SA Leaders – Portfolios in 2021 and beyond – what really matters?

With the March 2020 correction a semi-distant memory, markets have rallied to record territory, buoyed by unprecedented levels of monetary and fiscal stimulus.  Despite the pandemic continuing to challenge large parts of the globe, and the world a long way from returning to a pre-pandemic normality, optimism for the economic outlook has been high. But, some cracks are starting to appear in this optimism...  Are we being too complacent regarding the inflationary risks? Can we really assume a zero-interest rate [...]