Asset allocation amid global
and local trends
After a disappointing 2018, the market rebound during the first quarter of 2019 has certainly buoyed investor sentiment, especially in growth asset classes such as equities and property. Patient investors have been handsomely rewarded by double-digit returns in both local and global equity markets. Can this performance be sustained? And how does it impact asset allocation? Our Director of Investments, Alwyn van der Merwe, provides some perspective.
Read a transcript of Alwyn’s comments.