News & Opinions
Welcome to the year of the vaccine! World markets are certainly pricing in all the good news, however, we’re not out of the woods just yet. Ensuring diversity in your portfolio is therefore paramount. If we compared it to a cricket match, then it’s important to ensure your fielders are spread around the field from deep mid-wicket, to mid-on and short mid-off.
Investors are faced with so much confusing, indeed alarming, news these days. In times like this, the watchwords remain the same: think before you act. In a recent article published by BusinessLIVE, Veritas Wealth founder and financial planner Barry O’Mahony thinks through current news and warns against scaremongers.
As the Covid-19 infection rates in South Africa decline and the long winter months finally give way to summer, we can take stock of our positions and begin to find a firm way forward despite the many uncertainties that still remain in our world. Like many other companies, we are finding that embracing the new challenges is actually an energising experience.
With lockdowns easing, what is the shape of things to come for economic recovery? Will it be V-shaped? W or even U-shaped? As economists see things, the biggest and wealthiest are on a clear path to recovery while other groups are bordering on hopelessness. This is what’s known as a K-shaped recovery.
There is understandably a great deal of concern among investors in retirement funds following recent debate on prescribed assets in the press. There is talk that government will introduce some form of prescribed assets as a mechanism to oblige pension funds to invest a portion of their assets, i.e. your money, in government development projects.
We recently came across a couple of interesting blogs by Martin Housel, partner at the Collaborative Fund and former columnist for the Wall Street Journal. Some of his thoughts really resonated with us, and we thought we’d share a few insights with you.
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