The Case for Economic Optimism
August 11, 2020
By: Paul Donovan, Chief Economist at UBS Despite Lockdown, 85% of salaries remained unchanged during the last quarter in Europe and the US, meaning saved money will be spent, and stock inventories will be replenished…
Quarterly and Half-Year Earnings Release 2Q 2020 operating profit of 2.6 billion euros 2Q 2020 net income attributable to shareholders down 28.6 percent to 1.5 billion euros 6M 2020 total revenues stable at 73.5 billion;…
By: Coreen van der Merwe, director at Sovereign Trust (SA) Limited Unpacking the enigma around offshore starts with one simple certainty; nothing in the South African Income Tax or Reserve Bank regulations prohibits South Africans…
Schroders’ experts preview the 2020 US presidential election Discussing the impact of Covid-19 and the outlook for the US economy, Keith Wade, Chief Economist & Strategist, Schroders, comments: “We are now entering a stage where…
By: Schroders While taking a multi-asset approach is likely nothing new for the more astute South African investor, local access to quality offshore multi-asset funds is typically quite limited. This all changed today with an…
Why institutional investors are embracing multi-asset strategies – but not all are equal
July 30, 2020
By: Ugo Montrucchio and Michael Devereux, multi-asset portfolio managers at Schroders Q&A with Schroders fund managers about why not all multi-asset strategies are well suited to navigating our current uncertain and volatile environment, and a…
By: Reyneke van Wyk, Head of Investment Management at Stonehage Fleming (South Africa) The global impact of Covid-19 will likely result in a prolonged low growth environment. Supply chains have been severely disrupted and demand…
United States: Two-speed business bankruptcies
July 28, 2020
By: Coface As the COVID-19 epidemic hits the United States very hard, Coface forecasts in its baseline scenario that the country’s GDP will contract by 5.6% in 2020, before rebounding by 3.3% in 2021. Nevertheless,…
