The August 2017 edition of Fundamentals, our monthly thought leadership newsletter, is now available. Download The Full Publication
: Fundamentals August 2017
(PDF | 1 MB)
In this month's edition:
RECESSION IS LIKELY OVER, BUT NO REVIVAL IN SIGHT
Political and policy reform remains key to lifting both confidence and economic growth.
Download: Fundamentals August 2017: Recession Is Likely Over
(PDF | 70 KB)
ASSET MANAGERS NEED FULL FLEXIBILITY TO NAVIGATE CURRENT INVESTMENT ENVIRONMENT
At the current pace of unfolding events, a fund manager’s ability to act swiftly is even more beneficial.
Download: Fundamentals August 2017: Asset Managers Need Full Flexibility
(PDF | 93 KB)
US DOLLAR SLIDE CONTINUES AMID POLITICAL GRIDLOCK AND DOVISH FED
There is growing doubt over whether the US Fed will raise interest rates again this year.
Download: Fundamentals August 2017: US Dollar Slide
(PDF | 98 KB)
LOW GROWTH A BLOW TO FISCAL CONSOLIDATION
Our sovereign credit ratings are at risk should fiscal consolidation plans not materialise.
Download: Fundamentals August 2017: Low Growth
(PDF | 119 KB)
RETAIL THERAPY. WHAT THE NEXT DECADE HOLDS FOR SA CLOTHING RETAIL
The clothing retail landscape is rapidly changing and only the most innovative will thrive.
Download: Fundamentals August 2017: Retail Therapy
(PDF | 185 KB)
SA’S POTENTIAL AS A TOP EMERGING MARKET BUY YET TO RIPEN
SA stocks are still expensive, but we expect the deteriorating economy to yield more investment opportunities.
Download: Fundamentals August 2017: SA's Potential
(PDF | 38 KB)
GLOBAL OUTLOOK IMPROVING, SA STALLS
Every six months, we review our longer-term themes and valuations, and the impact on asset class return forecasts.
Download: Fundamentals August 2017: Global Outlook Improving
(PDF | 82 KB)
MEET TINYIKO NGWENYA: ECONOMICS CHOSE ME
Read how Tinyiko’s passion for economics was born and how one man encouraged her to follow her heart.
Download: Fundamentals August 2017: Meet Tinyiko Ngwenya
(PDF | 53 KB)