Schroders global market perspective for South African investors

October Global Markets Perspective

November 09, 2021 Schroders (South Africa)
October Global Markets Perspective
Schroders global market perspective for South African investors
More Info
Schroders global market perspective for South African investors
October Global Markets Perspective
Nov 09, 2021
Schroders (South Africa)

Philip Robotham, Head of Intermediary, South Africa, is joined by Simon Adler, Fund Manager, Equity Value, to discuss global equities from a value perspective. Topics covered include:

  • Outlook for value investing, and how it compares to growth
  • Inflationary pressures
  • What is happening at the company level
  • An insight into the energy sector, and other areas of opportunity for value investing
  • Sustainability
Show Notes

Philip Robotham, Head of Intermediary, South Africa, is joined by Simon Adler, Fund Manager, Equity Value, to discuss global equities from a value perspective. Topics covered include:

  • Outlook for value investing, and how it compares to growth
  • Inflationary pressures
  • What is happening at the company level
  • An insight into the energy sector, and other areas of opportunity for value investing
  • Sustainability