Welcome to the latest edition of the Angles & Perspectives - Q3 2024

Angles & Perspectives Q3 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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Introduction
Anet Ahern
CEO, PSG Asset Management

China: Geopolitical risk and your portfolio
Kevin Cousins

SA Inc under the microscope
Mikhail Motala

Positioning global portfolios for the next generation of opportunities
Philipp Wörz

Performance to 30 September 2024
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Local unit trust summary
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Global unit trust summary
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