The October 2017 edition of Fundamentals, our monthly thought leadership newsletter, is now available. Download The Full Publication
: Fundamentals October 2017
(PDF | 1.5 MB)
In this month's edition:
WHAT WILL SOUTH AFRICA LOOK LIKE IN 2030? - TREVOR MANUEL
If the NDP succeeds, the future will look very different. For this to happen, business needs to actively participate in every aspect of our economy.
Download: Fundamentals October 2017: What will South Africa look like in 2030?
(PDF | 214 KB)
A LONG-TERM LENS IS NEEDED TO GENERATE ALPHA - HYWEL GEORGE
We live in a world of rapid change, where understanding ESG trends is reshaping how we manage money.
Download: Fundamentals October 2017: A long-term lens is needed to generate alpha
(PDF | 100 KB)
TOMORROW, As Invested As You Are
Our annual TOMORROW thought leadership event explored the importance of a sustainability-oriented investment process.
Watch The Highlights: Tomorrow, as invested as you are
(MP4 | 18 MB)
JOINING FORCES: A FRAMEWORK FOR VALUE CREATION - ROB LEWENSON
We intend to quantify the benefits of responsible ownership in the risk-adjusted returns we ultimately deliver to clients.
Download: Fundamentals October 2017: Joining Forces: A framework for value creation
(PDF | 72 KB)
THE WEAK ECONOMY PUSHES SA CLOSER TO A DOWNGRADE - RIAN LE ROUX
As concerns over the economy and ratings mount, the rand is coming under increasing pressure.
Download: Fundamentals October 2017: The weak economy pushes SA closer to a downgrade
(PDF | 121 KB)
BOND HUNGRY FOREIGNERS IGNORE GLOOMY GROWTH AND FISCAL OUTLOOKS - WIKUS FURSTENBERG
Low economic growth and policy uncertainty have negative implications for fiscal consolidation and, ultimately, sovereign credit ratings.
Download: Fundamentals October 2017: Bond hungry foreigners ignore gloomy growth and fiscal outlooks (PDF | 91 KB)
MARKETS CHEER THE GOOD GLOBAL ENVIRONMENT - RIAN LE ROUX
While there is good reason to celebrate, investors risk being too complacent about the extent of central bank policy tightening.
Download: Fundamentals October 2017: Markets cheer the good global environment
(PDF | 102 KB)
WHAT HISTORY TEACHES US ABOUT LIVING ANNUITIES - LOURENS COETZEE
Our research shows how much retirees can draw from their savings without running out of capital.
Download: Fundamentals October 2017: What history teaches us about living annuities
(PDF | 182 KB)
OUR IMPACT ON BEHALF OF OUT CLIENTS
Our impact investments benefit our economy while also delivering long-term financial returns to clients.
Download: Our Impact Infographic: Our impact on behalf of our clients
(PDF | 160 KB)