PSG Asset Management is an established, recognised and respected investment management company with a simple, but comprehensive, range of local unit trusts and international funds. PSG Asset Management offers investment management to long-term retail and institutional investors based on a bottom-up approach with a strong emphasis on risk management. View our Privacy Policy here https://download.psg.co.za/files/wealth/forms/Legal/Group-privacy-policy_PSG.pdf
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Constantia Main Road
First Floor, PSG House Alphen Park
Cape Town, Western Cape 7848 , ZA
PSG Asset Management reposted this
PSG Asset Management: Dodging #stocks driven by greed, opting for those feared. The #assetmanager has 30% allocated to ‘mispriced #value opportunities’ across its funds, Jaco Visser writes. #Fundmanagerviews Philipp Wörz, CFA https://lnkd.in/dBJMcsE9
Investment outcomes tend to be a function of fear and greed over the short to medium term. In the latest #PSGAnglesAndPerspectives, Fund Manager Philipp Wörz, CFA shares areas where high levels of greed and fear are being observed. Read the full article here: https://bit.ly/4gyqF1J
In a recent FAnews Magazine-Online article, CIO John Gilchrist explains and assesses the impact of US election outcomes on various asset classes. https://bit.ly/41xjfr4
President-elect Donald Trump is expected to be inaugurated on 20 January 2025, and his election for a second term has already seen noise levels in markets ramp up. In this conversation with CIO John Gilchrist, we delve into some of the important impacts investors should consider, especially in the longer-term. Watch the video here: https://bit.ly/3VpBtH5
South Africa trades at a discount to emerging market peers. But crucially the outlook for earnings is a lot greener today than it has been at any time over the past decade. In a recent Moneyweb interview, Fund Manager Mikhail Motala makes a compelling case for why SA Inc. could shine in 2025. Listen to the full conversation here: https://bit.ly/3OO59dd
We proudly follow our proven 3M investment process to manage assets on a globally integrated basis. Recently, 3 of our investment team members travelled to Brazil to attend the JP Morgan conference, and to gain a deeper understanding of this market and selected companies. #GloballyIntegratedInvesting #EmergingMarkets Dirk Jooste, CFA Greg Hopkins Philipp Wörz, CFA
Today on the #MoneywebNOW: Analysis of results from Italtile and a look at the prospects for the property sector in 2025. Fund Manager Mikhail Motala makes a compelling case for why SA Inc could shine in 2025. Listen to the podcast on Moneyweb: https://lnkd.in/g_U4GtJh
[POLL] Simon Brown is chatting with Mikhail Motala from PSG about the bull case for SA Inc stocks, even though they've had a good 2024. Are you bullish SA Inc for next year? Livestream the #podcast: http://bit.ly/3fj3DO5
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PSG Asset Management reposted this
PSG Asset Management: Higher #globalinflation will likely be the new norm. PSG is worried about pressure on #USbonds as a #DonaldTrump presidency will lead to bigger budget deficits and higher-than-expected #inflation due to expansive #fiscalpolicy, Jaco Visser writes. https://lnkd.in/exg57kvs
According to Assistant Fund Manager Ané Craig, the prospects for SA bonds finally appear positive, even if domestic inflation does rise moderately. However, Craig advises investors to be cautious about US and developed market bonds. Read the full COVER Publications article here: https://bit.ly/41mCUtN