Schroders South Africa

𝗙𝗼𝗿 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗮𝗻𝗱 𝗮𝗱𝘃𝗶𝘀𝗲𝗿𝘀 𝗼𝗻𝗹𝘆. Ten stockmarket themes for 2025 and beyond. We consider some of the potential beneficiaries of a change in market leadership should the giant US #technology #stocks struggle to extend their outperformance. Read more here: https://okt.to/vBpPST

Read what our new Schroders CEO, Richard Oldfield has to say about the long-standing active vs passive investing debate in world of concentrated markets, policy uncertainty and unprecedented disruption. https://okt.to/wnEp28

Read what our new Schroders CEO, Richard Oldfield has to say about the long-standing active vs passive investing debate in world of concentrated markets, policy uncertainty and unprecedented disruption. https://okt.to/AQg9hH

The Collaborative Exchange’s Investment Forum never disappoints! Andrew Williams presented to delegates about value investing through booms, busts and bubbles, and some of the ways in which his team uses data science techniques to enhance their investment process. He also participated in an interesting panel discussion about US mega cap stocks and the role valuations can play in potential future returns. Thanks to Kevin Hinton and team for another superbly insightful and impeccably organised event. #InvestmentForum2025 #IF2025, #ParadoxOfChoice #15YearsOfInvestmentInsights Kondi Nkosi Philip Robotham Joanne-Lee Marshall

One of our FSCA-registered funds has been shortlisted for the Morningstar Awards for Investing Excellence! Wishing all the finalists the best of luck ahead of the winner announcement on Thursday 6th March. #mstarawards https://okt.to/URqgFW

We’re taking part in a Batseta Council of Retirement Funds for South Africa webinar on 11 March where Andrew Howard, Schroders Global Head of Sustainable Investment will be discussing whether the financial services industry is on track to meet climate goals this year. You can find out more and register to attend at this link: https://okt.to/I2gyTA.

Last week we hosted our 9th annual flagship Schroders Investment Symposium South Africa in Johannesburg and Cape Town. Thank you to those who joined us to hear our experts Alex Stevens, CFA Amy Mann Stuart Podmore, CAIA and Mark Gibson deliver their insights on “Alternative sources of alpha”. We also heard from two charities the SA team supports: CHOC Children's and Two Oceans Aquarium Foundation on the work they do for children with cancer and protecting our seas. Please contact your local Schroders representative to find out more. Kondi Nkosi Philip Robotham Tanya Faber Sibongile Baleni

Schroders South Africa is the proud title sponsor of the Norval Sovereign African Art Prize 2025. Norval Foundation We are thrilled to be contributing to the promotion of African art and the development of art education programmes on the continent. More information about the prize itself and this year’s shortlisted artworks can be found here: https://okt.to/J3gZeV. The online auction is open until 13 March 2025 and can be accessed here: https://okt.to/Kc5Mea.

𝗙𝗼𝗿 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗮𝗻𝗱 𝗮𝗱𝘃𝗶𝘀𝗲𝗿𝘀 𝗼𝗻𝗹𝘆. As Trumps takes office for his second term as US president, Schroders experts assess the lay of the land in terms of the US economy and its financial markets. Read the full article here: https://okt.to/2HJ4ps

Take a look at what our experts think 2025 will bring to equities, fixed income and private markets. https://okt.to/CUwKqm