2018 Investing and where to invest in 2019?

According to Nkareng, It has been an extremely challenging period in markets. Investors are disillusioned, while their portfolio managers have been humbled. A manager whose style maintains a bias toward the large-cap sector of the JSE likely suffered negative returns regardless of their selection decisions.
Given this backdrop, Gugulethu and Nkareng from Ashburton Investment take a step back and examine the environment in which we have walked through and the uncertainties that persist.