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11
August 2025
Welcome to the latest edition of the Angles & Perspectives - Q2 2025
PSG Asset Management
Lyle Sankar, Chief Executive Officer
PSG Asset Management
Felicia Makondo, Fund Manager
PSG Asset Management
Kevin Cousins, Head of Research
PSG Asset Management
Gavin Rabbolini, Senior Analyst
PSG Asset Management
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.
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.
Introduction
Lyle Sankar
CEO, PSG Asset Management
Navigating a 3% inflation target: what it means for South African markets
Felicia Makondo
Finding hidden gems when stalwarts fall from grace
Kevin Cousins
Platinum group metals’ supply-side revenge
Gavin Rabbolini
Performance to 30 June 2025
Click here to view the performance of the funds to 30 June 2025
Local unit trust summary
Click here to view a summary of the local unit trusts
Global unit trust summary
Click here to view a summary of the global unit trusts
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Introduction - Angles & Perspectives Q2 2025
Read moreNavigating a 3% inflation target: what it means for South African markets - Angles & Perspectives Q2 2025
Read moreFinding hidden gems when stalwarts fall from grace - Angles & Perspectives Q2 2025
Read morePlatinum group metals’ supply-side revenge - Angles & Perspectives Q2 2025
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