Investments

Onwards and upwards

Bottom-up builds better portfolios for your clients

A balanced, diversified multi-asset portfolio is one of the best protections your clients can have against economic and political upheaval. In fact, those who diversify sensibly across bonds, cash and equities, both locally and offshore, will not have batted an eye as the South African ruling party crashed to 40% support, or the immediate past-President of the United States (US) was convicted on all 34 counts in the so-called hush money trial.

Growth unexpectedly contracts by 0.1% in Q1 2024

Below is a summary prepared by our macro research team on the latest figures for gross domestic product (GDP).

A case for Index Tracking: Liberty’s index-tracker fund poised for growth as it marks its 10th anniversary

Liberty’s institutional index-tracking fund has attracted more than R9bn in assets under management since its founding 10 years ago, indicating investors' growing desire for reliability and stability in an uncertain world.