Schroders (South Africa)
Schroders global market perspective for South African investorsEpisodes
Episodes of Schroders global market perspective for South African investors
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Duncan Lamont, Head of Strategic Research, takes us through what happens in markets when interest rates are cut.
Real estate was the top performing asset class in South Africa in 2023 thanks to an unexpected recovery late in year. This recovery wasn't unique to South Africa - global real estate also performed well towards the end of 2023. After years of b
The Federal Reserve gave the clearest indication yet that their aggressive tightening cycle is coming to an end, sending the price of gold to new highs.For nearly 15 years, the relationship between gold prices and real returns on government bon
Given the conflicts in the middle East and Ukraine, worsening relations between the US and China and instability in Africa, we thought it would be useful to hear the views of General Sir Nick Carter.Sir Nick is a former senior British Army offi
Equity markets have shown resilience.Consumers have continued to spend.Central banks have conducted record interest rate hikes.Ugo Montrucchio, Head of Multi-Asset Investments, Europe, unpicks these factors in the context of multi-asset investi
Sentiment in the real estate market is the worst it’s been since the Global Financial Crisis, but are there reasons to be optimistic?In this podcast, South Africa Country Head, Kondi Nkosi, and Tom Walker, Co-Head of Listed Real Securities, exp
Join Kondi Nkosi, Country Head at Schroders, as he welcomes Benjamin Alt to the podcast, Head of Global Private Equity Portfolios at Schroders Capital. Fresh off his visit to South Africa for the Collaborative Exchange's Alternatives Conference
Philip Robotham, Head of Intermediary, speaks with Andrew Williams, Investment Director, ahead of Andrew's trip to South Africa for The Collaborative Exchange's Meet the Managers event in early June.In this podcast, Andrew shares his optimism
Philip Robotham, Head of Intermediary, is joined by Aiman Shanks, Investment Director, Quantitative Equity Products, ahead of Aiman's visit to South Africa for the BCI Investment Conference in early May.To understand whether inflation is beaten
In this month's Global Markets Perspective podcast, Pan European Banks Analyst Justin Bisseker tackles three questions posed by Eugenio Cicconetti, Head of Global Financial Client Group:Can you explain what Additional Tier 1s (AT1s) are?Why did
Gavin Ralston, Head of Strategic Client Group and a key individual in the South Africa office poses three key questions on China and one on South Africa to our Senior Emerging Markets Economist, David Rees.Both Gavin and David are travelling to
In our final episode of the Global Markets Perspective podcast for the year, we discuss 16 mins of macro-economics with our Deputy Head of Multi Assets.
In the October edition of the Global Markets Perspective podcast, Kondi Nkosi, Country Head, is joined by David Rees, Senior Emerging Markets Economist, to discuss the key talking points in the economy. Topics include:An overview of the global
In the September edition of the Global Markets Perspective podcast, Kondi Nkosi, Country Head, is joined by Sebastian Mullins, Deputy Head of Multi-Asset, Australia, to delve into the state of the current economy. Topics include:Central bank in
In the August edition of the Global Markets Perspective podcast, Phil Robotham, Head of Intermediary, is joined by George Brown, Economist, for an update on the state of the global economy. Topics include:- Growth forecasting – the Schroders
In the July edition of the Global Markets Perspective podcast, Phil Robotham, Head of Intermediary, is joined by Scott Maclennan, Fund Manager, for an update on the market and how this is shaping portfolios. Topics include:Sustainable investing
In the June edition of the Global Markets Perspective podcast, Kondi Nkosi, South Africa Country Head, is joined by Ugo Montrucchio, Head of Multi-Asset Investments, for a breakdown on the global economy and how this is impacting asset classes.
In the May edition of the Global Markets Perspective podcast, join Phil Robotham, Head of Intermediary, and Daniel McFetrich, Head of Global and International Equity Research, for an update on the global economy and a discussion on the Smart Ma
In the April edition of the Global Markets Perspective podcast, join Kondi Nkosi, Country Head and Keith Wade, Chief Economist, for a discussion on the global economy. Topics include:Inflation in US – where is the peak? Economic growth in Europ
In the March edition of the Global Markets Perspective podcast, join Philip Robotham, Head of Intermediary and David Rees, Senior Emerging Markets Economist, for a discussion on latest developments in the global economy. Topics include:An insig
In the latest episode of the Global Markets Perspective Podcast, Phil Robotham, Head of Intermediary, South Africa, chats to Michael Devereux, Fund Manager, Multi-Asset, to discuss the key challenges and opportunities for the year ahead. Highli
Kondi Nkosi, Country Head, South Africa, is joined by Remi Olu-Pitan, Head of Multi-Asset Growth and Income, for the final episode of the Global Markets Perspective series this year.Topics discussed include:A balanced view on the rise of Omicro
Philip Robotham, Head of Intermediary, South Africa, is joined by Simon Adler, Fund Manager, Equity Value, to discuss global equities from a value perspective. Topics covered include:Outlook for value investing, and how it compares to growthInf
Kondi Nkosi, County Head, South Africa is joined by Stephen Kam, Head of Product Management, Asia ex-Japan Equities to discuss all things China, particularly:- Domestic developments in China over the last year- The principle of 'Common Prosperi
For Women's Month, Ebeth Van Heerden speaks to Remi Olu-Pitan, Multi-Asset Fund Manager. They discuss inflation and what it means for commodities, fixed income, equities and multi-asset portfolios as well as closing with Remi's advice to other
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