Philip Robotham, Head of SA Wealth, Client Group at Schroders 2024 US election: what are the implications for interest rates? Donald Trump’s proposed “reflationary” fiscal...
Investment / Asset Management
Managing Risk When Investing in Africa – A Private Equity Perspective
Tineyi Kuipa, Director, Enko Africa Private Equity, Naleni Govender, Managing Director, Enko Capital, South Africa The unlisted market in Africa presents an opportunity for investors...
Risk and Return goes together like Strawberries and Cream
Leon Greyling, COO at ICTS I visited Wimbledon once and one of the attractions for going was the strawberries and cream. Well actually it was more like strawberries and milk (nothing...
EY Report: Businesses’ slow crawl on climate action jeopardising global environmental goals
Clemence McNulty, Partner Sustainability and Climate Change at EY Africa Climate Change and Sustainability Services EY is proud to announce the release of the 2024 edition of the EY...
2025 Market Outlook – Why SA is the most promising part of the portfolio right now
Adriaan Pask, CIO at PSG Wealth 2024 has been quite a year. Election years are typically quieter, with market activity slowing ahead of the vote. Since elections often take place late...
Schroders Crystal Ball 2025 Investment Outlook: Look beyond recent winners for return opportunities
Johanna Kyrklund, Chief Investment Officer (CIO), Schroders Group, and Nils Rode, CIO for Private Markets at Schroders Capital Investors may need to look beyond recent equity market...
Watering the green shoots
Izak Odendaal, Investment Strategist at Old Mutual Wealth South Africans are long used to bad news, but recently the news has been better. Inflation is much lower, and the Reserve Bank...
Africa back in favour as investors eye currency stability and demographic opportunity
Cavan Osborne, Portfolio Manager at Old Mutual Investment Group (OMIG) As the dust settles around the outcome of the 2024 United States (US) Presidential Elections, global investors...
Moderate rate cuts and global headwinds spell slow economic growth over the next few years
Maarten Ackerman, Chief Economist at Citadel While interest rates and inflation are slowly coming down in South Africa (SA) and around the globe, to the relief of consumers, a...
Monthly markets review – October 2024
Philip Robotham, Head of SA Wealth, Client Group at Schroders The month in summary: A look back at markets in October when equities fell, although Japan was a notable...
Filter Articles
