300x100-Cover-November-2018

Fundamentals November 2018

23 Nov 2018
The November 2018 edition of Fundamentals, our monthly thought leadership newsletter, is now available.

Download The Full PublicationFundamentals November 2018 (PDF | 1.5 MB)

Image 2

 In this month's edition:

THE ELEPHANTS IN THE ROOM - QUESTIONS YOU SHOULD BE ASKING -  JONATHAN LARCOMBE

Just seven stocks make up 50% of our market. Getting these big calls right will have an important impact on the relative performance of client portfolios.

Download: The elephants in the room - questions you should be asking (PDF | 1.2 MB)

MARKET VOLATILITY: THE WHY AND THE WHERE TO NEXT - GRAHAM TUCKER  

While many reasons for the recent downturn are being touted, we believe the root cause is the withdrawal of liquidity.

Download: Market volatility: The why and the where to next (PDF | 421 KB)

BUDGET DEFICIT RISKS PUSHING SA BORROWING COSTS HIGHER - FUTUREGROWTH INTEREST RATE TEAM   

The funding requirements needed to finance the country’s growing debt burden will put upward pressure on bond yields.

Download: Budget deficit risks pushing SA borrowing costs higher (PDF | 854 KB)


LAND REFORM, POLITICS AND YOUR INVESTMENTS - RIAN LE ROUX AND PETER BROOKE  

Signs from Government point to a meaningful and pragmatic land reform process, but the problem lies with the implementation and market reactions.

Download: Land reform, politics and your investments (PDF | 655 KB)

 On-page-sign-up-banner


  • Fundamentals