Flagship Asset Management’s Kyle Wales notes that in the US over the past year ‘we saw very strong economic growth but the markets rallied far ahead of that’.
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app instead?
And how they plan to navigate.
By Patrick Cairns
17 Dec 2020 00:01
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The big question going forward is the unknown risks or the black swans, such as Covid-19, that strike out of the blue. Image: Waldo Swiegers, Bloomberg
Will 2021 finally be the year in which the JSE breaks out of its prolonged period of underperformance?
What are the global factors at play that might influence returns on the local market?
We asked seven local asset managers about how they are positioning their portfolios going into the new year, and what they see as the likely range of outcomes on the JSE.