Sanisha Packirisamy, Economist at Momentum Investments Momentum Investments released their Market and economic outlook - January 2024 , prepared by the Momentum Macro Research Team. ...
Investment / Asset Management
Schroders Emerging Market Lens Q1 2024: your guide to EM valuations
Andrew Rymer, CFA - Senior Strategist, Strategic Research Unit at Schroders 2023 was a bitter-sweet year for EM stocks. The MSCI Emerging Markets Index rebounded from a 20% decline in 2022,...
Multinational Insurance
Thuli Majodina, business unit head of Aon Global Client Network (AGCN) and regional controller for Sub-Sahara Africa Knowledge, processes and systems must be optimised for a complex task....
Offshore investing risks in 2024
Michael Moyle, Head of Multi-Asset at M&G Investments At M&G Investments, we don’t pretend to have a crystal ball to be able to forecast the future, instead building our portfolios...
What happens to waste in a circular economy?
Jack Dempsey, Fund Manager at Schroders and Paul Lamacraft, Head of Sustainability Private Equity at Schroders We believe investing in the circular economy offers a multi-decade structural...
Investing for education in an inflationary environment
Shaheed Mohamed, head of Group Savings & Investments at Allan Gray Parents can expect little relief in 2024, with reports suggesting that fee hikes for South African schools will yet...
How do you get rich?
Ronald King - Head: Public Policy and Regulatory Affairs at PSG Wealth Lately, I have received several questions from investors about how rich people go about their money. What do they do...
Will Suez shipping disruption derail hopes for rate cuts?
David Rees, Senior Emerging Markets Economist at Schroders David Rees looks at the impact recent disruption to shipping may have on inflation, the outlook for interest rates, and...
Latest SME Confidence Index reveals sector’s determination to push through adversity
David Morobe, Executive General Manager for Impact Investing at Business Partners Limited Tough socioeconomic conditions in South Africa heading into 2023 were indicators that the previous...
Schroders Outlook 2024: Equities in the age of the 3D Reset
Alex Tedder - Head of Global & Thematic Equities and Tom Wilson - Head of Emerging Market Equities at Schroders The mega-themes reshaping the world economy provide a wealth of...
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