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Forecasting is hard

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’. ....

United States , Hong Kong , Tencent Naspers , Reckitt Benkiser , Jerome Powell , Kyle Wales , Jack Ma Alibaba , Google Play , Flagship Asset , With Europe , Flagship Asset Management ,

Stock themes: Technology and the Fourth Industrial Revolution

And some of the major market capitalisation companies with exposure to these themes. ....

United States , Tencent Naspers , Financial Services Innovation , Industrial Revolution , Services Innovation ,

Equity markets uncertain, but rand and bonds recover

Equity markets uncertain, but rand and bonds recover
iol.co.za - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from iol.co.za Daily Mail and Mail on Sunday newspapers.

South Africa , South African , Tencent Naspers , Chris Harmse , Joe Biden , Tencent Holdings , Dow Jones , Federal Reserve , Jack Ma Ant Group Co , Ant Group , All Share Index , Reserve Bank , ஓஹோ பிடென் , டோ ஜோன்ஸ் , கூட்டாட்சியின் இருப்பு , பலா மா எறும்பு குழு இணை , எறும்பு குழு , அனைத்தும் பகிர் குறியீட்டு , இருப்பு வங்கி ,

The JSE in 2021: What seven asset managers expect

MONEYWEB
app instead?
And how they plan to navigate.
By Patrick Cairns
17 Dec 2020
00:01
Open:
6 Oct 20
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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. ....

North West , South Africa , United States , South African , Andrew Dittberner , Tencent Naspers , Abdul David , Allan Gray , Rory Kutisker Jacobson , Herman Van Papendorp , Kyle Hulett , Saul Miller , Piet Viljoen , British American Tobacco , Us Congress , Standard Bank , British American , Kagiso Asset , Counterpoint Asset , Truffle Asset , South Africa Exposed , Old Mutual Wealth Private Client , Sygnia Asset , Great Financial Crisis , வடக்கு மேற்கு , ஒன்றுபட்டது மாநிலங்களில் ,