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

Download The Full Publication: Fundamentals July 2019 (PDF | 1.0 MB)

In this edition:

REAL RECOVERY STILL OUT OF REACH DESPITE EASING MONETARY POLICIES - JOHANN ELS

Will the rippling wave of rate cuts by central banks offset the negative impact on confidence as trade tensions between the USA and China ramp up.

Download: Real recovery still out of reach despite easing monetary policies - Johann Els (PDF | 187 KB)

ALL THAT YIELDS IN NOT GOLD - EVAN ROBINS

Investors should look beyond enticingly high historic or project yields when looking to buy property shares.

Download: All that yields in not gold - Evan Robins (PDF | 206 KB)

GLOBAL SHIFTS IN THE ASSET MANAGEMENT INDUSTRY - HYWEL GEORGE

There are some dominant global shifts in the asset management industry that call for greater, more intentional ESG integration.

Download: Global shifts in the asset management industry - Hywel George (PDF | 184 KB)

SHAREHOLDER RESOLUTIONS ON CLIMATE CHANGE AND OTHER ESG RISKS - JON DUNCAN

Raised shareholder consciousness around material ESG issues has brought the climate change debate to centre stage on AGM agendas.

Download: Shareholder resolutions on climate change and other ESG risks - Jon Duncan (PDF | 138 KB)

A TALE OF TWO BANKS - NEELASH HANSJEE

Proactive stewardship calls for robust company engagements. Here’s a case study of our discussions with two banking giants, and their outcomes.

Download: A tale of two banks - Neelash Hansjee (PDF | 175 KB)

A GREAT STORY TO TELL - RESPONSIBLE IMPACT REPORT

We’ve committed to sustainable investments to both generate long-term returns and positively impact our communities. Here’s a glimpse at some of our impact on behalf of our clients.

Download: A great story to tell - Responsible Impact Report (PDF | 82 KB)