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Fundamentals August 2017

17 Aug 2017
The August 2017 edition of Fundamentals, our monthly thought leadership newsletter, is now available.

Download The Full Publication: Fundamentals August 2017 (PDF | 1 MB)

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 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)

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