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WEBINAR: WHERE THE MONEY WILL BE MADE 2Q21 – Equities

On Monday (3 May), the Anchor team hosted a webinar entitled Where the money will be made in the second quarter of 2021, in which we presented our expectations around the various asset classes and where we believe investors will make money over the coming quarter and 12 months. We also covered major themes to watch this year, gave our forecasts for local and global fixed income returns, and highlighted the best opportunities for investment in local and global equities.

Anchor CEO and Co-CIO Peter Armitage and equities analyst Seleho Tsatsi covered local and global equity markets, highlighting the local and offshore stocks which we believe are worth buying.

Click here to view the presentation deck.

Should you wish to find out how Anchor can assist you in implementing the thoughts and ideas discussed in this webinar, please contact your wealth manager or email sales@anchorcapital.co.za.

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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.