You are currently viewing our website for South African Domiciled investors.

South African Domiciled Investor     International/Non-South African Domiciled Investor Close

Disclaimer:

Please take note that the site you are about to access is intended for international institutional investors only and is not permitted for retail investors nor any South African institutional investors. The information contained on the site is for information purposes only and does not constitute or form part of any offer to issue or sell, or any solicitation of any offer to subscribe for or purchase any particular investment. This website is expressly not intended for persons who, due to their nationality or place of residence, are not permitted access to such information under applicable law.

Agree Disagree

Fundamentals-August2017-boxer

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)

Image 2

 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)

On-page-sign-up-banner


  • Fundamentals