Fundamentals January 201929 January 2019

      The January 2019 edition of Fundamentals, our thought leadership newsletter, is now available.

      Download The Full Publication: Fundamentals January 2019 (PDF | 1.5 MB)

      In this edition:

      SA ON THE SLOW MEND - JOHANN ELS

      A better global setting, including an improved environment for emerging economies, should help lift the SA economy.

      Download: SA on the slow mend - Johann Els (PDF | 1.9 MB)

      FISCAL CONSOLIDATION MILLSTONE STILL WEIGHS ON THE SA ECONOMY, AND BONDS - FUTUREGROWTH INTEREST RATE TEAM

      Government’s rising debt burden continues to threaten the country’s sovereign risk profile and places pressure on domestic funding costs.

      Download: Fiscal consolidation millstone still weighs on the SA economy, and bonds - Futuregrowth Interest Rate team (PDF | 1.7 MB)

      UMOYA ENERGY WIND FARM | A CASE STUDY - AFRICAN INFRASTRUCTURE INVESTMENT MANAGERS (AIIM)

      Achieving commercial operation just over a year after construction started, Umoya is a shining example of sustainable and environmentally friendly power generation in SA.

      Download: Umoya energy wind farm | A case study - African Infrastructure Investment Managers (AIIM) (PDF | 854 KB)

      SA COMPANIES IGNORE VOTES AGAINST EXECUTIVE REMUNERATION AT THEIR PERIL - ROBERT LEWENSON

      Shareholder apathy with regard to company remuneration policies will exacerbate income inequality in SA.

      Download:
      SA companies ignore votes against executive remuneration at their peril - Robert Lewenson (PDF | 4.2 MB)

      THE LATEST ESG INSIGHTS

      The Q4 issue of our ESG Insights newsletter presents a series of journals and articles to keep the long-term investor up to date with the latest responsible investment innovations and themes.

      Read more:
      The Latest ESG Insights