Stay up to date with the latest investment news from Old Mutual Investment Group.
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Listen to the latest news, insights and views on topical issues. Old Mutual Wealth is an advice-led wealth management business, aimed at providing financial planners and their clients with a full suite of industry-leading strategies and services.
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The business cycle is a key framework for understanding economic fluctuations and is often widely used to guide asset and sector allocation decisions for investors. However, debates often arise regarding the precise stage at which an economy finds itself, particularly when economic data presents mixed signals. Listen as Victor Mupunga, Head of Rese…
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Moneyweb Investment Alchemy series | Will the local retail sector do better in 2024?
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In the final podcast in our Investment Alchemy series with Moneyweb, Portfolio Manager Arthur Karas discusses why, after lacklustre performance in 2023, the local retail sector appears primed to offer investors a more promising return. Thanks for listening! Follow us on Linkedin.Old Mutual Investment Group による
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Unpacking the longevity economy & the investment opportunities
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Andrew Dittberner, Chief Investment Officer at Private Clients by Old Mutual Wealth, unpacks the longevity economy in more detail and highlights some of the challenges and opportunities.Old Mutual による
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Are the Magnificent Seven valuations justifiable?
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Andrew Dittberner, CIO of Private Clients by Old Mutual Wealth and Classic Business’ Michael Avery talk about the Magnificent Seven and whether their valuations are justified.Old Mutual による
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Thanks for listening! Follow us on Linkedin.Old Mutual Investment Group による
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In his latest podcast, Peter Brooke shares insights from the Bank of America Sun City Conference. Despite challenges, South African companies are resilient, with strong management teams adapting proactively. Foreign earnings are on the rise, driven by expansion into other geographies. However, concerns linger, especially in the platinum industry. F…
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SAFM Radio Interview with Muhammad Rayhaan Sooliman
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Muhammad Rayhaan Sooliman, Operations Director at Gift of the Givers, talks to Oliver Dixon of SAFM about the newly launched Old Mutual Gift of the Givers Life Fund. Developed in partnership with Old Mutual Wealth, the fund allows the investor to meet their financial goals, whilst using their investment income for humanitarian relief and developmen…
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Moneyweb | Navigating investment opportunities with Shari’ah-compliant funds
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Maahir Jakoet shares invaluable insights into navigating today's investment landscape. He discusses the significance of timing interest rate cuts for long-term investors, emphasises the healthcare sector's revolution fuelled by AI and wearables, highlights preferred tech companies like Alphabet and Meta, and outlines the importance of Shari’ah-comp…
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Invest with Perspective | A review of 2023, pending recession and the election year
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In this engaging podcast, Siboniso Nxumalo dissects 2023's challenges and explores the looming recession. Listen to him share recession-proof portfolio strategies, 2024's possible winners and losers and the impact of elections. Thanks for listening! Follow us on Linkedin.Old Mutual Investment Group による
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Assessing current fiscal and political risks to SA markets
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Meryl Pick considers how the latest budget announcements and upcoming elections could impact global investor perceptions of SA as an investment destination. Thanks for listening! Follow us on Linkedin.Old Mutual Investment Group による
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Macro Perspective 9 | Results season in South Africa
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Thanks for listening! Follow us on Linkedin.Old Mutual Investment Group による
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The Money Show | Exploring Sector Challenges and Opportunities
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In this podcast Peter Brooke delves into the dynamic economic landscape. Gain insights into Christine Lagarde's stance on interest rates and the global trend towards lower rates. Understand the hurdles faced by companies like Sasol amidst transitions and growing debt. Explore the performance of AECI, Altron, and others in the face of market challen…
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Macro Perspective | Navigating China's Equity Market
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Discover the latest insights on navigating the complexities of the Chinese equity market in our recent macro perspective podcast. From assessing recent market dynamics to exploring potential opportunities in emerging markets, stay informed with expert analysis from Peter Brooke. Have our latest investment-related podcasts sent directly to your mobi…
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The Money Show | Challenges and opportunities in various sectors
