Schroders global market perspective for South African investors

Duncan Lamont, Head of Strategic Research, takes us through what happens in markets when interest rates are cut.

For professional investors and advisers only. Not suitable for retail investors. Capital at risk.

Issued by Schroders Investment Management Ltd registration number: 01893220 (Incorporated in England and Wales). Schroders Investment Management Ltd is authorised and regulated in the UK by the Financial Conduct Authority and an authorised financial services provider in South Africa FSP No: 48998. ​

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 being out of fashion, real estate has suddenly become a hot topic for investors. Listen to Tom Walker, Co-Head of Global Listed Real Assets, to find out why.

For professional investors and advisers only. Not suitable for retail investors. Capital at risk.

Issued by Schroders Investment Management Ltd registration number: 01893220 (Incorporated in England and Wales). Schroders Investment Management Ltd is authorised and regulated in the UK by the Financial Conduct Authority and an authorised financial services provider in South Africa FSP No: 48998. ​

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 bonds remained strong. Whenever interest rates rose and real rates on bonds turned positive, the gold price tended to fall. But then something went wrong.

For professional investors and advisers only. Not suitable for retail investors. Capital at risk.

Issued by Schroders Investment Management Ltd registration number: 01893220 (Incorporated in England and Wales). Schroders Investment Management Ltd is authorised and regulated in the UK by the Financial Conduct Authority and an authorised financial services provider in South Africa FSP No: 48998. ​

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 officer who served as Chief of the Defence Staff and as commanding officer during conflicts in Bosnia and Kosovo in the late 90s.

For professional investors and advisers only. Not suitable for retail investors. Capital at risk.

Issued by Schroders Investment Management Ltd registration number: 01893220 (Incorporated in England and Wales). Schroders Investment Management Ltd is authorised and regulated in the UK by the Financial Conduct Authority and an authorised financial services provider in South Africa FSP No: 48998. ​

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 investing  in our latest global markets perspective podcast.

For professional investors and advisers only. Not suitable for retail investors. Capital at risk.

Issued by Schroders Investment Management Ltd registration number: 01893220 (Incorporated in England and Wales). Schroders Investment Management Ltd is authorised and regulated in the UK by the Financial Conduct Authority and an authorised financial services provider in South Africa FSP No: 48998. ​

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, explore the challenging environment for real estate over the last 12-18 months, and frames this against the fundamental drivers of the real estate market, across region and sector.

For professional investors and advisers only. Not suitable for retail investors. Capital at risk.

Issued by Schroders Investment Management Ltd registration number: 01893220 (Incorporated in England and Wales). Schroders Investment Management Ltd is authorised and regulated in the UK by the Financial Conduct Authority and an authorised financial services provider in South Africa FSP No: 48998. ​

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, Benjamin brings a unique perspective to the private equity industry.

During this episode, Benjamin shares his insights on the evolution of deal and exit activity within the private equity space, and how the asset class is becoming more accessible than ever before. Whether you're a seasoned investor or just starting out, this podcast is a must-listen for anyone interested in the world of private equity.

For professional investors and advisers only. Not suitable for retail investors. Capital at risk.

Issued by Schroders Investment Management Ltd registration number: 01893220 (Incorporated in England and Wales). Schroders Investment Management Ltd is authorised and regulated in the UK by the Financial Conduct Authority and an authorised financial services provider in South Africa FSP No: 48998. ​

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 about the market, as a deep value investor, noting that the cheapest quintile of the market is currently trading 25% below its long-term average.

For professional investors and advisers only. Not suitable for retail investors. Capital at risk.

Issued by Schroders Investment Management Ltd registration number: 01893220 (Incorporated in England and Wales). Schroders Investment Management Ltd is authorised and regulated in the UK by the Financial Conduct Authority and an authorised financial services provider in South Africa FSP No: 48998. ​

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, a recession has been avoided and a breakdown of the current opportunities across global equities, please do take a listen.

For professional investors and advisers only. Not suitable for retail investors. Capital at risk.

Issued by Schroders Investment Management Ltd registration number: 01893220 (Incorporated in England and Wales). Schroders Investment Management Ltd is authorised and regulated in the UK by the Financial Conduct Authority and an authorised financial services provider in South Africa FSP No: 48998. ​

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 writing off AT1s in the UBS/Credit Suisse deal create such a market reaction?
• What is your assessment of the European banking sector: is there a systemic risk?

For professional investors and advisers only. Not suitable for retail investors. Capital at risk.

Issued by Schroders Investment Management Ltd registration number: 01893220 (Incorporated in England and Wales). Schroders Investment Management Ltd is authorised and regulated in the UK by the Financial Conduct Authority and an authorised financial services provider in South Africa FSP No: 48998. ​