Q1 sees inflation trump Covid as dominant theme for asset managers
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As we look back on the first quarter the dominant theme has undoubtedly been the rise of inflation as the number 1 concern for money managers surpassing concerns about the pandemic for the first time in over a year. Michael Avery hosts Peter Armitage, CEO of Anchor capital; Greg Katzenellenbogen, senior portfolio manager at Sanlam Private Wealth; and Mia Kruger, director of Research & Fund Management at Kruger International Asset & Wealth Management, on their view of the first quarter and how it will shape their asset allocation in the 12 months ahead.