Editor's Thoughts.

The first week of the month means a focus on investments and performance for the month past. The team from Momentum Investments give a great overview of the world's economies right now.

We also drop the latest episode of Living Markets with Liberty on EBnet.Stream. Because July seems to have been boring (really?) Leon has decided to spice things up by asking a controversial question. Watch to get Avi’s answer to this month’s toughie.

Now, Leon’s question is a good one. Because if you watched my Weekly Scoop on Friday, you would’ve heard about a “highly valuable” (Unathi Kamlana’s, FSCA, words, not mine) research report we’ll be dropping on EBnet tomorrow. The report is called “Responsible Investment in South Africa”, called for by the PRI. Now, without giving too much away, it spotlights actionable steps that we can take as asset owners (and consultants) to break the current state of inertia. If you’re not talking about this around your meeting tables, honestly, you’re not talking about the right things.

Citadel Global and Ninety One also share their views of markets – AI is a thing. A rather large thing. (What war in Iran?)

And in other news, Lize de la Harpe (Sanlam) shares that the Office of the Pension Funds Adjudicator has published a complaints form that retirement funds can use to report employers who are not paying their employees’ contributions over to the fund in time (or at all).

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