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Listen to Arthur Karas as he explores the latest market insights. From navigating challenges in the platinum group metals sector to discussing diversification strategies in telecommunications and retail, Arthur sheds light on key trends and opportunities shaping today's investment landscape. Thanks for listening! Follow us on Linkedin.…
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Macro Perspective 6 | Navigating a complex global economic landscape
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In this podcast Peter Brooke advises against high conviction investment calls based solely on macro-outlook. Instead, he urges investors to seek opportunities where growth is improving, and prices are reasonable. Looking ahead, a new theme for 2024 emerges: rate cuts, already underway in emerging markets like Brazil, Colombia, and Hungary. Have our…
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In this radio interview Meryl Pick sheds light on potential opportunities amid the turbulence. From cyclical rotations to home market bias, her perspective unveils hidden prospects even in uncertain times. As once said, "out of crisis comes opportunity" – a sentiment echoed in today's investment landscape. Thanks for listening! Follow us on Linkedi…
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OMIG listed property portfolio manager Evan Robins talks to SAFM host Jimmy Moyaha about the outlook for the listed property sector in the year ahead, pointing out that its prospects are looking more promising, with headwinds on the decline. Thanks for listening! Follow us on Linkedin.Old Mutual Investment Group による
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Radio Al Ansaar interview on the International Day of Education
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This year, the International Day of Education was celebrated under the theme "Learning for Lasting Peace", highlighting the crucial importance of education in promoting inclusive and democratic governance. Listen to this insightful discussion with Maahir Jakoet, Portfolio Manager at Old Mutual Investment Group, on the importance of education and ho…
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Investment Alchemy series: Listed property on the up
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In the second podcast in the Investment Alchemy series with Moneyweb, OMIG listed property portfolio manager Evan Robins shares his views on why domestic listed property, compared to other asset classes, might not be as bad as previously thought. Thanks for listening! Follow us on Linkedin.Old Mutual Investment Group による
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Macro Perspective | Commodities: a twisting tale
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In this is episode Peter Brooke uncovers the impact of major reallocations of capital due to ESG considerations, energy security needs, and the shifting landscape of multipolar geopolitics. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.…
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The Money Show | Navigating financial waters: insights on Evergrande, local property, and retail resilience
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In this interview Meryl Pick explored the muted market response to Evergrande's liquidation and discussed the broader implications for China's property sector and commodity demand. She further analysed the surprising resilience of South African property shares and highlighted potential opportunities in certain segments amid a challenging global env…
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The Money Show | Patience in seeking profit growth
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On the recent The Money Show, Arthur Karas delved into the intricate dynamics of the JSE and the current economic landscape. Arthur shared insights on the challenges and opportunities we face between the inevitable decline in interest rates and the anticipation of a revitalised China. Touching on the resilience of companies amid economic uncertaint…
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Macro Perspective | Malaria vaccine: positive ripple effect on long-term growth potential in Africa
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In this podcast Peter Brooke discusses a transformative development—Cameroon's launch of the first-ever mass malaria vaccination programme. He sheds light on the journey from the vaccine's inception to its recent deployment, emphasising its potential impact on both human health and the economic landscape. Peter's analysis, inspired by Jared Diamond…
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Macro Perspective 1 | Investor’s Resolutions for the year ahead
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Over time, the impact of high liquidity and trend-following funds has resulted in markets being fast-paced but often going nowhere. A stock can crash during a particular quarter and recover at the same percentage the very next quarter. For this reason, investors need to be patient, ignore the noise, and think long-term. In this first podcast for 20…
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The Money Show | Perspectives on global and SA market dynamics
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In the latest interview on 702’s The Money Show, Siboniso Nxumalo, our Chief Investment Officer discussed the subdued activity on the JSE and the global market dynamics. Siboniso shed light on the dichotomy between the South African and US markets. He explored the contrasting valuations, the concentration of the US market in the "Magnificent Seven,…
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The Money Show | A bit of a soggy start to 2024
