If the markets in 2020 haven’t thrilled, terrified and exhausted you, you probably haven’t been paying attention. The first half of this year was simply extraordinary.
Markets have packed as much activity into a few months as we usually see over many years.
For South African investors, it has also been a period that has reinforced the importance of having a global view. The risks and opportunities brought by the Covid-19 pandemic have to be seen in a worldwide context, and so too should our response to them.
In Citywire South Africa’s special report on global equities for 2020, we examine how markets performed in the first half of 2020 and the lessons that fund managers have learnt. We also look ahead and try to make sense of where global stock markets might go from here.
Finally, we ask how fund selectors can make the most of their offshore allocations and how they identify the best managers for their portfolios.
There may not be too many certain answers, but hopefully, we’ve identified the right questions.