January 31, 2024

A view on the interest rate decision and the outlook for monetary policy in SA

he South African Reserve Bank’s (SARB) Monetary Policy Committee (MPC) kept interest rates on hold for the fourth consecutive interest rate-setting meeting at 8.25%. Interest rates have climbed by a cumulative 475 basis points since November 2021.
Read More
January 31, 2024

Insights from Q4 2023: Market Surprises & Portfolio Strategies

The final quarter of 2023 saw high geopolitical tensions emanating from the war in Gaza, stoking fears of broader contagion amid the humanitarian crisis with South Africa charging Israel with genocide at the International Court of Justice in The Hague.
Read More
January 29, 2024

Is China set to export deflation – and trade tensions – once again?

There are signs that the recovery in exports is being driven by Chinese manufacturers slashing prices which has the potential for unintended consequences.
Read More
January 25, 2024

How to make the most of tax allowances on your retirement savings each year

To maximise the tax benefits of savings towards retirement in South Africa, it’s essential to understand the limits that come with each of these products and how these may affect your taxable income.
Read More
January 22, 2024

Schroders Emerging Market Lens Q1 2024: your guide to EM valuations

In the latest edition of the Schroders Emerging Markets Lens, data reveals key developments in the equity and debt markets.
Read More
January 12, 2024

A retrospective perspective: how the global economy has changed in 35 years

Chief Economist and Strategist, Keith Wade, joined Schroders in September 1988, another period of high inflation. Looking back, he says that there are three themes which he believes have dominated the past 35 years. He shares how he expects they will continue to shape the global economy and markets in the decades ahead.
Read More