Positioning portfolios for policy changes: a fragile GNU and a new world order - Angles & Perspectives Q1 2025

5/20/2025
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Shaun le Roux

Fund Manager - Equity Fund

In the world of politics, it is policy that matters, not rhetoric. Recent events provide us wit...

How the PSG Stable Fund targets an asymmetric return profile - Angles & Perspectives Q1 2025

5/20/2025
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Dirk Jooste

Fund Manager

Despite the tendency of equities to be volatile in the short term, they remain an essential par...

The catalyst and the case: Unlocking equity returns through special situations - Angles & Perspectives Q1 2025

5/20/2025
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Justin Floor

Head of Equities

Equity markets play a critical role in delivering much needed capital growth to investors. Howeve...

Managing risk for shifting probabilities - Angles & Perspectives Q2 2024

8/14/2024
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Lyle Sankar

Head of Fixed Income

We believe it is possible to make significantly better decisions when we focus on the probabiliti...

Is there life beyond the Magnificent 7? - Angles & Perspectives Q1 2024

5/20/2024
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Greg Hopkins

Deputy-Chief Investment Officer

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Philipp Wörz

Fund Manager

The Magnificent 7 stocks (Microsoft, Apple, Nvidia, Alphabet, Amazon, Meta and Tesla) have domina...

Assessing risk in the energy sector - Angles & Perspectives Q1 2024

5/20/2024
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Kevin Cousins

Head of Research

This is our latest article that continues with our conversations about risk and how the measureme...

Investing in SA-Exposed Securities: Finding the opportunity amidst the danger - Angles & Perspectives Q4 2023

2/13/2024
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Justin Floor

Head of Equities

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Dirk Jooste

Fund Manager

Global Investing in a Changing World

11/7/2023
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Philipp Wörz

Fund Manager

Fund Manager Philipp Wörz underscores the dangers in adopting a ‘business as usual’ mindset as th...

South African Fixed Income – Skewing the Odds in Your Favour - Angles & Perspectives Q3 2023

11/7/2023
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Lyle Sankar

Head of Fixed Income

In this article Head of Fixed Income Lyle Sankar explains how we remain focused on managing the r...