Multi-Asset investment views – Schroders: January 2023 We hold a neutral view on equities but see bond yields as likely being supported by an imminent economic slowdown. Michael Devereux, Multi...
The problem with good news
The problem with good news Izak Odendaal - Old Mutual Wealth Investment Strategist At the start of the year, there is greater optimism that the worst-case scenarios feared in 2022 will not come to...
What will the Year of the Rabbit bring for investors in China?
What will the Year of the Rabbit bring for investors in China? As China drops its zero-Covid policy, Schroders experts consider what China’s New Year, starting 22 January, has in store. Louisa Lo,...
Embracing the “Medici Effect” in behavioural science with ChatGPT
Embracing the “Medici Effect” in behavioural science with ChatGPT Paul Nixon Head of Behavioural Finance at Momentum Investments Artificial intelligence (AI) research lab, OpenAI have shoved us into...
Including infrastructure investments in your retirement funds
Including infrastructure investments in your retirement funds Lynn Bolin, Head of Communications at M&G Investments If you’re saving for retirement either through formal pension funds,...
Where to find opportunities in a recessionary environment?
Where to find opportunities in a recessionary environment? Maria Teresa Zappia, Head of Sustainability & Impact, Schroders Capital Georg Wunderlin, Global Head of Private Assets, Schroders...
Why you should stick to your investment strategy
Why you should stick to your investment strategy Stanley Gabriel, Chief Executive Officer at Momentum Investo Patience is an important quality when you are trying to succeed at something, and...
Asset Manager Survey Listed Investments – December 2022
Asset Manager Survey Listed Investments - December 2022 Mark Davids, Head Investment Strategy and Distribution - MOTSWEDI "I like your perm, but not on my window". Growing up in the township of...
Investing in the Dark
Investing in the Dark Old Mutual Wealth Investment Strategist, Izak Odendaal discusses the effects of the 15 years load shedding for investors. At the start of a new year, South African investors...
Investing in 2023: Ample opportunities, but caution required
Investing in 2023: Ample opportunities, but caution required Sandile Malinga, Portfolio Manager, M&G Investments The 12 months of 2022 may have proved disappointing for many South African...
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