In this edition, Head of Research Kevin Cousins and Co-CIO Greg Hopkins explain why culture is so important to us at PSG Asset Management, and how it enables us to achieve excellent investment outcomes for our clients. Then, we turn our attention to the many-faceted nature of risk. Head of Equities Justin Floor and Co-CIO John Gilchrist unpack why a more nuanced view of risk can facilitate more robust decision-making. Finally, Head of Equities Justin Floor and Fund Manager Dirk Jooste get to grips with the thorny issues of the risk of investing in SA equities, and weighing them against the opportunities we see ahead.
In this edition, Head of Research Kevin Cousins and Co-CIO Greg Hopkins explain why culture is so important to us at PSG Asset Management, and how it enables us to achieve excellent investment outcomes for our clients. Then, we turn our attention to the many-faceted nature of risk. Head of Equities Justin Floor and Co-CIO John Gilchrist unpack why a more nuanced view of risk can facilitate more robust decision-making. Finally, Head of Equities Justin Floor and Fund Manager Dirk Jooste get to grips with the thorny issues of the risk of investing in SA equities, and weighing them against the opportunities we see ahead.
Read moreIn this edition, Head of Research Kevin Cousins scrutinises the long-standing role of US Treasuries as safe haven assets, and asks whether they will continue fulfilling this role in the future. Fund Manager Philipp Wörz highlights that many investors seem to be following a ‘business as usual’ approach that may be ill-equipped to weather a changing of the guard as the environment is probably undergoing a structural inflection. Lastly, Head of Fixed Income Lyle Sankar explains how we remain focused on managing the risk in our funds while constructing diversified portfolios that help clients achieve their income objectives.
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