Why SA Inc deserves a place in your client portfolios
Investors are cottoning on that the JSE All Share Index (ALSI) is not so different to major stock market indices in the United States (US) in that certain shares or sectors can dominate returns, causing difficulties for active, benchmark-agnostic fund managers. This message crystallised during a webinar by Rob Spanjaard, CIO, and Simon Sylvester, Portfolio Manager at REZCO, under the title ‘RSA: wrong or just taking long’.