The September 2018 edition of Fundamentals, our monthly thought leadership newsletter, is now available. Download The Full Publication
: Fundamentals September 2018
(PDF | 2MB)
In this month's edition:
HOW THE BIGGEST BANKRUPTCY IN THE US INFLUENCED POLITICS TODAY - SALIEGH SALAAM A decade has passed since the collapse of Lehman Brothers – a catalyst to the global financial crisis that has contributed to the surge in populist politics.
Download: How the biggest bankruptcy in the US influenced politics today - Saliegh Salaam
(PDF | 375KB)
TALENT, TENACITY AND ARTIFICIAL INTELLIGENCE - HYWEL GEORGE
In a fast-changing world, I look at the personality traits of a successful fund manager and why embracing AI will drive our success as an asset manager.
Download: Talent, Tenacity and Artifcial Intelligence - Hywel George
(PDF | 270KB)
TURMOIL IN TURKEY AND WHAT IT MEANS FOR SOUTH AFRICA - RHANDZO MUKANSI
While emerging markets are by no means a homogeneous group, isolated risk events often result in broad peer group contagion.
Download: Turmoil in Turkey and what it means for South Africa - Rhandzo Mukansi
(PDF | 169 KB)
SA FALLS INTO RECESSION AMIDST POLITICAL UNCERTAINTIES - RIAN LE ROUX
The main reason for our negative GDP growth is the continued lack of investor confidence – predominantly a result of political and policy uncertainty.
Download: SA falls into Recession amidst political uncertainties - Rian Le Roux (PDF | 302 KB)
TURKEY AND TRADE WARS DOMINATE GLOBAL HEADLINES - JOHANN ELS
Simmering political and economic problems in Turkey quickly turned into a crisis, undermining emerging market currencies.
Download: Turkey and Trade Wars dominate global headlines - Johann Els (PDF | 123KB)
GENOMMA LAB: A STRONG BRAND STRETCHING BEYOND ITS BORDERS - FEROZ BASA
This Mexican company has built up an impressive distribution model coupled with best-in-class sales and marketing. To see what I mean, WATCH the fun video featuring our analyst, Sharief Pansarey, during our visit to Genomma.
Download: Genomma Lab: A strong brand stretching beyond its borders - Feroz Basa (PDF | 92KB)
AIIM TAKES THE LEAD IN CLEAN ENERGY - SEAN FRIEND
A recent investment in nine additional solar and wind plants cements AIIM as the largest equity investor in Government’s renewable power programme.
Download: AIIM takes the lead in clean energy - Sean Friend (PDF | 290KB)