The March 2018 edition of Fundamentals, our monthly thought leadership newsletter, is now available. Download The Full Publication
: Fundamentals March 2018
(PDF | 1.2MB)
In this month's edition:
SIGNS OF AN IMPROVING GROWTH OUTLOOK START TO EMERGE - TINYIKO NGWENYA
Following a market-friendly shift in politics, we expect a rebound in private investment to boost growth.
Download: Signs of an Improving Growth Outlook Start to Emerge - Tinyiko Ngwenya
(PDF | 247 KB)
LOW GROWTH COULD SCUPPER FISCAL TARGETS - WIKUS FURSTENBERG
Our main concern regarding the bond market is the strong link between weak growth and Government’s rising debt burden.
Download: Low Growth could Scupper Fiscal Targets - Wikus Furstenberg
(PDF | 158 KB)
CENTRAL BANKS FACE GROWTH-INFLATION TRADE-OFF - JOHANN ELS
With key global economies lifting their growth forecasts and core inflation on the rise, central banks will continue with gradual policy normalisation.
Download: Central Banks Face Growth-inflation Trade-off - Johann Els
(PDF | 184 KB)
STRIKING THE RIGHT BALANCE: FISCAL CONSOLIDATION WITHOUT CHOKING GROWTH - RIAN LE ROUX
The anxiously awaited 2018 Budget provided some relief, but not a solution, to SA’s fundamental fiscal challenges.
Download: Striking the right balance: Fiscal consolidation without choking growth - Rian le Roux (PDF | 161 KB)
EXPECT A WAVE OF NEW REGULATION IN 2018 - ZULFA ABDURAHMAN
The Budget Speech proposed regulatory and governance changes that will impact both the financial services industry and its clients.
Download: Expect a wave of new regulation in 2018 - Zulfa Abdurahman
(PDF | 187 KB)
7 LESSONS THAT WILL RESHAPE YOUR FUTURE
An extract from LONG-TERM PERSPECTIVES 2018: this yearbook explores the behaviour of asset classes over the past 88 years and more.
Download: 7 Lessons that will reshape your future (PDF | 79 KB)