Investments / Economy

Outlook for 2023

The global economy grew below trend in 2022 and should decelerate further in 2023, as rapid increases in (developed market) short-term interest rates start to bite, and higher (energy) prices hurt consumer budgets.

Sona-to-Sona analysis of the rand

Many significant events have occurred since last year’s State of the Nation Address (SONA), the most prominent being the Russia-Ukraine war and the hawkish Fed. Back home, South Africans have also faced many challenges such as poor economic growth, unemployment and a cost-of-living crisis as we attempt to recover in the post-pandemic era.

Schroders Capital’s Private Assets Outlook 2023: Where to find opportunities in a recessionary environment?

Investors can still expect relative resilience from private asset valuations in the coming years, despite the challenging macroeconomic environment and above-average dry powder levels, the audience at Schroders Capital’s Private Assets Outlook 2023 media webinar heard.

Central Banks: Forget February, focus on March