Fundamentals Q3 - Focusing on the light ahead with resilience and asset management expertiseThe Quarter 3 edition of Fundamentals, our thought leadership newsletter is now available.11 September 2020

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      In this edition:

      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 (PDF | 663 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 (PDF | 564 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 (PDF | 718 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.

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      Asset allocation 2020: maintaining a long-term perspective (PDF | 756 KB)

      STEWARDING A SUSTAINABLE AND RESPONSIBLE FUTURE IN CORPORATE SOUTH AFRICA - ROBERT 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.

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      Stewarding a sustainable and responsible future in corporate South Africa (PDF | 482 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.

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      Q&A - Covid-19: A catalyst for innovation in education investment (PDF | 1 630 KB)