by @Izak Odendaal | Nov 21, 2023 | Climate Change / Pollution, Economics, Geopolitical Conflict, Government & Politics, Investment / Asset Management
Izak Odendaal – Old Mutual Wealth Investment Strategist Heads of state meet all the time, without investors paying too much notice. Last week’s meeting between US President Joe Biden and his Chinese equivalent, Xi Jinping, was different. Tensions between...
by @Karin Kaiser, @Valentina Romeo and @Mark Lacey | Nov 16, 2023 | Economics, Energy Transition, Environmental Social Governance (ESG), Geopolitical Conflict, Investment / Asset Management, Sustainable Investments
Karin Kaiser, Valentina Romeo and Mark Lacey at Schroders Europe is not out of the woods yet when it comes to energy security. From dependency on liquified natural gas to the lack of progress in key renewable projects, the challenges persist for Europe as their...
by @Herman van Papendorp and @Sanisha Packirisamy | Nov 9, 2023 | BRICS, Economics, Geopolitical Conflict, Government & Politics, Investment / Asset Management
Herman van Papendorp, Head of Investment Research & Asset Allocation and Sanisha Packirisamy, Economist at Momentum Investments Economies at a Glance by Momentum Investments’ macro research team consists of an easy-to-read chartbook of what is happening in...
by @David Rees | Oct 18, 2023 | Economics, Geopolitical Conflict, Investment / Asset Management
David Rees, Senior Emerging Markets Economist at Schroders Schroders Senior Emerging Markets Economist – David Rees – assesses the macroeconomic and market implications of renewed tensions in the Middle East. The primary transmission...
by @Sandra Sithole and @Dr Ninakhulu Ntsanwisi | Oct 18, 2023 | COVID, Cybercrime, Geopolitical Conflict, Insurance
Sandra Sithole, Partner & Dr Ninakhulu Ntsanwisi, Associate from Webber Wentzel Events such as the Covid pandemic and rising levels of cybercrime are encouraging insurers to revisit their policy wording to exclude certain events Over the past three...
by @Izak Odendaal | Oct 17, 2023 | Economics, Geopolitical Conflict, Investment / Asset Management
Izak Odendaal – Old Mutual Wealth Investment Strategist The world has witnessed heart-wrenching scenes in Israel and Gaza in recent days. The fact that this is one of the longest unresolved conflicts in the world does nothing to diminish the horror....
