14
August 2024
Welcome to the latest edition of the Angles & Perspectives - Q2 2024
PSG Asset Management
Anet Ahern
Asset Management
Kevin Cousins, Head of Research
PSG Asset Management
Shaun le Roux, Fund Manager
Asset Management
Nomandla Duma, Analyst
Asset Management
Lyle Sankar, Chief Executive Officer
PSG Asset Management
In this edition, Head of Research Kevin Cousins explains why trust matters for economies and markets, and Fund Manager Shaun le Roux asks whether the investment industry is underestimating the valuable role commodity shares can play in portfolios going forward, before we delve into a case study on Anglo American with Analyst Nomandla Duma. Finally Head of Fixed Income Lyle Sankar explains why it is important to think about event risk in terms of probabilities and how this helps us to secure better outcomes for our clients.
In this edition, Head of Research Kevin Cousins explains why trust matters for economies and markets, and Fund Manager Shaun le Roux asks whether the investment industry is underestimating the valuable role commodity shares can play in portfolios going forward, before we delve into a case study on Anglo American with Analyst Nomandla Duma. Finally, Head of Fixed Income Lyle Sankar explains why it is important to think about event risk in terms of probabilities and how this helps us to secure better outcomes for our clients.
Introduction
Anet Ahern
CEO, PSG Asset Management
Why trust matters for investors
Kevin Cousins
Is it time for a fresh look at commodity investing?
Shaun le Roux
Case study: Our thinking on Anglo American and copper supply constraints
Nomandla Duma
Managing risk for shifting probabilities
Lyle Sankar
Portfolio holdings as at 30 June 2024
Click here to view the portfolio holdings of the funds to 30 June 2024
Performance to 30 June 2024
Click here to view the performance of the funds to 30 June 2024
Unit trust summary
Click here to view a summary of the unit trusts
