PSG Asset Management

Happy holidays! The PSG team wishes you and your family peace and joy during this festive season. Thank you for your continued support and partnership throughout this year. Here’s to a prosperous 2025!

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

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

In the most recent #PSGAngle, Chief Investment Officer John Gilchrist discusses why investors should be focusing more on the potential longer-term impacts of the US election outcome. Read the full article here: https://bit.ly/4ikiJmn

In this video, Assistant Fund Manager Ané Craig discusses the fixed income markets' reaction following on US election outcomes. She explores the relative attractiveness of local and US bonds before explaining how we have positioned our portfolios with these developments in mind. Watch it here: https://bit.ly/4giToY1  #InvestmentStrategy #FixedIncome #GlobalMarkets