PSG Asset Management’s Post

Generating a sustainable income requires a fund with a diverse toolkit, backed by a team with a proven long-term track record of delivering investment excellence. Click here for all information on the PSG Diversified Income Fund: https://bit.ly/4gZwDd0

Do active managers add value? In this video, Fund Manager Dirk Jooste, CFA shares our views on the active vs passive debate and explains why some of the benefits active managers offer tend to be overlooked. Watch the video here: https://bit.ly/3BkCfhu

In a recent FAnews Magazine-Online article, Head of Fixed Income Lyle Sankar CA (SA), CFA cautions against assuming US inflation will fall from current levels to the 2% target and stay there for an extended period. https://bit.ly/3BhuEjM

Fund Manager Mikhail Motala discusses reasons behind a possible positive commodity cycle in four key commodity areas to which our portfolios are exposed: copper, platinum group metals (PGMs), fossil fuels, and gold. Read the full Citywire South Africa article here: https://bit.ly/3B4AmFz

Head of Fixed Income Lyle Sankar CA (SA), CFA says that returns on offer from cash investments, deposits and fixed income funds will soon start to deviate as rates on lowest risk investments will decrease in line with the repo rate. Read the latest #PSGAngle here: https://bit.ly/4etT3AK

In this case study, analyst Nomandla Duma shares our thinking on commodities by delving into more detail on Anglo American and copper supply constraints. https://bit.ly/46wHfer