September 3, 2024

Old Lady of Threadneedle Street ready to fight the markets?

Inflation might be back to 2% and the UK economy may be slowing but the Bank of England will need to break past precedents if it’s to cut interest rates today, according to Schroders' Senior European Economist & Strategist Azad Zangana.
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July 31, 2024

Demystifying Cross-Border Investments from South Africa

As uncertainty, unpredictability and chaos reign across the world, the term “anti-fragility” has become popular when describing the phenomenon of people, businesses and sports teams (the Springboks come to mind) that don’t just withstand pressure, but actually adapt and improve as a result of it.
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June 19, 2024

Schroders Global Market Outlook

Global markets rebounded in May after a shaky April. After a string of higher than expected inflation prints, the market was anticipating a more hawkish tilt from the US Federal Reserve (Fed).
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July 31, 2024

The risks and rewards of offshore investing

Horacia Naidoo-McCarthy from Allan Gray, discusses the four reasons why you should invest offshore, reminding us of the risks and sharing some pointers to consider when determining the optimal balance of potential offshore return weighed against risk.
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July 31, 2024

Is there life beyond the Magnificent 7?

The Magnificent 7 stocks have dominated market returns, but PSG Asset Management’s Philipp Wörz and Greg Hopkins argue that investors should look beyond these giants. They highlight overlooked sectors and undervalued markets as promising opportunities for future investment success.
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July 31, 2024

Old Mutual Investment Group maintains confidence in SA equity market ahead of the GNU formation

With the country on tenterhooks as it awaits Friday’s first sitting of parliament and the confirmed details of a Government of National Unity, Old Mutual Investment Group (OMIG) believes this is a positive moment for South African democracy, with change to the previous status quo being an increasingly possible catalyst to unlock value in local markets.
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