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Our guest this week is Hendrik du Toit, CEO and co-founder of Ninety One Asset Management, which is dually listed in London and Johannesburg, South Africa, and was formerly known as Investec Asset Management, founded in 1991. In addition to running Ninety One, Hendrik is on the board of Naspers and its European subsidiary, Prosus, which is a cornerstone investor in China's Tencent. He has served on the Leadership Council of the Sustainable Development Solutions Network, a United Nations initiative, and is a public figure in his native South Africa and in the United Kingdom. Hendrik holds degrees from Stellenbosch University and Cambridge. Hendrik, thanks so much for joining us on The Long View.BackgroundBioNinety One Global Strategy Fund – Global Environment Fund IX Acc GBPNinety One Global Sustainable Equity I Acc GBPNinety One Emerging Markets Local Currency Debt Fund A Accumulation USDNinety One GSF Emerging Markets Local Currency Debt C Acc USDNaspersProsusSustainability and ESGNinety One's Sustainability and Stewardship Report“Ninety One Becomes First SA Asset Manager to Sign Onto Net Zero Asset Managers Initiative,” ebnet.co.za, July 26, 2022.“Ninety One CEO Hendrik du Toit on Asset Management and Green Investing,” Bloomberg TV video interview, Bloomberg.com, Sept. 24, 2024.Other“New Draft Rules Targeting In-Game Spending Wipe Billions From China's Tech Giants,” by Wayne Chang and Laura He, cnn.com, Dec. 22, 2023.Nubank
Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by Max King, columnist for MoneyWeek, and former fund manager at Investec Asset Management; and also previews a discussion with Ben Rogoff, manager of Polar Capital Technology (PCT) - available in full for subscribers to the Money Makers Circle. Trusts mentioned this week (with tickers) include: Digital 9 Infrastructure Trust (DGI9), US Solar Fund (USF), Home REIT (HOME), Keystone Positive Change (KPC), Baillie Gifford UK Growth (BGUK), Baillie Gifford European (BGEU), JPMorgan Emerging Markets (JMG), Mobius Investment Trust (MMIT), Fidelity Emerging Markets (FEML), Chrysalis (CHRY), Schiehallion (MNTN), Literacy Capital (BOOK), Tritax Big Box (BBOX), TR Property (TRY), Odyssean Investment Trust (OIT), JPMorgan Global Core Real Assets (JARA), Life Science REIT (LABS). Section Timestamps: 00:32 - The Investment Trusts Handbook 2023 01:16 - Q&A with Max King 01:22 - The last three months and where we're at now 04:39 - Thoughts on investment trusts in general 06:27 - Discounts and alternative assets 09:05 - Markets and politics 09:53 - Looking at specific trusts 17:15 - Equity investment trusts sector 20:09 - Vietnam, China, and emerging markets 23:12 - Private equity 25:08 - Commercial property 28:43 - What has Max been doing? 31:17 - A summary of the week's results 34:15 - Money Makers Circle 34:44 - Q&A with Ben Rogoff (extract) 43:52 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. In addition to the regular features, this week the Circle features a piece by Edward Chancellor about the cryptocurrency market, and a profile of Pantheon International (PIN). Subscribers can also listen to the full conversation with Ben Rogoff, manager of Polar Capital Technology. Ben spoke about many issues including whether the market environment remains favourable to technology stocks, and some of the larger stocks in the sector. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 130 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.
Chris Freund, Co-Head of SA Equity and Multi-Asset at Investec Asset Management in Cape Town and John Stopford is the head of Muli-Asset Income at NinetyOne in London.
Chris Freund, Co-Head of SA Equity and Multi-Asset at Investec Asset Management in Cape Town and John Stopford is the head of Muli-Asset Income at NinetyOne in London.
Hannes Van Den Berg is a Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management.
Hannes Van Den Berg is a Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management.
Hannes Van Den Berg is a Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management.
