The January 2019 edition of Fundamentals, our thought leadership newsletter, is now available. Download The Full Publication
: Fundamentals January 2019
(PDF | 1.5 MB)
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