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Fundamentals April 2019

29 Apr 2019
The April 2019 edition of Fundamentals, our thought leadership newsletter, is now available.

Download The Full PublicationFundamentals April 2019 (PDF | 1.9 MB)

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 In this edition:

SLOWING GLOBAL GROWTH SEES CENTRAL BANKS SLIDE BACK INTO EASY MONETARY POLICY -  JOHANN ELS

The US interest rate freeze and its about-turn on the reversal of QE will be good for emerging markets.

Download: Slowing Global Growth sees central banks slide back into easy monetary policy - Johann Els (PDF | 189 KB)

MINING OUTPERFORMS DESPITE SLOWING GLOBAL GROWTH - IAN WOODLEY 

Slowing growth is usually bad news for miners, yet share prices continue to rise. There is obviously something else going on here.

Download: Mining outperforms despite slowing global growth - Ian Woodley (PDF | 651 KB)

THE PRIVATE SECTOR’S ROLE IN SA’S EDUCATION CHALLENGES - ZOM CHIZURA   

Given the country’s financial constraints, there are many opportunities to provide affordable, quality education within the independent school sector.

Download: The private sector's role in SA's education challenges - Zom Chizura (PDF | 120 KB)


GLOBAL BONDS SIGNAL INVESTOR CONCERNS - FUTUREGROWTH INTEREST RATE TEAM 

The uncertain growth outlook could keep global yields trapped at the lower levels for a while.

Download: Global bonds signal investor concerns - Futuregrowth Team (PDF | 259 KB)


SEARCHING FOR ALPHA THROUGH ESG - WALEED HENDRICKS 

Research shows companies with sustainable business models will likely have stronger growth prospects, which is why we’re including ESG factors into our risk screening processes.

Download: Searching for alpha through ESG - Waleed Hendricks (PDF | 221 KB)

 

BUILDING INFORMED SOLUTIONS - GRAHAM TUCKER

In scrutinising the performance and behaviour of asset classes over time, we identified valuable lessons to help build a resilient investment plan.

Download: Building informed solutions - Graham Tucker (PDF | 289 KB)


LONG-TERM PERSPECTIVES 2019

The lessons discussed in Graham’s article are taken from our LONG-TERM PERSPECTIVES  yearbook, which explores the behaviour of asset classes over the past 89 years and more.

READ MORE: Long-term Perspectives 2019

 

 

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