Investments

Why it is a bad time to give up on contrarian investing

Any review of the holdings of global pension funds, unit trusts, hedge funds, passive exchange traded funds (ETFs) and retail investor portfolios, clearly shows that almost all are heavily exposed to a relatively narrow group of securities.

Five post-pandemic trends for your client’s discretionary investment portfolio

The way in which governments are responding to the coronavirus will ensure that 2020 goes down in the history books as a watershed year. Our trusted dictionary describes watershed as “an event or period marking a turning point in a course of action or state of affairs”. In this context, watershed refers to the acceleration of existing trends and the establishment of new trends for the next decade, brought about by pandemic. Hywel George, Director of Investments at Old Mutual Investments, urged financial advisers in attendance at the asset manager’s 23 July 2020 Investment Insights webinar, to look out for five emerging trends that will serve their clients well over the next 10 years.

The impact of Covid-19 and the outlook for the US economy

Building Confidence is key to rebuilding SA post COVID-19