04
June 2025
Portfolio construction amidst uncertainty

John Gilchrist
Chief Investment Officer, PSG Asset Management
In this video Chief Investment Officer John Gilchrist unpacks the key market moves that stand out from the current noise as having a potentially significant impact for investors. He points out that we are currently seeing a highly challenging environment, the potential reordering of global trade and a move to a multipolar world, which will have serious implications for investors.