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Fundamentals January 2019

29 Jan 2019
The January 2019 edition of Fundamentals, our thought leadership newsletter, is now available.

Download The Full PublicationFundamentals January 2019 (PDF | 1.5 MB)

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 In this edition:

SA ON THE SLOW MEND -  JOHANN ELS

A better global setting, including an improved environment for emerging economies, should help lift the SA economy.

Download: SA on the slow mend - Johann Els (PDF | 1.9 MB)

FISCAL CONSOLIDATION MILLSTONE STILL WEIGHS ON THE SA ECONOMY, AND BONDS - FUTUREGROWTH INTEREST RATE TEAM 

Government’s rising debt burden continues to threaten the country’s sovereign risk profile and places pressure on domestic funding costs.

Download: Fiscal consolidation millstone still weighs on the SA economy, and bonds - Futuregrowth Interest Rate team (PDF | 1.7 MB)

UMOYA ENERGY WIND FARM | A CASE STUDY - AFRICAN INFRASTRUCTURE INVESTMENT MANAGERS (AIIM)   

Achieving commercial operation just over a year after construction started, Umoya is a shining example of sustainable and environmentally friendly power generation in SA.

Download: Umoya energy wind farm | A case study - African Infrastructure Investment Managers (AIIM) (PDF | 854 KB)


SA COMPANIES IGNORE VOTES AGAINST EXECUTIVE REMUNERATION AT THEIR PERIL - ROBERT LEWENSON  

Shareholder apathy with regard to company remuneration policies will exacerbate income inequality in SA.

Download: SA companies ignore votes against executive remuneration at their peril - Robert Lewenson (PDF | 4.2 MB)


THE LATEST ESG INSIGHTS  

The Q4 issue of our ESG Insights newsletter presents a series of journals and articles to keep the long-term investor up to date with the latest responsible investment innovations and themes.

Read more: The Latest ESG Insights 

 

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