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In their quarterly update, Schroders' economists give their outlook for growth, interest rates and inflation.
It can be difficult to measure the macroeconomic and political ‘temperature’ of a country when you rely solely on asset manager outlook presentations. Those who manage billions of rand for South African investors tend to spin every bit of drama into something positive, because assets under management accrue on confidence as much as on fundamentals.
If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?