Podcasts

August Global Market Perspective

For Women's Month, Ebeth Van Heerden speaks to Remi Olu-Pitan, Multi-Asset Fund Manager. They discuss inflation and what it means for commodities, fixed income, equities and multi-asset portfolios as well as closing with Remi's advice to other women working in financial services​​​. 

July Global Market Perspective

In our July podcast, Philip Robotham speaks to Martin Skanberg, Fund Manager of Schroder ISF* Euro Equity. They cover:

• A global market update, with a close look at Europe and possible reasons why we have seen an increase in allocations to European equities.
• What South African investors could consider if they wish to increase their European holding.
• Whether the EU's aim to become the world's first economic bloc to hit net zero greenhouse gas could be an area of growth opportunity.
• Inflation pressures and who/where could stand to benefit.

June Global Market Perspective

In our June podcast Kondi Nkosi speaks to Azad Zangana, Senior Economist & Strategist. They cover:

• A market review of regional and global equities, fixed income and commodities 
• An update on global vaccine roll outs
• A global economic forecast with a deeper dive into the US, Eurozone and Emerging Markets

May Global Market Perspective

In our May podcast, Ebeth van Heerden speaks to Ugo Montrucchio, Multi-Asset Portfolio Manager. They discuss:

• The outlook for global markets
• Big tech and potential inflationary pressures
• Multi-asset themes and the benefits of a balanced strategy
• The 'B' word - bitcoin!

April Global Market Perspective

Kondi Nkosi speaks to Stephen Kam, Co Head of Product Management, Asia ex Japan Equities. They cover:

• The post-Covid outlook for Asia and the pace of the economic recovery in the region
• The possible approaches for monetary and fiscal policy in China and considerations around US-China tensions under the Biden administration
• The China A share market; how can it be accessed and could there be opportunities for investors?