He shares some insights on inflation (“probably the biggest theme of the past six months”), the commodity boom (good and bad news for South Africa) and the US dollar.
Chris spends some time unpacking the different asset class returns and what that means for the various portfolios, before talking through how the 10X returns compare with the peer group.
He finishes with a view of how things are looking for the rest of the year, and a clear reminder that investors should try to stick to their long-term plan rather than be distracted by short-term market movements, as interesting as they might seem.
The bottom line is that investors are better off focusing on the things that they can control, such as how much they invest and how much they pay away in fees.
Watch the video here.
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