e-Piphany Vol 1 - 2017

In this edition of the e-Piphany, we start off with our usual walk through the major asset classes and how we see things unfolding from here. Erik du Preez reflects on the events that unfolded at the end of March 2017 and what this means for investors. Finally, Gerbrand Smit will unpack the performance of our portfolios for the past quarter along with our equity positioning for the time ahead.