Fund managers cautiously optimistic on domestic assets
While bullish sentiment towards equities cools, local assets remain a top pick for 2025, with gold and bonds gaining favour, BofA survey finds.
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Cautious investors pivot to domestic assets as rand strengthens post-election
The stronger rand has shifted the focus back to domestic equities and property. Managers leaning into local value and shedding expensive offshore assets are reaping the rewards of this pivot.
