Industry news and views from Panacea and our partners.
Investec Wealth & Investment
Investec Wealth & Investment: Edging Towards The Door
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Weekly Digest: Updating Brexit and Bitcoin
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Old Misery Guts: Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: A Rose by Any Other Name... Weekly Digest 20 November 2017
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Ten Years On; One Year On
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Super Mario Strikes Again, Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Chinese Party Congress Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. Even amidst the busiest period for company reporting in Europe and America, the most important event scheduled for this week is the conclusion of the 19th National Congress of the Communist Party of China. This forum meets only once every five years to appoint China’s leadership. "If previous form is followed, at the closing ceremony on Wednesday the congress will conclude with a highly choreographed ceremony in which the most powerful men in China, the newly appointed Politburo Standing Committee (PSC), will file out on stage behind the General Secretary (Xi Jinping) to be presented to the world for the first time."
Investec Wealth & Investment: Hurricane Watch Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. This week John Wyn-Evans reflects on the stock market crash of 1987, and looks at whether there are similarities today.
Investec Wealth & Investment: Crisis? What Crisis? Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Desperately Seeking Satoshi Nakamoto
Satoshi Nakamoto. The name used by the unknown person(s) responsible for creating Bitcoin. In this week's Weekly Digest, Head of Investment Strategy, John Wyn-Evans, explores the rise of cryptocurrencies.
Investec Wealth & Investment Market Commentary September 2017
"The latest upheavals in the White House; inconclusive Brexit negotiations; populist outcry in any number of countries; and missile tests in North Korea, to name but a few regular headline-makers. And yet the last six months has been another period of prosperity for investors, with equity markets making several new all-time highs and volatility remaining low apart from a couple of short spikes – a classic case of what is described in financial circles as “climbing a wall of worry.” Investors have been worried about a lot of things for a long time..."
Investec Wealth & Investment: Bullets Dodged...For Now
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. Head of Investment Strategy, John Wyn-Evans, has provided some short commentary on North Korea in previous editions of Weekly Digest. This week John offers more in-depth analysis on the situation.
Investec Wealth & Investment: Autumn Leaves, Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. In this week's Weekly Digest, our Head of Investment Strategy, John Wyn-Evans lays out the key events investors should have marked on their calendars between now and Christmas.
Investec Wealth: Credit Where Credit is Due.
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Joking Aside Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. Have you heard a joke recently that wasn't about Trump or Brexit? Guest author and Fund Selection Specialist, Stacey Parrinder-Johnson, comments that if comedians are joking about a topic, there's uncertainty surrounding it, and if there's uncertainty the investment world will be watching too.
Investec Wealth: Market Commentary
Every day we seem to wake up to more bad news: the latest upheavals in the White House; crises in the UK's public services; populist outcry in any number of countries; and missile tests in North Korea, to name but a few regular headline-makers.
Investec Wealth & Investment: Roses in the Vines: Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. Have you ever visited a vineyard and seen roses amongst the vines? The roses are there for good reason as a warning system for troubles the vines may also be susceptible to. In this week's Weekly Digest, John Wyn-Evans discusses the 'roses' in portfolio management.
Investec Wealth & Investment: Weekly Digest: Earnings Season
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. In this week's Weekly Digest our Head of Investment Strategy, John Wyn-Evans, explores a number of price/earnings ratios (P/E).
Investec Wealth & Investment: Market Commentary July 2017
Every day we seem to wake up to more bad news: the latest provocative tweet from Donald Trump; crises in the UK’s public services; populist outcry in any number of countries; and missile tests in North Korea, to name but a few regular headline-makers. And yet the rst half of 2017 has been another period of prosperity for investors, with equity markets making several new all-time highs and volatility remaining low – a classic case of what is described in nancial circles as “climbing a wall of worry”.
Investec Wealth: Partying With One Eye On The Door
Even as I hit the “send” button on last week’s Weekly Digest I feared that I might be tempting fate by suggesting that equity markets could continue to grind higher
Investec, Wealth & Investment: Shades of Grey: Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. This week, guest writer Annelise Peers, Chief Investment Officer for Investec Bank Switzerland, looks at the impact of ageing populations on global growth and inflation, with a focus on the US.
Investec, Wealth & Investment: Weekly Digest: Well, he would say that, wouldn't he?
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy, written by our Head of Investment Strategy, John Wyn-Evans.
Investec Wealth & Investment: Trumpeachment
Admittedly, impeachment was high on the agenda in Brazil last year (and might be back on again soon), but threats to impeach US President Donald Trump carry greater weight. Impeachment is a word we all recognize but might struggle to define exactly.
Investec Wealth and Investment: “How well prepared is the world to counter the growing threat of cybercriminals?”
Two years ago, in our Vision 2015 document, we asked the question: “How well prepared is the world to counter the growing threat of cybercriminals?” The answer then was insufficiently, and latest developments appear to suggest that the answer hasn’t changed.
Investec Wealth & Investment: Who have advisers ranked as the most popular DFM?
Investec Wealth & Investment has been named as both the most popular and most preferred discretionary fund manager by advisers, up from fourth place last year, according to Defaqto.
Investec Wealth & Investment: Market commentary
Half a year can sometimes feel like a long time in investing, and much has happened in the last six months. A lot of this action has taken place in the political arena, and investors are continuing to have to pay attention as much, if not more, to political developments as to economic ones. Market Commentary provides a general overview of topical market and economic issues.
Investec Wealth & Investment - Weekly Digest
A Tale of Two Elections Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy, written by our Head of Investment Strategy, John Wyn-Evans.
Investec Wealth & Investment - Sheffield IFA Conference
Following a year characterised by political risk and economic uncertainty, we now look forward to 2017 and invite you to attend the latest in our series of annual IFA conferences.
Investec Wealth & Investment announced as latest provider partner for Panacea Adviser
Panacea are delighted to welcome Investec Wealth & Investment as the latest firm to join its rapidly growing roster of discretionary fund management provider partners.