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POSITIONING PORTFOLIOS:
THE BEST COURSE OF ACTION

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David Lerche

Head of Equities

Global equity markets are currently grappling with conflicting narratives around the rise of the Delta variant of Covid-19, short-term inflationary pressures, and the spectre of central banks removing the stimulus measures that have supported the worldwide economic recovery. Closer to home, markets have been impacted by a fresh round of pandemic lockdowns, civil unrest, policy uncertainty and erratic electricity supply. What are investors to make of it all? Importantly, what’s the best way of positioning investment portfolios to increase the buying power of your investments over time?

Listen to David’s views here:

When formulating your investment strategy, we focus on your specific needs, life stage and risk appetite.

Greg Stothart has spent 13 years in Investment Management.

Greg Stothart

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