Asset Manager Report │How SA managers are positioned post-Budget 2021
At Graviton part of our dedication to providing clients with the best possible solution to meet their needs, is to understand the investment decisions and journey taken by the managers we select via our Manager Research process. A key part of our role is to understand how managers’ performance is likely to change throughout the market cycle based on the interplay of both economic and market factors.
The following report is based on a survey post the 2021 South African Budget announcement. Its aim is to give us, and you, greater insight into some of the thought processes that drive managers’ investment decisions and it enables us to better understand and interpret managers’ performance and positioning.
Click here to read the full report.