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A closer look at the US: economic, political and market outlook
PSG Wealth’s chief investment officer Adriaan Pask provides insight into what might be expected during President-elect Donald Trump’s second term and how this will impact the world’s markets.
Episode 6: A focus on ESG additionality in Kenya – outcomes of the Sanlam ESG Barometer 2024
Welcome to the final episode of the Sanlam ESG Barometer podcast series for 2024. As we continue to witness the rapid evolution of environmental, social, and governance (ESG) considerations, particularly in emerging markets, the concept of ESG additionality has become increasingly significant. According to a recent report by the Global…
Episode 5: So, we won’t reach the SDGs by 2030 – what now?
Today in episode 5 of the Sanlam ESG Barometer podcast series, we dive deep into the critical issues shaping our understanding of sustainability to confront a pressing question, So, we won't reach the Sustainable Development Goals (SDGs) by 2030 – what now? According to the United Nations, the 2030 Agenda…
2024 investment landscape reviewed
PSG Wealth’s chief investment officer Adriaan Pask recaps 2024’s surprising market shifts and successful investment decisions, plus highlights what investors can expect in the last few weeks of the year.
Episode 4: ESG Investing – Is it still a thing?
Thank you for tuning into episode 4 of the Sanlam ESG Barometer podcast series where we will explore an increasingly important question, 'ESG Investing – Is it still a thing?' In recent years, Environmental, Social, and Governance (ESG) factors have been at the forefront of investment strategies, but as market…
Episode 3: Who are the real ESG stakeholders – Employees, investors, or customers?
Welcome back to the Sanlam ESG Barometer Series. Today, we're diving into a pivotal question: 'Who are the real ESG stakeholders—employees, investors, or customers?' This conversation is crucial as businesses navigate their ESG strategies and seek to understand who their true partners are in this journey. With stakeholder expectations evolving…
Episode 2: Accounting for Sustainability - What is it and why do we need it?
Welcome to episode 2 where we continue our journey into the findings from the 2024 Sanlam ESG Barometer. In this episode we explore the question, 'What exactly is Accounting for Sustainability?' and delve deeper into why it is absolutely essential for businesses in the modern economy. If we are serious…
Debunking myths: flawed beliefs in the local, offshore and currency markets
Market participants often hold long-standing beliefs that, while deeply ingrained, are fundamentally flawed, and can significantly impact their investment strategies and decision-making. PSG Wealth’s chief investment officer Adriaan Pask examines a few prevalent misconceptions to uncover the truth, and help investors navigate the complex financial landscape.
Episode 1: A Focus on Hard-to-Abate Industries – Outcomes of the Sanlam ESG Barometer 2024
Welcome to episode one of the Sanlam ESG Barometer Series, where we dive deep into the findings of the 2024 Sanlam ESG Barometer report. The 2024 Sanlam ESG Barometer reveals some interesting data on the performance of hard-to-abate sectors, both locally and globally, including shifts in investment strategies, regulatory pressures,…
SA listed property market growth trends by Old Mutual Investment Group
Evan Robins, fund manager at Old Mutual Investment Group illustrates how a number of trends have shaped the listed property sector in SA and what they mean for the future of the industry in this illuminating podcast.
Accelerating growth in the South African unit trust market
Adriaan Pask, chief investment officer of PSG Wealth, offers an expert perspective on trends in the domestic unit trust market and their implications for the future of the industry.
Does JSE comeback signal a shift in foreign investor sentiment?
Jason Swartz of the Old Mutual Investment Group provides a pulse check of the market and shares his views on whether the JSE's recent rally marks a shift in foreign investment sentiment. Amid fears of a US recession, Swartz also provides insights into how an actual recession could play out…
The future of the fuel retail sector in SA
Karen Keylock, National Retail Services manager at Nedbank Commercial Banking, and Andrea Ellens, senior Business Development manager at Trade Intelligence, discuss what the future holds for fuel retailers in SA. With factors such as declining fuel demand and a struggling economy thwarting growth efforts, Keylock and Ellens examine ways for…
Expert insights on driving growth and navigating the path forward in manufacturing
Amrith Singh, National Manager for Manufacturing at Nedbank Commercial Banking, delves into the latest trends and insights shaping South Africa's manufacturing sector.
GNU spurs economic optimism — but is this just another 'Ramaphoria' moment?
Since SA's Government of National Unity came into effect the rand has retained its strength and major stocks on the JSE are making impressive gains. Is this early economic enthusiasm a temporary surge, reminiscent of “Ramaphoria”? Or is it indicative of lasting and meaningful change? Adriaan Pask, chief investment officer…
What can be learnt from historic booms and busts in the technology sector?
Analysing past events can provide helpful clues for investors on how to successfully navigate the unpredictable technology sector, says PSG Wealth’s Adriaan Pask.
Today’s disciplined savers are tomorrow’s prosperous investors
Nirdev Desai, head of sales at PSG Wealth, explains the difference between saving and investing, and shares lessons to be learnt from successful savers, which can be replicated to help you achieve your financial goals.
Could JSE delistings signal trouble ahead for local investors?
The JSE has witnessed a significant decrease in listings in recent years, dropping to only 284 at the end of 2023. PSG Wealth’s Adriaan Pask explains what’s causing this trend and how it will affect investors.
Global economic pulse check
Adriaan Pask, chief investment officer of PSG Wealth, provides an update on how the markets have fared so far in 2024, and what investors can expect from the rest of the year.
To invest or not: the great cash debate
Adriaan Pask, chief investment officer of PSG Wealth, explains the investment strategy behind low-risk investment products and why they’re an important part of a holistic portfolio.