The Quarter 3 edition of Fundamentals, our thought leadership newsletter, is now available. Download The Full Publication
: Quarter 3
(PDF | 2 MB)
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)