There are few more important tenets in investing than diversifying one’s exposures.
We are all aware that we are living in unprecedented times. The impact of COVID-19 on global markets is far from over...
After years of chasing the outperformance of United States (US) stocks, we expect South African investors to exercise caution this year by taking a more global stance as worries rise about rich valuations of long favoured American names.
Active and passive investing are simply different methods of gaining access to financial markets, and there are benefits and drawbacks to each. Our view is that one does not have to choose between active and passive, but that the two work very well together in an investor’s portfolio.