Often during meetings with clients and prospective clients I am encouraged to justify one or two of our holdings.
Natural gas equities are offering 70% upside from current lows as the soaring price of crude oil boosts demand for gas, according to Investec's Jonathan Waghorn.
Rensburg Sheppards Investment Management has changed its name to Investec Wealth & Investment following the firm's full acquisition by Investec last year.
Fund houses argue IMA decision to restructure Managed sectors fails investors
Investec Asset Management's Werner Gey van Pittius has warned an imminent restructure of Greek debt would lead to full-blown risk aversion and hit emerging market banks.
Investec Asset Management has reported record inflows for the year to end of March 2011, taking assets under management to a new high of £59bn.
Managers running UK-focused portfolios have turned to international stocks for returns as the UK's recovery continues to disappoint.
Andrea Hosso has joined Investec to co-manage the firm's Emerging Markets Corporate Debt fund with Theo Stamos.