Hannes Van Den Berg is a Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management.
Hannes Van Den Berg is a Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management. Chris Steward is the Sector Head of Financials, responsible for SA Equity & Multi-Asset strategies within the 4Factor team, as well as the SA & African Credit team, at Ninety One
Hannes Van Den Berg is a Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management. Chris Steward is the Sector Head of Financials, responsible for SA Equity & Multi-Asset strategies within the 4Factor team, as well as the SA & African Credit team, at Ninety One
Chris Freund, Co-Head of SA Equity and Multi-Asset at Investec Asset Management in Cape Town.
Chris Freund, Co-Head of SA Equity and Multi-Asset at Investec Asset Management in Cape Town.
Chris Freund, Co-Head of SA Equity and Multi-Asset at Investec Asset Management in Cape Town.
Chris Freund, Co-Head of SA Equity and Multi-Asset at Investec Asset Management in Cape Town.
Hannes van den Berg is a Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management.
Hannes van den Berg is a Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management.
Rather than capital, I feel like Chinese regulators never sleep. Over the past nine months, Ant Group's IPO got pulled, Community Group Buying players were fined for price dumping, Alibaba was fined for anti-monopoly violations and Meituan was also fined for anti-monopoly violations. Just like Oprah dishes out cars, every tech giant seems to be getting a summons. The big news last Friday was the Chinese government's decision to turn online education stocks into non-profits, banning them from raising capital and going public. The sell-off across the ADR's was huge! Tencent, which influences the JSE via the Naspers stable, collapsed this week after Chinese competition authorities ordered it to stop a practice of exclusive music licensing rights, also levying a small fine, which follows similar action against other tech firms. And the value destruction in Naspers has been staggering, equaled only by the speed of the recover this week. So why are the regulators getting involved? It's the trillion rand question for local fund managers right now….which actually puts our local unrest and vaccine issues into perspective Michael Avery is joined by Warwick Lucas Chief Investment Officer at Galileo Asset Managers; Raymond Parsons, professor in the School of Business and Governance at Northwest University & Michael Power Strategist at Investec Asset Management
Hannes van den Berg, Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management. Rehana Kahn is a portfolio manager in the 4Factor team at Ninety One. She co-manages the General Equity and SA Balanced Strategies.
Hannes van den Berg, Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management. Rehana Kahn is a portfolio manager in the 4Factor team at Ninety One. She co-manages the General Equity and SA Balanced Strategies.
Matt Evans is a portfolio manager at Investec Asset Management, with a focus on UK smaller companies within the quality team.
Matt Evans is a portfolio manager at Investec Asset Management, with a focus on UK smaller companies within the quality team.
Charlie Dutton is a portfolio manager in Investec Asset Management's quality team. His focus is on global investments, in particular Asian equities
Charlie Dutton is a portfolio manager in Investec Asset Management's quality team. His focus is on global investments, in particular Asian equities
Chris Freund, Co-Head of SA Equity and Multi-Asset at Investec Asset Management in Cape Town.
Chris Freund, Co-Head of SA Equity and Multi-Asset at Investec Asset Management in Cape Town.
Charlie Dutton is a portfolio manager in Investec Asset Management's quality team. His focus is on global investments, in particular Asian equities
Charlie Dutton is a portfolio manager in Investec Asset Management's quality team. His focus is on global investments, in particular Asian equities
Hannes van den Berg, Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management.
Hannes van den Berg, Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management.
Charlie Dutton is a portfolio manager in Investec Asset Management's quality team. His focus is on global investments, in particular Asian equities.
Charlie Dutton is a portfolio manager in Investec Asset Management's quality team. His focus is on global investments, in particular Asian equities.
