Schroders global market perspective for South African investors

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. Highlights include:

• How policymakers have reacted to the evolving economic landscape
• Short term vs. long term impact of stagflation 
• An insight into the energy sector
• Emerging market debt and high yield opportunities

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. ​

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 Omicron - is it all bad?
• Inflation - transitory or permanent?
• The inflation response in EM and DM central banks
• Sustainability and COP26 - how it will impact investors
• A look into Remi's crystal ball for 2022

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, 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 growth
• Inflationary pressures
• What is happening at the company level
• An insight into the energy sector, and other areas of opportunity for value investing
• Sustainability

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. ​

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 Prosperity'
- The impact of increasing regulation on investment markets

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. ​

 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 women working in financial services​​​. 

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 July podcast, Philip Robotham speaks to Martin Skanberg, Fund Manager of Schroder ISF* Euro Equity. They cover:

• A global market update, with a close look at Europe and possible reasons why we have seen an increase in allocations to European equities.
• What South African investors could consider if they wish to increase their European holding.
• Whether the EU's aim to become the world's first economic bloc to hit net zero greenhouse gas could be an area of growth opportunity.
• Inflation pressures and who/where could stand to benefit.

*Schroder International Selection Fund is referred to as Schroder ISF

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 June podcast Kondi Nkosi speaks to Azad Zangana, Senior Economist & Strategist. They cover:

• A market review of regional and global equities, fixed income and commodities 
• An update on global vaccine roll outs
• A global economic forecast with a deeper dive into the US, Eurozone and Emerging Markets

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 May podcast, Ebeth van Heerden speaks to Ugo Montrucchio, Multi-Asset Portfolio Manager. They discuss:

• The outlook for global markets 
• Big tech and potential inflationary pressures
• Multi-asset themes and the benefits of a balanced strategy 
• The 'B' word - bitcoin!

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 April podcast Kondi Nkosi speaks to Stephen Kam, Co Head of Product Management, Asia ex Japan Equities. They cover:

• The post-Covid outlook for Asia and the pace of the economic recovery in the region
• The possible approaches for monetary and fiscal policy in China and considerations around US-China tensions under the Biden administration
• The China A share market; how can it be accessed and could there be opportunities for investors?

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 March podcast, Philip Robotham speaks to Hannah Simons, Head of Sustainability Strategy. They cover:

• What it takes to become a sustainable investment leader within the asset management industry
• Jargon busting - what the key differences are between fully integrated ESG, screened ESG and a sustainable ESG funds
• How active asset managers engage with companies to improve their ESG factors
• More on our Climate Progress Dashboard

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. ​