Does it make sense to ditch the 2% inflation target? Investors are beginning to question whether central banks should set their sights higher. George Brown - Economist at Schroders Since the advent...
Tactical opportunities, but caution is the watchword
Tactical opportunities, but caution is the watchword 2022 was the year the bond markets broke, forcing a fundamental rethink of defensive investment strategies. John Stopford believes a nimble...
Reset creates opportunities
Reset creates opportunities Valuations reset in 2022. Equity prices fell, while cash rates and bond yields rose. As the risk premium returns to more sensible levels, opportunities are beginning to...
Outlook 2023: Sustainability: five trends to watch
Outlook 2023: Sustainability: five trends to watch As it matures and evolves across asset classes and geographies, Andy Howard, Global Head of Sustainable Investment at Schroders, considers the...
New year, new opportunity for better investment understanding
New year, new opportunity for better investment understanding Grayson Rainier, Marketing Manager, M&G Investments If one of your goals for 2023 is to grow your wealth, then it’s essential to...
The year the was and what we can expect in 2023
The year the was and what we can expect in 2023 Linda Eedes, investment executive at Foord Asset Management Calendar year 2022 started with a tone of cautious optimism. However, all too swiftly...
Financial markets price in a rosier outlook going into 2023
Financial markets price in a rosier outlook going into 2023 Kyle Wales - portfolio manager at Flagship Asset Management Markets are pricing in a rosier 2023, with inflation rates falling...
Outlook 2023, Asian equities: could pressure ease?
Outlook 2023, Asian equities: could pressure ease? After poor returns in 2022, sentiment remains weak and challenges remain. But with valuations cheap in some areas, investors will be hoping for a...
The private markets universe redefines return horizons for retail investors
The private markets universe redefines return horizons for retail investors Suvira Bodha, portfolio manager at Sanlam Investments Multi-Manager Cape Town, 16 January 2023: Private markets offer...
Earnings hold the key
Earnings hold the key Rising expectations for inflation and interest rates defined 2022. They are unlikely to be the key drivers going into 2023 when corporate earnings could correct meaningfully....
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