Every year we conclude the JSE Power Hour series with a presentation by Just One Lap founder, Simon Brown. He gives his insights for the year ahead and how to position your portfolio accordingly.
Last year the presentation was just days before then Minister Nene was fired and this year’s event will be just days after the Standard and Poor’s announcement regarding South Africa’s credit status.
Simon will review his predictions from last year and look at what the year ahead holds and how we can best position our investment portfolio.
Issues that to be covered will include;
Standard & Poor's left offshore debt as is (one notch above junk) and dropped the ZAR debt to two notches above junk and on a negative outlook. Standard & Poor's have to decide on junk or not by end 2017 or change the negative outlook to stable, so another anxious 2017 awaits us.
Some great returns, some middling and one very nasty. Portfolio is published here and returns (ex dividends for the 12 months to close 3 December 2016) as below.
JSE – The JSE is a registered trademark of the JSE Limited.
JSEDirect is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.