Taking Stock Publication Spring 2020

Our latest issue of Taking Stock brings you our insights and strategies on how to navigate the uncertain environment. 
Our latest issue of Taking Stock brings you our insights and strategies on how to navigate the uncertain environment. 

Looking beyond the US election

Investors have faced ongoing volatility in 2020. Pandemic-induced market shocks, and US election uncertainty have meant a bumpy ride for investors.

A Biden win and positive news on the vaccine front sparked a sharp rally in global markets. Investors are now firmly focused on the nature of the economic recovery, the next round of fiscal stimulus and who will be the next crop of winners and losers in global markets.

Is it time for emerging markets to shine again?  Will SA equities make a comeback, and will foreign investors be lured back into our bond market?

Read this issue of Taking Stock for insights and strategies on how to navigate this uncertain environment.

Download Taking Stock