PSG Wealth’s chief investment officer Adriaan Pask explores why emerging markets deserve a much closer look from investors. What are the main structural drivers behind the long-term emerging market story? And are such markets still attractively valued?
August 7, 202617 min
Partnership for Risk & Resilience in climate change disaster preparedness: Building Climate-Resilient Communities Throug
Welcome to the Sanlam ESG Barometer Podcast Series, where we explore the trends, opportunities and challenges shaping Environmental, Social and Governance practices across South Africa and beyond. We’re addressing a topic that is becoming increasingly urgent for government, businesses and communities alike: climate resilience and disaster preparedness.
August 7, 202618 min
Nature Risks and Opportunities: How Nature Creates Sustainable Investment Value
Welcome to another episode of the Sanlam ESG Barometer Podcast Series, where we explore the trends shaping sustainable business, responsible investment, and long-term value creation. Today we're turning our attention to a topic that is rapidly moving from the margins of sustainability discussions to the centre of investment decision-making: Nature Risks and Opportunities.
August 7, 202617 min
SMME Support & Sustainability through the Sanlam-SANParks Partnership
Welcome to another episode of the Sanlam ESG Barometer Podcast Series, where we explore practical examples of how sustainability can create meaningful impact for people, communities, business, and the environment. Today we're discussing a powerful example of shared value creation through partnership, looking at the Sanlam-SANParks Partnership, an initiative that is creating sustainable economic opportunities for MSMEs operating in and around South Africa's national parks while simultaneously contributing to conservation outcomes and community development.
July 17, 202619 min
What the numbers really say about the economy
PSG Wealth’s chief investment officer Adriaan Pask explores how to interpret the deluge of information and numerous signals investors must constantly deal with. How do you keep your emotions in check against the information overload?
June 18, 202622 min
Unpacking the economic and labour-market impact of artificial intelligence
PSG Wealth’s chief investment officer Adriaan Pask explores AI-driven job displacement risk, its effects on corporate profit margins, junior-labour market dynamics, and the evolving role of robotics in manufacturing.
May 21, 202621 min
Rising fuel, inflation risk, weak growth, and an MPC stuck in the middle
PSG Wealth's chief investment officer Adriaan Pask explores a classic central bank dilemma as South Africa contemplates the growing tension between inflation risks and economic weakness in the country.
April 24, 202625 min
Habits that help investors beat market noise
While investors cannot control external factors influencing the markets, they can control how they respond. PSG Wealth CIO Adriaan Pask unpacks the behaviours that drive long-term investment success amid ongoing market uncertainty.
March 19, 202625 min
The dark side of the shadow banking system: what investors need to know
The shadow banking system now controls over half of global financial assets. PSG Wealth CIO Adriaan Pask unpacks how it works, what’s driving its rapid growth, where its vulnerabilities lie, and what risks it poses for investors.
February 22, 202622 min
Greenland or dreamland? What investors should make of the US’s Arctic ambitions
PSG Wealth CIO Adriaan Pask explores the US’s renewed interest in Greenland, past attempts to acquire it, and the implications for global markets in this insightful podcast
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