The February 2018 edition of Fundamentals, our monthly thought leadership newsletter, is now available. Download The Full Publication
: Fundamentals February 2018
(PDF | 1.5MB)
In this month's edition:
GLOBAL STOCK MARKET CORRECTION - KEEPING PERSPECTIVE - HYWEL GEORGE
Stock market corrections of 8-10% are perfectly normal and appropriate for a healthy market. Investors should remain steadfast regardless, as fear can ruin a good retirement plan.
Download: Global stock market correction - keeping perspective - Hywel George
(PDF | 131 KB)
EMBRACE ARTIFICIAL INTELLIGENCE TO AVOID RETIREMENT CHECKMATE - TREVOR ABROMOWITZ
Artificial intelligence has powerful implications for investing, not least because medical advances are likely to result in us living longer.
Download: Embrace Artificial Intelligence to avoid retirement checkmate - Trevor Abromowitz
(PDF | 135 KB)
RISING US INFLATION TRIGGERS EXTREME RATE HIKING FEARS - TINYIKO NGWENYA
The risk of stronger inflation in the US is a key focus for global investors, especially those in emerging markets.
Download: Rising US inflation triggers extreme rate hiking fear - Tinyiko Ngwenya
(PDF | 137 KB)
GROWTH OUTLOOK IMPROVES, BUT JOBLESS PROSPECTS REMAIN POOR - RIAN LE ROUX
Incoming data is painting a picture of slow expansion of the local economy.
Download: Growth outlook improves, but jobless prospects remain poor - Rian le Roux (PDF | 80 KB)
FISCAL CONSOLIDATION AND DECISIVE SOE ACTION COULD HALT A DOWNGRADE - WIKUS FURSTENBERG
While there is much to celebrate, SA now faces the difficult task of correcting years of mismanagement.
Download: Fiscal consolidation and decisive SOE action could halt a downgrade - Wikus Furstenberg
(PDF | 209 KB)
ENSURING YOUR RETIREMENT PLAN WILL SUCCEED - DUGGAN MATTHEWS
In planning for your retirement, focus on the information you really need to know.
Download: Ensuring your retirement plan will succeed - Duggan Matthews (PDF | 119 KB)
TOP MARKS FOR THE SCHOOLS FUND - LALA STEYN
The results of partnering with school operators who are committed to providing access to affordable quality education speak for themselves.
Download: Top marks for the schools fund - Lala Steyn (PDF | 117 KB)