Bull & Bear

The Bull & Bear report collates the performance expectations of leading South African Asset Managers over the coming 12 months.

Bull & Bear - Q4 2019

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. Glacier Research conducted the survey between November 2019 and January 2020.

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Bull & Bear - Q2 2019

The Bull & Bear report is a collation of the performance expectations of seven South African Asset Managers over the coming 12 months. 100% of the Asset Managers expect our local interest rate to be stable. 86% are neutral on growth from a local sector perspective, think the US dollar is overvalued, the Pound sterling undervalued and are neutral on UK equities.

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Bull & Bear - Q4 2018

The Bull & Bear report is a collation of the performance expectations of seven South African Asset Managers over the coming 12 months. 100% of the Asset Managers are bullish on large capitalisation stocks and are neutral on South American equities. 86% expect our local interest rate to be stable, think the US dollar is overvalued, think emerging markets will outperform developed markets, are neutral on emerging Europe equities and are bearish on Eurozone and UK bonds.

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Bull & Bear - Q1 2018

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. Glacier Research conducted the survey between 08 May 2018 and 15 June 2018.

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Bull & Bear - Q4 2017

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 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. Glacier Research conducted the survey between 08 January 2018 and 16 February 2018.

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Bull & Bear - Q3 2017

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 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. Glacier Research conducted the survey between 31 October 2017 and 24 November 2017.

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Bull & Bear - Q4 2016

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 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. Glacier Research conducted the survey between 12 December 2016 and 11 January 2017.

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