Are we witnessing the US dollar’s fall from grace?
January 7, 2020
By: Michael Devereux, Multi-Asset Fund Manager, Schroders November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a weak phase for the currency….
Outlook 2020: Sustainability
January 7, 2020
2020 looks set to see climate change become more widely recognised as an investment issue, creating an opportunity for active managers.
A steep path ahead for the global automotive industry
January 6, 2020
Hit by increasingly stringent regulations, particularly for environmental purposes, the global automotive industry is facing a downturn and is being forced to reinvent itself.
Investing in 2020
December 13, 2019
As 2019 draws to a close, it’s tough for investors to have an optimistic view on the economy. Locally, weaker nominal growth has led to another year of disappointment in government revenue
US stocks up while outlook for Eskom and SAA down
December 11, 2019
Grabbing headlines in November were the state of Eskom and South African Airways (SAA)’s finances as investors look towards the government’s handling of the need for yet more bailouts
Diversification is only half the story
December 11, 2019
while we’ve all heard the adage that the key to managing risk is diversification, the truth is that this is only half the story. First, it’s important to distinguish between risk and volatility.
Global trade to grow at its slowest pace in a decade
December 6, 2019
Higher uncertainty and higher global tariffs are taking a toll on trade: In 2019, the volume of global trade of goods and services should grow at its slowest pace in a decade (+1.5%). As a result
PwC focus on GDP
December 4, 2019
South African economy contracted in the third quarter of 2019. Real gross domestic product (GDP) contracted by 0.6% q-o-q compared to a median growth forecast of 0.1% q-o-q amongst local economists.
