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THE DISCERNING INVESTOR - INVESTMENT OUTLOOK 2020

14 Feb 2020

The discerning investor:

In this edition of Investment Outlook, we consider the discerning investor, focusing on their expectations of the investment management industry over the next 5 years.  

Download The Full PublicationInvestment Outlook 2020 (PDF | 2.7 MB)

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THE DISCERNING INVESTOR - KHAYA GOBODO

The South African population is discerning – engaged, questioning and reflective. Not just in politics, but also in the economy and investments. This is pushing the investment industry to find innovative solutions in partnering investors to meet their objectives.

Download: The Discerning Investor - Khaya Gobodo (PDF | 767 KB)

ENABLING LIFELONG LEARNING THROUGH ARTIFICIAL INTELLIGENCE - HYWEL GEORGE  

We are conducting extensive research and testing to find ways of using AI optimally, to raise efficiency and improve investment returns for investors.

Download: Enabling lifelong learning through artificial intelligence - Hywel George (PDF | 241 KB)

VALUE BASED INVESTMENTS, RETURNS AND FEES - SALIEGH SALAAM  

As values investing continues to grow in SA and the world, we will no longer confuse price with value. Asset Managers will understand what customers value and the discussion on fees will be appropriately located.

Download: Value based investments, returns and fees - Saliegh Salaam (PDF | 190 KB)


ASSET CLASS OUTLOOK - JOHN ORFORD

SA must take advantage of potential capital flows by upping the ante on economic reform. SA government bonds currently offer about the highest real yields available to global investors. This theme has the potential to benefit South Africa in 2020.

Download: 2020 Asset allocation outlook - John Orford (PDF | 356 KB)


GLOBAL INVESTING THROUGH THE DECADES - URVESH DESAI  

The availability of data and the ease with which it can be accessed from anywhere in the world, is no doubt the single biggest factor revolutionising the investment industry.

Download: Global investing through the decades - Urvesh Desai (PDF | 375 KB)


SPOILT FOR CHOICE IN THE REST OF AFRICA - CAVAN OSBORNE  

With 54 countries to choose from in Africa, we are spoilt with enough ways not only to turn investment ideas into profitable realities, but also contribute to the economic development of the continent.

Download: Spoilt for choice in the rest of Africa - Cavan Osborne (PDF | 320 KB)


HOW 1.5 DEGREES WILL IMPACT INCLUSIVE GROWTH - JON DUNCAN  

The Paris Agreement set a goal to pursue strong efforts to limit the global average temperature increase to 1.5°. The trade-off for a highly carbonated economy like SA is acute, given the triple threat of poverty, unemployment and inequality.

Download: How 1.5 degrees will impact inclusive growth - Jon Duncan (PDF | 179 KB)


ENERGY - A BOLD STEP FORWARD - PAUL SEMPLE

The transition for SA to open the energy sector from Eskom generation to purchasing electricity generated from multiple energy sources and suppliers will be challenging, yet pragmatic.

Download: Energy - A bold step forward - Paul Semple (PDF | 220 KB)


RESPONSIBLE INVESTING IN 2020 - SOME TIPPING POINTS, SOME NOT - ANDREW CANTER  

The rise of responsible investing is driven by investors seeking a sense of purpose in their lives and their money. They have also realised that global warming is real, and the timeframe for humanity to take corrective action has dropped from decades to mere years.

Download: Responsible investing in 2020 - some tipping points, some not - Andrew Canter (PDF | 177 KB)


REDUCING COSTS THROUGH INVESTMENT STRATEGIES - FRANK SIBIYA

The increasing popularity of smart beta and identifying risk factors that explain excess returns over extended timeframes has brought attention to the exact alpha the investment manager adds to investment performance.

Download: Reducing costs through investment strategies - Frank Sibiya (PDF | 323 KB)



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LIVING ANNUITIES TO TAKE STRAIN - BRIAN VAMBE  

Many living annuities will come under pressure in the years ahead – and thus retirees used to 6% drawdowns will have to be particularly careful in how much income they draw.

Download: Living annuities to take strain - Brian Vambe (PDF | 179 KB)

LIVING ANNUITIES TO TAKE STRAIN - BRIAN VAMBE  

Many living annuities will come under pressure in the years ahead – and thus retirees used to 6% drawdowns will have to be particularly careful in how much income they draw.

Download: Living annuities to take strain - Brian Vambe (PDF | 179 KB)


WATER IS THE NEW OIL - THEO VAN DER VEEN AND HANNAH YOUNG  

Without rapid and practical action, the effects of climate change will quickly translate into catastrophic water insecurity – and agricultural operations are extremely vulnerable to water-related risk.

Download: Water is the new oil - Theo van der veen and Hannah Young (PDF | 221 KB)

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