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It is the new year and investors are looking to see what investment opportunities are out there. Is it a year of recovery or more instability? Peter Brooke, in his recent interview on The Money Show, shares how despite having had a strong fourth quarter, things have somewhat shifted as there is less “good news” going around. And with 2024 being a h…
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The Money Show | Market shifts during the last few days of 2023
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Peter Brooke, on this week’s The Money Show, delves into the recent shifts in market dynamics. He discusses the nuanced changes in the US Fed's stance, the SARB’s outlook on interest rates, and the intriguing landscape of the gaming industry. Peter also offers a keen perspective on market trends and the resilience of certain sectors. Thanks for lis…
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Macro Perspective 50 | Insights from HSBC South African Macro Conference and prospects for 2024 elections
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In his final podcast for 2023, Peter Brook shares insights from the HSBC South African Macro Conference. Highlights include government's openness and expertise, Cyril Ramaphosa's positive role in creating pockets of excellence, and surprising developments at Eskom due to the photovoltaic rollout and private sector collaboration. He further discusse…
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The Money Show | Market trends and global dynamics
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Arthur Karas, on 702’s The Money Show this week, delves into the twists and turns in today's financial landscape. From the JSE's surprising rebound to the impact of global inflation on market trends, this interview is a must-listen for anyone navigating the financial terrain. Thanks for listening! Follow us on Linkedin.…
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Investment Alchemy series: Quant investing during uncertain times
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In the first of our Investment Alchemy podcast series with Moneyweb, our Head of Global Urvesh Desai talks to Simon Brown about the ongoing uncertainty around geopolitics and interest rates heading into 2024 and the edge that quantitative brings during uncertain market environments, as evidenced by the performance of the Old Mutual Global Managed A…
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Macro Perspective 49 | Navigating South Africa's economic landscape from boardrooms to balance sheets
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In this week’s podcast, Peter Brooke provides a unique bottom-up perspective on the challenges facing the South African economy. Drawing from his experience, Peter illustrates the real-world impact of issues like load-shedding, highlighting the ripple effect on costs, supply chain disruptions, and even quality control. Tune in for a deeper understa…
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The Money Show | From Aspen's expansion to Capitec's independent insurance venture
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Siboniso Nxumalo, CIO at Old Mutual Investment Group, shared his optimistic outlook on South Africa's economy during an interview with Motheo on Radio 702's The Money Show. In this discussion, Siboniso also provided a comprehensive overview of the market dynamics, shedding light on the performance of various sectors, including resources, industrial…
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The Money Show | South African small caps show opportunities
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Peter Brooke had an insightful conversation on the latest market trends with Bruce Whitfield on The Money Show yesterday. While Standard Bank holds strong, the real excitement lies in small caps. Companies like Oceana, Invicta and Zeda are making waves. Peter highlighted the potential in undervalued South African small caps with offshore assets. De…
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Macro Perspective 47 | Navigating South Africa's economic challenges
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In today’s podcast, Peter Brooke delves into the intricacies of the South African economy, exploring the impending elections and the possible coalition governments. He also looks at the report by economist Ricardo Hausmann, shedding light on the 15-year growth slowdown and the urgent need for state capability. Despite economic woes, Peter identifie…
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The Money Show | A rollercoaster day in the markets
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On this week’s The Money Show on Radio 702, Meryl Pick discussed Netcare’s resilience, Omnia’s cyclical challenges and Astral Foods’ battles against industry-specific calamities. Thanks for listening! Follow us on Linkedin.Old Mutual Investment Group による
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Macro Perspective 46 | Gold proves to be resilient
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In this macro perspective episode, Peter Brooke discusses the surprising performance of gold this year – proving its resilience. Despite a strong dollar and rising interest rates, physical gold has delivered a 7% return in US dollars and an impressive 18% return for South African investors due to the weak rand. In the short term, gold serves as a p…
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The Money Show | Navigating the shifts in telecom, mining and food industries
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Portfolio Manager Arthur Karas discussed the current landscape of the telecom, gold mining, and food industries on 702’s The Money Show this week. Arthur highlighted the shift in user behaviour from less voice to more data, Harmony's strong performance that is sparking interest, and Premier Foods appearing to weather the storm better than Tiger Bra…
