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The Navigator – Anchor’s Strategy & Asset Allocation, 1st quarter of 2019

Last year gave investors little to cheer about and has market commentators reaching for the history books to see when last the market behaved this badly. Charts, historical comparisons and discussions around why markets will bounce back don’t adequately convey the fact that we all live in a real world, and experience real human emotions.

The purpose of this document is to give our clients an insight into Anchor’s thoughts on different asset classes and our near-term market outlook. Readers will see that we believe the fundamentals in South Africa have improved over the last year and, as a result, we think that current equity prices are attractive entry points to a number of stocks that should grow well in time to come. Investing is not a perfect science, but we are anticipating a year ahead that is significantly better than the one behind us.

For the full report and our views on each asset class, click here.



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WEBINAR | The Navigator – Anchor’s Strategy and Asset Allocation, 2Q24

Anchor CEO and Co-CIO Peter Armitage will host the webinar, provide an introduction to current global and local market conditions and give his thoughts on offshore equities. Together with Head of Fixed Income and Co-CIO Nolan Wapenaar, Pete will also discuss Anchor’s strategy and asset allocation for 2Q24, focusing on global equities and bonds. In addition, Fund Manager Liam Hechter will provide insights into local equities, highlighting some investment ideas; Global Equities Analyst James Bennet will discuss Ferrari and give an update on Tesla, and finally, Analyst Thomas Hendricks will participate in a Q&A with Peter, explaining the 10-year US Treasury to attendees.