Finding stellar returns beyond just tech

Sithembile Bopela from FNB Wealth and Investments unpacks whether Aspen’s plan to sell its APAC (ex-China) assets sharpens the investment case. Herman van Papendorp from Momentum Investments explores how the US attack on Venezuela carries consequences well beyond Latin America, with longer-term implications for investors. Craig Antonie of AnBro Capital looks at where to find value – and strong returns – beyond the Mag 7, and why markets don’t pay attention to calendars.