"Interest rate risk and high breakeven levels combined with concerns that crop and livestock prices could weaken are holding back producer sentiment and making producers cautious about making large investments," says said James Mintert, the…
"For the first time since the first democratic elections in 1994, the results of the coming election are by no means certain. This alone will result in investors exercising caution, at least in the first half of the year," says Chris Green,…
Schroders Quantitative Equity Product (QEP) team outline below some of the key themes for the year.
Most of the remaining markets ended February down in US dollar terms. These included Czech Republic, South Africa and Egypt. In South Africa, rand weakness had a negative effect on returns as the market continues to struggle with US dollar strength…
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