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Audio Commentary
Mar
19
2018

What Lies Ahead for South Africa?

With Moody’s set to review South Africa’s credit rating on March 23, Anujeet Sareen and Brian Giuliano discuss the country’s politics and what they would like to see from the new presidential administration. We believe a country often needs a change in leadership to change the direction of the economy. Listen to Brian and Anujeet share why they believe Cyril Ramaphosa is the right person for the job and what structural changes they would like to see implemented.

Press play below to listen to the full commentary.

Groupthink is bad, especially at investment management firms. Brandywine Global therefore takes special care to ensure our corporate culture and investment processes support the articulation of diverse viewpoints. This blog is no different. The opinions expressed by our bloggers may sometimes challenge active positioning within one or more of our strategies. Each blogger represents one market view amongst many expressed at Brandywine Global. Although individual opinions will differ, our investment process and macro outlook will remain driven by a team approach.

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Anujeet Sareen, CFA
Anujeet Sareen, CFA »
Portfolio Manager  |  Articles »
Brian L. Giuliano, CFA
Brian L. Giuliano, CFA »
Senior Vice President, Client Portfolio Manager  |  Articles »
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