Roadmaps

Investment roadmaps

Roadmaps can be quite static as the route you see on a map is much different when it becomes reality. How often have you not imagined a new holiday destination only to realize it's completely different to what you imagined?

 

A financial market roadmap gives directions, but one has to be open-minded to change route if road conditions or weather forecasts change substantially


The next 10-15 years investment returns will not be like the past 20-30 years that was fuelled by ever lower interest rates. The underlying sales growth has declined from 12% in early 1990s to around 4% in the last few years. The forward pace will be close to the 4-5% and hence lower than the 8% stock market annual return investors have been accustomed to since the 1980s


The main thing that can provide higher returns in the future is higher productivity growth. It apples to digitalization, renewable energy as well as new innovative ways applied in healthcare. 


Investment roadmaps, updates and themes are found below


 A few investment quotes to keep in mind at all times;  

 

1. 'Decades goes by where nothing happens and then there's weeks where decades happen'

2. 'Don't look at mosquito on the windscreen, but at the road ahead' 

3. 'Stocks walk up the stairs, but take the elevator down'

4. 'Invest your time before you invest your money'

Roadmaps from 2018-20

Previous roadmap updates found below. The list do not cover all monthly updates. If you're interested in one of the previous monthlies please reach out.

2018                  

2019                  

2020                  

Chart of the Month


- previous months