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NEW WORLD ORDER: INVESTMENT OUTLOOK 2019

13 Dec 2018
The December 2018 edition of Fundamentals, our monthly thought leadership newsletter, is now available.

Download The Full PublicationFundamentals Outlook for 2019 (PDF | 2 MB)

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 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)


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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)

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)


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)

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