July Global Market Perspective

In our July podcast, Philip Robotham speaks to Martin Skanberg, Fund Manager of Schroder ISF* Euro Equity. They cover:

• A global market update, with a close look at Europe and possible reasons why we have seen an increase in allocations to European equities.
• What South African investors could consider if they wish to increase their European holding.
• Whether the EU's aim to become the world's first economic bloc to hit net zero greenhouse gas could be an area of growth opportunity.
• Inflation pressures and who/where could stand to benefit.

*Schroder International Selection Fund is referred to as Schroder ISF