10:11 - Where are investors looking in fixed income?
12:18 - The dollar has been fluctuating for months, what is happening? And are there other currencies we should be thinking about?
17:10 - How does South Africa look relative to the rest of the world?
18:43 - Private markets at all rage at the moment
21:24 - What has anchored your investment philosophy across such divergent cycles?
22:45 - What’s the one lesson you take from managing this fund across two turbulent decades and what’s next?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

Chapters

1. Introduction (00:00:00)

2. What is the Investec World Axis Range Fund of funds and where does it sit in an investor’s portfolio? (00:01:28)

3. What makes the Investec World Axis Range Fund of funds different? (00:03:04)

4. As a fund manager, how do you maintain a disciplined, long-term allocation framework amid extreme volatility and policy uncertainty? (00:05:28)

5. What’s the biggest misconception that investors have about global investing today? (00:09:08)

6. Where are investors looking in fixed income? (00:10:11)

7. The dollar has been fluctuating for months, what is happening? And are there other currencies we should be thinking about? (00:12:18)

8. How does South Africa look relative to the rest of the world? (00:17:10)

9. What has anchored your investment philosophy across such divergent cycles? (00:18:43)

10. What’s the one lesson you take from managing this fund across two turbulent decades and what’s next? (00:22:45)