{"id":8944,"date":"2023-11-02T11:41:18","date_gmt":"2023-11-02T11:41:18","guid":{"rendered":"https:\/\/sarasinandpartners.com\/za\/?p=8944"},"modified":"2023-11-03T14:39:55","modified_gmt":"2023-11-03T14:39:55","slug":"six-minute-strategy-extraordinary-economics","status":"publish","type":"post","link":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-extraordinary-economics\/","title":{"rendered":"Six minute strategy &#8211; Extraordinary economics"},"content":{"rendered":"<p>In a change from his usual market review, Guy looks at the five profound changes in the economy over the past decade and their implications for investors in the future.<\/p>\n<p>Firstly, inflation is back with a vengeance. Secondly, rising conflict suggests volatile oil prices. Third, China, the engine of global growth has slowed and fourth budget deficits have exploded, shifting focus from monetary to fiscal policy. Fifth and finally, tackling climate change could become the biggest capital spending programme ever undertaken.<\/p>\n<p>Watch as Guy considers these trends and the portfolio positioning required to meet them.<\/p>\n<p><div class=\"responsive-container\"><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/uBtXLanxdEA?si=u3290ZsLfxHr9TzL\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div><\/p>\n<p><a href=\"https:\/\/sarasinandpartners.com\/za\/wp-content\/uploads\/sites\/4\/2023\/11\/Six-minute-strategy-3-November-2023_SP_FINAL.pdf\" target=\"_blank\" rel=\"noopener\">Download the presentation<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In a change from his usual market review, Guy looks at the five profound changes in the economy over the past decade and their implications for investors in the future. Firstly, inflation is back with a vengeance. Secondly, rising conflict suggests volatile oil prices. Third, China, the engine of global growth has slowed and fourth...<\/p>\n","protected":false},"author":19,"featured_media":14431,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[140,28,148],"tags":[],"coauthors":[81],"class_list":["post-8944","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economicview","category-markets","category-video"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Six minute strategy - Extraordinary economics - Sarasin &amp; Partners South Africa<\/title>\n<meta name=\"description\" content=\"Guy looks at the five profound changes in the economy over the past decade and their implications for investors in the future.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-extraordinary-economics\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Six minute strategy - Extraordinary economics - Sarasin &amp; 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