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Join Estate Living and Johann Els, Head Economist for Old Mutual, in the next episode of the #ExpertInsight series, as we identify the short term noise and risks, which influence investment decisions. This will assist you to find a better understanding of the medium and long term investment landscape. Johann unpacks the challenges that are present in the shifting covid economy and the effects of the municipal elections, while taking into account the growth areas and policy changes.
While it might be easy to dismiss a ‘better prospect’ view, given all the negatives still around, it is the trend that is important in determining the future outlook. And the trend has certainly improved – from facing significant headwinds, to those headwinds dying down, to some tailwinds starting to blow, to those tailwinds picking up pace. This trend has the potential to rapidly improve over the next year or two – feeding into the better medium-term outlook.