Consumer sentiment is a critical part of climate transition risk. As consumers become increasingly aware of the impact goods and services are having on the planet, we will start to see profound shifts in demand. Join us today as we hear from James Hand, Co-founder of the social enterprise GIKI, an organisation that is creating apps and data tools to inform the public about the impact of their consumption and drive greater transparency in the real economy. James also reflects on the current state of ESG and how we can make ESG data more useful for driving decision making. Giki Badges: An app to help you find sustainable and healthy products in the UK supermarket - https://badges.giki.earth/ Giki Zero: Your free personal guide to understand, track and lighten your footprint on the planet - https://zero.giki.earth/ If you have any questions, thoughts or feedback regarding this podcast series, we would love to hear from you. Please email us at: climateriskpodcast@garp.com James Hand – Co-Founder and Data Scientist, Giki James Hand is a co-founder of the social enterprise Giki. Giki’s mission is to help people live more sustainably. Amongst their various initiatives, Giki has developed Giki Zero, a step by step sustainable life guide, as well as Giki Badges, an app to help people in the UK find sustainable food and products. Before founding Giki, James has had a career in asset management, including roles as Co-Chief Investment Officer at Investec Asset Management (now Ninety One), and co-founder of the innovative 4Factor equity team. James has also been a longstanding advocate of embedding environmental, social and governance issues – often referred to as ESG - in investment decisions. With expertise in data analysis, behavioural finance and company research, James is perfectly poised to talk to us about the challenges of creating readily available and digestible information to help consumers navigate the complex world of sustainability.
Adeyemi (Yemi) Johnson – LL. B, MA, Chartered Fellow of the UK Chartered Institute for Investment and Securities (CISI)Yemi has over 25 years of financial services regulation and compliance experience, including 3 years as the Head of Compliance, MLRO and Company Secretary of GTBank (UK) Ltd, the UK subsidiary of GTBank Nigeria Plc. He has also held senior compliance and MLRO roles at Bank of Ireland Asset Management, Investec Asset Management, AXA Investment Managers, Law Debenture Investment Management and gained valuable consulting experience from KPMG UK Ltd. In 2010, Yemi established OpenSpaces Compliance Consultants Ltd (OpenSpaces) an independent global financial services regulation and compliance consulting firm. Since inception, OpenSpaces, has assisted several financial services companies in the UK, Nigeria and South Africa in strengthening the effectiveness of their compliance and anti-money laundering function and provided strategic advice on integrating compliance into their business as usual processes and the development and enhancement of their compliance culture. Yemi is also a regular speaker at compliance conferences, workshops and seminar in Nigeria and was a facilitator at the 2018 Annual Retreat of the Association of Chief Compliance Officers of Banks in Nigeria (ACCOBIN).OpenSpaces clientele include the following companies: UK | § FirstRand Bank § Ashburton Investment Management § Silk Invest Ltd § IIFL Wealth (UK) Ltd § Manulife Asset Management (Europe) § Ltd § London Clearing House § Gulf International Bank Ltd § Tranzfar Ltd § Euro CCP Nigeria| § CSL Stockbrokers Ltd § The Nigerian Stock Exchange § FBN Merchant Bank (Formerly FBN Capital) § Capital Bancorp Plc § Veritas Glanvile Asset Pensions Ltd (Pension Fund Administrator) § Association of Chief Compliance Officers of Banks in Nigeria (ACCOBIN) § GTBank Plc
John Stopford is head of Multi-Asset Income at Investec Asset Management and responsible for all multi-strategy income.
John Stopford is head of Multi-Asset Income at Investec Asset Management and responsible for all multi-strategy income.
Deirdre Cooper is co-portfolio manager for the Global Environment Strategy in the Natural Resources team at Investec Asset Management, soon to Ninety One
Michael Power, global head of Strategy for Ninety-One (formerly Investec Asset Management), talks about where the world may be heading and what to look out for. If you're an investor the top-line advice is, look to the East, not so much the West.
John Stopford is head of Multi-Asset Income at Investec Asset Management, responsible for all multi-strategy income.
