Q&A: Investors face ‘tectonic shifts’ in global economic and geopolitical order
Sasfin’s chief investment officer, Arno Lawrenz, discusses the effects of the Ukraine crisis, accelerating global inflation and how SA-based investors can navigate these tricky times
10 June 2022 - 05:10
Sasfin Asset Managers, the investment arm of Sasfin Wealth that manages about R22bn in assets, styles itself as a boutique outfit that aims to provide clients with capabilities that go beyond what typical money managers in SA offer. Chief investment officer Arno Lawrenz sat down with Business Day to provide some insight into how market conditions are affecting the firm’s investment decisions.
Q: Given the war in Ukraine, accelerating global inflation and worldwide supply-chain disruptions, what are the main investment concerns of your clients at the moment?..
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