Schroders global market perspective for South African investors

This month Gavin Ralston, Head of Strategic Client Group, and Azad Zangana, Senior Economist focus on the impacts of COVID-19 and discuss the following: 

• Our latest economic forecasts; considering the potential outcome of country shut downs 
• Changes to government spending as they aim to support businesses and workers
• The outlook for China as restrictions begin to be lifted
• Whether the banking systems are robust enough to cope with the crisis
• Flight to the dollar as a safe haven currency 

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. ​

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 is 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.

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 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 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. ​

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 is 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.

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 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. ​

Is global growth weak enough to justify further cuts from the Fed? Is the bond market being too pessimistic on growth? What’s the ‘London’ perspective on the SA Rand? Where can investors look to get inflation-busting returns this year? Is now the time to invest in value stocks?

Tackling these questions is Remi Olu-Pitan, Multi-Asset Fund Manager. Hosted by Gavin Ralston, Head of Official Institutions and Thought Leadership.


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 is 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.

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. ​

Is the growth outlook so poor that a 75bps easing prediction is justified? Will bond yields be as low in the US in 6 months time? Why is inflation in the US not coming through yet despite strong results? What's happening with demand in the UK given the looming Brexit? What's the outlook for interest rates in emerging markets?

Tackling these questions is Azad Zangana, Schroders Senior Economist. Hosted by Gavin Ralston, Head of Official Institutions and Thought Leadership. 




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 is 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.

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. ​

With markets becoming increasingly volatile recently, can value stocks offer investors defensive exposure in a sell off? Why is value underperforming growth and quality right now? Can looking backwards help predict the future when the world is changing at such a substantial pace? Are banks a good place to invest right now?

Tackling these questions is Simon Adler, Equity Value Fund Manger. Hosted by Doug Abbott, Country Head - 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 is 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.

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. ​

How are the US/China trade wars affecting the markets? Where are the cheap areas of the market and where are the opportunities right now? How is ESG and sustainability being addressed?

Tackling these questions is Tom Mann, Schroders QEP portfolio manager. Hosted by Kondi Nkosi, Head of Business Development - Gauteng.



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 is 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.

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. ​