This episode of Portfolio Watch looks at the importance of staying focused. Whenever things are going well, it is easy to lose sight of basic investment principles and get caught up in the moment. We must never lose sight of the dangers out there. With no clear systemic risks on the horizons, one needs to be aware of valuations within asset classes and individual securities. CNBC Africa’s Gugulethu Mfuphi talks to Andrew Dittberner, Chief Investment Officer: Private Client Securities, Old Mutual Wealth and Dr Adrian Saville, Chief Executive, Cannon Asset Managers.
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