What Russia's war in Ukraine means for emerging markets
March 23, 2022
Tom Wilson, Head of Emerging Market Equities at Schroders Emerging markets will be impacted by Russia’s invasion of Ukraine, but the scope and scale differs by market. Since Russia’s invasion of Ukraine on 24 February,…
War & Blood – The 2022 Oil Shock
March 15, 2022
Old Mutual Wealth Investment Strategist Izak Odendaal The world is facing another war-induced oil shock. The outlook is uncertain, but 1970-style stagflation is still unlikely. South Africa is shielded somewhat by increases in other commodity…
Putin and the Fed remind us what risk looks like
February 22, 2022
The Ukraine crisis highlights the need for investors to be ready for risks Johanna Kyrklund, Group Chief Investment Officer and Co-Head of Investment, Schroders As ever with geopolitical risk, the stakes are incredibly high and…
Swiss Re Corporate Solutions and The Hartford announce partnership
February 17, 2022
Swiss Re Corporate Solutions Swiss Re Corporate Solutions and The Hartford entered into a strategic agreement that expands The Hartford’s network of global partners, giving the company’s multinational customers broader access to insurance coverage around…
Ukraine-Russia crisis and the oil price pain
February 8, 2022
Old Mutual Wealth Investment Strategists Izak Odendaal Oil and other fossil fuel prices have increased sharply over the past year. Fears over a Russia-Ukraine war have stoked further recent increases. While oil raises the cost of living…
Outlook 2022: Japanese equities
January 12, 2022
The Japanese domestic economy is re-opening and stimulus is coming through, which could bode well for investors. Ken Maeda, Head of Japanese Equities, Schroders Japanese shares enter the new year against a much more positive…
SA institutional investors should look beyond Naspers for exposure to mainland China
November 18, 2021
RisCura RisCura’s Orient Opportunities China Equity fund has surpassed R13.2bn under management, having just celebrated its third anniversary. This makes it one of the largest, institutional multi-managed China equity funds globally. The fund allows institutional investors,…
The Future Engine of Growth – Rotating into Asia
October 27, 2021
Marietjie Geldenhuys, Senior Analyst at Stonehage Fleming Investment Management South Africa With its resilient economies, growing middle class and technological innovation, Asia is continuing its leadership in driving global growth.[1] A recent study by Credit Suisse…