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Markets have experienced a rebound driven by overselling and underweight positioning, but we shouldn’t be reading too much into it. In his Interview on 702’s The Money Show this week, Portfolio Manager Peter Brooke shared his view on the current market recovery and highlighted the undervaluation of South African assets, indicating the possibility o…
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Macro Perspective 44 | Sharp deterioration in fiscal metrics
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The medium-term budget policy statement (MTBPS) tabled today revealed a sharp deterioration in fiscal metrics, aligning with expectations. Despite negative revisions, the budget is deemed realistic, considering the current circumstances. While reflecting challenging economic realities, the MTBPS outlines a pragmatic approach to financial management…
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Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth, speaks to Bruce Whitfield about some of the lessons that South Africa, our government and the world can learn from the Springboks following their historic win over the All Blacks for a record fourth time and lifting the Webb Ellis trophy back-to-back. Key learnings include having a lo…
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This week on 702’s The Money Show, Portfolio Manager Meryl Pick discussed critical market insights, exploring the ambitious claims of Noel Quinn, CEO of HSBC, about the China property crisis, and the challenges faced by MTN in Nigeria's volatile market. Additionally, Meryl shared her cautious stance on Pick and Pay, emphasising the complexities of …
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On 702’s The Money Show this week, Portfolio Manager Peter Brooke, discussed several key developments in the South African market, highlighting the dynamic nature of its financial landscape, as well as challenges and opportunities for investors and businesses. Thanks for listening! Follow us on Linkedin.…
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The Money Show | State of the South African economy
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This week on 702’s The Money Show, our CIO, Siboniso Nxumalo, discussed the current state of the South African economy, focusing on the declining commodity prices. He highlighted the impact of lower prices of platinum group metals (PGMs) on SA's fiscal revenue, noting declining income tax and royalty contributions. Nxumalo's insights shed light on …
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The Money Show | The impact of current geopolitics on markets
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Our Head of Equity Research, Meryl Pick, was on 702’s The Money Show sharing insights on what is happening in the Middle East and the financial implications. The immediate impact is seen on oil prices due to geopolitical tension, which could lead to potential inflation. Meryl advises that it is important to evaluate dependencies on affected regions…
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Macro Perspectives 41 | Government-business dialogue is key
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Peter Brooke, along with other industry peers, attended a meeting with Deputy President Paul Mashatile, discussing the state of South Africa's business landscape. In this podcast Peter highlights the value of government-business dialogues in improving sectors such as energy, transport, and tackling crime. Tough times ahead, but dialogue is key. Hav…
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Retirees struggling to live off investment income
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Roland Grabe, Head of Discretionary Fund Management at Old Mutual Wealth, speaks to Simon Brown of Moneyweb about life and living annuities. He says the investment market volatility, especially in bear markets, make it difficult for retirees to live satisfactorily off their investment income. In addition, investment strategy decisions are tricky an…
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In a recent interview on The Money Show Peter Brooke delves into Pick n Pay's challenging situation, marked by a significant share price drop and the appointment of Sean Summers as Chief Executive after 17 years. Brooke emphasises the importance of long-term strategic decisions in the retail sector, cautioning against hasty turnarounds and highligh…
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Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth, speaks to Power FM about South Africa’s economic heritage. He delves into the origin of the South African economic system as well as its anchors such as Anglo American, the transition from apartheid to freedom and the era of growth pre-2008, until issues like loadshedding derailed us.…
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Macro Perspective 39 | Current macroeconomic and market conditions
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In this podcast, Peter Brooke, discusses the current macroeconomic and market conditions, highlighting the challenges posed by rising interest rates, high oil prices, and weaker economic data, particularly in the Eurozone. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Li…
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There are several positive themes driving investment in the uranium industry, the most important being the green energy transition followed by multipolarity. Peter Brooke delves into the compelling case for uranium investment. He talks about the outlook and supply issues concerning this commodity. Listen to the full podcast for more on the future o…
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