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This time really was different

In the second short video from the panel discussion at the recent Citywire Virtual South Africa event, we ask fund selectors how the 2020 crash differed from 2008.

This time really was different

The 2008 market selloff was widely considered a once-in-a-lifetime event. Few people anticipated that the world would experience another severe market crash less than a decade and a half later.

The two events were, however, quite different in many ways. Diversification did not work for portfolios this year in the same way that it did in 2008.

‘Our portfolios performed very well, but not for the reasons that we actually expected,’ said Victoria Reuvers, MD of Morningstar Investment Management South Africa. 

In this short video, Reuvers and Claire Rentzke, CIO at Sukha & Associates, speak about what could be learnt from 2008, and what fund selectors might need to re-think.

Click below to watch the video.

 

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