Now is the time to be contrarian.
Daryl recently presented at the InvestmentMarkets webinar (27 March 2025) on why now is the time to be a contrarian. Daryl talks about why we believe we are going through a major secular turning point in markets, and how we’re positioned to benefit in our Affluence Investment Fund.
Also included are a few examples of current opportunities in the market. You can view the recording below.
Why now is the time to be a contrarian?
Let’s take a look at some perceptions vs our view of the reality;

I would say it is a fairly unique investment environment at the moment. There’s a general view everything’s expensive, our view is different. We look across all asset classes, all areas and I can tell you there are plenty of bargains out there, but not necessarily in the obvious places.
Daryl Wilson, March 2025
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