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Welcome to the latest edition of the Angles & Perspectives - Q2 2025
In this edition, we explore what it means to be long-term thinkers who look beyond the short-term noise. Fund Manager Felicia Makondo considers the motivations for, and potential pitfalls and longer-term impacts of a lower inflation target. Head of Research Kevin Cousins makes the case for looking beyond the short-term noise when stalwarts fall from grace. Finally, analyst Gavin Rabbolini shares our supply-side analysis on platinum group metals, and explains how a focus on the longer-term factors shaping the sector helps us in identifying opportunities for our clients.
What sets our multi-asset capability apart?
Why we focus on risk-adjusted returns in our multi-asset portfolios
Unpacking the implications of the US fiscal position for investors
CSI initiatives (Constantia Primary School)
How our shipping journey showcases our 3M investment process
Portfolio construction amidst uncertainty
Questions plaguing fixed income investors in 2025
Focus on policy changes rather than rhetoric
Our approach to selecting SA equities
PSG Balanced Fund
PSG Flexible Fund
Shifting dynamics in fixed income markets
Looking ahead into 2025
Fixed income markets heading into 2025
Recommended articles
Welcome to the latest edition of the Angles & Perspectives - Q2 2025
In this edition, we explore what it means to be long-term thinkers who look beyond the short-term noise. Fund Manager Felicia Makondo considers the motivations for, and potential pitfalls and longer-term impacts of a lower inflation target. Head of Research Kevin Cousins makes the case for looking beyond the short-term noise when stalwarts fall from grace. Finally, analyst Gavin Rabbolini shares our supply-side analysis on platinum group metals, and explains how a focus on the longer-term factors shaping the sector helps us in identifying opportunities for our clients.
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Welcome to the latest edition of the Angles & Perspectives - Q1 2025
Volatility is expected to remain high for some time globally. In this edition, we explore how investors can navigate this uncertainty and still aim to grow and maintain their wealth. Fund Manager Shaun le Roux discusses positioning portfolios for policy changes affecting the macro environment, Head of Equities Justin Floor highlights the role special situations can play in adding sources of uncorrelated returns to portfolios and Fund Manager Dirk Jooste highlights how the PSG Stable Fund targets an asymmetric return profile while retaining a meaningful allocation to growth assets.
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Welcome to the latest edition of the Angles & Perspectives - Q4 2024
In this edition of Angles & Perspectives, we consider the risks and opportunities that others may be overlooking. Head of Research Kevin Cousins highlights the dangers in the US exceptionalism narrative, Chief Investment Officer John Gilchrist explains where we see opportunities for SA growth to deliver surprises, and Head of Equities Justin Floor considers the importance of trust in achieving successful long-term investment outcomes.
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Angles & Perspectives - Third Quarter 2024
The price you pay for an asset is likely to have a key impact on the investment return over time. So when buying an asset, make sure you are doing so at the right price! In this edition, Head of Research Kevin Cousins highlights inconsistencies in the market’s assessment of risk in China, Fund Manager Mikhail Motala puts the concept of SA Inc under the microscope, and Fund Manager Philipp Wörz delves into the importance of finding global investment opportunities removed from areas characterised by greed.
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Angles & Perspectives - Second Quarter 2024
In this edition, Head of Research Kevin Cousins explains why trust matters for economies and markets, and Fund Manager Shaun le Roux asks whether the investment industry is underestimating the valuable role commodity shares can play in portfolios going forward, before we delve into a case study on Anglo American with Analyst Nomandla Duma. Finally, Head of Fixed Income Lyle Sankar explains why it is important to think about event risk in terms of probabilities and how this helps us to secure better outcomes for our clients.
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