Positioning portfolio's for 2021

An investor's portfolio can say a lot about their outlook for markets. With vaccines on the way, a settled election and the index returning to its February 2020 highs the consensus is painting a rosy picture for equities. However, making a return on this good news after the fact is easier said than done.

That's like calling a bookmaker after the Melbourne Cup and saying, "Makybe Diva's won, I want to put some money on it." says Steve Johnson of Forager Funds.

In this thematic, Matthew Kidman leads the panel with Steve and Ben Rundle of NAOS Asset Management as the trio discuss their insights for 2021, the current opportunity set in the market and which sectors are presenting valuable opportunities right now.