Investec

TOP PERFORMERS

Investec's Clyde Rossouw has backed Samsung to confound market expectations of a slowdown in the smartphone market as he positions his Global Franchise fund for the second half.

Family office Fleming Family & Partners has provided seed capital for the launch of the Investec Africa Fixed Income Opportunities fund.

STRUCTURED PRODUCTS

THE BIQ QUESTION

ON NORTH AMERICA

The deterioration of liquidity in bond markets has continued apace over the past year, leaving fund managers at risk of becoming forced sellers of bonds if there is a full-scale rotation out of the sector.

Royal London Asset Management's Martin Cholwill is backing wealth managers to outperform in the financial services space as he looks for stocks set to benefit from ‘survivor bias'.

MUNDY'S MOMENT

Investec Wealth & Investment's chief investment strategist Jim Wood-Smith has left the business.