Schroders global market perspective for South African investors

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 South Africa in the first week of March for our annual investment symposium, where they'll be unpicking these subjects in greater detail - as well as many more.

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 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.

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 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 economy
• Implications of Russia’s withdrawal from the Black Sea deal
• An update on China
• Central bank intervention in the currency markets 
• A look into the crystal ball for next year

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 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 intervention and how this might play out.
• The reaction in the currency markets.
• The extent to which equity markets are priced in.
• Any positive signals.
• Asset allocation in the current environment.

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 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 perspective
-    Inflation expectations and the impact on markets
-    How wage inflation could be tamed
-    Fiscal policy adoption
-    The Economic Symposium – why Jackson Hole?

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 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: definition and incorporation
• Portfolio construction
• The 'multi-stakeholder' approach

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 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. Topics include:

• Market focus: Inflation vs. growth
• Global central bank responses 
• Recessionary fears
• Asset pricing reactions
• Ugo’s views on commodities and other alternative asset classes

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 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 Manufacturing revolution.

 Topics include: 

• Inflationary pressures and whether they are mediating
• How demand for reshoring is changing and which industries are impacted
• Whether automation will replace jobs
• The identification of the winners and losers within the Smart Manufacturing revolution

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 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 Europe and potential recessionary dynamics
• The impact of zero-Covid in China

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 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 insight into Schroders' recent global growth forecasts
• The potential for rate hikes and the impact of the Ukraine crisis
• How EM and DM markets are responding to recent events

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. ​