Tag: Eugene Botha
Outcome-based investing – returns or results?
Investment management is fundamentally about improving the odds of success in an environment defined by uncertainty. Market commentary often centres on returns. However, what truly matters to clients is whether their portfolios deliver the outcomes they need, when they need them and within tolerable levels of risk.
Post-pandemic investment opportunities are everywhere, but so is the risk
‘When one door closes, another one opens,’ as the saying goes, and this is particularly true when it comes to investments. Economic recovery is on the horizon, and while it is expected and somewhat priced in by present market activity, investors are more interested in looking at what lies ahead. And here there may be some opportunities.
