Citywire Money, Markets and Masterminds

Why asset allocation still trumps market noise

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In the latest DFM Discussion episode of Money, Markets and Masterminds, Citywire South Africa editor Ruan Jooste sits down with George Dell, executive director at MitonOptimal South Africa and chair of the FIA’s Discretionary Investments Committee, and Jacques de Kock, head of portfolio management at MitonOptimal South Africa.

The trio unpack the challenges facing advisers and investors in an increasingly uncertain world, from market concentration and offshore opportunities to crypto, artificial intelligence and the evolution of the DFM industry. Despite the noise, De Kock argues that asset allocation remains the single biggest driver of long-term returns.
12 Jun English South Africa Investing

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