Philipp Wörz, Fund Manager at PSG Asset Management There has been a lot of noise emanating from China over the past year. Slowing economic growth, fears around property values,...
Investment / Asset Management
Midpoint musings
Izak Odendaal, Investment Strategist at Old Mutual Wealth At the midpoint of an eventful year, what does the investment landscape look like? Though there will always be some areas of...
Comment on new GNU cabinet
Adam Furlan, Portfolio Manager, Emerging Market Fixed Income, Ninety One Overall, this appears to be a better cabinet than the previous one. The market is likely to be encouraged but...
Global energy transition – is it on the backburner? And what this means for investors
Kondi Nkosi, Country Head for South Africa at Schroders As focus shifts toward nearer term macro and geopolitical headwinds, energy transition efforts lose pace. But climate change...
How corporate actions impact your portfolio
Wendy Myers, Head of Securities at PSG Wealth Investing involves not only choosing the right stocks to ensure that you achieve your long-term investment goals but also understanding...
The New New Dawn
Izak Odendaal, Investment Strategist at Old Mutual Wealth South African investors finally have something to cheer about, and local assets rallied strongly last week. The newly inaugurated...
Can the JSE stem the tide of delistings – and what this means for SA investors?
Adriaan Pask, Chief Investment Officer at PSG Wealth The number of listings on the Johannesburg Stock Exchange (JSE) has declined by more than half since the 1990s. Today, many of the...
Is the Old Lady of Threadneedle Street ready to fight the markets?
Azad Zangana, Senior European Economist & Strategist at Schroders Slowing UK growth and encouraging inflation trends make a strong case for the Bank of England (BoE) to cut...
CPI unchanged at 5.2% y/y in May, in line with expectations
Sanisha Packirisamy, Economist, Momentum Investments According to Statistics South Africa (Stats SA), consumer price inflation (CPI or headline inflation) was 5.2% year-on-year (y/y)...
Is there life beyond the Magnificent 7?
Philipp Wörz, Fund Manager, and Greg Hopkins, Deputy CIO, PSG Asset Management The Magnificent 7 stocks (Microsoft, Apple, Nvidia, Alphabet, Amazon, Meta and Tesla) have dominated...
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