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Fundamentals September 2018

21 Sep 2018
The September 2018 edition of Fundamentals, our monthly thought leadership newsletter, is now available.

Download The Full PublicationFundamentals September 2018 (PDF | 2MB)

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 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)


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