Global (excl USA) - Institutional
Corospondent - July 2020
The Institutional Quarterly
A quarterly communication on the markets, economy and topical industry-related issues.
In this issue
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100 days and counting …
- an excerpt from the Coronation 2019 Stewardship Report
We can’t afford not doing better
“The margin of safety is always dependent on the price paid. It will be large at one price, small at some higher price, nonexistent at some still higher price.” – Benjamin Graham, The Intelligent Investor
A chance to add good quality domestic businesses to your portfolio
“When the world is running down, you make the best of what’s still around.” – Musician and actor, Gordon Sumner (aka Sting)
Investment opportunities in the eyecare industry
“If you owe your bank a hundred pounds, you have a problem. But if you owe a million, it has.” – Economist John Maynard Keynes
South African investor heaven or hell?
Past quarterly publications
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The great endeavour
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January 2020
Turning points
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October 2019
Trouble with the curve?
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July 2019
Ruffled feathers
A quarterly communication on the markets, economy and topical industry-related issues.
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April 2019
The power issue
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January 2019
Skittish times
A quarterly communication on the markets, economy and topical industry-related issues.
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October 2018
A dog’s Brexit
A quarterly communication on the markets, economy and topical industry-related issues.
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July 2018
Trade wars
A quarterly communication on the markets, economy and topical industry-related issues.
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April 2018
Land matters
A quarterly communication on the markets, economy and topical industry-related issues.
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January 2018
Making Africa great again
A quarterly communication on the markets, economy and topical industry-related issues.
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October 2017
Global Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
July 2017
Global Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
April 2017
Global Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
January 2017
Global Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
October 2016
Global Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
July 2016
Global Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
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