14

August 2024

PSG Asset ManagementAngles & PerspectivesNewsletters

Welcome to the latest edition of the Angles & Perspectives - Q2 2024

PSG Asset Management

Anet Ahern, Chief Executive Officer

Asset Management

Kevin Cousins, Head of Research

PSG Asset Management

Shaun le Roux, Fund Manager

Asset Management

Nomandla Duma, Analyst

Asset Management

Lyle Sankar, Head of Income

PSG Asset Management

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.

Angles & Perspectives Q2 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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Introduction
Anet Ahern
CEO, PSG Asset Management