Think like an Asset Manager

PSG Asset Management CEO Anet Ahern joins us for Think like an Asset Manager

The Nielsen Network2022-06-07T11:51:34+02:00PSG Asset Management CEO Anet Ahern joins us for Think like an Asset Manager Ahern shares her views on how PSG Asset Management looks for value in the current investment universe both local and international. A huge privilege to have her share her insights on The Nielsen Network. Watch all episodes of "Think like an Asset Manager" here. About Anet Ahern Over 35 years' experience in investment and business management. After starting her career at Allan Gray in 1986, she worked as a portfolio manager...

Investment Expert Mia Kruger of Kruger International is in the house.

The Nielsen Network2022-06-07T11:59:41+02:00Investment Expert Mia Kruger of Kruger International is in the house. Bronwyn Nielsen (Question) This is the second week of February 2022. It is racing me, I don't know, if you feel that in terms of where we are today, it looks as though this year is going to be a very, very quick one. But we're still in a phase where we can get your thoughts on the themes on what you're looking at on changes in your investment trajectory. So...

SA’s favourite fund manager David Shapiro is in the house

The Nielsen Network2022-06-07T12:02:46+02:00SA's favourite fund manager David Shapiro is in the house David Shapiro recently celebrated his 50th anniversary on the JSE so you can definitely trust his experience. The current market volatility and the much talked about switch from growth into value doesn't phase him putting it all down to market noise. David's analysis of inflation doesn't leave him worried either and he is certainly not factoring in 7 rate hikes from the US federal Reserve. International over local with Big Tech...