On Friday (22 January), Anchor hosted a webinar entitled Where the money will be made in 2021, in which we presented our expectations around the various asset classes and where we believe investors will make money in 2021. We also covered major themes to watch this year, and gave our forecasts for local and global fixed income returns, as well as the best opportunities for investment in local and global equities.
In this video, Henry Biddlecombe looks at the three major themes to keep an eye on in 2021, including zero interest rates, the health of the US consumer, and the threat of possible antitrust action against some of the mega-cap tech stocks.
Click here for 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 invest@anchorcapital.co.za.
