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Optimal asset allocation for your clients

17 February 2021 | General

A selection of top asset managers has put their weight behind equities as the most promising asset class for your clients through 2021. They were participating in an Asset TV Outlook 2021 panel discussion aimed at uncovering this year’s best asset class opportunities. Each of the panellists shared views on the post-pandemic economic recovery and how these views informed their asset class preferences for risk- and return-optimised portfolios. It soon emerged that equities, whether global or local, were the flavour for the New Year. “Fixed income is expensive, and you are likely to get a negative real return from the class,” said Peter Brooke, head of macro solutions at Old Mutual. He observed that it was easy to take a bullish stance on equities given strong earnings forecasts for the next 12 to 18 months, low interest rates and unprecedented fiscal stimulus.

How will markets surprise investors this year?

17 February 2021 | General

Can global equity markets sustain the kind of prices they are enjoying now? This is the question many investors are asking. A lot of stimulus has been introduced on the macroeconomic side, and this is likely to continue in 2021. This environment is likely to be conducive to both economic and earnings growth.

The difference between compulsory and discretionary investments – and why you need both

16 February 2021 | General

The alarming fact is that a third of working South Africans do not have any retirement savings at all. Also, only eight per cent will have saved enough to live on three-quarters of their salary once they have retired.

Debt doom or bond boom

16 February 2021 | General

Last year’s Budget Speech was delivered in front of a full house in the National Assembly. Politicians, journalists and special guests mingled before and after the speech. There were hugs, handshakes and back slaps aplenty. Next week’s version takes place in a world that has completely changed.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

View the Results