PSG Asset Management

In this recent interview, Head of Equities, Justin Floor, discusses how a more deliberate approach to position sizing throughout the life cycle of an investment thesis, and greater awareness of the macro shocks could impact portfolio outcomes. shorturl.at/ef61h

We believe that an integrated approach helps us to deliver better outcomes to our clients in the long run. Watch this video where Head of Equities Justin Floor explains this forward-looking, total portfolio approach in more detail. youtu.be/ZMAhHkWZa0E

With a regime shift under way in markets, it is important to consider the resilience of portfolios and ask some pertinent questions about how they will perform in various scenarios. Watch as Fund Manager Dirk Jooste explains our approach to multi-asset portfolios. youtu.be/TXGd4ogcpQc

Our latest fund fact sheets and portfolio commentaries are available. They are a great source of insight into our team's recent fund views. bit.ly/3GQyb5z

In this @FAnews_Online article, Fund Manager Dirk Jooste explains the importance of selecting the right balanced fund and how the end of cheap money has profound implications for the correlation between asset classes and returns. Read more here: bit.ly/4dRwfgK

Geopolitics, sticky inflation and rising bond yields continue to cloud the outlook for equities, yet markets keep reaching new highs. So, what should investors do amid the uncertainty? CEO Lyle Sankar unpacks his views in our latest PSG Angle: shorturl.at/yRSTA

In this article, Fund Manager Mikhail Motala explains that, while we still see opportunities in the local market, we have become more selective as some parts of the market have repriced sharply, while signs of reform have stagnated. Read the article here: bit.ly/4i7dF6Y

In this @Citywire article, Fund Manager Mikhail Motala explains why our flexible fund has 30% in resources and energy stating that the holdings offer distinct return drivers, with energy helping offset risks to SA assets. Read more here: shorturl.at/RMCj2

In his latest #PSGAngle CEO Lyle Sankar explains why remaining invested and ensuring your portfolio is appropriately diversified and positioned for the future is often the most effective way to build long-term wealth. Read more here: shorturl.at/yRSTA

We believe investors should apply caution when evaluating aggregate index valuation metrics as they may not provide an accurate gauge of how expensive markets are currently. Watch the full video with our CIO, John Gilchrist, to understand why: youtu.be/XCs67AztcPQ

Are valuations for the S&P 500 Index reasonable, or stretched? In this video, CIO John Gilchrist takes a closer look at the earnings that has been reported during a bumper reporting season. Watch the video here: bit.ly/4dtbbg8

In this video, Fund Manager Mikhail Motala positions our evolving views on SA Inc. shares. He explains why we have trimmed positions back across our equity-centric portfolios, even as we remain constructive on selected local opportunities. Listen here: youtube.com/watch?v=4UOhDY0k…

In the latest #PSGAnglesAndPerspectives, Fund Manager Marc Beckenstrater explores how the return of positive real yields is creating opportunities for active global fixed income investors. Read the full article here: shorturl.at/Qb6ru

We offer a range of local and global funds across the risk spectrum. Our latest fund fact sheets are available online. Click here to view them: bit.ly/3GQyb5z #fundfactsheets #MDDs #factsheets

In his recent @Citywire interview, Fund Manager Dirk Jooste says energy and resources have traditionally been viewed as highly cyclical exposures but are now used differently. He explains why we’re turning to old cyclicals for shelter in this article: shorturl.at/I1Y9R