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Old Mutual Investment Group (OMIG) believes they are starting to see some value come through in South African equities.
Asset managers have adopted the phrase ‘3D Reset’ to refer to the three dominant themes that will affect asset allocations and investment decision making into the New Year; they expect decarbonisation, deglobalisation and demographics to drive financial market returns through 2024 and beyond. This was among the messages shared during the Schroders Crystal Ball 2024 Investment Outlook webinar, held late-November 2023.
Four years ago, the unthinkable happened. The World Health Organisation declared Covid-19 to be a global pandemic on 11 March 2020, and over the subsequent days, many countries-imposed lockdowns, including South Africa.
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