October 2023
PSG Asset Management
View the latest PSG Asset Management fund fact sheets.
We aim to ensure you always remain updated on developments that impact your investments with PSG Asset Management. Therefore, we would like to remind you that the minimum disclosure documents (MDDs or fund fact sheets) are updated monthly for all our funds.
You can find them here.
In addition, we release commentary for all our funds on a quarterly basis.
Local funds quarterly commentary | Global funds quarterly commentary
In this edition, Head of Research Kevin Cousins considers how a misunderstanding of the nature of inflation during the 1970s and 1980s may be contributing to an incorrect policy response currently. Assistant Fund Manager Ané Craig elaborates on how investors should think about navigating the investment environment when it is clear that conditions are far from ideal. Lastly, Fund Manager Shaun le Roux argues that in the current environment, the benefits for patient investors who can stay the course are amplified even more than usual.
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