Satrix IndexMore | Geopolitical and Macro Outlook

During our recent IndexMore panel discussion, in collaboration with BlackRock, the panellists shared their views on some of the biggest challenges and opportunities investors face today. The recording is included below, should you wish to watch it again.

Nico Katzke, Head of Portfolio Solutions at Satrix*, led the panel discussion with Laura Cooper, Senior Investment Strategist for EMEA iShares, BlackRock; Catherine Kress, Head of Geopolitical Research & Strategy, BlackRock; and Kingsley Williams, Chief Investment Officer at Satrix.

Our panel of experts covered the following topics: 

• Current geopolitical tensions and global mega-forces shaping the investment landscape.
• The status of the US-China relationship and BlackRock’s view on its evolution in the coming years.
• Geopolitical fragmentation: Establishing a new world order for trade and military cooperation?
• BlackRock’s views on opportunities in a new regime of higher interest rates, stagnating economic growth and geopolitical fragmentation.
• Cash vs Bonds globally: Are investors sufficiently compensated for taking on high duration risk?
• Real assets: A useful ballast to growth assets in the current economic environment.

CTA: Watch On Demand Recording here.

Disclosure

Satrix Investments (Pty) Ltd is an approved FSP in term of the Financial Advisory and Intermediary Services Act (FAIS). The information does not constitute advice as contemplated in FAIS. Use or rely on this information at your own risk. Consult your Financial Adviser before making an investment decision. Satrix Managers is a registered Manager in terms of the Collective Investment Schemes Control Act, 2002.

While every effort has been made to ensure the reasonableness and accuracy of the information contained in this document (“the information”), the FSPs, their shareholders, subsidiaries, clients, agents, officers and employees do not make any representations or warranties regarding the accuracy or suitability of the information and shall not be held responsible and disclaims all liability for any loss, liability and damage whatsoever suffered as a result of or which may be attributable, directly or indirectly, to any use of or reliance upon the information. Full details and basis of the award is available from the Manager.