Tag: market sentiment
The role of private markets in the age of Trumponomics
2024 marked the biggest election year in human history. Over 70 countries held elections, representing more than half the global population. Estimates show that over 80% of incumbent parties lost voter support in 2024 compared to the previous election. This shift made 2024 a significant year for global democracy.
Equities crucial to grow retirement savings in excess of inflation
The rise in life expectancy poses a significant challenge for individuals planning for retirement, necessitating a shift in the approach to financial preparedness. As people live longer, the duration of retirement increases, and with it, the financial demands.
A simple guide to mastering forex for businesses and HNWI
When it comes to forex in a South African context, how can South African businesses and High-Net-Worth Individuals (HNWI) ensure that they are receiving the best service possible and secure the best rates?
Protecting businesses from exchange rate turbulence
The South African Rand (ZAR) is experiencing another tumultuous period. Following a robust rally last Tuesday, the Rand’s fortunes have taken a hit, with its earlier gains yielding to a more cautious market sentiment. Factors contributing to this turbulence include geo-political concerns in the Middle East, particularly Israel’s preparation for a potential offensive in Gaza, which has raised fears of energy supply disruptions and global economic repercussions.
Avoid the narrative, not the opportunity!
Philipp Wörz | Fund Manager | PSG Asset Management | philipp.worz@psg.co.za | www.psg.co.za |
It’s easy to get caught up in market narratives.
When news...
