March 2020 marked the point of maximum pain for the global economy and financial markets as governments issued lockdown orders in seeking to contain COVID-19.

The current disparity in markets, both locally and offshore, is creating an opportunity for bottom-up investors like ourselves to generate meaningful returns, but one needs to be discerning.

In September 2018, the South African government announced the Infrastructure Fund Initiative that is focused on transforming the country’s infrastructure.

This is a story about what the frenzy of crowds can do when sufficiently organized and have little to lose.

One thing we can say for certain about the future is that it offers a range of possible outcomes – and investors would do well to acknowledge this when thinking about their portfolios.

Is there a long-term case for cryptocurrency from a practical standpoint, and for more traditional investors?