04

June 2025

Market News Investment Strategy

Portfolio construction amidst uncertainty

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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.