Old Mutual Investment Group

Dec 04 2024 320 ep. 6 mins 3
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Stay up to date with the latest investment news from Old Mutual Investment Group.

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Market update with Investment Analyst Sehrish Khan 📈

Dec 04 2024 4 mins  
US equities have continued their winning streak following Donald Trump’s victory in the US election. Concerns remain around the long-term impact of this election outcome, particularly for emerging markets. Local equities started the month of December strong, lifted by Naspers' positive results earlier in the week. However, GDP data disappointed on Tuesday, which led to a reversal

The Money Show | A balanced perspective on South Africa’s economic transition

Nov 26 2024 4 mins  
For the latest market movements and key company updates, listen to Portfolio Manager Peter Brooke’s interview on The Money Show, where he unpacked the following key issues:📈 Super Group's surge: A potential sale of their Australian unit sparks a 14% share price increase. 📊 Boxer listing: A promising new market entrant valued at R54/share, showcasing robust growth potential.

Market Insights: Donald Trump’s win, rand volatility, and oil price movements

Nov 14 2024 2 mins  
Investment Analyst Siya Mbatha dives into the latest market trends affecting South Africa and the global stage. This market update covers: Rand’s volatility: Reacting to Donald Trump’s recent election victory and potential trade policy shifts, while recent measures from the Fed and China’s stimulus offer some relief.Global oil prices: Supply concerns due to US production disr

The US election’s ripple effect: How Trump’s victory could impact South Africa

Nov 07 2024 7 mins  
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 —

The Money Show | Key insights on global market trends

Nov 07 2024 6 mins  
Listen to Peter Brooke from Old Mutual Investment Group on Radio 702’s The Money Show as he shares valuable insights into the US election’s influence on markets, China’s economic actions, and how global events could impact South African investors. Listen now to gain perspectives on how these dynamics are shaping the investment landscape. Thanks for listening! Follow us on Lin

Medium-Term Budget Policy Statement insights with Jason Swartz

Oct 31 2024 4 mins  
In this quick take, Portfolio Manager Jason Swartz highlights the Medium-Term Budget Policy Statement’s key takeaways. From critical infrastructure funding and support for Transnet to conservative yet realistic fiscal planning, Jason breaks down what these updates mean for South Africa’s financial markets.Listen in for insights on where growth opportunities lie and how markets

Time to look at South African stocks for growth opportunities

Oct 23 2024 18 mins  
Our National Sales Manager Hennie Grové discussed a range of topics with CIO Siboniso Nxumalo, one of them the launch of the Two-Pot System, which is expected to boost the retail sector, but preliminary numbers show that it has not yet had a significant impact. They also talk about our funds performing well in the previous quarter, most in the second quartile, benefitting from Sou

🌍 Foreign investors remain cautious towards local markets

Oct 10 2024 10 mins  
Portfolio Manager Jason Swartz, in conversation with Refilwe Moloto on Kaya FM, shared insights on the prospects for South African investments.📈 He highlighted that, despite recent market fluctuations, local stocks are showing strong performance, driven by positive domestic developments and growing investor confidence. However, he stressed the importance of increasing foreign in

The Money Show | South Africa's market strength

Sep 26 2024 5 mins  
In this episode of The Money Show, Portfolio Manager Peter Brooke talks about the surprising strength of the rand and JSE, driven by key economic indicators and market sentiment. He highlights the positive outlook for South Africa’s platinum miners and explains how a government of national unity is boosting market confidence. Plus, a look ahead at potential trends over the next 1

🌍 How are we shaping a more sustainable future through responsible investment?

Sep 26 2024 3 mins  
🎧 Listen in as Robert Lewenson, our Head of Responsible Investment, shares the key highlights of our 2024 Responsible Investment Report. This report showcases our unwavering commitment to sustainability and driving positive change within the industry. This year’s edition offers fresh insights into how we are integrating sustainability into our investment processes and decision