Schroders global market perspective for South African investors

June Global Markets Perspective

July 11, 2022 Schroders (South Africa)
June Global Markets Perspective
Schroders global market perspective for South African investors
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Schroders global market perspective for South African investors
June Global Markets Perspective
Jul 11, 2022
Schroders (South Africa)

In the June edition of the Global Markets Perspective podcast, Kondi Nkosi, South Africa Country Head, is joined by Ugo Montrucchio, Head of Multi-Asset Investments, for a breakdown on the global economy and how this is impacting asset classes. Topics include:

  • Market focus: Inflation vs. growth
  • Global central bank responses 
  • Recessionary fears
  • Asset pricing reactions
  • Ugo’s views on commodities and other alternative asset classes
Show Notes

In the June edition of the Global Markets Perspective podcast, Kondi Nkosi, South Africa Country Head, is joined by Ugo Montrucchio, Head of Multi-Asset Investments, for a breakdown on the global economy and how this is impacting asset classes. Topics include:

  • Market focus: Inflation vs. growth
  • Global central bank responses 
  • Recessionary fears
  • Asset pricing reactions
  • Ugo’s views on commodities and other alternative asset classes