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Corospondent

The Corospondent offers an in-depth look at economic and market developments.

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Corospondent | corospondentglobal.com Reviews
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The Corospondent offers an in-depth look at economic and market developments.
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1 kirshni totaram
2 sj alexander
3 gus robertson
4 christine fourie
5 5 nedbank
6 godwill chahwahwa
7 marie antelme
8 tony gibson
9 louis stassen
10 gavin joubert
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Corospondent | corospondentglobal.com Reviews

https://corospondentglobal.com

The Corospondent offers an in-depth look at economic and market developments.

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1

Global Equity strategy

http://www.corospondentglobal.com/print-article/358

Louis is a founder member and former CIO of Coronation. He heads the global developed market unit and is co-manager of the Coronation Global Equity strategy, Global Capital Plus and Global Managed portfolios. We know that we are taking on a daunting challenge, with the majority of global equity managers struggling to beat passive funds. However, we believe that the tried and tested approach that we have used in South Africa for the last 22 years, and our successful long-term investment track record i...

2

Power crisis

http://www.corospondentglobal.com/print-article/351

Sarah-Jane joined Coronation in 2008 as an equity analyst. She co-manages the Coronation Industrial Fund and is responsible for researching food producers as well as hospital stocks among others. Eskom’s management of the severe grid strain has focused on buffering industrial users, with residential users experiencing the bulk of the power cuts. Reduced power at home and congested intersections are a small price to pay to protect jobs and keep the economy running. Previous hopes that Medupi and Kusile wo...

3

Corospondent

http://www.corospondentglobal.com/issue-articles/January-2014

1 Notes from my inbox -. 2 The active versus passive debate -. 3 Emerging markets exposure -. 4 Global economy -. 5 Equity market update -. 7 International outlook -. 8 Polish food retailers -. 9 Navigating Tunis -. 10 International portfolio update -. 11 Performance tables -. Legal Terms and Conditions. 2014 Coronation Fund Managers. Telephone: 44 (0)20 7389 8840. Inside the January 2014 issue. Notes from my inbox. The active versus passive debate. Notes from my inbox. Yes, this number is correct! Coron...

4

Corospondent

http://www.corospondentglobal.com/issue-articles/October-2013

1 Notes from my inbox -. 2 The unseen cost of passive investing -. 3 Global economy overview -. 4 International outlook -. 5 South Africa: Structural concerns -. 6 Standard Bank -. 7 Emerging markets search engines -. 8 Africa: Electricity -. 9 International portfolio update -. 10 Performance tables -. Legal Terms and Conditions. 2014 Coronation Fund Managers. Telephone: 44 (0)20 7389 8840. Inside the October 2013 issue. Notes from my inbox. The unseen cost of passive investing. Notes from my inbox.

5

Profit umbrellas in Africa

http://www.corospondentglobal.com/print-article/360

Profit umbrellas in Africa. Gregory is an investment analyst in Coronation’s Global Frontiers unit. Gregory is a Chartered Accountant (SA) and joined Coronation in 2013 after completing his articles at Ernst and Young. How good is too good? How do we spot businesses with profits that are just too good to be true? We would typically say that these businesses benefit from a profit umbrella, where the industry has two main dynamics at play. It’s a bumper year, every year: The dominant firm allows pric...

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1 Notes from my inbox -. 2 Power crisis -. 3 Reiterating the case for emerging markets -. 4 The Banks Amendment Bill -. 6 Present pain for future gain? 7 Bond outlook -. 8 Market review -. 9 International outlook -. 10 Global developed market equities -. 11 Chinese financials -. 12 Profit umbrellas in Africa -. 13 International portfolio update -. 14 Performance tables -. 15 Long-term investment track record -. Download this issue as a pdf. LEGAL TERMS AND CONDITIONS. Telephone: 27 (0)21 680 2000. Extrem...

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1 Notes from my inbox -. 2 Power crisis -. 3 Reiterating the case for emerging markets -. 4 The Banks Amendment Bill -. 6 Present pain for future gain? 7 Bond outlook -. 8 Market review -. 9 International outlook -. 10 Global developed market equities -. 11 Chinese financials -. 12 Profit umbrellas in Africa -. 13 International portfolio update -. 14 Performance tables -. 15 Long-term investment track record -. Download this issue as a pdf. LEGAL TERMS AND CONDITIONS. Telephone: 27 (0)21 680 2000. Extrem...

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1 Notes from my inbox -. 2 Power crisis -. 3 Reiterating the case for emerging markets -. 4 The Banks Amendment Bill -. 6 Global economic review -. 7 International outlook -. 8 Global developed market equities -. 9 Chinese financials -. 10 Profit umbrellas in Africa -. 11 International portfolio update -. 12 Global fund performance -. Download this issue as a pdf. 2014 Coronation Fund Managers. Telephone: 44 (0)20 7389 8840. Inside the July 2015 issue. Download this issue as a pdf. Notes from my inbox.

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