Investments / General

Chinese New Year offers financial advisors the opportunity to review client portfolios

Does it make sense to ditch the 2% inflation target?

Investors are beginning to question whether central banks should set their sights higher.

It’s all about balance

How to invest during geopolitical and inflation insanity

Asset managers presenting their 2022 ‘market wraps’ and 2023 ‘market outlooks’ during the final quarter of 2022 had no shortage of ‘doom and gloom’ domestic and global events to provide context for asset allocation decisions and projected portfolio returns. At a recent Allan Gray and Orbis Investment update, Saleem Sonday, Head of Retail Distribution at Allan Gray, singled out bond and equity market volatility; South Africa’s load shedding debacle; global energy shortages; and the fragmented geopolitical environment as ‘food for thought’ for the ensuing discussion. The asset manager’s update was delivered in two parts, with some comment on balanced funds and performance fees followed by an investment outlook. This newsletter dwells on the latter.