Fundamentals October 2017

Fundamentals October 2017

20 Oct 2017
The October 2017 edition of Fundamentals, our monthly thought leadership newsletter, is now available.

Download The Full PublicationFundamentals October 2017 (PDF | 1.5 MB)

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 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)

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