Schroders global market perspective for South African investors
Keep up to date with global market analysis to help with your investment decisions in South Africa. This podcast and the information contained herein is Marketing Material for a South Africa investment professional only. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Past Performance is not a guide to future performance and may not be repeated. Schroders Investment Management Ltd an authorised financial services provider, FSP No: 48998, registration number: 01893220 (Incorporated in England and Wales). The information is not an offer, solicitation or recommendation, any funds, services or products mentioned might not be appropriate for all listeners. Please speak to a financial adviser if you are unsure as to the suitability of any investment.
Episodes
52 episodes
May 2024 Global Markets Perspective podcast
Duncan Lamont, Head of Strategic Research, takes us through what happens in markets when interest rates are cut.
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15:01
March 2024 Global Markets Perspective podcast
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 y...
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18:05
January 2024 Global Markets Perspective Podcast
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 govern...
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12:36
October 2023 Global Markets Perspective
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 Ar...
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27:51
August 2023 Global Markets Perspective
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 contex...
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20:24
July 2023 Global Markets Perspective
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 Securiti...
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20:18
June 2023 Global Markets Perspective
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...
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33:26
May 2023 Global Markets Perspective
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 ...
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26:41
April 2023 Global Markets Perspective
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 i...
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22:22
February 2023 Global Markets Perspective
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 1...
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13:01
January 2023 Global Markets Perspective
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 trave...
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19:23
December 2022 Global Markets Perspective
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.
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22:11
October Global Markets Perspective
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...
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18:59
September Global Markets Perspective
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:Cen...
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22:47
August Global Markets Perspective
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 forecasti...
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22:10
July Global Markets Perspective
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:Sustainab...
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23:02
June Global Markets Perspective
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....
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15:23
May Global Markets Perspective
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...
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21:07
April Global Markets Perspective
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?
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13:33
March Global Markets Perspective
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:...
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14:28
January Schroders Global Markets Perspective
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...
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19:34
November Global Markets Perspective
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 o...
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22:51
October Global Markets Perspective
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 ...
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21:01