In this webinar, STANLIB’s Multi-Strategy Portfolio Manager, Peter van der Ross and Senior Quantitative Strategist, Michael Streatfield provide insightful research as we venture into the second half of 2021.
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Consumer behaviour has changed. It would appear as though the sudden outbreak of a pandemic provided a catalyst for consumers to try something new.
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Since COVID-19-related lockdowns became widespread globally in Q1 2020, bottlenecks have developed in various supply chains, including most commodity markets, to varying degrees.
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Global trade represents approximately 30% of global GDP. The world’s economic performance, especially global industrial production, is closely linked to the performance of global trade.
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The gradual lifting of Covid-19-related restrictions has shifted the focus to economic recovery in all its forms.
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This year, “inflation” is one of the words most bandied about in markets. For some investors it is a concern, and for others it represents an opportunity.
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