Earnings soared past forecasts in 2021 as economic growth bounced back, and the prospect of monetary tightening emerged with inflation proving less transitory than hoped.
The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform
in the first half of the year. Here we identify key catalysts for equity markets.
In this webinar, John Bilton, Head of Global Multi-Asset Strategy at J.P. Morgan, discusses the macro drivers and investment themes which underpin their Long-term Capital Market Assumptions (LTCMAs).
The textile industry is one of the most polluting in the world, emitting more CO₂ than aviation and shipping combined. But a leading sports firm is showing a way the sector can embrace radical change.
As the world sees more signs of recovery along with some new emerging challenges, what’s next for global financial markets and portfolio returns?
In this webinar, STANLIB’s Global Balanced fund managers from Columbia Threadneedle, Alex Lyle, Adrian Hilton and Felicity Long, provide insightful views on the key factors influencing markets.
When we look back on 2020’s headline market return in years
to come, it will tell us very little about this extraordinary year.
In this live-recorded webinar, Our Listed Property team provide insightful views on the impact of the COVID-19 pandemic on worldwide property sub-sectors already set for growth.
In this webinar, Kent Grobbelaar and Renate Potgieter from STANLIB Multi-Manager explore the offshore equities investment choice through the lens of a multi-manager.
Global property is the largest asset class in the world. Savill s agency estimates that investable residential and commercial property assets had a combined value of approximately US$200 trillion by the end of 2019.
Columbia Threadneedle’s Maya Bhandari and Felicity Long provide an insightful update on their asset allocation views amidst a global economic “sudden stop”.
In this article Nicolas Lyle outlines why Global property was one of the best performing asset classes in 2019, achieving a total return of 24% in USD.