PSG: Be selective when investing offshore and don’t discount South Africa

Writing in the latest PSG Asset Management quarterly newsletter my friend and former colleague, Philipp Wörz has highlighted that it's not just foreign asset managers who think that developed market valuations are starting to feel quite stretched, but local managers are very aware of this too. "Global equities have been in a bull market ever … Continue reading PSG: Be selective when investing offshore and don’t discount South Africa

Coronation Global Markets & Funds Update

This morning I attended the Coronation Global Markets & Funds Update. The presenters were Gavin Joubert and Neil Padoa. Gavin is head of Coronation's Global Emerging Markets investment unit. Gavin has 18 years' experience as an investment analyst and portfolio manager. He joined Coronation in 1999 and currently co-manages the Global Emerging Markets Equity strategy. … Continue reading Coronation Global Markets & Funds Update

Nedgroup Investments Global Equity Fund update

I keep abreast of a number of local and global unit trust funds, particularly those in which my clients are invested, or may invest in the future. Veritas Asset Management & Nedgroup Investments This afternoon I attended a presentation by Andy Headley of London-based Veritas Asset Management. Andy is a co-fund manager of the Veritas … Continue reading Nedgroup Investments Global Equity Fund update