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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.
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
Are there still opportunities in SA equities?
Finding opportunities in global markets
Recommended articles
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.
Read moreAngles & Perspectives - First Quarter 2024
In this edition, Head of research Kevin Cousins delves beneath the surface of the energy sector’s reputation as a risky investment, Chief Investment Officer John Gilchrist asks whether the investment industry is overlooking the value that low levels of correlation bring as a portfolio diversifier, and Deputy Chief Investment Officer Greg Hopkins and Fund Manager Philipp Wörz explain why the opportunities we are finding in global markets tend to be outside the currently popular areas.
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