The May 2017 edition of Fundamentals, our monthly thought leadership newsletter, is now available. Download The Full Publication
: Fundamentals May 2017
(PDF | 1 MB)
In this month's edition:
SA GROWTH PROSPECTS DIM AND BUSINESS ADOPTS A WAIT-AND-SEE APPROACH
The business world seems less confident of a cyclical economic recovery and there is a growing tendency to look for investment opportunities abroad.
Download: Fundamentals May 2017: SA Growth Prospects
(PDF | 112 KB)
THERE’S MORE TO IT THAN JUST THE FEE… CHOOSING AN INDEX MANAGER
Choosing the “cheapest” index manager can come with its own costs.
Download: Fundamentals May 2017: Choosing An Index Manager
(PDF | 193 KB)
TITANS BOLSTER OUR GLOBAL CAPABILITY
Our new active fundamental global equity boutique, Old Mutual Titan, is the next important step in building out our global strategy.
Download: Fundamentals May 2017: Titans Capability
(PDF | 109 KB)
EUROZONE WINS IN FRENCH ELECTIONS, US RATE HIKE ON THE TABLE
While the French elections supports the Eurozone, we remain focused on China’s debt problems, geopolitical tensions and the US Fed’s next move.
Download: Fundamentals May 2017 - Eurozone Wins
(PDF | 122 KB)
TRANSACTION CAPITAL DRIVES SA FORWARD
This investment gem has not only grown in value, but also has a material impact on the lives of South Africans.
Download: Fundamentals May 2017 - Transaction Capital
(PDF | 220 KB)
BONDS REBOUND, DESPITE RATINGS AND FISCAL RISKS
Although the Finance Minister assures us that fiscal consolidation is on track, it will take more to convince us that all is indeed well.
Download: Fundamentals May 2017: Bonds Rebound
(PDF | 161 KB)
PUBLIC ENEMY #1 TO YOUR FINANCIAL FUTURE
A 6% inflation rate will almost halve your money over 10 years. Choose your investments wisely.
Download: Fundamentals May 2017: Public Enemy
(PDF | 257 KB)
PUBLIC-PRIVATE CO-OPERATION CRUCIAL TO SOLVING SA HOUSING CRISIS
Effective collaboration between the private sector and Government will open many doors in the affordable housing sector.
Download: Fundamentals May 2017: Solving Housing Crisis
(PDF | 247 KB)