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Fundamentals Quarter 3 – Navigating the pandemic as a responsible investment business

5 Aug 2020
The Quarter 3 edition of Fundamentals, our thought leadership newsletter, is now available.

Download The Full PublicationQuarter 3 (PDF | 2 MB)

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In this edition:

NAVIGATING THE PANDEMIC AS A RESPONSIBLE INVESTMENT BUSINESS - TEBOGO NALEDI

This pandemic has, from a social and economic perspective, given us even deeper insights into the importance of environmental, social and governance (ESG) factors when we make investment decisions on behalf of our clients. 

Download: Navigating the Pandemic as a Responsible Investment Business - Tebogo Naledi (PDF | 267 KB)

AN ECONOMIC OVERVIEW AND OUTLOOK BEYOND COVID-19 - JOHANN ELS

There have been sufficient upside surprises that have strengthened a V-shaped global economic recovery cycle. One of the lessons drawn from the global financial crisis is the risk around growth after initial recovery. 

Download: An economic overview and outlook beyond covid-19 – Johann Els (PDF | 733 KB)

INVESTMENT EXCELLENCE THROUGH THE AGES - MERYL PICK

We have learned key investment lessons from navigating market crashes through The Investors Fund that has demonstrated resilience in its performance over time.

Download: Investment excellence through the ages – Meryl Pick (PDF | 441 KB)

THE EVOLUTION OF RESPONSIBLE INVESTING IN LIABILITY DRIVEN INVESTMENTS - RUCHIR SEVERAJ

ESG risk assessments and incorporating into investment decision making has been an integral part of the LDI investment process for many years.

Download: The evolution of responsible investing in liability driven investments - Ruchir Severaj (PDF | 804 KB)

ASSET ALLOCATION 2020: MAINTAINING A LONG-TERM PERSPECTIVE - PETER BROOKE 

Financial markets, health and government policy have exhibited extraordinary circumstances and have created an environment of extreme volatility. Maintaining a long-term perspective and building diversified portfolios is crucial.

Download: Asset allocation: 2020 maintaining a long-term perspective - Peter Brooke (PDF | 864 KB)

STEWARDING A SUSTAINABLE AND RESPONSIBLE FUTURE IN CORPORATE SOUTH AFRICA - ROB LEWENSON & JON DUNCAN 

A global increase of large asset owners is consolidating stewardship activities to ensure a consistent outcome. South Africa is no different in playing an important role for active investors supporting a greater demand for stewardship services.

Download: Stewarding a sustainable and responsible future in corporate South Africa - Robert Lewenson & Jon Duncan (PDF | 581 KB)

Q&A – COVID-19: A CATALYST FOR INNOVATION IN EDUCATION INVESTMENT - KELLY JOSHUA  

The pandemic has highlighted key themes related to how innovative thinking is critical in sustaining education investment in South Africa.

Download: Q&A – COVID-19 a catalyst for innovation in education investment - Kelly Joshua (PDF | 1 MB)



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ESG RESEARCH INTEGRATION LESSONS FROM GLENCORE AND STEINHOFF - MERYL PICK 

ESG research has cast a spotlight on unquantifiable risks that need to be considered when constructing portfolios.

Download: ESG research integration lessons from glencore and steinhoff - Meryl Pick (PDF | 1 MB)

ESG RESEARCH INTEGRATION LESSONS FROM GLENCORE AND STEINHOFF - MERYL PICK 

ESG research has cast a spotlight on unquantifiable risks that need to be considered when constructing portfolios.

Download: ESG research integration lessons from glencore and steinhoff - Meryl Pick (PDF | 1 MB)

ESG RESEARCH INTEGRATION LESSONS FROM GLENCORE AND STEINHOFF - MERYL PICK 

ESG research has cast a spotlight on unquantifiable risks that need to be considered when constructing portfolios.

Download: ESG research integration lessons from glencore and steinhoff - Meryl Pick (PDF | 1 MB)


STEWARDING A SUSTAINABLE AND RESPONSIBLE FUTURE IN CORPORATE SOUTH AFRICA - ROB LEWENSON & JON DUNCAN 

A global increase of large asset owners is consolidating stewardship activities to ensure a consistent outcome. South Africa is no different in playing an important role for active investors supporting a greater demand for stewardship services.

Download: Responsible investing during covid-19 crisis: seeking opportunity through an esg lens (PDF | 463 KB)

STEWARDING A SUSTAINABLE AND RESPONSIBLE FUTURE IN CORPORATE SOUTH AFRICA - ROB LEWENSON & JON DUNCAN 

A global increase of large asset owners is consolidating stewardship activities to ensure a consistent outcome. South Africa is no different in playing an important role for active investors supporting a greater demand for stewardship services.

Download: Responsible investing during covid-19 crisis: seeking opportunity through an esg lens (PDF | 463 KB)

STEWARDING A SUSTAINABLE AND RESPONSIBLE FUTURE IN CORPORATE SOUTH AFRICA - ROB LEWENSON & JON DUNCAN 

A global increase of large asset owners is consolidating stewardship activities to ensure a consistent outcome. South Africa is no different in playing an important role for active investors supporting a greater demand for stewardship services.

Download: Responsible investing during covid-19 crisis: seeking opportunity through an esg lens (PDF | 463 KB)

STEWARDING A SUSTAINABLE AND RESPONSIBLE FUTURE IN CORPORATE SOUTH AFRICA - ROB LEWENSON & JON DUNCAN 

A global increase of large asset owners is consolidating stewardship activities to ensure a consistent outcome. South Africa is no different in playing an important role for active investors supporting a greater demand for stewardship services.

Download: Responsible investing during covid-19 crisis: seeking opportunity through an esg lens (PDF | 463 KB)

STEWARDING A SUSTAINABLE AND RESPONSIBLE FUTURE IN CORPORATE SOUTH AFRICA - ROB LEWENSON & JON DUNCAN 

A global increase of large asset owners is consolidating stewardship activities to ensure a consistent outcome. South Africa is no different in playing an important role for active investors supporting a greater demand for stewardship services.

Download: Responsible investing during covid-19 crisis: seeking opportunity through an esg lens (PDF | 463 KB)

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