FUND MANAGER INSIGHTS
A Step Closer to a Digital Future
The widespread adoption of digital solutions during 2020’s lockdowns is likely not going away as businesses and households further embrace the technology-based themes reshaping the global economy, says Portfolio Manager Denny Fish.
COMMENT AND ANALYSIS
Reasonable financial market returns masked a tumultuous year as investors continue to search for patterns in the market’s erratic behaviour. More surprises rolled in over December, with share prices oscillating wildly, commodity prices remaining depressed and cheap valuations overtaking business fundamentals.