Description
Companies, and their shareholders, are facing increasing levels of scrutiny from the media, activists and the public for the impact they have on the environment and society. As we consider many of the recent headline-grabbing corporate failures, it becomes clear that companies that fail to consider and manage environmental, social and governance (ESG) factors often prove to be poor investments and destroy shareholder value over the long term. In conversation with Nshalati Hlungwane, a manager in the Institutional Clients team, ESG analyst Raine Adams and governance analyst Nicole Hamman separate the fundamentals from the fads, as they explain our approach to investing with ESG in mind. They also detail many of the steps we take as stewards of our clients’ capital to ensure that we are acting responsibly and holding companies to account.
As sentiment towards the South African economy improves following the formation of the government of national unity, some of the major retailers are seeing improved share performance. Lower oil prices, extended periods of uninterrupted power supply and the recent interest rate cut, which heralds...
Published 10/22/24
Global elections have been a dominant force this year, with sentiment around polling and election results driving volatility in many markets. The ANC’s drastic decline at the polls and the formation of a government of national unity have been of keen interest to investors in SA Inc. Abroad, we...
Published 09/18/24