Old Mutual Investment Group

In this episode Jason Swartz Portfolio Manager at Old Mutual Investment Group, provides an insightful analysis of Donald Trump's return to the White House and its potential implications for markets, especially in South Africa. With the US Senate now in Republican hands, Trump's approach is likely to be inflationary, heightening global interest rates and strengthening the dollar — a challenging environment for emerging markets.

But there’s a silver lining: Jason discusses how South Africa’s own growth drivers and structural reforms may support the country’s economy in navigating these global pressures. Listen in as he offers guidance on staying focused on fundamentals and investing for the long term amid the uncertainty.

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