Invest with Perspective

Mar 05 2025 330 ep. 6 mins 3
Invest with Perspective Podcast artwork

Stay up to date with the latest investment news from Old Mutual Investment Group. 

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🎙 Podcast: Market Moves – Prosus, Naspers and Sasol

Mar 05 2025 5 mins  
Join Portfolio Manager Meryl Pick as she unpacks the latest market developments: Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform

🎙 Market Update with Siboniso Nxumalo

Mar 05 2025 5 mins  
Key takeaways from The Money Show: ✅ Santam: Strong recovery post-COVID; net income up 51%. ✅ Aspen: New contracts and higher margins drive a 12% share price jump. ✅ Bidvest: Diversified results – international growth offsets local economic challenges. Thanks for listening! Follow us on Linkedin.

📊 Global Markets in February: Key Insights with Investment Analyst Sehrish Khan

Feb 27 2025 3 mins  
📉 US equities: Reached an all-time high on Feb 19 before declining due to inflation worries and weak economic data. 🇪🇺 Europe’s strength: European equities outperformed, gaining 13% YTD, supported by strong economic data and improving energy dynamics. 🏅 Gold’s surge: Up 10% this year, reflecting investor demand for safe-haven assets amid geopolitical uncertainty. �

🎙 Podcast: Market Moves – Prosus, Naspers and Sasol

Feb 26 2025 5 mins  
Join Portfolio Manager Meryl Pick as she unpacks the latest market developments: 📉 Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability. 🚚 What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true te

📊 Budget 2025 Postponed – What this means for SA

Feb 20 2025 5 mins  
🎙 Join Portfolio Manager Jason Swartz as he unpacks the surprising postponement of South Africa’s Budget Speech. Jason shares insights on the implications for the Government of National Unity (GNU) ⚖️ and the broader economy 📈. 🔑 Key takeaways: 💰 The budget was delayed due to disagreements over a potential VAT hike. ⚖️ This could signal cracks in the GNU – o

📊 Market Insights with Arthur Karas

Feb 18 2025 3 mins  
🎧 On The Money Show, Portfolio Manager Arthur Karas shared key market updates: 💰 Anglo American Platinum’s R16.5bn shareholder payout – A strategic move as Anglo American streamlines its portfolio, focussing on iron ore and copper. Limited new platinum mine investments could tighten future supply, supporting prices. 🏗️ Afrimat’s diversified strategy – Despite sho

📊 Market Insights with Peter Brooke

Feb 11 2025 5 mins  
🎧 On The Money Show, Portfolio Manager Peter Brooke shared key market updates: 📈 Telkom’s strong Q3 – Despite flat revenue, EBIT surged 28%, boosting its share price by 8%. Smart cost management and market share gains in mobile and data are driving growth. 🌍 Leadership moves – Capitec & BAT made strategic director appointments, bringing global expertise to drive

📢 Global Market Insights with Reza Fakie 🎧

Feb 06 2025 4 mins  
Listen in as Reza Fakie, Portfolio Manager of the Old Mutual Global Managed Alpha Equity Fund, shares insights on what’s shaping global markets in 2025. He also analyses emerging markets vs developed markets, and where opportunities lie. 🔹 US and China led global returns in 2024 🔹 Large caps, momentum, and growth dominated 🔹 Emerging markets' growing influence 🔹 Marke

What investors need to keep an eye on in 2025 | Quarterly Market Update

Feb 05 2025 20 mins  
As markets enter 2025, investors face a dynamic landscape of shifting interest rates, technological disruption, and geopolitical challenges. In this video, our CIO, Siboniso Nxumalo, provides in-depth analysis and actionable insights to help investors navigate the year ahead with confidence. ✔️ The impact of interest rates on portfolio positioning. ✔️ China’s economic rev

📈Navigating Market Volatility

Jan 09 2025 4 mins  
🎧 Listen to Portfolio Manager Peter Brooke from Old Mutual Investment Group on Radio 702’s The Money Show as he unpacks the anticipated market volatility driven by Donald Trump’s policies. Trump’s inauguration is scheduled for later this month. Peter also highlights the strong performance of the South African equity market in 2024 and gives insights into his stock pick, Su