[TOP STORY] Rethinking bonds: The new rules of portfolio defence
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'Things have to change in your portfolio to reflect the shifts that we've had since Covid' – Sahil Mahtani from Ninety One.
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[TOP STORY] Does economic data matter at all in the current market?
Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.
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[TOP STORY] What really drives returns on the JSE?
‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.