Jacques De Kock

The age of uncertainty is upon us. Not only is predicting Trump’s next move a daunting task on its own, but predicting the reaction (from the rest of the world) is near impossible. 

As a team we see a wide array of risks that could play out in the next three months, but that also provides us with a great opportunity. We made a concerted effort to diversify our portfolios geographically as well as through sectors. We are, however, still optimistic about the prospects of AI and tech enhancements and how broad acceptance and implementation of these aspects could benefit productivity and boost growth. 

It is also clear that most governments share our view and it’s probably a coin flip on who will win that race. So, although we see significant potential risks in the short term, we are still optimistic about the prospects for risk assets over the medium to longer term.