March 20 2020: Hendrik du Toit talks to Lindsay Williams about the demerger of Investec Asset Management, the listing of Ninety One and the road ahead. Interview recorded on Friday 20th March. See acast.com/privacy for privacy and opt-out information.
Nazmeera Moola is Head of SA Investments at Investec Asset Management.
Nazmeera Moola is Head of SA Investments at Investec Asset Management.
Phillip Saunders is Co-Head of Multi-Asset Growth at Investec Asset Management in London.
Phillip Saunders is Co-Head of Multi-Asset Growth at Investec Asset Management in London.
John Stopford is Head of Multi-Asset Income, at Investec Asset Management.
Nazmeera Moola - Head of Investments, Investec Asset Management
Moneyweb Radio — Nazmeera Moola - Head of Investments, Investec Asset Management
Piet has over 25 years of industry experience. He started out as a lecturer at the University of Pretoria, and then joined the Reserve Bank as an economic analyst. He became a portfolio manager at Allan Gray Investment Counsel in 1991 and in 1995 he moved to Investec Asset Management. Piet founded RECM in 2003 and is our Chairman. In his personal life, Piet is an avid art enthusiast, and enjoys ultra distance sporting events. He has completed 3 ABSA Cape Epic mountain bike races, 1 Iron Man, 1 Comrades marathon, 3 Two Oceans ultra marathons and recently swam from Robben Island to Blouberg. But his ultimate passion remains investing, and more specifically, value investing. RE Capital Management http://www.recm.co.za/ State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Piet's Media Pick: Ford vs Ferrari https://imdb.to/38i6wcz Tim's Media Pick: The Favourite https://imdb.to/3crpPDs Paul's Media pick The Gene Revolution https://bbc.in/2Tk6Inx Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A --- Send in a voice message: https://anchor.fm/stateofthemarkets/message
We are joined by Courtney Waterman, Head of Creative Marketing at Ninety One (previously Investec Asset Management) to talk about creating a new asset management brand. Also in studio with Twink is Dan Cordoni, Associate Creative Director, and Richard Sherwell, Client Partner at Publicis Sapient. Themes covered in the podcast:- Unique challenges in creating a new brand - Insights into stakeholder management - How to brief your creative agency and work with them to deliver on it- The process and challenges of creating a brand name- Building brand identity, narrative and articulation Courtney Waterman is a highly experienced marketer with over 25 years’ experience in asset management, leading marketing teams at firms such as Janus Henderson, Blackrock and Schroders. Dan Cordoni is the Creative Lead at Publicis Sapient, a digital transformation partner helping established organisations get to their future digitally-enabled state. With more than 15 years’ experience operating at the boundary of design, strategy and technology, Dan joined Publicis Sapient over two years ago to help create highly relevant, beautifully crafted experiences that define brands and unlock business value. Richard Sherwell, Client Partner at Publicis Sapient’s Financial Services vertical, specialises in working with wealth and asset management clients. During the last 15 years he has led a variety of brand, marketing, creative campaign and technology engagements. He has worked at small, medium and large agencies, always focusing on the wealth and asset management sector.The AIM High podcast is hosted by Twink Field, CEO and Founder of White Marble Marketing and The Association of Investment Marketers (AIM). AIM creates content and resources designed specifically for marketers within the investment management world. The AIM High podcast is focused on conversations with a range of investment industry experts talking about the opportunities and challenges of financial services, the evolution and impact of products, practical investment marketing insights and personal development for careers. Welcome to the AIM High podcast, hosted by Twink Field, CEO and Founder of White Marble Marketing, for The Association of Investment Marketers (AIM). AIM creates content and resources designed specifically for marketers within the investment management world. The AIM High podcast is focused on conversations with a range of investment industry experts talking about the opportunities and challenges of financial services, the evolution and impact of products, practical investment marketing insights and personal development for careers.
We preview the upcoming budget with Nazmeera Moola, head of investments at Investec Asset Management.
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