Ringing in the new decade, few people thought by July 2020 we’d be living through a dystopian nightmare.
And yet, the dramatic impact of Covid-19, global lockdowns and the accelerated rise of global protectionism has fundamentally changed the world we live in.
But, while you may have assumed financial markets would react negatively, many client’s investment portfolios are currently hitting record highs.
The disconnect between the underlying economic variables and asset prices has left investors scratching their heads about the way forward.
In this JSE Power Hour, Gary Booysen, Director and Portfolio Manager at Rand Swiss, covers:
- Review current market conditions,
- Discuss the firm’s investment strategy,
- Share three actionable ideas on how to position your portfolio.
Bonus: For all attendees, he’ll reveal a new market-beating pricing structure on traditional TSFA accounts. You don’t want to miss this one!
- Download the slides here.
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