There are some interesting opportunities out there if you take a medium-term view and look beyond the current pain, says David Lerche of Sanlam Private Wealth.
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‘The carbon intensity of our Capped Swix is six times higher than where we should be in terms of what the world is aligning to’: Rob Lewenson – Old Mutual Investment Group.
For the most part, the global entertainment industry has been riding a wave over the last 10 to 15 years. In the next year, for instance, the sector is set to reach $2.2 trillion in terms of revenues generated, the highest it’s been for a while. Simply put, the market is booming, and everyone wants to jump on the bandwagon.