Investments / General

Macroscope: As safe as houses?

Investing in megatrends

Thematic investing, a dynamic approach to building alpha seeking portfolios, aims to capitalise on structural trends shaping our future and playing out over many years if not decades.

Is South Africa investable?

For the last year or so, following regulatory crackdowns, Covid lockdowns, slowing growth and growing strategic competition with the West, many investment commentators have posed the question “Is China investable?” This question can just as easily be asked of South Africa, not only by foreign investors, but by locals too.

Sustainable investment: the difficult realities of adjusting to maturity

Andy Howard, Global Head of Sustainable Investment at Schroders reflects on sustainable investing's growth and explains his attitude to new challenges.