The July 2019 edition of Fundamentals, our thought leadership newsletter, is now available. Download The Full Publication
: Fundamentals July 2019
(PDF | 1.0 MB)
In this edition:
REAL RECOVERY STILL OUT OF REACH DESPITE EASING MONETARY POLICIES - JOHANN ELS
Will the rippling wave of rate cuts by central banks offset the negative impact on confidence as trade tensions between the USA and China ramp up.
Download: Real recovery still out of reach despite easing monetary policies - Johann Els
(PDF | 187 KB)
ALL THAT YIELDS IN NOT GOLD - EVAN ROBINS
Investors should look beyond enticingly high historic or project yields when looking to buy property shares.
Download: All that yields in not gold - Evan Robins
(PDF | 206 KB)
GLOBAL SHIFTS IN THE ASSET MANAGEMENT INDUSTRY - HYWEL GEORGE
There are some dominant global shifts in the asset management industry that call for greater, more intentional ESG integration.
Download: Global shifts in the asset management industry - Hywel George (PDF | 184 KB)
SHAREHOLDER RESOLUTIONS ON CLIMATE CHANGE AND OTHER ESG RISKS - JON DUNCAN
Raised shareholder consciousness around material ESG issues has brought the climate change debate to centre stage on AGM agendas.
Download: Shareholder resolutions on climate change and other ESG risks - Jon Duncan (PDF | 138 KB)
A TALE OF TWO BANKS - NEELASH HANSJEE
Proactive stewardship calls for robust company engagements. Here’s a case study of our discussions with two banking giants, and their outcomes.
Download: A tale of two banks - Neelash Hansjee (PDF | 175 KB)
A GREAT STORY TO TELL - RESPONSIBLE IMPACT REPORT
We’ve committed to sustainable investments to both generate long-term returns and positively impact our communities. Here’s a glimpse at some of our impact on behalf of our clients.
Download: A great story to tell - Responsible Impact Report (PDF | 82 KB)