Sanlam investment update - the path ahead

In the monthly investment update we usually review the prior month's performance and market themes before considering the outlook. But between the end of October and the time of filming, significant events have come to light that have changed investor sentiment and the prognosis for global capital markets. Sanlam Chief Investment Officer Phil Smeaton evaluates the fallout from Joe Biden's US electionl win, Pfizer's and BioNTech's announcement of a successful Covid-19 vaccine trial, the subsequent market rally and the all important the path ahead.

Phil Smeaton
Chief Investment Officer

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