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A consensus view of the market over the next 12 months

Compiled by: Glacier Research

The Bull & Bear report collates the performance expectations of leading South African Asset Managers over the coming 12 months. Asset Managers are asked to comment on the expected performance for various asset classes and index sectors; currency levels; commodity prices and the performance of selected global markets. These viewpoints are subject to change in line with changes in economic and market conditions.

About the survey

Glacier Research conducted the survey between 01 March 2017 and 31 March 2017. Seven asset management houses participated in the survey. In all cases the responses were given in consultation with the chief investment officers, strategists or a fund manager who is a member of the company’s asset allocation committee. Furthermore, it is important to note that these views were expressed before the subsequent downgrade of South Africa’s credit rating to “junk status”.

About Glacier Research

Glacier Research is an independent research division within Glacier. Glacier provides innovative investment services and products, which enable our clients to manage their diverse investment needs via a single service point.

Asset management companies who participated in the survey

  • Coronation Fund Managers
  • Investec Asset Management
  • Laurium Capital
  • Old Mutual Investment Group (Macro Strategy Investments)
  • Sanlam Investments
  • Stanlib Asset Management
  • Truffle Asset Management




  • Combining Expert Knowledge

    Providing One Solution

  • Ryno Wilson

    Ryno Wilson

    Key Individual

  • Trevor Doorly-Jones

    Trevor Doorly-Jones

    Head of Investments

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