Investment / Asset Management
Hot, cold and just right

Hot, cold and just right

  Izak Odendaal, Investment Strategist at Old Mutual Wealth   Congratulations, you’ve almost reached the end of a remarkable year. It will mostly be remembered for wild policy shifts as US...

The hidden risks of hugging an index

The hidden risks of hugging an index

  Kevin Cousins, Head of Research, PSG Asset Management   Indexation and passive investments have become extremely popular over the past few decades. In theory, these strategies offer...

Can equity markets continue their strong run?

Can equity markets continue their strong run?

  Shaun le Roux and Mikhail Motala Fund Managers at PSG Asset Management   Equity markets have continued to power ahead in 2025 despite macro uncertainty and the reshaping of the global...

What’s shaping portfolios in 2026?

What’s shaping portfolios in 2026?

  Rashaad Tayob, Portfolio Manager; JC Xue, Portfolio Manager; Ishreth Hassen, Portfolio Manager; Nick Balkin, Chief Investment Officer; Foord Asset Management   Markets have spent much of...

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