Asset allocation: greater investment optimism heading into 2017
02 February 2017
Uncertainty continues to dominate global markets – think Trump as US president, the Brexit process gaining momentum and potentially high-stakes elections in Europe. On the local front, the ANC leadership succession battle is starting to heat up. Investors may be forgiven for feeling jittery going into 2017. While I do believe our nerves will continue to be sorely tested, I’m more optimistic about investment prospects for the year ahead compared to those of 2016 – especially looking beyond the daily ‘noise’ at the crucial considerations of price, perspective and pattern.