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.
Manager of the Raging Bull Award-winning Anchor Global Equity Fund, Nick Dennis, presented his views on the impact of growth and inflation for global stocks, as well as discussing his philosophy of looking for “mulitbaggers” – stocks expected to go up 5x or 10x over the next several years.
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.
