Welcome to the latest edition of the Angles & Perspectives - Q4 2024

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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Introduction
Anet Ahern
CEO, PSG Asset Management

The risks of the US exceptionalism narrative
Kevin Cousins

Where could SA growth surprises originate from?
John Gilchrist

Addressing client needs by seeking both performance and trust
Justin Floor

Performance to 31 December 2024
Click here to view the performance of the funds to 31 December 2024

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