APRIL 2021 | SA MARKET & PORTFOLIO COMMENTARY

APRIL 2021 | SA MARKET & PORTFOLIO COMMENTARY

There has been a sharp recovery in equity prices since November 2020 when Biden was elected as president and implemented a huge stimulus package for the US, plus there has been great optimism about the Covid vaccine roll-out in developed markets. Local equity markets...
MY BIG PICTURE

MY BIG PICTURE

This week’s comment is a purely personal take on the state of the investment markets. The comments are not a product of my investment process but a purely subjective, rambling series of observations of items that have caught my eye as potentially interesting and...