Collective Insight October 2016 (3).pdf


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COLLECTIVE
INSIGHT

INSIGHT INTO
SA INVESTING
FROM LEADING
PROFESSIONALS
OCTOBER 2016

POLITICS &
ECONOMICS:
SHOULD INVESTORS CARE ?

Inside

18 Should investors care –
and if so, what matters?
20 Structural policy moves are
needed to boost SA economy
22 Politics: It does not
matter… until it does
24 Economics, politics and
your portfolio
28 Coming full circle:
Investments succumb to politics
30 SA in context: Yes, we got
blindsided
32 The end of the world as
we know it?