February Global Market Perspective
Looking back on 2020, it is truly extraordinary that an event with the severe global impact like Covid-19, only temporarily halted flows into risk assets.
In our February podcast, Ebeth van Heerden, Head of Intermediary, speaks to a regular guest, Azad Zangana Senior Economist, for a macro-economic update including; what investors could consider for the year ahead, the outlook for US equities and emerging markets, the impact of Brexit on the UK and Europe, and if there's any truth to the Bitcoin 'bubble'.
January Global Market Perspective
In 2020, disruptive forces touched all aspects of our world, changing the way we consume, transact and live. Many of the themes that we saw in the last year weren’t new to us; however, they were accelerated by the pandemic and will continue throughout 2021 and over the decade to come.
In our January podcast, Philip Robotham speaks to Alex Tedder, Head of Global and Thematic Equities about the outlook for global equities, disruptive trends and a post-Covid world.
December Global Market Perspective
Kondi Nkosi, Country Head South Africa, receives an update from Multi-Asset Fund Managers, Ugo Montrucchio and Michael Devereux, on the global economic outlook for the coming year.
November Global Market Perspective
We review the US election with Piya Sachdeva, an economist at Schroders. We discuss whether pollsters' time is up, why markets rallied despite the uncertainty of the election outcome and what's more important to markets: the US election or Covid-19.
October Global Market Perspective
This month Gavin Ralston, Head of Strategic Client Group, and Piya Sachdeva, Economist, look at; What the latest data is telling us about the pace of recovery in the US and Europe and the potential impact of the upcoming US election, including what this could mean for US-China trade relations