by @David Docherty | Aug 7, 2023 | Climate Change / Pollution, Economics, Energy Crisis / Loadshedding, Environmental Social Governance (ESG), Food Security, Geopolitical Conflict, Investment / Asset Management
David Docherty – Investment Director, Thematics at Schroders A look at the impact of “deglobalisation” on some of our favoured themes: smart manufacturing, energy transition and climate change, and the circular economy. A three-decade...
by @Izak Odendaal | Jul 25, 2023 | Economics, Energy Crisis / Loadshedding, Food Security, Geopolitical Conflict, Government & Politics, Investment / Asset Management, SARB
Izak Odendaal – Old Mutual Wealth Investment Strategist A mystery explosion caused death and mayhem in the Johannesburg CBD last week, and much head-scratching. However, it was otherwise mostly a good news week in South Africa. Starting with...
by @Wandile Sihlobo | Jun 21, 2023 | Climate Change / Pollution, Economics, Energy Crisis / Loadshedding, Food Security, Geopolitical Conflict, Government & Politics
Wandile Sihlobo, Chief Economist of the Agricultural Business Chamber of South Africa It’s been just over one year since South Africa launched its Agriculture and Agro-processing Master Plan (AAMP), touted as an inclusive growth strategy for the agricultural...
