Forecasting is hard
Flagship Asset Management’s Kyle Wales notes that in the US over the past year ‘we saw very strong economic growth but the markets rallied far ahead of that’.
Source: moneyweb.co.za
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Stock themes: Technology and the Fourth Industrial Revolution
And some of the major market capitalisation companies with exposure to these themes.
Source: moneyweb.co.za
The JSE in 2021: What seven asset managers expect
MONEYWEB app instead? And how they plan to navigate. By Patrick Cairns 17 Dec 2020 00:01 Open: 6 Oct 20 Open: Open: Open: Open: The big question going forward is the unknown risks or the black swans, such as Covid-19, that strike out of the blue. Image: Waldo Swiegers, Bloomberg Will 2021 finally be the year in which the JSE breaks out of its prolonged period of underperformance? What are the global factors at play that might influence returns on the local market? We asked seven local asset managers about how they are positioning their portfolios going into the new year, and what the...
Source: moneyweb.co.za