NEWS AND INSIGHTS

Feature Article
March 2021

“Dear Advisor – what’s your view on Cryptoassets?”

With Cryptocurrencies displaying tremendous performance last year, it is just a matter of time before clients start asking for your informed view on these potential investment opportunities. We provide pertinent background on the rise of Cryptoassets, share the main findings from a recent publication on Cryptoassets by the CFA Institute and suggest a model answer to the dreaded question: “Mr/Mrs Advisor, what’s your view on Cryptoassets?”

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Daniel Schoeman
Daniel Schoeman is currently CIO of the Analytics multi-manager funds of funds. He has more than 19 years investment and portfolio management experience, and has previously worked at three of the largest multi-managers in South Africa, first at Investment Solutions, then joined Momentum MultiManagers which later merged with MCubed to form Advantage Asset Managers.‍His main responsibilities include economic research, tactical asset allocation, investment manager research, portfolio construction, monitoring and risk management, system development and innovative investment research.‍He is also a member of Investment Committees of some of the largest advisor networks in South Africa, providing investment consulting services to these groups on an on-going basis.

Multi-Manager SummarIES

Our Multi-Manager Summaries provide Market, Asset Allocation and underlying Fund Managers insights.

Contents

  • Market Review
  • Review Of Underlying Managers
  • Investment Returns of Analytics Fund of Funds
  • Investment Returns of Underlying Managers and offshore indices
  • Top 10 Holdings of Fund of Funds
  • Asset Allocation of Fund of Funds
  • Economic Commentary
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MONTHLY NEWSLETTERS

Our Monthly Newsletters provide the latest Economic Overview and Market Commentary.

Global

In the first week of February, US GDP data was released, showing that real GDP in the US in 2020 was down 3.5% from 2019, the worst performance since 1946.

South Africa

Finance Minister Tito Mboweni delivered arguably his most important budget speech to date on 24 February. Most commentators described it as “investor friendly” as it went a long way to signal government’s intention to reign in the civil servant wage bill and reach a balanced budget by 2023/4.

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