Articles about
Asset allocation

The series concludes with a case study on Brazil, a discussion on what sets South Africa apart from the countries discussed in this series and broad guidelines for investors on asset allocation in so-called “worst-case scenarios”.

And why it is not too late to remedy?

2022 saw a dramatic resetting of interest rates, creating an opportunity set in global fixed income markets that we believe investors should be positioning their portfolios for.

While 2021 was a strong year for investors, we still see opportunities for those who get started this year.