The October 2018 edition of Fundamentals, our monthly thought leadership newsletter, is now available. Download The Full Publication
: Fundamentals October 2018
(PDF | 2 MB)
In this month's edition:
THE RISE OF TECH DISRUPTORS HIGHLIGHTS THAT SA IS FALLING BEHIND - KYLE WALES
The pace of technological advancement in Silicon Valley emphasises the shortcomings of our own local industries.
Download: The rise of tech disruptors highlights that SA is falling behind - Kyle Wales
(PDF | 183 KB)
EMERGING MARKETS OFFERING SIGNIFICANT VALUE - FEROZ BASA
While emerging markets continue to be caught in the crossfire of global events, the current environment has created additional investment opportunities.
Download: Emerging Markets offering significant value - Feroz Basa
(PDF | 283 KB)
SARB HELD HOSTAGE TO WEAK GROWTH AND RISING INFLATION - FUTUREGROWTH INTEREST RATE TEAM
While the current environment is mostly negative for the local bond market, it is important to note that this is largely reflected in the current market valuation.
Download: SARB held hostage to weak growth and rising inflation - Futuregrowth Interest Rate Team (PDF | 197 KB)
BOTSWANA: IS IT NEARLY TIME TO PARTY? - CAVAN OSBORNE
Ian Khama recently stepped down as president. All eyes are now on whether a change in leadership will have a positive outcome for the listed brewer.
Download: Botswana: Is it nearly time to party? - Cavan Osborne (PDF | 1 MB)
STIMULUS PLAN WILL BOOST CONFIDENCE MORE THAN GROWTH - JOHANN ELS
With no new government spending, the stimulus plan’s impact on growth will be limited. However, it should boost confidence – an essential part of lifting economic growth.
Download: Stimulus plan will boost confidence more than growth - Johann Els (PDF | 123KB)
RISING OIL PRICES, EU DISSENT AND TRADE WARS WEIGH ON GLOBAL GROWTH - RIAN LE ROUX
Despite the stream of concerns facing financial markets, the world economy should continue to expand at a moderate rate.
Download: Rising oil prices, EU dissent and trade wars weigh on global growth - Rian Le Roux (PDF | 332KB)
COMPLEX MARKETS NEED DIVERSE TEAMS - SALIEGH SALAAM AND GRANT WATSON
In a contest to guess an ox’s weight, scientist Francis Galton stumbled upon the notion that a group of people is wiser than each of its individual members.
Download: Complex markets need diverse teams - Saleigh Salaam and Grant Watson (PDF | 276KB)
THE LATEST ESG INSIGHTS
Our Q3 issue of ESG Insights presents a series of articles to help the long-term investor understand the significant trends emerging as a direct consequence of the global decarbonisation trajectory.
View Online: Q3 ESG Insights 2018
View Online: Tomorrow 2018