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Fundamentals July 2018

24 Jul 2018
The July 2018 edition of Fundamentals, our monthly thought leadership newsletter, is now available.

Download The Full PublicationFundamentals July 2018 (PDF | 2.0MB)

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 In this month's edition:

HIGH STAKE TRADE TARIFF TIFFS COSTLY - RIAN LE ROUX

Global trade tensions escalated, with the threat of a full-blown trade war not out of the question and investors already counting the potential costs..

Download: Global Trade Tensions Command Centre Stage - Rian Le Roux (PDF | 157 KB)

DRIVING MEANINGFUL TRANSFORMATION - KHAYA GOBODO

Black economic empowerment is a critical conversation for asset managers and one that must lead to impactful change, given that allocation of capital is essential for the growth, development and progression of the South African economy. 

Download: SA Asset Managers need to roll up their sleeves to play a more meaningful role in driving transformation - Khaya Gobodo (PDF | 118 KB)

SEEING THE BIGGER PICTURE ON NASPERS - PHILIP SHORT

How sustainable is the company’s growth path going forward? We believe the answer lies in understanding the two key parts of the business: Tencent and the “Rump”.

Download: Seeing the bigger pictures, dissecting Nasper - Philip Short (PDF | 450 KB)

FOREIGNERS TAKE MONEY OFF THE TABLE - FUTUREGROWTH INTEREST RATE TEAM

Fixed income managers were encouraged by the Monetary Policy Committee’s hawkish tone regarding future inflation risks.

Download: Foreigners take money in South African bonds off the table - Futuregrowth Interest Rate Team (PDF | 230 KB)

INVESTING IN MEDHOLD'S GROWTH - CHUMANI KULA AND FARHAD KHAN

Old Mutual Private Equity Old Mutual Private Equity Fund IV recently acquired a 50% interest in Medhold Group, a prominent end-to-end supplier of world-class medical devices. We look at why this deal supports our investment case.

Download: Old Mutual Private Equity invests in healthcare - Chumani Kula and Farhad Khan (PDF | 166 KB)

SA PICKS UP THE PIECES AS CLOUDS GATHER - RIAN LE ROUX

Despite mounting concerns that the world economy is slowing, I do not foresee a protracted and/or deep slowdown.

Download: Is it a case of being darkest before dawn for SA - Rian Le Roux (PDF | 116KB)

KEEP YOUR EYE ON THE LONG TERM - DUGGAN MATTHEWS

To avoid making rash decisions in volatile times, it is advisable to maintain a long-term investment horizon – from this perspective market volatility is less unsettling. 

Download: Long-term investors must accept short-term volatility - Duggan Matthews (PDF | 166KB)

THE LATEST ESG INSIGHTS

Responsible investing, like chess, is the art of analysing. In this issue of ESG Insights we present a collection of articles that analyse the multi-faceted nature of emerging risks facing investors.

Read More: ESG Insights Q2 2018 

Our Impact: 2018 Impact Report 

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