Building resilient portfolios for tough markets

Simon BrownLatest, Power Hour, Video Invest, Webinar and Video

The next decade of investing is going to be very different to the previous. Investors need resilient portfolios to deliver returns.

The first half of 2022 has been the toughest start to the year for the US since 2002 with the Nasdaq being down 30% and the S&P500 losing 20%. Locally the Top40 was down 10% as mining stocks and some banks helped hold the market up.

The selling is being driven by rising inflation (at forty-year highs in developed markets), energy costs (fuel at record highs globally) and interest rates (rising the world over) and none of this is going away any time soon.

As investors, we need to ensure our portfolio is positioned for this new reality of higher rates and inflation while still generating returns.

In this webcast, Simon Brown, founder of Just One Lap, helps you build a resilient portfolio that will protect you now and be ready for when markets start to improve.

Simon covers;

  • The outlook for markets for the rest of 2022 and 2023
  • Sectors that do well in a high inflation environment
  • How to profit off higher rates
  • Defensive sectors to hold (including stock & ETF recommendations)
  • Risky sectors to reduce

Power Hour

JSE Power HourHow do you make sense of the financial markets? How do you interpret the latest financial news? Where do you learn how financial instruments work? How can you learn to invest?

The JSE Power Hour started in 2011 with top industry experts presenting to private investors on financial issues closest to their heart. Power Hours were live presentations in Johannesburg, Durban or Cape Town and broadcast online. However, due to Covid-19 the Power Hours now take place virtually.