The December 2018 edition of Fundamentals, our monthly thought leadership newsletter, is now available. Download The Full Publication
: Fundamentals Outlook for 2019
(PDF | 2 MB)
In this month's edition:
FOUR THINGS TO CONSIDER WHEN INVESTING IN 2019 - HYWEL GEORGE
Investment success in 2019 will primarily depend on managing fees, tapping alternative assets, integrating ESG and harnessing the power of artificial intelligence.
Download: Four things to consider when investing in 2019 - Hywel George
(PDF | 483 KB)
ON THE FAST TRACK - FRANK SIBIYA
With unrelenting innovations in factor investing, ESG-focused indices and multi-asset class index investing, growth in index investing is expected to continue.
Download: On the fast track - Frank Sibiya
(PDF | 386 KB)
SHOULD YOU BE SELLING LISTED PROPERTY? - EVAN ROBINS
Conditions for property companies are currently very difficult, but it’s not all bad news and investors shouldn’t be too quick to dismiss the sector.
Download: Should you be selling your listed property? - Evan Robins (PDF | 367 KB)
LIVING ANNUITIES TO TAKE STRAIN - BRIAN VAMBE
Many living annuities will come under pressure in the years ahead – and thus retirees used to 6% drawdowns will have to be particularly careful in how much income they draw.
Download: Living annuities to take strain - Brian Vambe (PDF | 179 KB)
CLOUDS SET TO LIFT ON FISCAL CONSOLIDATION - WIKUS FURSTENBERG
Investor focus is set to shift to the next significant bond market yield curve adjustment, which is likely to be a bullish yield curve flattening.
Download: Clouds set to lift on fiscal consolidation - Wikus Furstenberg (PDF | 387 KB)
THE NEW NORMAL FOR THE RESOURCES SECTOR - IAN WOODLEY
Decent ongoing demand growth will mean that prices for most commodities will have to increase to induce new capacity to be built – boosting mining companies’ bottom lines.
Download: The new normal for the resources sector - Ian Woodley (PDF | 530 KB)
ESG BECOMES A PRIVATE EQUITY PRIORITY - PAUL BOYNTON
Environmental, social and governance (ESG) factors are moving centre stage for private equity investors because these factors can and do make a tangible difference.
Download: ESG becomes a private equity priority - Paul Boynton (PDF | 530 KB)
WATER IS THE NEW OIL - THEO VAN DER VEEN AND HANNAH YOUNG
Without rapid and practical action, the effects of climate change will quickly translate into catastrophic water insecurity – and agricultural operations are extremely vulnerable to water-related risk.
Download: Water is the new oil - Theo van der veen and Hannah Young (PDF | 221 KB)
RED CHINA IS THE WORLD’S NEW GREEN LEADER? - JON DUNCAN
Will sensible ideas about green growth find a political voice or will this important set of long-term signals remain shrouded by short-term noise?
Download: Red China is the world's new green leader? - Jon Duncan (PDF | 292 KB)
DO WE NEED TO REWRITE THE BOOK FOR MILLENNIALS? - ELIZE BOTHA
Financial services providers will have to shift their approach and mindset to tap into the rapidly emerging youth market – but not at the expense of their other clients.
Download: Do we need to rewrite the book for Millennials? - Elize Botha (PDF | 256 KB)
FOOD SECURITY ADDS TO THE INVESTMENT APPEAL OF GLOBAL AGRICULTURE - CHRIS POTGIETER
The reduction of waste and the application of smart technologies to improve agricultural productivity and address food insecurity present an increasingly attractive investment opportunity.
Download: Food security adds to the investment appeal of global agriculture - Chris Potgieter (PDF | 337 KB)
LIFE COACHING FOR WEALTH CLIENTS - KERRIN LAND
A life coaching approach to help high income clients manage their wealth addresses their growing desire to invest in a socially responsible way and to leave a legacy.
Download: Life coaching for wealth clients - Kerrin Land (PDF | 215 KB)