Wealth Feature: Key investment themes in the next 18 months

What are the key investments going to be over the next 18 months if we look just beyond the horizon of Covid? It certainly won’t be in the less than 1% of the investment universe that is SA Inc. Anchor still projects a 12-month return of 11.3% for SA equities and a 12-month return of 5% in US$ for global equities. Peter Armitage, CEO of Anchor Capital, tells Michael Avery that SA pension funds are taking massive concentrated risks.
Investors simply have to get exposure to the assets in the world producing US$ growth to achieve returns