Plot Twists and Portfolios: 2023 surprises that reshaped investor thinking
M and G Investments
Q4 of 2023 | 8 months ago
As the tumultuous year of 2023 draws to a close, investors have now naturally turned their focus to the coming year and are trying their hands at predicting what might happen over the next 12 months. However, we decided to instead look back at the year that was, to some of the outcomes that were widely predicted, and what has actually transpired. This year, most experts - and consensus forecasts -- were far off the mark for much of the time, which is why at M&G Investments we don’t rely on macroeconomic predictions when building our portfolios we rely on actual asset valuations instead. 2023 was a year in which four big macroeconomic forecasts shaping investor thinking all proved to be misguided in the end.
Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.
With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
Plot Twists and Portfolios: 2023 surprises that reshaped investor thinking
M and G Investments
Q4 of 2023 | 8 months ago
As the tumultuous year of 2023 draws to a close, investors have now naturally turned their focus to the coming year and are trying their hands at predicting what might happen over the next 12 months. However, we decided to instead look back at the year that was, to some of the outcomes that were widely predicted, and what has actually transpired. This year, most experts - and consensus forecasts -- were far off the mark for much of the time, which is why at M&G Investments we don’t rely on macroeconomic predictions when building our portfolios we rely on actual asset valuations instead. 2023 was a year in which four big macroeconomic forecasts shaping investor thinking all proved to be misguided in the end.
