“Our buy lists are full and the gap between our portfolio holdings’ prices and our estimates of their fair worth is at the widest levels we’ve seen.” Fund manager Justin Floor looks at the investment opportunities available amidst the chaos > bit.ly/36Iw3gt

Have you considered the impact on your portfolio from the extreme markets? PSG Asset Management's Shaun le Roux makes a case for thinking beyond the consensus. Yet investors believe it is unlikely that the future will look different from the past. PSG Asset Management citywire.co.za/news/have-your…

Fertile ground for differentiated investing - why we have low levels of cash when markets are high psg.co.za/news-and-publi…

Not convinced perceived "quality" defensive growth stocks are the place to go to preserve and grow client capital. psg.co.za/news-and-publi…

Unpacking 7 narratives embedded in market positioning. We think many will need to review their prevailing risk/return assumptions. psg.co.za/news-and-publi…

With all the attention on the current cyclical slowdown, we present a case that secular stagnation may be a thing of the past. Portfolio implications are significant. Enjoyed this chat with Joanne Baynham CA (SA), CFA ® assettv.co.za/video/spotligh…?

Capitalising on the big global unwind - the future looks bright for differentiated stock pickers

"..expensive, over-owned long duration assets with rapidly deteriorating economic fundamentals are the epitome of risk, irrespective of their price volatility in the decade after the GFC." psg.co.za/news-and-publi…

In the latest #PSGAnglesAndPerspectives, Fund Manager, Shaun le Roux speaks to why global investment capability is going to be critical for local portfolios. Read more here: bit.ly/3YLCV66

Fund Manager, Shaun le Roux explains why global investment capability will be critical for local portfolios. He believes more choice and good selection is likely to yield good returns at acceptable levels of risk. Read the full article on EBnet. bit.ly/3MCcMDL

Building on Fault Lines: "significant parts of the financial system are ‘built in the wrong place’ and will prove unable to weather sustained higher rates and tighter liquidity. ” psg.co.za/news-and-publi…

Finding differentiated opportunities as Fault Lines begin to show psg.co.za/news-and-publi…

Looking through the shorter-term noise and volatility - "there has seldom been a better time to extend your investing time horizon". psg.co.za/news-and-publi…

In this video, Fund Manager Shaun le Roux unpacks how we manage the PSG Flexible Fund. We gain more insight into what drives our allocation to cash, consider the trade-off between local and global portfolio weightings and ask where future opportunities lie.bit.ly/46fkPwE

Finding opportunities in equity markets youtu.be/UfVCs-tqbNo?si… via YouTube

psg.co.za/news-and-publi…

psg.co.za/news-and-publi…

In this video, Fund Manager Shaun le Roux elaborates on how the PSG Flexible Fund has built its impressive track record and shares how it’s positioned to help achieve the fund objectives going forward. bit.ly/3COFQpk

psg.co.za/news-and-publi…

Don't get lost in the noise! Fund Manager Shaun le Roux explains why smart investors focus on policy changes, rather than political rhetoric. Watch here: bit.ly/4dujqaK